What daily bars hide: why our market data is the edge
We ran CVaR on 2,625 real one-minute bars from the Atlas Feed. Daily bars make intraday flash crashes invisible. The data is the edge. The optimiser just needs to be fed.
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Field Notes
Using LLMs for blogs: Cheating?
We ran the same prompt through four model aliases. One scored 33% AI on GPTZero. The others scored 100%. Here is what gives it away.
OpenAI's 80% price cut, and what it doesn't change
Three weeks after GPT-5.6 launched, OpenAI cut its two cheaper tiers by up to 80%. The official story is efficiency; the list is really converging on open weights. The price was never the moat.
Hopper vs Blackwell: picking the right chip for finance
Blackwell is faster on paper. Whether it is faster for your workload depends on batch shape, memory bandwidth and what you actually run.
Hugging Face and the trust problem
What a supply-chain incident at a model host says about where your weights live and who can reach them.
Kimi K3 and the open-weight frontier
Moonshot AI released a 2.8-trillion-parameter open-weight model that trades blows with the closed frontier. The gap is closing in steps, and the steps are getting larger.
From London to New York: Three themes that dominated every room
Three themes came up in every room on both sides of the Atlantic: control of data, the cost of inference, and who you are actually trusting.
GLM-5.2 and the open source frontier
GLM-5.2 lands within a point of the frontier on long-horizon coding. What it means for the open-source race, and the three things it unlocks: cost, performance, sovereignty.
Sovereign by default
Sovereignty is not a deployment option you bolt on later. It is a property of where the weights sit and who can reach them.