Tag Archives: #Claude

The Thing about Anonymity

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In…

…quasi anonymity…

…I write.

There’s something about anonymity.

Peace.

Quiet.

Silence.

Freedom.

No tug of war. Push nor pull. No vested interests.

Near zero…

…expectations.

Writing…

…for the joy of writing…

…has immense innate power.

One can veer into a turn and explore there, to heart’s content.

Then one can veer off into another avenue, that has caught one’s fancy.

Layers unpeel.

Truths reveal.

Axioms get defined.

Prior axioms are debunked.

A hypothesis develops into something bigger – a chronology – methodology – system.

Fine-tuning happens while writing itself.

System gets refined.

More nitty-gritty refinement.

System becomes profitable.

Paper trade away. Ongoing dialogue with AI. Blogging layer is a given.

Eventually, system, consistently profitable on paper, goes live.

Writing has, one needs to acknowledge, contributed comprehensively.

The same quasi anonymous writing.

Ya, this very writing.

Ya, this same very…

…Magic Bull…

…has become the lifeblood of successful systems, one after another.

That’s the purpose of this writing, that’s the podium finish, and its all unfolding, right before your eyes, if you choose to look.

Days will become months will become years, and piece upon piece, a lot more is going to construct and play out, and yes, that’s a simultaneous purpose, to allow anyone and everyone to benefit from this space, for the sheer joy of it.

I’d like you to understand, that…

…my anonymity is NOT a negative.

It’s been scoffed at before.

I’m used to my anonymity being ridiculed.

It’s ok.

Ridicule gives me solid ammunition.

Ammunition to perform…

…nay…

outperform.

Distraction

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Fooling the people…

…all the time?

For how long?

What’s the historical precedent?

Did anyone get away with such behaviour…

…forever?

No.

No one…

…ever…

…has gotten a free pass…

…to indulge in reckless actions, …

…insulting the entire world’s intelligence, …

…obstructing the earning power of all but self, …

…the king with no clothes, …

…with obnoxiousness at its peak…

… ad nauseam.

Since nothing seems to be happening, as in there seems to be no change in the situation, and things keep taking a turn for the worse after showing some signs of healing, what’s the recourse?

We bide our time.

Time turns the table.

We hone our skills.

Silently implementing our long-term work, we dabble with the new kid on the block, AI, to create new systems. We work at seamlessness. Connectivity. Automation. We’re working at 25x. Thanks to AI. From a complete skeptic, these last seven weeks have turned my tide towards areas which were but a dream.

There was a pinpointed trading system I wished to implement. I’ve spent my years learning many skills, but not the languages and infrastructures to create such trading systems. Not required now. I don’t need to know anything about programming languages and such infrastructures. Creation is now about dialogue. A sincere dialogue with Claude, over seven weeks, has resulted in a multi-layered, automated trading system, semi-seamless, in that order yes or no is still in the hands of my human self. I can make the system completely seamless, have kept it semi out of sheer choice, just saying. Even things like app to app connectivity are completely handheld by the AI, till successful completion and implementation.

System will not go live till required success rate is hit consistently. Tracking and understanding performance has now become a breeze. Fine-tuning, almost daily, is a religion. All thanks to the AI. One must give credit where it’s due.

Now, why, for a long-term investor like me, does the question even arise?

Why even create a trading system?

Income?

That’s one reason. Main reason for me?

No.

So, if income is not the main reason, then what?

Distraction.

Distraction?

Yes. I wish to take my attention away from my long-term portfolio. Perhaps open this once a month, on a weekend. Operate through GTTs only. No interaction at all during market hours. Forget. Switch off. Out.

Why?

No focus means no action. That’s the space where we want to be. We will act once a month, and that should be good enough. Give the long-term a chance to become very long-term.

So you’re saying that your attention remains on the video game action.

Yeah. Working life is punctuated by the video game action of trading. Seamlessly, with max automation except actual buy and sell implementation. In fact order is fed into trading account through the AI itself. The implementation angle is the money loading from my end. Without fuel, the order is rejected by the trading platform.

Wow.

Yeah.

A whole new world.

Yeah.

25x seems right.

Yeah.

So a lot of people could be doing the same thing as you right now, right?

Yeah.

Where’s your edge?

It’s how you handle after entry. That’s where the edge is. How you manage. How you exit.

And how?

Hey, that’s the edge, remember. Not going to give that away. That’s my hard earned edge over more than two decades. Earn your own edge. There’s no substitute for diving in.

Could somebody replicate your edge through AI discussion and development?

Others could develop an edge, yes, through AI. It won’t be my edge though. I don’t care what others develop. I’ll just keep honing my edge and making it sharper day by day, trade upon trade, tirelessly. My edge will keep adapting.

