Vivek Singh (@petmongrels) profile picture

Understand - software engineering, product development, finance, public policy, and healthcare.

Bangalore
Joined March 2009
Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)Photo by Vivek Singh (@petmongrels)
My early impression of trying different methods, is similar. For engineers it is another set of tools to add and use where it fits best. Not a silver bullet.
while i'm quite bullish on formal methods, i think it's worth tempering expectations and doing your own research on it (disclaimer: i am not an expert in it). it cannot guarantee your code is bug free, only that it matches the spec under certain assumptions, and the specs come from what people want, not math. as long as we build software for humans, nothing can prove that your spec is right, only you can judge. i created the /statechart skill in pstack primarily because it helps make the state machines implicit in your code more obvious and legible to you, so you can shrink the review surface and review the work at a higher level: does it actually match your intent and goal? i used this skill a ton while building my game tibo.dog, below you can see the statechart for story mode where i was able to find many bugs with it. in that sense, i think model checking (eg TLA+ with TLC) is quite useful for understanding and checking properties of your system e2e, and you don't have to write tons of new verification code for it. the spec isn't your actual code so there's always a risk of drift, but so far i've had good experiences finding actual bugs with it. i tend to pair it with empirical verification (running the code) also to confirm it's real other types of formal verification like proving theorems (eg Lean, Dafny), bounded model checking (eg CBMC, Kani) etc have their own tradeoffs. proofs cover every possible input, but only for the properties specified, and it takes a lot more code/work. bounded model checking can run on your actual code, which avoids drift, but it only checks up to a certain number of steps, so it's better at finding bugs than proving there aren't any so i think in the near-medium term you'll still need to layer your codebase: constraints and guardrails (types, lint rules, api design, refactoring), empirical verification (tests, evals, real usage), and formal verification for the parts that really need it. none of these catch everything on their own, but layered together, they catch a lot more and shrink what's left for you to review but also maybe in the limit, the bitter lesson will prevail and flawless code will just be printed out perfectly every time with no bugs. even in that scenario, /statechart still seems very helpful in confirming that the agent understood your intent correctly. give it a try if you haven't already! github.com/cursor/plugins/tr…
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The main drawback of technical analysis is that is not very useful.
Dead cat bounce is dead now ? Seems like nifty can outperform Small-cap index for sometime now
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As a customer of a financial institution I cannot legally do penetration testing, for my own due diligence and peace of mind. 😃
A Stockal Investor Says Her Long-Term Investments Were Sold Without Consent. Here's Her Story Speaking exclusively to NDTV Profit, the investor recounts how alleged unauthorised trades unfolded, contributing to claims of more than ₹100 crore in losses across affected accounts. @TamannaInamdar @niraj_shah @alexandermats
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There is blessing in this choice. Jobs.
If you use inferior models, home grown harness, and app - with each choice you lose a significant % productivity. You may be at 50-100% disadvantage just based on these choices. It may get levelled in future, but that is few years away.
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If you use inferior models, home grown harness, and app - with each choice you lose a significant % productivity. You may be at 50-100% disadvantage just based on these choices. It may get levelled in future, but that is few years away.
By building all three, i.e. model, harness, and app - Claude, especially Claude Code, is setting itself to be a premium offering like Apple did with iPhone. "Don't think too much just use Claude"
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Vivek Singh retweeted
classic lant pritchett, vindicated yet again.
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Foldable phones may do much better than iPads / tablets
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dot in domains require KYC, so for temporary use cases if I want a domain - I see that .in is the cheapest domain. Even cheaper that .xyz But I don't want it. Hence probably it is cheap.
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By building all three, i.e. model, harness, and app - Claude, especially Claude Code, is setting itself to be a premium offering like Apple did with iPhone. "Don't think too much just use Claude"
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The UX keeps growing on you, sometimes because of model, or app + harness.
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If you listen carefully you can hear the AI bears lifting the goalposts and moving them another 100 yards down the field after Anthropic's S1 was released.
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How do you value something that gives three growth data points: 12x, 14x, 5x What do you as next growth rate: 4x, 2x, 1.5x, 0.75x, 6x? Anyone putting even very 75% growth thinks it's bubble. Very difficult to value very high growth stocks.
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Vivek Singh retweeted
We got live dosa tracking in Bangalore before GTA 6
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E2E management also has explained so many times, but people find it hard to believe.
GPUs are aging like fine wine, with rental rates up across the board since January 1st Approximate change YTD: - H200: +160% - B200: +120% - RTX PRO 6000: +65% - H100: +35% Even the 6-year-old A100 rents for more than it did at the start of the year Charts of the Week: a16z.news/p/charts-of-the-we…
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For him that's the best decision and he has the right to make that. Rhetoric is expected in public office due to public demand for it. So one supplies rhetoric.
Years of lecturing Pakistanis about patriotism, sacrifice and national security. Now the former Army Chief is reportedly enjoying life in Europe. The generals preach love for Pakistan, but seem to prefer life outside it. @sneheshphilip @Falcon_24Off nitter.gq/SilentBriefHQ1/status/…
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If someone is using AI well, is full time, and been in this business for a while. 200 is not a large number at all.
Analysts claiming they cover 200–300 stocks and understand each of them well are basically as good as reading a company’s screener page and calling it research. You can track 200 stocks. But understanding the nuances, industry dynamics, management behaviour, and valuation of all 200?
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When I looked at these numbers of high PMS returns, I was suspicious, so I tried little Claude code on it. Wrong reporting by mgmt. KnowYourPMS has no clue. SEBI has no time. knowyourpms.com/reports/5-ye…
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Speed goes up. Cost doesn't go down that much (tokens). So, it helps you most when your roadmap has good stuff in it - which you can get done this year instead of next.
Product velocity up 30%-40% due to AI use $C
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They are at 70 already.
this is quite possible and this is what ai-bubble narrative is getting wrong.
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Vivek Singh retweeted
I showed up on CNBC-TV18 this morning to explain the bigger risks from Starlink youtu.be/TBwNB4yarEM As @mohitsatyanand points out, I got the INR-USD exchange rate wrong by an OOM 😱. The argument stands in INR.
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