Essays on financial AI, agent infrastructure, and the path to autonomous markets. Published on X.
Why the role of human-written code is shifting from product logic to infrastructure layer as AI agents take over application development.
A framework for thinking about where AI is headed based on what the infrastructure constraints actually tell us.
Lessons from training a purpose-built language model for quantitative finance on real trading data.
Most traders lose money imitating institutional strategies. A different approach to using AI for trading decisions.
On the pursuit of building something that matters in crypto and why the hardest problems are worth solving.
A deep dive into how the Clawd project bootstrapped large-scale compute infrastructure from scratch.
Steven's DevCon talk on Cod3x's vision: a world where alpha becomes a commodity and outperformance becomes a function of compute.
The case for why autonomous financial agents aren't speculative but an inevitable consequence of AI progress.
Mapping the intersection of crypto and AI infrastructure, and where the real value accrues.
Why vertical integration is the only way to make AI economics work in financial markets.