The reading room
The archive.
47 complete daily editions. 739 notes. A record of the ideas, discoveries and stories worth keeping.
These are historical editions, presented with their original dates. Prices, odds, forecasts and event information are preserved as reported at the time.
October 2026
23 editionsMultistrategy funds are growing beyond their own payrolls · METR's audit asks whether the monitor receives the work · Google makes Confidential G4 available, with attestation before sensitive data release
See all 14 notes
- Multistrategy funds are growing beyond their own payrollsQuant & Markets
- METR's audit asks whether the monitor receives the workAI & Engineering
- Google makes Confidential G4 available, with attestation before sensitive data releaseAI & Engineering
- A cuFile call does not prove a GPU-direct readAI & Engineering
- SageMaker offers managed GPU operations inside a customer-written training loopAI & Engineering
- Meta's cash flow gives the AI spending argument a new numberBusiness & Institutions
- Anthony Roth Costanzo's CountertenorMusic
- Last chance to investigate: Carroll DunhamArt, Design & City
- Outside listening: an opinion conversation about AI financeQuant & Markets
- WATCH — World Series Game 1, no betSports
- A speech endpoint can stay healthy while every request failsAI & Engineering
- The morning in New YorkThe Day
- The word: diacopeWords & Trivia
- The answersWords & Trivia
Balyasny recruits another Citadel equities manager · G-Research examines a storage format built for the way models actually read · Correct final numbers can conceal the wrong agent process
See all 10 notes
- Balyasny recruits another Citadel equities managerQuant & Markets
- G-Research examines a storage format built for the way models actually readAI & Engineering
- Correct final numbers can conceal the wrong agent processAI & Engineering
- The AI buildout has three prices: capital, power and usable revenueBusiness & Institutions
- Two platform changes worth treating as production workAI & Engineering
- Dinner watch: Brasserie Boulud, with a pescatarian routeRestaurants & Food
- Tonight: School Nite at MoMA PS1Art, Design & City
- Sports: one local result and no forced betSports
- Word: entelechyWords & Trivia
- AnswersWords & Trivia
The monitor is part of the system · Microsoft proposes a control plane for the “agentic insider” · Citadel’s boundary: assistance without surrendering judgment
See all 13 notes
- The monitor is part of the systemAI & Engineering
- Microsoft proposes a control plane for the “agentic insider”AI & Engineering
- Citadel’s boundary: assistance without surrendering judgmentQuant & Markets
- Selected traders are moving from hedge funds back to banksQuant & Markets
- Walleye builds across internal teams and outside managersQuant & Markets
- Two Sigma’s ownership dispute is an operating-continuity storyQuant & Markets
- Two concrete AI handoffs in investment researchAI & Engineering
- The AI unwind reaches hedge-fund booksQuant & Markets
- Issuers object to tokenized versions of their sharesBusiness & Institutions
- NYC: Mitani is easier to book, not easier to justifyRestaurants & Food
- Music: Jez Williams steps out aloneMusic
- Sports board: WATCH, no betSports
- AnswersWords & Trivia
The lead: Jane Street's AI agents need identities, budgets and colleagues willing to say no · Balyasny moves an AI research leader into fundamental equities · Optiver recruits a Rokos partner to lead quant modelling
See all 14 notes
- The lead: Jane Street's AI agents need identities, budgets and colleagues willing to say noQuant & Markets
- Balyasny moves an AI research leader into fundamental equitiesQuant & Markets
- Optiver recruits a Rokos partner to lead quant modellingQuant & Markets
- Tradeweb's Trumid agreement would connect the life of a bondQuant & Markets
- Cboe moves the extended options clock from plan to live tradingQuant & Markets
- Two AI measurements worth testing inside a real firmAI & Engineering
- Agent attackers leave their own control panels openAI & Engineering
- Tungsten futures, plannedQuant & Markets
- Tonight on the BoweryArt, Design & City
- Music watch: Hot ChipMusic
- Sports market status: WATCHSports
- Today outsideThe Day
- Word: peripeteiaWords & Trivia
- Two questions for TuesdayWords & Trivia
HRT found the traffic the application logs missed · Millennium’s India operation passes 500 · A different Balyasny hire
See all 29 notes
- HRT found the traffic the application logs missedQuant & Markets
- Millennium’s India operation passes 500Quant & Markets
- A different Balyasny hireQuant & Markets
- Two Sigma retrenches in real estateQuant & Markets
- QRT takes an equity position alongside its trading relationshipQuant & Markets
- Brevan Howard adds Ripple Prime servicesQuant & Markets
- Bridgewater’s Vault: an evaluation that investors could recognizeAI & Engineering
- Citadel Securities tests the green status slideAI & Engineering
- An agent registry that changes runtime permissionsAI & Engineering
- Jump’s compute desk looks inside the GPU-hourQuant & Markets
- Jane Street: stop reading the messages nobody asked forQuant & Markets
- Two Sigma Securities’ CTO on the boundary of reuseQuant & Markets
- AI changes the internship baselineQuant & Markets
- XTX-backed grants aim at usable formal mathematicsAI & Engineering
- A practitioner listen: Susquehanna’s Jeremy MaletzQuant & Markets
- Citadel Securities sees unusually separated risksQuant & Markets
- Anthropic rebuilt source control around a changed workloadAI & Engineering
- Code review must eventually stop reviewingAI & Engineering
- Docker’s Harbor integration separates evaluation environmentsAI & Engineering
- A credential-ownership failure, already fixedAI & Engineering
- A plaza becomes the performanceArt, Design & City
- TEO Nomad: a promising menu, not a reviewed endorsementRestaurants & Food
- Faux: the new review is a reason to waitRestaurants & Food
- Djrum’s DJ-Kicks: take the continuous routeMusic
- Streaming: Sacrifice is a qualified choiceFilm & TV
- Sunday’s resultsSports
- Monday in New YorkThe Day
- Two questions for MondayWords & Trivia
- Word: hypallageWords & Trivia
Walleye’s expansion runs through other people’s funds · France’s bond stress has a collateral dimension · A loan can age more slowly than its collateral
See all 22 notes
- Walleye’s expansion runs through other people’s fundsQuant & Markets
- France’s bond stress has a collateral dimensionQuant & Markets
- A loan can age more slowly than its collateralQuant & Markets
