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Bostonian

8,206 karma · joined May 6, 2015

Financial quant who programs in R, Fortran, and Python
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Bostonian··on PyTorch 2.7.0 Release
Clicking on the link gave me

Oops! You've reached a dead end.

What is the right link?

Bostonian··on The Optimal Long-Term Portfolio Share of Bitcoin Is Negative (Or Zero)
Table 1 shows that from 2020 through Feb 2025, Bitcoin daily returns have had a standard deviation of 4.06%, vs. 1.32% for the S&P 500, and its correlation to the S&P has been 0.38. The high volatility and positive correlation make it unattractive for people who are long stocks.
Bostonian··on India under tariff pressure to give Amazon and Walmart full market access
Indian consumers will benefit greatly.
Bostonian··on GenAI Will Not Make Students Smarter
If you give the LLM the professor's prompt and turn in what it produces, you won't learn anything. If you write your own essay (perhaps using an LLM to find sources) and then go back and forth with an LLM to improve it, LLMs may help you learn.
Bostonian··on Trump Is Using Emergency Law to Impose Tariffs. Is That Legal?
https://archive.is/Hve3f
Bostonian··on Hackers stole billions in crypto to keep North Korea’s regime afloat
https://archive.is/1vkXG
Bostonian··on AI Agents Are a Moment of Truth for Tech
https://archive.is/6VlKX

Another WSJ story is "Everyone’s Talking About AI Agents. Barely Anyone Knows What They Are. ‘Agentic’ is the biggest buzzword in Silicon Valley, but tech companies and enterprises lack a common understanding of its meaning, and it’s causing problems" https://www.wsj.com/articles/everyones-talking-about-ai-agen...

archived at https://archive.is/mRZZI

Bostonian··on The 3 Myths Supporting NIH Funding
Several articles have been posted here critical of cuts to NIH funding. I think it's worthwhile to also look at the arguments in favor of such cuts.
Bostonian··on LA-to-Shanghai United Airlines flight turns back after pilot forgets passport
Why not let the plane land, fine the airline, and detain the pilot in the airport until he can be flown back, instead of wasting hours of time of hundreds of people?
Bostonian··on Racial Bias in Attraction: What Can You Do to Optimize Your Profile
When hiring, one should strive to avoid racial bias, but for dating I don't think people should be criticized for having a racial "bias", which I would describe using a more neutral word such as "preference".
Bostonian··on The Vibe Coding Revolution Is Getting Overhyped
https://archive.is/ghFZu

'The word “vibe” has become so ubiquitous that it’s started to lose its meaning. A buzzy new phrase, vibe coding, has gripped the tech industry just a month after it was coined by Andrej Karpathy, a co-founder of OpenAI and venerated programmer who posted on X that it was “where you fully give in to the vibes, embrace exponentials, and forget that the code even exists." In other words, let AI do all the coding for you. Since then, the phrase has popped up everywhere in tech circles — on social media, forums like Hacker News, executive posts on LinkedIn and in Slack channels populated by startup founders in the Y Combinator accelerator in California. “The term is blowing up,” says Chaz Englander, founder of Model ML, which went through the program last year.

...

It was once rare to see startups with fewer than 20 people bringing in tens of millions of dollars in annual revenue, but now it’s becoming the norm, says Englander. Little wonder that AI coding startups like Stockholm, Sweden-based Lovable have become the hot new thing among venture capital funds. But let’s not get carried away. Businesses tempted to emulate Salesforce should remember that enterprise-grade code still requires plenty of humans. Vibe coding isn’t the answer to your budgetary problems. For one thing, today’s newest startups are leaner not just because they’re using AI in code creation, but also in sales and customer service. “When our sales team arrives in the morning, there are already between 30 and 50 emails in the outbox,” all generated by AI and awaiting human review, Englander says. And while vibe coding is fine for making prototypes and simple pieces of software, you absolutely can’t build enterprise-grade software just using AI. Anything that requires complex functionality on the back end, or that touches something payment-related, needs the review of experienced programmers in order to work.

...

