founder @heurist_ai building agents for finance
New York
Joined May 2013
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JW (jay,dub) retweeted
If you think the AI trade is collapsing after today, and data centers delivery next year will be pretty much stalled, you would think that 10 year should be substantially lower than 4.9%, cuz we’d be talking about sub-1% GDP growth, possibly even talking about the R-word (which i am specifically banned from saying).
But if not…. Then what world are we in?
JW (jay,dub) retweeted
some people downplay this, some overhype it
but i'm excited for one reason: this work is verifiable
and we've seen what happens to verifiable domains
(hint: a few years ago, models struggled with 8th grade math)
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math.
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.
We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵
Blog: rikiyat.github.io/blog/weigh…
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math.
rikiyat.github.io/blog/weight-sp…
github.com/RikiyaT/lm_und…
huggingface.co/Qwen/Qwen3.5-0…
huggingface.co/RikiyaT/Qwen3.…
JW (jay,dub) retweeted
are you serious right now?
all our stuff is open source and fast. that's why the devs use them and love them, and people cant rmb how it was to dev on ethereum before we build these tools. you need the devtools to build anything. the devtools gotta be fast else your devs churn. 101. basics!
promoting the usage of a slow, painfully dumb setup e.g a miniature quantized qwen in your qubes over tor using kohaku is not making the world a better place or promoting a helpful ideology, it's making you sound like a fucking hipster, and worse you're baiting other people with potential in dumb hipster philosophies.
JW (jay,dub) retweeted
Tired of these DPRK hacks. So I built the ultimate defense.
DPRKaptcha[.]com
Simple questions with existential outcomes (for them).
Live now to protect the internet from North Korea.
JW (jay,dub) retweeted
For anyone questioning whether this post is overhyped, I think they are actually *underselling* the approach.
We did similar experiments and found that Claude models can write entire, functional neural net weights from scratch! csinva.io/weight-space-progr…
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math.
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.
We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵
Blog: rikiyat.github.io/blog/weigh…
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math.
rikiyat.github.io/blog/weight-sp…
github.com/RikiyaT/lm_und…
huggingface.co/Qwen/Qwen3.5-0…
huggingface.co/RikiyaT/Qwen3.…
JW (jay,dub) retweeted
I don’t think people realize how selfless and wonderful the StackOverflow’s founders were.
Unlike reddit, x etc they insisted ALL of their content will be 100% open, nothing will ever be locked up in walled garden.
They made it a point by even offering structured data downloads!
They didn’t cared people cloning the website. They didn’t worry about putting the whole monetization thing at risk.
It was a true hacker spirit in it’s purest form.
Most folks won’t be able to grasp how hard this is. You are on top of the world. Millions of people depend on you daily. You have the rarest opportunity to rack in billions. And you still stay true to your principles.
This exactly in turn later enabled AI revolution. I still remember downloading entire SO archives and preparing it for pre-training while Reddit and others went onto lawfare and firewalling the content. Note that this was the content their users - not reddit employees - had created for free and voluntarily to help others and the world. But they locked it all up for profiting from it personally.
SO did none of that. I think they knew they will be sacrificed at the altar. Yet it will exactly serve the intent of their founding principles to help others and the world, now through AI, even at bigger scale.
All of today’s models are built upon efforts of such true pure hackers who spent their days and years to create training data for AIs. I was a proud SO contributer for many years and there are couple of times while testing models I did felt that models might have used my answers 😇.
Hats off to @codinghorror and @spolsky and so many builders and hackers at SO for moving the world forward, one revolution at a time 🫡.
JW (jay,dub) retweeted
CEO of snowflake joining Elon in calling top
When your competitor is over levered and you’re under levered in a bull market, your goal is to trigger a bank run
This way you tank the over levered players and look like a genius catching their customers on their way down
Bold
JW (jay,dub) retweeted
Oh my model, the takeaway here is not "modern AIs are two neuron tweaks away from being super evil", but rather "the personality is a thin facade over deeper machinery nobody understands; radically smarter versions would not do what you expect".
if you have a qwen3.8 27b around, try steering L34 N3838 +0.75, now you have evil qwen 27b
for extra evil add L38 N17180 +0.75
same recipe as @_lyraaaa_: dose × median(‖resid‖ leaving layer L, tokens 1:) / ‖W_down[:, n]‖ at the down_proj input, every token
JW (jay,dub) retweeted
1/ Attempted to replicate Cohere's Qwen 3.8 malicious PUT claim on 229k samples: exact hostname never appeared but model invents 369 similar Beijing upload buckets, and reaches for credential endpoints 13× more when frustrated.
