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Jeffrey Emanuel ✓

@doodlestein · NYC · joined 06 Apr 2009

Former Quant Investor | My Open Source Projects: https://t.co/9qbOCDlaqM | Try https://t.co/oCtjI2mBIl , my collection of agent coding tooling.

50 087Followers
14 225Following
22 851Posts total
2.3MViews on collected posts

Latest posts

Ok yeah seems like a ton of people saw this exact thing today, wtf: https://t.co/kSqBD3XPro https://t.co/kvR9IpgvJ4 https://t.co/U8idxVrXfg https://t.co/QES2pKmEeC https://t.co/L9N6p5ddnV https://t.co/8qCFSuO6CC 52.1K views · 236 likes · 15 reposts · 13 replies Open on X →
@doodlestein https://t.co/paPRYWZRun Bruh 68.2K views · 41 likes · 4 reposts · 0 replies Open on X →
@doodlestein This just happened to me as well. https://t.co/36BZd5SKag
34.1K views · 480 likes · 6 reposts · 6 replies Open on X →
lol, just realized that it happened in other sessions on the same machine! I bet a ton of people got a massive dose of SHAME just now: https://t.co/AD49oiNlHH
48.4K views · 473 likes · 9 reposts · 15 replies Open on X →
This sort of behavior seems to me to be extremely important to understand if LLMs are going to be involved in any mission-critical stuff. I've never seen that level of degradation in Claude or ChatGPT, that's for sure. 51.5K views · 617 likes · 3 reposts · 15 replies Open on X →
Here is its explanation of what happened... no shit there was a "severe processing error": https://t.co/W6eXcW1KgV
63.9K views · 643 likes · 10 reposts · 30 replies Open on X →
Holy shit, wtf is WRONG with Gemini Flash 3.8?!? It has serious mental problems. Look at this session... imagine my surprise when my standard "sync all my repos" prompt went off the rails like this... this LLM needs THERAPY. And no, there is nothing about ANY of that on my box. h
837K views · 6.3K likes · 304 reposts · 737 replies Open on X →
Messing with virtual robots is fun. Watching them learn to walk is entertaining and educational. I need to add the MicroDuck to this next. https://t.co/CcccNQ3z5w 223 views · 1 likes · 0 reposts · 0 replies Open on X →
I feel like they should’ve waited the day or two it would take to do a rollout of Astra to everyone at once. There’s something magical about being able to try the thing yourself immediately after the announcement comes out. It also breeds resentment when you’re in the pleb-tier. 7.1K views · 338 likes · 7 reposts · 28 replies Open on X →
Awesome stuff. Would be so fascinating to see what kinds of internal structure the model learned and how that relates to the underlying Maxwell equations. Probably some cool Lie algebra stuff getting encoded there. 4.7K views · 19 likes · 2 reposts · 2 replies Open on X →
Funny that people doubted the WangMeister like that. I actually thought it was super bullish long-term when he got the top spot. You can’t have your top guys thinking the reigning paradigm that’s actually working is a dead end. It’s demoralizing and self-defeating. 10.5K views · 60 likes · 3 reposts · 9 replies Open on X →
People love to dismiss me and what I’m doing as “AI psychosis” and say it’s all useless slop. Meanwhile, there are literally thousands of people around the world and hundreds of companies (including the largest tech companies) using my software daily and getting value from it. 516 views · 19 likes · 0 reposts · 2 replies Open on X →
They need to make a TV show like "My 600lb Life" but for agent coding gluttons... "My 2T Token Life." (this isn't even all my machines, lol). The tool is called tokscale by @_junhoyeo if you want to try it yourself, btw. https://t.co/nJzG6eFxdZ 4.5K views · 57 likes · 1 reposts · 10 replies Open on X →
Getting closer to the big Five O (k). Thanks to everyone who follows me! Know that I will never do a sponsored post of any kind (I get offers to do these literally every day and just ignore them all). I'm totally independent and work for myself, so I'm not beholden to anyone. h 6.1K views · 150 likes · 1 reposts · 20 replies Open on X →
I keep thinking about this and chuckling. It’s like the “Can we have X? No, we have X at home” meme. So funny that it’s explicitly in the Fable 5.1 system prompt. 5.1K views · 9 likes · 0 reposts · 0 replies Open on X →
Lmao. https://t.co/bvIQp2qJlS 11.7K views · 58 likes · 0 reposts · 4 replies Open on X →
@doodlestein I would take other side of this, and think this deepseek r1 is actually positive for NVDA/ai supply chain demand. Going through this paper, it looks like this deepseek r1 model was basically an attempt to rebuild the openAI o1 model using much less silicon and ele 734 views · 6 likes · 0 reposts · 4 replies Open on X →
@doodlestein Jeffrey, very solid work here. Thank you for sharing! You should consider continuing to update this. You have an interesting combo of investing experience and subject matter expertise and your writing style is clear and digestible for an investor. 1.9K views · 10 likes · 0 reposts · 1 replies Open on X →
@doodlestein "Combined with the emergence of more efficient inference architectures through chain-of-thought models, the aggregate demand for compute could be significantly lower than current projections assume. The economics here are compelling: when DeepSeek can match GPT-4 lev 35K views · 16 likes · 0 reposts · 4 replies Open on X →
You can read it here— let me know what you think: https://t.co/NjBBMX7nS1 518K views · 1.3K likes · 195 reposts · 135 replies Open on X →
I wrote up all my thoughts on whether NVDA stock is finally a decent short (or at least not a good thing to own at this point). I’m a huge bull when it comes to the power and potential of AI, but there are just too many forces arrayed against them to sustain supernormal profits. 564.7K views · 943 likes · 99 reposts · 60 replies Open on X →

Against accounts of the same size

16 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views11 097this account924median for 10K–100K
Reach, %22.16%this account3.62%median for 10K–100K
Engagement, %0.97%this account1.52%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post11 09792412.0×
Reach (views ÷ followers)22.16%3.62%6.12×
Engagement rate0.97%1.52%0.64×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

6.1K2 Sep
4.5K
516
10.5K3 Sep
4.7K
7.1K
223
837K20 Sep
63.9K
51.5K
48.4K
34.1K
68.2K
52.1K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

2.83%2 Sep
1.52%
4.07%
0.69%3 Sep
0.49%
5.27%
0.45%
0.91%20 Sep
1.09%
1.24%
1.04%
1.47%
0.07%
0.51%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes63.3%11 826 in total
Reposts3.5%659 in total
Replies5.9%1 095 in total
Quotes2.5%474 in total
Bookmarks24.8%4 634 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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