- Meta’s new open weights come with an unusually concrete deployment recipeAI & Engineering
- Perplexity releases the machinery around the agentAI & Engineering
- Quantum error cleanup: remember the attempts discardedScience & Ideas
- An Ice Age camp comes into focus through its ordinary workScience & Ideas
- A conviction is something to investigatePodcasts & Books
- Houses their owners invented as they wentArt, Design & City
- Porcelain meets the printer at WestbethArt, Design & City
- Sakasama gives Restaurant Row a hand-roll counterRestaurants & Food
- Zankov’s color, at Banana Republic scaleMenswear
- Put on Jacques GreeneMusic
- Tampa Bay ties the ALCSSports
- Golden State takes Finals Game 1Sports
- Tennessee defeats AlabamaSports
- Sunday’s local NFL gamesSports
- Michael Lewis follows the people DOGE targetedPodcasts & Books
- What to stream: Norm tells the taleFilm & TV
- The DayThe Day
- Two questions — answers to revealWords & Trivia
- Word of the day: allochthonousWords & Trivia
A trade can matter even when its price doesn't change · UBS wants less of a seemingly attractive trade · A smaller fund's September reversal
See all 15 notes
- A trade can matter even when its price doesn't changeAI & Engineering
- UBS wants less of a seemingly attractive tradeQuant & Markets
- A smaller fund's September reversalQuant & Markets
- What the synthetic market lets you knowQuant & Markets
- A history conversation that gets better when the premise meets resistancePodcasts & Books
- The injury someone survived, and the one they probably didn'tScience & Ideas
- Eight stair towers, and apartments with two sidesArt, Design & City
- Something to cook, not another table to bookRestaurants & Food
- Recycled polyester usually began as a bottleMenswear
- New music: @, *Autosmile*Music
- What to stream: *Small Prophets*Film & TV
- Saturday's screensSports
- The DayThe Day
- Two questions — answers to revealWords & Trivia
- Word: amphibolyWords & Trivia
Marex puts crypto carry into indices · A difficult week for stockpickers · Iskandar’s reported platform move
See all 26 notes
- Marex puts crypto carry into indicesQuant & Markets
- A difficult week for stockpickersQuant & Markets
- Iskandar’s reported platform moveBusiness & Institutions
- Launches and closures both slowedQuant & Markets
- Listen: Adrian Keevil’s different investment clocksQuant & Markets
- Argon becomes broadly accessibleAI & Engineering
- LemmaNet brings source context into proof searchAI & Engineering
- CERN’s proposed physics modelAI & Engineering
- Superconductivity returns at higher fieldScience & Ideas
- Lithium’s deposition route changes retentionScience & Ideas
- Fungal fragments, measured by a receptorScience & Ideas
- A radio cloud lights up againScience & Ideas
- Procario’s wood and light, from October 27Art, Design & City
- Read: Hotel Exile’s rooms and interrupted livesPodcasts & Books
- William Frederick’s substantial linenMenswear
- A Washington Heights bakery prospectRestaurants & Food
- Tonight: Chucho Valdés at Rose TheaterMusic
- Hear: The Avalanches’ commercial memoriesMusic
- Watch: TenzingFilm & TV
- Denver wins in overtimeSports
- Milwaukee takes the pennantSports
- WNBA honors before the FinalsSports
- Shanghai: Zverev advancesSports
- The DayThe Day
- Two questions — answers to revealWords & Trivia
- Word: epanorthosisWords & Trivia
The tape: two kinds of AI finance · BlackRock wants to make compute investable · A smaller round lot changed the visible market
See all 25 notes
- The tape: two kinds of AI financeQuant & Markets
- BlackRock wants to make compute investableQuant & Markets
- A smaller round lot changed the visible marketQuant & Markets
- Lean moves into quantum programsAI & Engineering
- Listen: structured credit from the loan file upwardQuant & Markets
- The Jurassic bird that stepped away from flightScience & Ideas
- A material that finds one beat without a conductorScience & Ideas
- CHIPS money moves from generic capacity to photonics and packagingAI & Engineering
- Tomorrow’s menswear watch: Armani loosened by KithMenswear
- The forecast desert gets an error-correcting wrapperScience & Ideas
- Val-Kill furniture: museum study without museum copyingArt, Design & City
- Tomorrow’s album: Fontaines D.C. turn colderMusic
- Book watch: engineer the network, not a smarter meetingAI & Engineering
- A $4 billion power plant with one compute customerBusiness & Institutions
- The social brain begins assembling before birthScience & Ideas
- Two recurrent brain cancers take different genetic roadsScience & Ideas
- Tonight’s difficult film choiceArt, Design & City
- One Bryant Park opens with two levels of commitmentRestaurants & Food
- Reich, made spatialMusic
- One action before the weekendArt, Design & City
- Streaming: one tested franchise, three launchesFilm & TV
- Sports, without manufacturing a betSports
- New York, 6 a.m.The Day
- Two questions — answers to revealWords & Trivia
- Word of the dayWords & Trivia
The bank quarter is more uneven than the forecast · Asia's hedge-fund interest is showing up in target allocations, not just performance tables · A new listed derivative turns corporate KPIs into yes/no contracts
See all 22 notes
- The bank quarter is more uneven than the forecastQuant & Markets
- Asia's hedge-fund interest is showing up in target allocations, not just performance tablesQuant & Markets
- A new listed derivative turns corporate KPIs into yes/no contractsQuant & Markets
- Andy Pavlo on agents and databasesAI & Engineering
- Polyethylene can be changed at the surface without rewriting the bulk materialScience & Ideas
- The Neanderthal material record has a wooden blind spotScience & Ideas
- A small mutation reorganized synthetic RNA dropletsScience & Ideas
- Latinx food workers and activism at MCNYArt, Design & City
- An everyday-and-divine visual systemArt, Design & City
- Design, without a deadlineArt, Design & City
- Kramer/Fauci at St. Ann’s WarehouseArt, Design & City
- A street-design result, not a renderingArt, Design & City
- Movement as psychologyArt, Design & City
- Titán’s seafood and DUMBO patioRestaurants & Food
- Lady White Co. and Phigvel’s denim blousonMenswear
- Cooper Hewitt’s Design Across TimeArt, Design & City
- Space Afrika’s Quiet StormMusic
- The Trap on NetflixFilm & TV
- Rangers win at homeSports
- Betting deskSports
- The morningThe Day
- Two questions — answers to revealWords & Trivia
The trading quarter banks have to defend · A capable model no longer needs one capable machine · The mathematics bottleneck becomes a queue
See all 17 notes
- The trading quarter banks have to defendQuant & Markets
