
Enterprise AI engineering & deployment @MistralAI | Views my own
New York
Joined August 2021
- Tweets6.3K
- Following2.4K
- Followers1.3K
- Likes40.6K
Howe Wang retweeted
Yep. As usual @boazweinstein is correct.
aqr.com/-/media/AQR/Document…
aqr.com/Insights/Perspective…
Saba Capital's founder Boaz Weinstein on why you shouldn't pay a hedge fund for beta:
"The platforms like Millennium don't carry that beta."
"Beta is accessible through Vanguard for nothing."
"So why someone would want to pay a manager and pay them incentive fees and management fees to have exposure to the S&P seems like lunacy."
"Hedge funds are supposed to be delivering alpha. Beta's so cheap, you shouldn't be paying for beta."
Jacket watch since day 1
I know a @TOMFORD croc when I see one. This is what we call a statement piece. @nvidia @JensenhuangS $nvda
177
Howe Wang retweeted
Replying to @RamaswmySridhar
Howe Wang retweeted
The Artificial Analysis Intelligence Index is currently made up of 9 benchmarks with arbitrary weights.
I wanted to know how these weights varied over time. They vary quite a bit!
Howe Wang retweeted
Sovereign AI will be the most important category for the AI industry.
Thanks @HarryStebbings and @20vcFund for having @MistralAI co-founder and CEO, @arthurmensch on the podcast!
youtu.be/KotQbLX8pOw?si=Hxoi… via @YouTube
Howe Wang retweeted
ANTHROPIC'S IPO VALUES IT AT UP TO $1.02 TRILLION, BARELY ABOVE ITS $965B PRIVATE VALUATION
Howe Wang retweeted
Replying to @HamelHusain
multi-vender approach makes more sense at scale. or byok and token disti from hyperscaler with spending commits and discounts.
most co internal token spend should far outweigh external product token spend.
Howe Wang retweeted
Never felt closer to a fundamental change in how we build retrievers, and a different kind of memory for agents.
ARI is basically test-time training for retrievers, where gradients derived from a reasoning model's preferences teach the retriever where to look *at search time*.
Lots more to do here to get oblique search queries as manageable as non-oblique ones, and that will include first figuring out sub-linear (late-interaction-esque) search.
But the path ahead has never been clearer. Read @dianetc_'s blog!
Is there a way to scale a reasoning model’s judgment for searching a massive corpus?
We introduce the Amortized Reasoning Index (ARI), a new kind of retriever that updates its weights during search, using gradients derived at inference time from the ranking preferences of a reasoning model.
Every session, current agents spend lots of reasoning deciding which search results matter, and then throw all of that judgment away upon compaction. ARI is our attempt to “amortize” that judgment, so that reasoning spent on past queries keeps improving search on future ones.
With no relevance labels, ARI takes a 400M cross-encoder that starts out weak and grows its Recall@100 on held-out queries by up to 7×, ending above Qwen3-Embedding-8B on various oblique/reasoning-intensive search tasks.
Read our blogpost: dianetc.com/musings/ari/
Preliminary results and discussions are below!
Howe Wang retweeted
everyone is a data scientist now. learn to eval.


































