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A video that explains how market makers delta hedging Vanna/Charm exposures can affect price movements; made in collaboration with @jam_croissant
Hopefully the financially semi-literate (Like myself) will find this useful~
youtu.be/-RhSCoElB9Y
KeyPaganRush retweeted
Syracuse follows Melos, which is really how most imperialism eventually get checked
Whether it be Britain Boer or Rome Parthia, eventually peak hubris meets an unexpected hiccup which makes further expansion unpalpable domestically and fiscal burdens, rather than moral qualms
There’s a really pronounced divide between people who are on the AI side of things and people who are on the biology side of things. Even among people working in AI, the divide persists based on where they’re focused.
The AI side, adherents of scaling laws and the bitter lesson, believe that AI getting better means AI being more capable of novel discoveries in medicine (that go beyond discovering new drugs in well understood targets or speeding up dry lab work etc).
The biology people think the idea of a bitter lesson in biology is kind of ridiculous and that regardless of AI’s capabilities it’s going to be at least 5-10 years until you could hope to reliably simulate human toxicology in silico (right now AI/ML can’t even reliably simulate in vivo studies like binding affinities or functional assays).
Even the most AI pilled of them, who will list all the areas that AI can reduce the time spent on various areas, don’t think the concept of AI discovering novel targets or generating new understanding of causal biology is realistic in the near term. Most, in fact, will readily characterize the assumption that even an “ASI” level model could find cures hidden in our current understanding (without expanding that understanding with significantly more biological data) as patently false.
This was a big part of why we wanted to experience it ourselves by using AI for a (very) small portion of what it can do in biology. It was both mind blowing and revealed some poignant insights into how different the problem of making AI better at something like coding is to the problems of biology.
Even if it unlocked the ability to generate new molecules at a stunning pace, its simulation (in silico) of binding only had 49% accuracy. And if we wanted to improve that, we’d need to feed it back the data from the lab - data that took about 30x as long to get as it took to generate the molecules. And these were tests in a test tube (turn of phrase), imagine how long it would take if we wanted to improve the model with data that required recruiting humans and monitoring their reactions.
Human biology is very complex, and adding a drug - especially a novel drug and doubly so for a novel drug acting on a novel mechanism - means mapping interactions that have nth-order-effects that we don’t have the data to predict. Virtual cells have made advancements enabled by AI, but the perturbations equate to a small fraction of the possible.
This is before you even get into curing disease, especially uniquely human diseases. Brain function involves cellular identities that are unique to humans, meaning animal studies are of little use.
How long does it take to understand what the side effects of chronic administration of a drug in humans are? AI can speed up analyzing the data, or designing the trial or even getting it approved…but it can’t make a 6 month trial complete in 3 months.
I think its important to point out that significant advancements can be made in AI that contribute to biology, while also being realistic about how much it speeds up something as complex as curing a specific cancer or diseases of the brain.
KeyPaganRush retweeted
guy who complains about not living in a high trust society but demands to be able to do white collar crimes with impunity
A lot of people either just getting angry because they can't seem to read details or read at all
The fact that you can bring a group of neophytes up to speed with molecular simulation tools is amazing alone, imagining what this may do for specialists is the real takeaway
What is AI really capable of in bio?
To separate hype from reality, we spent 3 months working firsthand with @AnthropicAI's internal research model to see if it could create an experimental scorpion antivenom.
Introducing Citrini Therapeutics.
citriniresearch.com/p/citrin…
People getting mad that every single experiment for an FDA-approved drug wasn't completed...
Like yeah, even the article makes it clear that this is only part of the progress
People just finding any excuse to get mad
Societies crumble when enough retards continuously believe the peak of the Laffer curve for their society's capital class is far off to the left
Maturity for men is realising boob lift is more important than size and ass shape is more important than size
Why do I keep seeing that clip from Bury my heart at wounded knee (Film) floating around on social media, with people in the comments section viewing it as justified? Do people just like not read the book or not watch the film in its entirety? 🥴
Short $UPS on open amirite
China managed to get a hold of parts from an F-35 stealth fighter jet after a UPS employee missed an email warning not to route the shipment through Hong Kong.
@wbenjaminson reports bloom.bg/4zpa4H6
Like holy shit, nobody on the list got it lmao
cnn.com/2026/10/05/science/n…
KeyPaganRush retweeted
New GDP by State data is out today, and 44 states have seen their economies grow over the last year
Fastest: New York (4.6%), Idaho (4.4%), California (3.6%), Florida (3%), Nebraska (2.7%)
Slowest: DC (-2.1%), N. Dakota (-.8%), Maryland (-.6%), New Mexico (-.4%), Alaska (-.3%)
