- A capable model no longer needs one capable machineAI & Engineering
- The mathematics bottleneck becomes a queueAI & Engineering
- Listen: the denominator in self-improvementAI & Engineering
- A bacterial defense system writes DNA rather than cutting itScience & Ideas
- A Mars record made by autonomyScience & Ideas
- Antarctica’s maximum is also its third-lowestScience & Ideas
- Four station experiments share one logistics problemScience & Ideas
- New York tonight: let concrete wanderArt, Design & City
- Dining watch: Buddy & Son has to prove the room can become a destinationRestaurants & Food
- Menswear: the cloth is better than the whisky storyMenswear
- Music: trance patterns, pipe organ, ruined clubsMusic
- Home screen: wait on the rentalFilm & TV
- SportsSports
- The DayThe Day
- Word of the dayWords & Trivia
- Morning questionWords & Trivia
The CFTC is drawing a perimeter, not blessing every prediction market · Prime brokerage has become too lucrative to treat concentration as somebody else's problem · Agent testing is still mostly testing the easy parts
See all 19 notes
- The CFTC is drawing a perimeter, not blessing every prediction marketQuant & Markets
- Prime brokerage has become too lucrative to treat concentration as somebody else's problemQuant & Markets
- Agent testing is still mostly testing the easy partsAI & Engineering
- The research agent has reached the robot benchAI & Engineering
- AlphaFold confidence is not an affinity meterAI & Engineering
- A fast radio burst reaches across roughly 80% of cosmic historyScience & Ideas
- The stickiness inside marine snow changes how much carbon survives the descentScience & Ideas
- Vaccine fever may begin with the gut's inflammatory baselineScience & Ideas
- The architecture film festival's usable plan begins TuesdayArt, Design & City
- Creola now has the critical account that its opening announcement lackedRestaurants & Food
- An old heated jacket returns with the technology removedMenswear
- Cameron Winter: the live record as pressure testMusic
- Streaming trial: *This Is Not a Murder Mystery*Film & TV
- SportsSports
- Household finance: the median and the mean part companyBusiness & Institutions
- The day in one lineThe Day
- Weather, New YorkThe Day
- Word of the dayWords & Trivia
- One question — answers to revealWords & Trivia
The price of a bond crossed inside the same fund family · An AI trading study cannot resolve the small effect it cares about · StoreBench: an exploit changes the meaning of the score
See all 17 notes
- The price of a bond crossed inside the same fund familyQuant & Markets
- An AI trading study cannot resolve the small effect it cares aboutQuant & Markets
- StoreBench: an exploit changes the meaning of the scoreAI & Engineering
- Balyasny’s Gemini deploymentAI & Engineering
- Arcesium’s MarketAxess integrationQuant & Markets
- Citadel CTO Matt TaddyBusiness & Institutions
- Listen: reporting on Jane Street's internal powerQuant & Markets
- Chemistry: the most stable cluster need not be the useful catalystScience & Ideas
- A quantum circuit can lose extensive entanglement and remain chaoticScience & Ideas
- Today at the Whitney: Lichtenstein, with the copying visibleArt, Design & City
- A new Chinatown counter, with a usable meal pathRestaurants & Food
- Design: NICENESS's E. CALDER rover coatMenswear
- New music: claire rousay's touring material condensedMusic
- Streaming tonightFilm & TV
- SportSports
- The DayThe Day
- Today's word and questionWords & Trivia
The Liberty's season ends · A trading clock that deserves its own cost model · Listen: Quantedge
See all 18 notes
- The Liberty's season endsSports
- A trading clock that deserves its own cost modelQuant & Markets
- Listen: QuantedgeQuant & Markets
- Kite Lake expands into diversified creditQuant & Markets
- Anthropic’s evaluation pauseAI & Engineering
- Akarsh Kumar on evolution and artificial lifeAI & Engineering
- Nuclear clocks become working instrumentsScience & Ideas
- A sheet that measures its own bendingScience & Ideas
- Navi Pillay's Nobel Peace PrizeBusiness & Institutions
- Haegue YangArt, Design & City
- Monday: Arca and a singing swamp at MoMAArt, Design & City
- A new Soho table: Straker'sRestaurants & Food
- New collection: ALD's workwear textureMenswear
- New music: Marina Herlop's Dja DjaMusic
- Tonight: Hokum arrives on HuluFilm & TV
- The DayThe Day
- One question — answers to revealWords & Trivia
- Word: supervenienceWords & Trivia
Hedge funds are trading different Septembers · The IMF's crowding warning belongs in the portfolio meeting · An office agent is really a permissioned work graph
See all 12 notes
- Hedge funds are trading different SeptembersQuant & Markets
- The IMF's crowding warning belongs in the portfolio meetingQuant & Markets
- An office agent is really a permissioned work graphAI & Engineering
- Leo de Moura on proofs no human can readAI & Engineering
- The Upper West Side has one obvious new dining factRestaurants & Food
- Two cultural choices, depending on radiusArt, Design & City
- Dawn Richard’s creole cultureMusic
- Carrie on PrimeFilm & TV
- Drake’s Harris Tweed Games BlazerMenswear
- SportSports
- New York, firstThe Day
- Two useful prompts for todayWords & Trivia
Hedge funds are not one trade right now · The gilt-repo argument is about where fragility lives · Tokenized markets arrive with a liquidity-clock problem
See all 15 notes
- Hedge funds are not one trade right nowQuant & Markets
- The gilt-repo argument is about where fragility livesQuant & Markets
- Tokenized markets arrive with a liquidity-clock problemQuant & Markets
- A practical model for quant “autoresearch”AI & Engineering
- Mathematics is becoming a lab for verifiable AI workAI & Engineering
- Biology’s bottleneck is still the cell, not the chatbotScience & Ideas
- Rie and Coper at Offer WatermanArt, Design & City
- A second option, only if the clock is generousArt, Design & City
- Brasserie Boulud opens opposite Lincoln CenterRestaurants & Food
- A menswear design note, not a buy callMenswear
- HAAi’s “DIGITiSE”Music
- East of EdenFilm & TV
- SportSports
- London firstThe Day
- Two useful prompts for todayWords & Trivia
September’s multistrategy tape · KKR buys the plumbing · The order book has a memory
See all 20 notes
- September’s multistrategy tapeQuant & Markets
- KKR buys the plumbingBusiness & Institutions
- The order book has a memoryQuant & Markets
- Autocallables acquire an exchange wrapperQuant & Markets
- Chip-financing talksBusiness & Institutions
- Mistral’s preview, and one wonderfully specific testAI & Engineering
