Since 1300, long term government bond yields have averaged 5.8%. The current 5.2% 10-year Treasury yield is 60bps below the 726 year average.

Worldwide DAUs on @Muse since its launch 👇

Citadel has rehired their star headhunter, gearing up for a massive 2027 recruiting run: Matt Giannini, one of the best-known recruiters in the hedge fund industry, will return to the firm in 2027 to help grow the equities business. His 2024 departure from Citadel ranked among the biggest moves of that year. When he left, Citadel also lost a series of executives focused on recruiting new talent, including Chief people officer Sjoerd Gehring. Giannini is rejoining from Walleye Capital, where he spent under a year as COO of equity L/S. The firm has already been investing heavily in recruiting this year with promotions and hires from Verition, BlackRock and JPMorgan. This is a bigger sign than any regarding the competition hiring for traders.

Imagine if one billion people used a personal AI agent. That's a lot of CPUs and memory

Opus 5.5 is a major step up from Opus 5, leading on agentic coding, computer use, and knowledge work.

sorry I didn't attend your event, i'm child time maxing.

Amazon cuts off Muse. While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that’s about to occur Nobody wants to get commoditized or layered here. Let the games begin

Your posts are high effort, zero engagement. Have you thought of working for Verition BD?

NOOOOOO the fish got away 🐟

French finance minister Roland Lescure suggested today that calls to slow down development of AI are a ploy by U.S. AI labs so they can stay in first place, and that France and Europe should ignore them and accelerate instead.

Honestly KOSPI -3% not awful, thought we'd get sidecar

JUST IN: Vice President JD Vance warns that AI companies asking the government to regulate them feels like “a bit of a trojan horse.”

I've served in two White Houses and in Congressional leadership, and I can tell you when the last time a CEO or an industry at large asked to be regulated: never. That's what makes Dario's letter so striking — it's an admission that we're driving down a dark, winding road on wet pavement with the headlights off. And where's President Trump? Looks like he nodded off again. It’s time to turn the lights on, put both hands on the wheel, and regain control before it’s too late.