ahmedhawas123

6 ms·

31.
by ahmedhawas123 1y ago
Exactly my point! They're up against thousands of founders who are moving on domain specific use cases faster
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by ahmedhawas123 1y ago
I guess my broader point is that there will undoubtedly be a bunch of churn as these models advance and a pricing war takes place. Specially if the open models continue to advance at a similar rate (e.g., Llama, Deepseek, Qwen) We've s
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by ahmedhawas123 1y ago
Sure, but I think the question is who will win the domain specific use cases (delivery, not API). Delivery of the agentic workflows is up for anyone to win (players like Perplexity, Lovable, etc) and OpenAI/Gemini/Anthropic is in
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by ahmedhawas123 1y ago
So OpenAI is running at a $13B ARR, meaning this is a ~23X valuation. I don't have a good read on margin. But this would imply massive growth assumptions which I struggle a bit to understand where they come from. (1) New customers new
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Modern Day LLM Blueprint: A compilation of the most recent technologies(nofone.io)
5 points by ahmedhawas123 1y ago|1 comments
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by ahmedhawas123 1y ago
Reinforcement learning really helped Transformer based LLMs evolve in terms of quality and reasoning which we saw as DeepSeek was launched. I am curious if what this is is equivalent to an early GPT 4o that has not yet reaped the benefits o
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by ahmedhawas123 1y ago
Thank you for reaching out! If you email me at ahmed@upticker.ai I'd be happy to set up a demo.
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by ahmedhawas123 1y ago
Thank you! My cofounder and I are both financial engineers/quants who have worked for large banks and asset managers. We're also working with a lot of industry experts and peers to help ideate on the most useful use cases.
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Show HN: Upticker – financial analysis workflow tool orchestrated by LLMs(upticker.ai)
4 points by ahmedhawas123 1y ago|7 comments
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by ahmedhawas123 1y ago
I think this is reflective of current state, but does not mean this will be the future. I think there is a lot of innovation to come on revisiting some of the 1990s principles of back propagation and optimization. Imagine if you could train
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by ahmedhawas123 1y ago
I'm curious about how this world will evolve in the era of AI agents/MCP. It is not entirely unlikely that AI agents will have access to limited wallets etc to facilitate a broader set of use cases. In that case, a one shot soluti
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by ahmedhawas123 1y ago
This has me thinking about more broadly what kind of real world manipulations AR / XR technology could do. There's a lot of harmful / dystopian ideas that come to mind and curious what kind of research there is on harm protec
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by ahmedhawas123 1y ago
Like this a lot and thanks for making it open source. Does this support ollama today? I only saw vLLM
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by ahmedhawas123 2y ago
I do agree with a lot of what is said here. There are however a few things that I think will hinder Google on the long-run: - The last time I checked (3-4 months ago) Gemini embedding models are probably the least reliable / contextual