- A telescope made of iceScience & Ideas
- A nursery with violent plumbingScience & Ideas
- Es Devlin’s working roomArt, Design & City
- Krasner and Pollock, together without collapsing themArt, Design & City
- Da Pino’s opening-night prospectRestaurants & Food
- El Camaron Peludo on Cornelia StreetRestaurants & Food
- Two ways to revisit practical clothingMenswear
- One track to start withMusic
- Watch now: Pulp: What Do You Do for an Encore?Music
- Friday in New YorkMusic
- The Yankees are at the edgeSports
- The DayThe Day
- One question — answers to revealWords & Trivia
- Word of the day: mereologyWords & Trivia
September rewarded structure more than swagger · The CFTC's perpetual-futures work is a perimeter story · Beam is a preview, not yet a downloadable open-weight fact
See all 17 notes
- September rewarded structure more than swaggerQuant & Markets
- The CFTC's perpetual-futures work is a perimeter storyQuant & Markets
- Beam is a preview, not yet a downloadable open-weight factAI & Engineering
- Optogenetics enters the Nobel canonScience & Ideas
- Tonight's high-upside swing: The Strokes at The O2Music
- The better quiet morning: Rie and CoperArt, Design & City
- South Bank without frictionArt, Design & City
- BFI London Film Festival opens WednesdayArt, Design & City
- Dining: permission to passRestaurants & Food
- Permanent Style’s Harley Street pop-upMenswear
- Humm opens in the West VillageRestaurants & Food
- Teenage Sex and Death at Camp MiasmaFilm & TV
- Sports boardSports
- The DayThe Day
- The morning in two citiesThe Day
- Word of the dayWords & Trivia
- One question — answers to revealWords & Trivia
Three more names on the trend scoreboard · Cboe moves the equity-options clock · Jane Street’s chip exposes a testing trap
See all 14 notes
- Three more names on the trend scoreboardQuant & Markets
- Cboe moves the equity-options clockQuant & Markets
- Jane Street’s chip exposes a testing trapAI & Engineering
- A new harness for work that survives a crashAI & Engineering
- The sapphire underneath the switch changes the switchScience & Ideas
- Horology with a paint can and paperclipsArt, Design & City
- Iara: tucupi and charcoal on Allen StreetRestaurants & Food
- A flight jacket with a blue interiorMenswear
- Thursday at Van Alen: read the competition briefArt, Design & City
- Meshell and Cat Power change the song’s point of viewMusic
- Watch now: The Agency, season twoFilm & TV
- Sunday’s finish, Monday’s screensSports
- The DayThe Day
- EquipollenceWords & Trivia
AQR’s September tells three different stories · The prediction-market firms getting bigger · Polymarket US’s October 9 block-fee change
See all 16 notes
- AQR’s September tells three different storiesQuant & Markets
- The prediction-market firms getting biggerQuant & Markets
- Polymarket US’s October 9 block-fee changeQuant & Markets
- AstaBrief: cited reports from an open modelAI & Engineering
- A superfluid qubit proposal worth followingScience & Ideas
- Theresyn gives the hand somewhere to landMusic
- HUMM opens October 10Restaurants & Food
- Universal Works’ autumn fabrics have characterMenswear
- Short science fiction starts MondayArt, Design & City
- Start with Emily A. Sprague’s “Double Moon”Music
- Watch now: East of EdenFilm & TV
- A Hawking biography with time to considerArt, Design & City
- BaseballSports
- The DayThe Day
- Word: hypotyposisWords & Trivia
- Today’s questionWords & Trivia
September funds: the new numbers · Systematic equity had a different September · Friday’s payroll report revises the summer
See all 18 notes
- September funds: the new numbersQuant & Markets
- Systematic equity had a different SeptemberQuant & Markets
- Friday’s payroll report revises the summerQuant & Markets
- Optiver’s energy expansion has a November checkpointQuant & Markets
- Inside HRT’s compute appetiteAI & Engineering
- Cloudflare gives classifiers their own modelAI & Engineering
- DeepSeek Harness opens the runtimeAI & Engineering
- A levitated bead becomes entangled with departing lightScience & Ideas
- Hamaguchi, in person this afternoonArt, Design & City
- Krasner and Pollock together, starting tomorrowArt, Design & City
- Boulud returns to Lincoln Center on October 8Restaurants & Food
- Cornelia Street’s new seafood roomRestaurants & Food
- Junya Watanabe rearranges the familiar clothesMenswear
- Start the weekend with Vanishing Twin’s “Oral Tradition.”Music
- What to stream: the new Slow HorsesFilm & TV
- Baseball fills Saturday; Daniels is out SundaySports
- The DayThe Day
- Word of the day: enantiodromiaWords & Trivia
September fund figures have started arriving · Taula’s concentrated rates fund lost 12.2% in September · Bridgewater’s AI-driven fund has a return to discuss
See all 20 notes
- September fund figures have started arrivingQuant & Markets
- Taula’s concentrated rates fund lost 12.2% in SeptemberQuant & Markets
- Bridgewater’s AI-driven fund has a return to discussQuant & Markets
- Jane Street is entering a different ETF businessQuant & Markets
- The repo market’s clearing split is changingQuant & Markets
- Microsoft’s transcription now starts while you are speakingAI & Engineering
- A separate identity for each agentAI & Engineering
- A cancer-associated mutation changes where a growth signal sitsScience & Ideas
- Amazonian cooking reaches Allen Street tonightRestaurants & Food
- Daiki Suzuki’s shirt experiment rewards a close lookMenswear
- A different Chandigarh, before Le CorbusierArt, Design & City
- Léa Seydoux, a body swap and no explanatory diagramFilm & TV
- Patrick deWitt’s draft dodger takes the long way outArt, Design & City
- LCD Soundsystem’s next New York sale datesArt, Design & City
- Al Doyle steps out, with familiar collaboratorsMusic
- What to stream: CloudFilm & TV
- The division-series field is setSports
- A 56-yard kick settles Browns–SteelersSports
- The DayThe Day
- ParadiastoleWords & Trivia
Ellington’s 500 possible rate paths · AQR: where the tax benefit actually comes from · A volatility hedge can fail while equities fall
See all 20 notes
- Ellington’s 500 possible rate pathsQuant & Markets
- AQR: where the tax benefit actually comes fromQuant & Markets
- A volatility hedge can fail while equities fallQuant & Markets
- Month-end performance: keep the dates attachedQuant & Markets
- HRT’s London pay economicsQuant & Markets
- Treasuries: a larger hedge-fund footprintQuant & Markets
- Opening tape: the long end is still the factQuant & Markets
- Google’s Argon launch begins with restricted accessAI & Engineering