What’s the end outcome for you, from this exercise?

Well, ideally, for me, the tool that I’m creating for the sheer purpose of distraction, shall then go on to yield…

…regular income.

This is the Time

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Shorting India…

…has now become an international norm.

Institutions are angry.

Tax surprises.

Massive corruption. At every step.

Slimy Indian counterparts. That’s us, right?

Lack of ability to understand how our system functions. If at all.

Prominent world leaders have written us off.

Soros et al are out with a…

…vengeance.

BooHoo.

Nobody likes us.

Which is ok.

Why?

It’s ok for now. As we get fully invested. No or minus hype factor, our shining ex-examples now shorted down to triple digits, should we start to cry and call it a day?

NO.

This is the time. To, slowly, get, fully, invested. Period.

When there will be hype, it will be accompanied by a hype-multiple. That’s exactly not the time to attempt full entry.

And there will be hype.

Where else is there ample growth?

Young, ‘hungry’, consuming, raring to go population?

You see, you can’t make robots consume. Humans are another story.

Where else is there ‘jugaad’?

This is the output Claude just gave for ‘jugaad’ : ‘At its core, jugaad is the art of getting something done with whatever is at hand—finding a clever, low-cost, unofficial fix rather than the “proper” (and usually expensive or unavailable) solution. It carries a sense of ingenuity under constraint: making do, hacking together, improvising a path through obstacles that a rulebook says shouldn’t be passable.’

Come on, dear shorting Western counterparts (of course I’m not shorting, I’m as long-long-long India as one can get), don’t you see it?

This is a thirty year story unfolding.

Time to get in, and stay in, is now.

Your quarter to quarter focus is so short-sighted, that even the optician doesn’t have appropriate glasses for you.

What can one say for the likes of Soros et al? Wrt the ideology that a country needs to be taken down financially, latest exploit Thailand, failed at India takedown attempt 1.0, did you, with three lending banks going down? Right? Either involved in current attempt or planning 2.0 currently, right?

Our sentiment is raked up. We will face. And overcome all shorters. In the long run.

More and more of the populace is moving its savings to its own markets.

Barely lets say 15% or less have demat accounts in our country.

Imagine the kind of money going in when this number tops 50%, which is the case in the countries shorting.

At current stand, our own very DII inflow, of which SIPs form a bulk, has managed current onslaught very reasonably. At 50%+, FII activity will not have any significant effect. It does now, not to a great extent, but to a visible one.

We are getting there.

Till then, there will be bumps.

Use the bumps.

In some years, one won’t get reasonable entry.

Fable me this

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Fable…

…we’re being told about…

…Fable 5…

…is that Frontier Country has disallowed its usage…

…for non-Frontier Countries or semi-Frontier Countries.

Thing is, …

…not every country needs to be a Frontier Country to make the world go round.

There’s a front-end, fine, accepted, and it seems to be calling the shots. To the extent of over-estimation of its own capabilities. Over-reaching. Over-stretching. Over-everything. That’s the front end. They’re doing what a front-end would do, in its position, and perhaps more.

However, there’s a back-end to everything in the world. Some countries are great at being back-offices to the world. Please understand, that the front-end can’t function long-term without cowork with the back-end.

Back-end streamlines.

It monetizes.

It affords the front-end penetration.

Infrastructure-seepage.

Bridging of the getting used to gap.

Bridging of the trust gap.

Process pinpointing.

To lever to becoming an accepted norm, front-end needs back-end, forever, since remaining the norm is also a priority.

The episode with Fable 5…

…reeks strongly of something big back-firing…

…in the front-end’s thought process.

They came sweeping in, full of over-confidence that they had something which would wipe everything else out.

Caused havoc.

Meanwhile, back-end started to adapt. FAST.

Some four months into the storm, fronties realize that backies have the usage figured out, and are implementing so fast, that very, very soon, their numbers promise to be fab.

Panic.

What to do?

Deny the backies usage of the frontest-end, i.e. Fable 5. Lest they overtake us in looking good.

Ha.

Just gave yourself away.

We know you now. WE SEE YOU.

And we’re going to use this dawning realization to our benefit.

We’re holding the line.

Our back-end is rock-strong, highly adaptive, and will find a way to monetize any situation.

Anything you throw…

…at us. We…

…will…

…monetize.

We’re just doubling down in our own back-yard.

On our own horses.

Period.

Life at Frontier Minus One

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Sanity prevails…

…at frontier minus one.

Rat race is within the underlying’s…

control.

Virtual / quasi / substantial / semi debt-free-ness…

exists.

Free cash-flow generation on the balance sheet is…

…common.

At frontier minus one, the narrative is …

…under control…

…as proven by self-determination of speed of change…

…and by exhibition of substantial growth.

Not at breakneck speeds.

