Late to the party.

This is sort of an answer to this question. https://news.ycombinator.com/item?id=38425475 So, what if you are late to the party? Unfortunately, nowadays it is even much harder to get through all the utter bullshit and hype, but there is a sort of a shortcut or “the Hard Way”. There are two and a half key figures: Geoffrey Hinton, who did most of the mathematical heavy lifting, Andrew Ng, who not just did all the derivations, but became the most famous practitioner, and Andrej Karpathy who us just a narcissistic asshole, similar to Lex Friedman....

November 27, 2023 · <lngnmn2@yahoo.com>

Non-bullshit Trading

The only reasonable and even proven correct point of applying deep-learning is that the algorithm “learns” so-called “hidden patterns”, which escape (literally) from a biologically limited human intelligence. The causality is so complex that even to list correctly the major factors (not missing anything relevant) is nearly an impossible task. Social media creates whole waves of bullshit, including the idiotic memes about the US interest rates, and other poorly understood and dynamic macro-economic factors....

November 13, 2023 · <lngnmn2@yahoo.com>

LLM predictions

Social media make us stupid. To be precise - they encourage production and emission of a useless verbiage as a from of virtue signaling. The cultural change is that being “wrong” is ok for some talking heads, and nowadays it is even possible to argue that “there is no wrong”, just an “imperfect information”, you know. The older cultures were better. They had a common sense notion of “you have no idea what you are talking about”....

November 8, 2023 · <lngnmn2@yahoo.com>

A small step towards GAI

DESCRIPTION: There is no “I” in your AI. Lets put all the memes and bullshit aside, for a moment and talk serously about GAI (hello, mr. Carmack, sir). There is what every “AI researcher” should know about Knowledge and Intelligence (yes, both capitalized). There is so-called “reality” prior to any knowledge or intelligence. Any reasonable thinker has been arrived at the ultimate reality. “I am That” (“That Thou Art”) of Chandogya Upanishad is the “end of knowledge” and the “arrival” to the ultimate “truth”, with implies existence of “That” and one being just a sub-process (a wave) in It....

October 21, 2023 · <lngnmn2@yahoo.com>

Formulating the problem

These are just assorted notes for now, which shall become something ready to be formalized. Non-bullshit The objective is to train a NN which captures subtle recurrent patterns among many well-chosen (and well-defined) features. The proper set of features that, in turn, captures the most relevant aspects of reality is what determines the distinction between a modest success or a total failure of this ML approach. All the features should be actual “measurements” of something real, like “Open Interest” or the “Long/Short ratio” and other obvious measurements like “Volume”....

September 11, 2023 · Ln Gnmn

Deep Learning

Overview A valid (less wrong) intuitive metaphor is that we “learn” a “surface” which will match (will cover, up to the last wrinkle) the whole actual Himalaya. This notion “generalizes to any number of dimensions” meme (differences, distances and derivatives do not care about Mind’s abstract bullshit) The Himalayas (Truth) has to be “out there”. A good generalization is a bucket-sort, which can be thought off as a specific example of a classification problem....

August 12, 2023 · <lngnmn2@yahoo.com>

Trading Math

Using the standard formalisms only within appropriate contexts Fitting (using an optimization method) a weighted sum, a line or a curve or a whole “plane” to match the data. Statistics This is, by definition, observing, categorizing and counting observations (which also means “measuring”) that already happened. There is no notion of any potential or possible outcomes. We just observe and count (measure). My favorite example is from archery, when one just measures the distances between hits (arrows), sum them and divide by the number of shots fired (which is averaging of the distances)....

July 28, 2023 · <lngnmn2@yahoo.com>