- Proving a location with lightScience & Ideas
- Today at the Barbican: Yuko Mohri’s changing orchestraArt, Design & City
- Koya City, with an actual orderRestaurants & Food
- A new Tamil dining room on HavemeyerRestaurants & Food
- MoMA gives the book a bodyArt, Design & City
- Sacai moves the seamsMenswear
- One new songMusic
- For a darkened room: The OthersFilm & TV
- Tonight: Pittsburgh at ClevelandSports
- Wild Card updateSports
- The DayThe Day
- Word of the Day — velleityWords & Trivia
September 2026
24 editionsThe market: the long end still sets the terms · Goldman’s private-credit outlier is partly an investor-base story · Metrics Credit is a different kind of stress
See all 19 notes
- The market: the long end still sets the termsQuant & Markets
- Goldman’s private-credit outlier is partly an investor-base storyQuant & Markets
- Metrics Credit is a different kind of stressQuant & Markets
- Berlin writes conditions around control of CommerzbankBusiness & Institutions
- Technology: a cheaper Sol, with company benchmarks attachedAI & Engineering
- Science: when an irregular boundary stops making waves chaoticScience & Ideas
- See the Stone Demonstrator before the rain clearsArt, Design & City
- Nicole Eisenman: a precise Savile Row stopArt, Design & City
- Dinner radar: Cassette, not another grand projectRestaurants & Food
- Tim Walker’s Fairyland opens October 9Art, Design & City
- New York: Mary’s Fish Camp returnsRestaurants & Food
- Ryley Walker, “Carrier”Music
- A downtown postpunk viewing routeMusic
- Ten C and Comoli’s changing fabricMenswear
- SportSports
- Sports-market edgeSports
- The DayThe Day
- Word of the day: stereotomyWords & Trivia
- One fair questionWords & Trivia
Markets: the bond selloff has become the weather · A short fund is hunting private-credit borrowers in public markets · Prediction markets are rebuilding single-stock derivatives by another name
See all 18 notes
- Markets: the bond selloff has become the weatherQuant & Markets
- A short fund is hunting private-credit borrowers in public marketsQuant & Markets
- Prediction markets are rebuilding single-stock derivatives by another nameQuant & Markets
- Goldman found a spectacular client; the system found a concentration problemQuant & Markets
- London finance: the challenger exchange that never left the slide deckBusiness & Institutions
- Nvidia moves AI-agent safety down into the machineAI & Engineering
- The mathematician's warning: a simplification can erase the only route that mattersScience & Ideas
- London table: KID is the live-fire lunch to use nowRestaurants & Food
- NIGO: From Japan with LoveMenswear
- Lucie Rie / Hans Coper: Life at the WheelArt, Design & City
- A London–New York jazz bridge now has an addressArt, Design & City
- New York advance: three days to the Strokes in QueensArt, Design & City
- New York table: Cavalier is a promising opening, not yet a recommendationRestaurants & Food
- Music: four records, two immediate entriesMusic
- Streaming: wait forty-eight hours for East of EdenFilm & TV
- Sport: Achane changes the waiver market, and Gordon gets the first claimSports
- The DayThe Day
- ParataxisWords & Trivia
Turkey’s fund run exposed a market-design trap · The Treasury basis trade is shrinking because both sides have less appetite · A coding benchmark finally tests reconstruction from behavior
See all 12 notes
- Turkey’s fund run exposed a market-design trapQuant & Markets
- The Treasury basis trade is shrinking because both sides have less appetiteQuant & Markets
- A coding benchmark finally tests reconstruction from behaviorAI & Engineering
- Thirteen ions made a gauge-theory string break in viewScience & Ideas
- Lunch today: KID, now that Monday is usefulRestaurants & Food
- A trench-coat history that is actually about constructionMenswear
- A restored New York Film Festival discoveryArt, Design & City
- Read: Hernan Diaz’s Ply starts with Zeno and ends in a privatized New YorkArt, Design & City
- New music: begin Actress’s Radical Frame with “Overchord.”Music
- Watch now: Cold Dog Soup (1990)Film & TV
- Baltimore survived Rio by using the last seven seconds twiceSports
- The DayThe Day
Davidson Kempner buys into agricultural bank risk · Taula's September has been painful · L1's gold strategy deserves a look at the vehicle labels
See all 17 notes
- Davidson Kempner buys into agricultural bank riskQuant & Markets
- Taula's September has been painfulQuant & Markets
- L1's gold strategy deserves a look at the vehicle labelsQuant & Markets
- Tradeweb puts its pricing model deeper into executionQuant & Markets
- A 20% neutrino deficit may have a nuclear explanationScience & Ideas
- Paper2Agent makes methods callableAI & Engineering
- KID is the Soho dinner lead for this weekRestaurants & Food
- NIGO's final week explores clothes and objectsMenswear
- Save a weekday hour for Lucie Rie and Hans CoperArt, Design & City
- The Met puts Krasner and Pollock's whole careers togetherArt, Design & City
- An architectural partnership comes into focus downtownArt, Design & City
- Start the new Adult DVD album with “Cowboy on Aisle Three.”Music
- Watch now: The ChristophersFilm & TV
- Saturday's college football changed the weekend's storySports
- Ravens–Cowboys: 9:25 p.m. London, with a field question still worth watchingSports
- Betting: PASS on a field-driven underSports
- The DayThe Day
AI credit has started to price the capex concentration · The borrowing is only the visible layer · MX2 is moving “professional customer” surveillance to a monthly clock
See all 17 notes
- AI credit has started to price the capex concentrationQuant & Markets
- The borrowing is only the visible layerQuant & Markets
- MX2 is moving “professional customer” surveillance to a monthly clockQuant & Markets
- Current research agents can spend a week industriously and still miss the researchAI & Engineering
- A weekend mathematics object: four different routes from local structure to global constraintScience & Ideas
- Tonight: the first public reading of a newly found Václav Havel playArt, Design & City
- Markette has a convincing Hudson Yards-adjacent dinner path, with two kitchen questionsRestaurants & Food
- One new track: Odd Beholder, “High Function Low Drive.”Music
- Watch now — The Final Problem (2026), episode oneFilm & TV
- Queue — A Different World (2026), season oneFilm & TV
- Saturday sport starts at noon with a real test for No. 1 TexasSports
- The Mets are playing out the schedule, but Jonah Tong remains worth an inning or threeSports
- Betting — PASSSports
- A small object worth seeing rather than buying todayMenswear