Not by borrowing to the hilt.

Not by greedy behaviour.

Not by indigestible trajectory.

Not by a reckless ‘not giving a damn too bad if you’re not so fast’ attitude.

Life at frontier minus one…

…is somewhat balanced, with a flow.

Innovation at frontier minus one is achieved much faster

…than at frontier minus two, but much slower than at…

…frontier zero zero.

No tech company that wishes to thrive well into the future is currently functioning at…

…frontier minus two.

Either the transition to minus one has been made, or, it’s in the process.

Why not go for the jugular? Straight to zero zero.

Everyone has their role in this puzzle.

Imagine an older civilization going into battle.

There was a front line, paving the way, at immense cost.

There was a reserve support line, with artillery, first-aid, communication, and what have you.

There was a third line with supply, reinforcements, semi-trainees doing other stuff normally, etc.

There was aerial support, naval support, intelligence, research and analysis staff etc.

All combined to create an ensemble of actions.

Cut to now.

Warfare has changed.

Immense cost is still there, but immense cost to the front line, as in cost of life, has been reduced greatly, speak drone and missile warfare, supported by AI backed intelligence and analysis.

Point is, innovation, a different way of thinking, disruption and all their cousins will find a way to make things affordable, implementable.

That’s the way civilizations move forward.

Not for you or me to change. It’s the way of the world.

And that is what frontier minus one banks upon.

Meaning, to keep functioning at sustainable levels, slowly, painstakingly, in the process, simultaneously, finding a way, a connect, to frontier zero zero.

The connect can be of co-work. Amicable. Win-Win. You earn, we earn.

At frontier minus one, the world view is not to annihilate, but to…

…accommodate.

To win…

…together…

…in…

symbiosis.

Symbiosis

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Imagine…

…the most value you can imagine.

That’s what this word is worth.

Especially now.

What’s the truth?

Existential question.

First we had everyone and their aunties proclaim the death of core Tech companies.

Hmmm.

Core Tech companies, and their chief protagonists, thought otherwise.

Number of believers kept waning though.

Until recently.

Something started to reverse in belief systems.

AI was behaving fantastically utilitarian with a human holding the reins.

Meaning, there needed to be a human there, for practical purposes.

Frontier AI deployed engineers to be the human face. Or so one was told.

Came the trust issue.

Do we double up on our trust in this no track record magician who just showed up out of nowhere?

Do we entrust privileged client data to the unknown?

Do we strip ourselves naked, TWICE?

NO.

Everyone and their uncles have answered with an emphatic NO.

Who is the human handler – the go-between – the trusted face – the rein holder?

Someone with a track record.

Proven.

Tried, and…

trusted.

Self-propelling.

With no liabilities. Spell ZERO DEBT.

With copious FREE CASH FLOW to INNOVATE FREELY…

…to navigate the reins successfully and as per the requirements of an enterprise.

Who is this entity?

None other than…

…our own very well known…

CORE TECH.

Leaner.

Hungry to prove its point.

To have its raison d’être acknowledged, and paid for.

To earn and compound steadily.

Forget about dying. Let’s talk about long term thriving.

Then, we had the captains of frontier AI admitting, that yes, ‘we do need core tech handholding to be implemented successfully’.

Gone was the initial hubris, that ‘we had come to wipe out old thought patterns, and all old systems’.

Reality had dawned, and these captains at least had the decency to admit it.

Actually, they had realized that their existence now depended upon how much their infrastructure would seep through. And…

…that no one was trusting them enough to hand over the job of seeping through to them, but much rather, to trusted old compatriots, to Core Tech.

So they came forward to shake hands.

Good.

Symbiosis.

We want to move forward on the back of this symbiosis.

There will be gigantic and fast development on the back of this symbiosis.

We are looking at space travel, space colonization, disease control, climate change, cheap solar, cheap desalination, perhaps even alien integration and partnership – unimaginable perhaps a few months ago, but possibly conceivable on the back of this symbiosis.

There’s new talk which has recently emerged, from the other extreme, and needs to be discarded, like its mirror image on the opposite side of the bell curve. This is the talk of frontier AI dying out because of becoming unaffordable.

Well, in whatever shape it exists currently, frontier AI does have tremendous capacity to solve problems.

Let it do just that on the back of this symbiosis, and earnings will start to flow.

Core Tech won’t let it wither, frontier AI has now become their raison d’être too.

Don’t you see it?

Two universes are converging, each needing the other to survive.

In the end, they become one universe.

Companies will merge. Synergies will multiply. Mega projects will be achieved, faster, more bombastically.

Earnings will flow.

Where do you want to be?

Remaining a doomsdayer will not help you.

Get into the flow.

Invest into debt-free, free cash-flow generating core tech as value deepens.