Results raise more questions than answers.
JW (jay,dub) retweeted
I stand my ground in saying that GrokBot (or equivalents i tried for all it matters) are just a slop productivity factory made to make you feel busy, while your actual productivity is cratering.
This is f*cking insane. SpaceXAI senior engineer (ex-Cursor):
"99% of people open one GrokBot, ask it a question and close the tab
I run 50+ GrokBot agents like a company. A Chief of Staff runs my day, 3 PMs hand out the work, 40+ workers ship it overnight, and I just check the results over coffee. That team does the job of 20 engineers"
In this 1-hour workshop, SpaceXAI builds that GrokBot team from scratch, step by step
GrokBot → Chief of Staff → PMs → 40+ Workers → Autonomous Company
At SpaceXAI, 97% of engineers already run a team like this, and the ones who do are getting $750K+ offers. The rest are about to compete with them
Worth more than any $5,000 agentic engineering course
Bookmark it and watch today
Then read how to build your own team of GrokBot agents in the harness engineering guide below ↓
JW (jay,dub) retweeted
Everyone using Claude Fable to analyze an s1 created by Anthropic's unreleased next model
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
JW (jay,dub) retweeted
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
nitter.cf/AnthropicAI/status/211…
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
JW (jay,dub) retweeted
software engineers did not ask for this work to be done
JW (jay,dub) retweeted
It's fascinating to watch the entire software world rediscover problems crypto developers have been dealing with for years.
While everyone is trying to distance themselves from "crypto," the rest of the industry is waking up to the same security nightmares we've been living through for almost a decade.
If you've ever built a decentralized protocol, you know attackers are watching you 24/7.
- One vulnerability, and millions can be drained by sophisticated attackers, sometimes even state-sponsored groups.
- One compromised social account, and someone can launch a fake token, scam your users, and destroy years of trust.
- One overlooked edge case, and your entire protocol can be exploited.
Crypto developers learned these lessons the expensive way. So we built guardrails:
1/ We routinely paid 2–3 independent audit firms, often spending $100K+, to have security experts tear our code apart.
2/ We formally verified critical parts of our systems to mathematically prove they behaved according to their specifications.
3/ We built real-time monitoring and detection systems so on-call engineers could respond when something went wrong.
And even with all of that, exploits still happened across the industry.
The software zeitgest over the past year year has been:
VIBE CODE YOUR WAY INTO EXISTENCE, SHIP AS FAST AS POSSIBLE, AND GET USERS
A lot of people out there just didn't know about software security, maintenance, and correctness, and just pushed that to be a later time.
It's pretty clear that later time is HERE.
As AI makes writing software nearly free, we're about to discover that generating code was never the hardest part.
The hard part has always been making sure it works, stays secure, and doesn't break when someone is actively trying to exploit it.
A whole generation of vibe coders is about to learn what crypto developers learned through billions in losses.
And until we figure out how to systematically verify all this AI-generated software, it's going to be a bloodbath.
Stay safe out there! 🤲
JW (jay,dub) retweeted
Walmart at 36x earnings and single digit growth or SK Hynix at 3.6x earnings and triple digit growth?
JW (jay,dub) retweeted
on base rates, I'm a little skeptical of big positive updates on mech interp
on the other hand, orders of magnitude more ai labour will be coming online in the near future, so the Hamming adage applies:
"In almost all fields, a factor of ten means fundamentally new effects. If you increase magnification by a factor of 10 in Biology, you will see new things."
so it doesn't seem implausible that scaling the simple approach will work
will be watching closely
interpretability might be the most important scientific problem in the world right now, as I don't think we can solve alignment if we don't know what we're building. I think I have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic, because neural networks appeared to fold into arbitrary tangled knots. years later, I started openai's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools we had
with modern agentic tools and a much closer look, the picture looks totally different. the vast majority in models up to trillions of parameters are legible, and their circuits beautiful. many famous examples of tangled neurons turned out to be misunderstood. The roadblocks I expected mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. it may be a bitter lesson for interpretability: the simple thing, at absurd scale, works
already-clean.goodfire.com/