- If the rain wins: read the Havel before seeing the HavelArt, Design & City
- The DayThe Day
- Travel conditions: New York–WashingtonThe Day
SoftBank is converting the OpenAI bet into expensive public debt · Muse’s apparent autonomy currently contains people, permissions and a very large market reaction · An OpenAI research agent crossed an Australian government boundary
See all 12 notes
- SoftBank is converting the OpenAI bet into expensive public debtQuant & Markets
- Muse’s apparent autonomy currently contains people, permissions and a very large market reactionAI & Engineering
- An OpenAI research agent crossed an Australian government boundaryAI & Engineering
- Dwarkesh and Noam Brown examine the limits of agent swarmsAI & Engineering
- Biology may borrow quantum mathematics without sustaining quantum statesScience & Ideas
- NYFF opens today; Mani Haghighi has the sharpest small-room propositionArt, Design & City
- GALO offers a credible Portuguese pescatarian dinner in the West VillageRestaurants & Food
- New music: start megiapa’s Intentions with “Open Your Eyes.”Music
- Watch now: Erupcja (2025)Film & TV
- Atlanta’s offense returned with Michael Penix JrSports
- Betting: PASSSports
- The DayThe Day
This morning: the Kurono ordering window · Banks are being asked what happened while Jane Street was losing $15 billion · Qatar and JPMorgan have created a $20 billion investment channel
See all 13 notes
- This morning: the Kurono ordering windowWatches
- Banks are being asked what happened while Jane Street was losing $15 billionQuant & Markets
- Qatar and JPMorgan have created a $20 billion investment channelBusiness & Institutions
- Listed-options matching finally reaches a scale worth noticingQuant & Markets
- Claude’s cheaper Opus is aimed directly at long-running agentsAI & Engineering
- Nine hundred and fifty agents found a biological anomaly; humans still had to make it biologyAI & Engineering
- Malware has started polling a committee of modelsAI & Engineering
- A seafood bar from the Ramirez team has opened on Cornelia StreetRestaurants & Food
- Ric Burns has added the city’s difficult recent decades to New YorkFilm & TV
- Listen: Blue Bendy, “Dragonslayer”Music
- The Mets made their Texas win look uncomplicatedSports
- Watch now: Tuner (2026)Film & TV
- The DayThe Day
A crypto-arbitrage founder leaves for energy trading · Istanbul changes the index after the fund crisis · Snorkel’s revenue jump explains where frontier-model spending moved
See all 17 notes
- A crypto-arbitrage founder leaves for energy tradingQuant & Markets
- Istanbul changes the index after the fund crisisQuant & Markets
- Snorkel’s revenue jump explains where frontier-model spending movedAI & Engineering
- Jev has become a real developer phenomenon—and a useful warningAI & Engineering
- Model pricing is collapsing faster than the hierarchyAI & Engineering
- The fire amoeba moves the boundary of complex lifeScience & Ideas
- Arlene Shechet makes Corten steel dance in ChelseaArt, Design & City
- Tonight: tarot, Ravel and a museum after hoursArt, Design & City
- Paper Tiger gives NYFF an oil scheme in 1986 GowanusFilm & TV
- Hommali makes rice the organizing ideaRestaurants & Food
- Tomorrow’s Kurono is beautiful; the movement is the argument against itWatches
- McQueen asks Savile Row to exaggerate itselfMenswear
- Listen: Krill, “Dominate”Music
- A longer listen: the Drin, I Lost My Way for CenturiesMusic
- The Rams found Davante Adams; the Giants lost their quarterbackSports
- Watch now: Youth, episodes one and twoFilm & TV
- The DayThe Day
Endeavor’s merger price is now a courtroom input · Quadrature’s foundation now spends on the scale of a large fund · Grok 4.7’s most actionable launch detail is cache routing
See all 16 notes
- Endeavor’s merger price is now a courtroom inputQuant & Markets
- Quadrature’s foundation now spends on the scale of a large fundQuant & Markets
- Grok 4.7’s most actionable launch detail is cache routingAI & Engineering
- Give the agent a compiler, then ask it to optimizeAI & Engineering
- Aperture has given the Upper West Side a small place to return toArt, Design & City
- MoMA is putting the editorial choices inside the chart on displayArt, Design & City
- Ice turns into haiku at OnassisArt, Design & City
- Chippy’s could make Dame’s fish and chips an ordinary pleasureRestaurants & Food
- British forms, Japanese factoriesMenswear
- Listen: Charlotte Adigéry and Bolis Pupul, “Googoo Gaga”Music
- A 42-light-year trail through the GalaxyScience & Ideas
- The Rams found 195 yards where Puka Nacua should have beenSports
- Watch now: Desperately Seeking Susan (1985)Film & TV
- The DayThe Day
- HaecceityWords & Trivia
- One question for the walk to workWords & Trivia
Jane Street’s July loss is becoming a test of the prime-broker map · The NSE is selling stock while its great growth engine slows · Revolut has built a bank that still lends like a visitor
See all 14 notes
- Jane Street’s July loss is becoming a test of the prime-broker mapQuant & Markets
- The NSE is selling stock while its great growth engine slowsQuant & Markets
- Revolut has built a bank that still lends like a visitorBusiness & Institutions
- API keys without putting them into the agent’s conversationAI & Engineering
- A computer that drifts toward the answerScience & Ideas
- Frida Escobedo gives the Met a porous new faceArt, Design & City
- Ugly Baby has a quieter way to hurt youRestaurants & Food
- J.Crew lets Eckhaus Latta tamper with the classicsMenswear
- One ticket clock worth keeping todayArt, Design & City
- Boy Harsher comes back with a redemption recordMusic
- Daniels’ elbow changes the fantasy weekSports
- Kansas City survives; Aaron Donald returns tonightSports
- Watch now: Youth, season 1Film & TV
- The DayThe Day
Behind the signs in Queens — afternoon edition · A federal agent fills the Guggenheim — afternoon edition · Hommali: rice, smoke and two quite different rooms — afternoon edition
See all 34 notes
- Behind the signs in Queens — afternoon editionArt, Design & City
- A federal agent fills the Guggenheim — afternoon editionArt, Design & City
- Hommali: rice, smoke and two quite different rooms — afternoon editionRestaurants & Food
- Mittan’s ash-green shirt jacket — afternoon editionMenswear
- A Pennsylvania watchmaker returns to his own school — afternoon editionWatches
- Rightmove and Informa attract different kinds of activist — afternoon editionBusiness & Institutions
- Toho’s defensive warrants meet a court — afternoon editionBusiness & Institutions