Look for debt-free, frontier minus one, free cash-flow generating semi AI companies, research these thoroughly for any red flags, and if those found are manageable, put in some funds.

If you find a frontier tech with manageable debt and a reasonable balance sheet, with a PEG ratio (price to earnings ratio divided by earnings per share growth percentage for the fiscal) somewhat under control. ok, put in some money there too.

Get out of the doomsday mindset.

Put your money to work, and then lock it in for another twenty years. Leave the compounded proceeds to your children.

Now.

Let the crashes come. There will be compounding post crashes too. Just look at the monthly chart of an IT index from 1995 to today. Dot-com peak looks miniscule and low compared to the levels of the monthly chart today.

Enough talking. Do the recce and then let’s talk.

Mantra

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Hey.

Writing became a breeze.

Posting a blog from inside Claude, keeping the originality of the post, whilst assigning to AI all mechanical tasks like feeding in categories and tags – I’ll admit, this does make life a lot easier, and blogging a lot more enjoyable.

Which keeps the admissions coming in continuation, perhaps repeatedly.

From being the leading AI skeptic, towards gravitating to some kind of a chief protagonist – people who know me would probably say, “There he goes again.”

So what’s this going to do?

The number of blog posts is going to increase. Hopefully, the quality too. Primarily, the enjoyment while blogging.

Beneficial. We thereby move towards the realm of Planet 2.0.

Wunderkind AI needs to benefit mankind to the max.

What about the risk?

Opening up to the Wunderkind, allowances, permissions, sometimes an odd password shared.

Does the AI take these towards Planet 3.0?

Yeah, that’s the one on which mankind is harmed.

Skeptics are still on 1.0, exactly where I was 11 days ago.

Idea is to make a conscious effort to gravitate towards 2.0, every time there’s a drift towards 3.0.

Remember, we will tend to drift.

Drifting got us here in the first place. One can use fancy words for it, like disruption.

There’s a quick trick which makes us aware from where we are functioning, 2.0 or 3.0?

Greed. Hubris. Exuberance. Ego burgeons. 3.0 functionality.

Feeling of benevolence while functioning, well-being and / or goodness emerging – 2.0 domain.

Natural human drift towards 3.0.

Bring back consciously towards 2.0.

That’s the Mantra, going forward.

Check

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Hey.

Facing some basic issues on the other side.

Life has changed.

Race became more intense.

There’s greed in the equation, the desire to achieve as much as possible in as little time as possible.

Everything’s moving…

…faster.

As if…

…from one day to the next…

one just…

…shifted.

It’s clear to me that we don’t shift till we are ready.

Was a hard nut to crack.

Had to be literally goaded into the AI trajectory, several coaxings required. Hard skepticism took its time to be broken down.

Not happy about the greed.

Speed of coasting is also very high.

Need attunement.

Unable to slow down easily.

Need to be careful about a ‘now I’ve got this and to hell with you attitude’. Can develop unchecked.

Addiction. Need to stay de-addicted.

All non-electronic activities in the day go up immensely in value.

Reading – books. Check.

Chanting. Check.

Basic verbal conversations. Check.

Human interactions. Check.

Helping someone. Charity. Check.

Non-distracted eating. Check.

Bringing down multi-tasking levels. Check.

Whole detox days. Day travel. StayCation. AutoCut the system. Check.

Evening chanting session. Lengthen. It’s not electronic. Check.

Anything not connected to a device and creates value. Check.

Not going to fall sick in this hyperactive space.

Check.

Incorporating before proceeding further.

Check.

Waking Up On The Other Side

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Hey,

First up, humbled. To the nth.

Was an AI skeptic till, like, yesterday.

Well, skeptic tried, and died, the skeptic did.

What woke up was armed 25x and on steroids.

That’s me now, after 9 days of intense work on Claude.

Encouraged to try by friends and compatriots, initiated into entry, took the plunge.

There’s a chronic buzz in this dimension. This is an electronic world. Just got more…

…robotic. It’s just that the robot is invisible.

It’s like fighting a matrix war from inside a digital maniacal super-intelligent tool who knows…

…everything.

Who can connect dots…

…exponentially and asymptotically, both simultaneously.

Red flag list is at an all time high.

Sleep’s off.

Mind races all the time.

There’s some exuberance that’s come to the fore.

Don’t want to speak much.

Need solitude.

Basic life disturbs.

Withdrawal symptoms away from screen.

Welcome to the planet 3.0.

What happened to 2.0 ?

Wasn’t that supposed to be the shifted one, towards doing good for mankind?

Want it back.

Need to get to 2.0.

What is 2.0?

A controlled version of 3.0, using its tools only, not being ruled by it. Doing good for mankind.

Need to create a 2.0 out of 3.0.

Fast.