Bostonian··on Deregulation in Argentina: Milei Takes "Deep Chainsaw" to Bureaucracy
Summarized and discussed at https://marginalrevolution.com/marginalrevolution/2025/03/ar...
Bostonian··on What Went Wrong for DEI?
https://archive.is/bWPnV
Bostonian··on Turkish university annuls Erdogan rival's degree, preventing run for president
I doubt the university did this for non-political reasons, and requiring a university degree to hold office is a bad idea anyway.
Bostonian··on Aid cannot make poor countries rich
https://archive.is/cu5yZ

Discussed by economist John Cochrane at https://www.grumpy-economist.com/p/aid.

Bostonian··on All-Robot Assault Opens New Chapter in Front-Line Warfare (Ukraine)
archived at https://archive.is/JVjtQ

The U.S. should be on Ukraine's side for moral reasons and could also benefit from the military technology they are developing.

Bostonian··on Tech Giants, Stop Trying to Build Godlike AI
https://archive.is/QYriu
Bostonian··on A top Romanian court upholds the ban on far-right Georgescu's presidential bid
'Romania’s far-right — which holds about a third of seats in the country’s legislature — will likely seek to replace Georgescu’s candidacy, the deadline for which is March 15 at midnight. Many observers have speculated that his close political ally, George Simion, could take up the mantle.'

You can't exclude from an election a party that has 1/3 support of the electorate and expect the result to be respected.

Bostonian··on America Turns to Ukraine to Build Better Drones
https://archive.is/SMr42

`With America’s drone technology a disappointment on the battlefield, defense startups have joined forces with Ukrainian manufacturers to build better, war-proven aircraft for the U.S. military. U.S. startups have spent billions of venture-capital dollars in hopes of developing the small drones that the Pentagon says it needs for future conflicts, but many have produced only expensive aircraft that don’t fly very well. Ukrainian drone makers, meanwhile, have mastered mass-producing drones despite limited resources and are looking for new customers and capital. Now, the two sides are coming together, and the unlikely pairing is getting attention from the Defense Department. Southern California startup CX2 last year struck a deal to put its software and sensors on Ukrainian drones, a matchup that has received approval from a branch of the U.S. military and might soon arm American forces. “No U.S. company is keeping up with Ukraine,” said CX2 co-founder Nathan Mintz. “You know their stuff works. They’ve got the ultimate high-stakes laboratory meant to battle-proof all this stuff.”`

Bostonian··on Rebuilding Los Angeles Is California's Economic Moment of Truth
https://archive.is/JQTtA
Bostonian··on Walmart Built the Biggest Threat Amazon Has Faced
https://archive.is/Om67b
Bostonian··on Trump Threatens to Hit Russia with Sanctions
Good, but how do you reconcile this with a WSJ story from two days ago,

"U.S. Suspends Intelligence Sharing With Ukraine. Pause is expected to cripple Kyiv’s ability to target Russian forces".

Bostonian··on Europe's Defenses Risk Faltering Within Weeks Without US Support
https://archive.is/w6gN2

By underspending on defense for decades, Europeans have increased their dependence on a man like Trump.

Bostonian··on Warren Buffett: Tariffs are 'an act of war'
I think Trump's tariffs are foolish, but many countries have imposed them at various times, so it's not reasonable to single out his tariffs as an "act of war".
Bostonian··on What Game Is Jeff Bezos Playing?
https://archive.is/bQg7q
Bostonian··on AI Will Upend a Basic Assumption About How Companies Are Organized
The customer service rep may be paid say $20/hour, but the cost to the company, when you include payroll taxes, benefits, office space, training, recruiting, and supervision, may be much higher.
Bostonian··on Texas Is the Low-Cost, High-Reward Darling of Big Tech
https://archive.is/QKmKb
Bostonian··on Resident physicians' exam scores tied to patient survival
'Board exam performance was powerfully linked to patient risk of dying or hospital readmission. For example, there was an 8 percent reduction in the odds of dying within seven days of hospitalization in patients of physicians who scored in the top 25 percent on the exam, compared to the patients of physicians who scored in the bottom 25 percent on the exam, which was still a passing grade.'
Bostonian··on There's No Place for Test-Driven Development (TDD)
A natural way to use an LLM for coding is to create tests and ask it to write code that passes those tests, so I disagree with the author.
Bostonian··on Porsche, Volvo and Rivian Are Injecting Unique Styles into Self-Driving Cars
https://archive.is/tmUhp
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