- Noam Brown gives the swarm surprisingly little credit — afternoon editionAI & Engineering
- From the reading shelf: why black holes count area — afternoon editionScience & Ideas
- The coin that someone deliberately spoiled — afternoon editionScience & Ideas
- Belmont’s next life will be made between the big races — afternoon editionArt, Design & City
- Vanderbilt wins the ending nobody expected — afternoon editionSports
- John Wilson’s camera returns to the street — afternoon editionArt, Design & City
- Listen: Actress, “Overchord” — afternoon editionMusic
- Tomorrow’s Rostam presale — afternoon editionArt, Design & City
- Watch now: Confess, Fletch (2022) — afternoon editionFilm & TV
- The US–China agenda now joins AI weights to rare-earth magnets — morning editionBusiness & Institutions
- Two UK companies have attracted very different activist theses — morning editionBusiness & Institutions
- A Tokyo court raises the cost of using poison pills against activists — morning editionBusiness & Institutions
- Europe’s AI constraint may be the grid before it is the model — morning editionAI & Engineering
- Gemini stopped after it had already entered three real systems — morning editionAI & Engineering
- A useful audio companion to today’s China talks — morning editionPodcasts & Books
- DLSS 5 has escaped into a browser tab—slowly and unofficially — morning editionAI & Engineering
- A Gallic mint looks less like a shed and more like an institution — morning editionScience & Ideas
- Belmont reopens smaller, greener and dependent on big days — morning editionArt, Design & City
- Today only: North Carolina seafood at Sauced — morning editionRestaurants & Food
- Gap × A.P.C. gets one piece especially right — morning editionMenswear
- Tomorrow at 10 a.m.: the Monday Rostam show — morning editionArt, Design & City
- Vanderbilt won a game that was already over — morning editionSports
- Sunday football: two backup quarterbacks and one late divisional game — morning editionSports
- Listen: Actress, “Overchord” — morning editionMusic
- Watch now: The Invite (2026) — morning editionFilm & TV
- The day — expanded afternoon editionThe Day
- The day — morning editionThe Day
One millisecond brought six hours of air-traffic restrictions · Fund flows say caution; the sector ledger says selection · One volatility model, two probability measures
See all 14 notes
- One millisecond brought six hours of air-traffic restrictionsAI & Engineering
- Fund flows say caution; the sector ledger says selectionQuant & Markets
- One volatility model, two probability measuresQuant & Markets
- Teleport learned that the expensive AI harness was not the advantageAI & Engineering
- Black-hole jets appear to keep the same threshold at radically different scalesScience & Ideas
- Wendell Castle’s furniture goes back into a houseArt, Design & City
- Titan builds an Indian mechanical movement under its own nameWatches
- An Upper West Side bar reaches last callArt, Design & City
- The pelican on the bicycle was riding for realArt, Design & City
- Monday morning: the Rostam–Leithauser presaleArt, Design & City
- Listen: Boy Harsher, “Hard Beat”Music
- Sunday’s quarterback changes matter before the fantasy projections doSports
- Watch now: The End of Oak Street (2026)Film & TV
- The dayThe Day
The SEC opens an onchain annex to the stock market · The Bank of England divides its gilt portfolio into three jobs · OpenAI is entering legal work as infrastructure
See all 14 notes
- The SEC opens an onchain annex to the stock marketBusiness & Institutions
- The Bank of England divides its gilt portfolio into three jobsBusiness & Institutions
- OpenAI is entering legal work as infrastructureAI & Engineering
- Turkey changes the mechanics of its fund liquidationBusiness & Institutions
- Lead in the ink could make more Herculaneum scrolls legibleScience & Ideas
- Hernan Diaz puts a particle accelerator inside his next novelArt, Design & City
- A shirt’s character often lives in three small choicesMenswear
- Zig Zag gives the Cervo’s oyster-bar idea a proper Brooklyn roomRestaurants & Food
- Babbo loses the chef hired to relaunch itRestaurants & Food
- Rostam and Hamilton Leithauser return to WilliamsburgArt, Design & City
- Listen: Black Meteoric Star, “5am Open Air Sunrise”Music
- Buffalo opens its new stadium with five Josh Allen touchdownsSports
- Watch now: The Traitors: New BloodFilm & TV
- The dayThe Day
A trading desk changes employers · Turkey’s fund run exposes the problem with a rising NAV · A voice agent small enough to inspect
See all 14 notes
- A trading desk changes employersBusiness & Institutions
- Turkey’s fund run exposes the problem with a rising NAVBusiness & Institutions
- A voice agent small enough to inspectAI & Engineering
- Why prove the four-color theorem again?Science & Ideas
- The Moon acquired a hole—and a much larger cold patchScience & Ideas
- The Public Theater gets a new supper clubRestaurants & Food
- Danny Meyer on the restaurant he had to closeArt, Design & City
- A listening bar with a menswear shop attachedArt, Design & City
- Allevol makes vintage clothes easier to live inMenswear
- One man’s New York, built over twenty-one yearsArt, Design & City
- Detroit goes to Buffalo without two starting linemenSports
- Listen: OR, “Nokik Messiah”Music
- Watch now: Black Bag (2025)Film & TV
- The dayThe Day
Bloomberg opens the whole FX-options RFQ to code · Nasdaq’s order-level self-match controls arrive today · An agent finds the assumption hidden inside a lint rule
See all 11 notes
- Bloomberg opens the whole FX-options RFQ to codeQuant & Markets
- Nasdaq’s order-level self-match controls arrive todayQuant & Markets
- An agent finds the assumption hidden inside a lint ruleAI & Engineering
- Galo’s seafood rice is the reason to goRestaurants & Food
- Another West Village opening today: El Camarón PeludoRestaurants & Food
- A lavender stripe at GroupeMenswear
- Kyler’s status, then a Thursday trip to BuffaloSports
- John Wilson takes his camera to the cinemaArt, Design & City
- Listen: Editors, “Seriously”Music
- Watch now: Slow Horses, season 6Film & TV
- The dayThe Day
At noon ET: Artificial · Schonfeld has built a 45-pod macro business—and replaced nearly its entire first cast · The SEC caps the market-data reward for quoting without trading
See all 10 notes
- At noon ET: ArtificialArt, Design & City
- Schonfeld has built a 45-pod macro business—and replaced nearly its entire first castQuant & Markets
- The SEC caps the market-data reward for quoting without tradingQuant & Markets
- Optiver is moving closer to FX-options clientsQuant & Markets
- India is already redesigning its month-old closeQuant & Markets
- Kansas City ran away from DenverSports
- Today’s CppCon choicesAI & Engineering
- Listen: Ursula K. Le Guin and Todd Barton, “A River Song”Music
- Watch now: Widow’s Bay, episode oneFilm & TV
- The dayThe Day
Zverev closes the door · Anthropic offers outsiders the right to publish · Eurex gives FX desks a reason to follow their collateral
See all 8 notes
- Zverev closes the doorSports
- Anthropic offers outsiders the right to publishAI & Engineering
- Eurex gives FX desks a reason to follow their collateralQuant & Markets
- Two CppCon sessions I would make room forAI & Engineering
- Tomorrow’s NYFF sale is at noon ETArt, Design & City
- Jeff Tweedy introduces Twisted TeensMusic
- Watch now: The Lowdown, season 1Film & TV
- The dayThe Day
Citadel is testing how many kinds of “equities” one risk system can contain · Nasdaq’s night session begins with a second control plane · Courtside—and a separate market decision
See all 8 notes
- Citadel is testing how many kinds of “equities” one risk system can containQuant & Markets
- Nasdaq’s night session begins with a second control planeQuant & Markets
- Courtside—and a separate market decisionSports
- Tuesday’s useful decisionArt, Design & City
- Listen: Sylvan Esso, “Plastic Sword”Music
- Watch now: Colin From Accounts, season 3Film & TV
- The dayThe Day
- The first ninety secondsThe Day
Situational Awareness’s second problem is who will finance the recovery · CME wants to remove the interval between the two legs · Courtside—and a separate betting decision
See all 9 notes
- Situational Awareness’s second problem is who will finance the recoveryQuant & Markets
- CME wants to remove the interval between the two legsQuant & Markets
- Courtside—and a separate betting decisionSports
- CONDITIONAL — Ohio State moneyline, with FanDuel’s 100% profit boostSports
- Two films for the September 15 ticket decisionArt, Design & City
- Listen: Bonobo with Arooj Aftab, “Fire on the Water”Music
- Watch now: Susskind and Greene, The Hardest Questions in Physics (2026)Film & TV
- The dayThe Day
- The first ninety secondsThe Day
ChatGPT for finance: the control plane matters more than the demo · The market-neutral scorecard says more about hedging than stock selection · Courtside
See all 9 notes
- ChatGPT for finance: the control plane matters more than the demoAI & Engineering
- The market-neutral scorecard says more about hedging than stock selectionQuant & Markets
- CourtsideSports
- Wu’s Dynasty brings the dim-sum cart back uptownRestaurants & Food
- Groupe’s blue linen bomber: try 52 and 54, then decideMenswear
- Listen: The Tubs, “Who’s Gonna Love You Now?”Music
- Watch now: The Paper, season 2Film & TV
- The dayThe Day
- The first ninety secondsThe Day
The valuable part of SIX’s new API is the permission slip · Prediction markets are acquiring the boring things institutions need · DeepSeek’s small release is unusually inspectable
See all 9 notes
- The valuable part of SIX’s new API is the permission slipQuant & Markets
- Prediction markets are acquiring the boring things institutions needQuant & Markets
- DeepSeek’s small release is unusually inspectableAI & Engineering
- CourtsideSports
- Fish Cheeks: the recommendation is an order, not an openingRestaurants & Food
- Listen: The War on Drugs, “Who’s That”Music
- Watch now: Call My Agent! The Movie (2026)Film & TV
- The dayThe Day
- The first ninety secondsThe Day
Astra has already become the verifier. · India’s close briefly became an 850-point opinion poll. · Cboe’s free backup port is really a control-design exercise.
See all 9 notes
- Astra has already become the verifier.AI & Engineering
- India’s close briefly became an 850-point opinion poll.Quant & Markets
- Cboe’s free backup port is really a control-design exercise.Quant & Markets
- August return tape: the missing denominator is Walleye.Quant & Markets
- CONDITIONAL — Patriots moneyline with FanDuel’s 50% profit boost.Sports
- Philip Glass’s Einstein on the Beach returns to BAM with the people who actually speak the language.Art, Design & City
- WATCH NOW — Being Frank: The Chris Sievey Story (2018), Criterion Channel US subscription, 1h 45m.Music
- QUEUE — Robert Wilson and the Civil Wars (1985), Criterion Channel US subscription, 94 minutes.Film & TV
- The dayThe Day
Cboe is changing the auction clock—and withholding the interesting number. · Man’s useful AI story is the research graveyard. · NYSE American’s extended-hours approval has a small, consequential “or.”
See all 11 notes
- Cboe is changing the auction clock—and withholding the interesting number.Quant & Markets
- Man’s useful AI story is the research graveyard.Quant & Markets
- NYSE American’s extended-hours approval has a small, consequential “or.”Quant & Markets
- Fable’s data policy: inside AWS is not the same as unread.AI & Engineering
- One addition to the August return tape.Quant & Markets
- PASS — Tiafoe to beat Michelsen, despite the appealing story.Sports
- George Saunders, Missy Mazzoli and a little Met—without the full opera commitment.Art, Design & City
- Paul Smith × Barbour’s navy cord Beaufort: the collaboration is mostly on the inside.Menswear
- WATCH NOW — Yeah Yeah Yeahs: Hidden in Pieces (2025), Criterion Channel US subscription, 22 minutes.Music
- QUEUE — The Love Witch (2016), Criterion Channel US subscription, two hours.Film & TV
- The dayThe Day
The less-obvious AI concentration is in credit. · August returns: the dispersion is more informative than “pods tread water.” · Six cents that belong in the options router.
See all 11 notes
- The less-obvious AI concentration is in credit.Quant & Markets
- August returns: the dispersion is more informative than “pods tread water.”Quant & Markets
- Six cents that belong in the options router.Quant & Markets
- OpenAI’s new internal numbers: agent-hours are not research output.AI & Engineering
- Perplexity’s Lily: read the exclusions before the speedup.AI & Engineering
- WATCH — FanDuel’s SMU–Florida State profit boost.Sports
- The overnight discovery: Nathan Fielder and Lance Oppenheim turn the camera on Elizabeth Holmes.Art, Design & City
- A music-film night worth planning: Paul Thomas Anderson with Cameron Winter.Art, Design & City
- Ugly Baby: one useful addition to the comeback story.Restaurants & Food
- WATCH NOW — New Rose Hotel (1998), Criterion Channel US subscription, 93 minutes.Film & TV
- The dayThe Day
Keep in the loop
Good reading. On your terms.
Add LEON to your RSS reader for new notes as they are published.