# almost nobody (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover almost nobody. Page: Feed: --- ## [The Agent Economy Has a Management Problem](https://llmquant.substack.com/p/the-agent-economy-has-a-management) _2026-08-21 · LLMQuant · LLMQuant Newsletter_ Google DeepMind’s new framework reveals why smarter models alone cannot build a safe agentic economy, and why delegation may become AI’s next critical infrastructure layer ## [Google DeepMind Found a Better Way for AI to Catch Its Own Mistakes](https://llmquant.substack.com/p/google-deepmind-found-a-better-way) _2026-08-19 · LLMQuant · LLMQuant Newsletter_ Generative verifiers turn reward modeling into next-token prediction, lifting GSM8K Best-of-N accuracy from 73.0% to 93.4% and revealing a powerful new path for scalable AI reasoning ## [Your Knowledge Base Has a Second Job You're Not Using](https://samuelthomasdavies.substack.com/p/update-claude-skills) _2026-08-17 · Sam Thomas Davies · Words Into Works_ Everyone Builds One So Claude Knows What They Know. Almost Nobody Uses It to Upgrade Their Tools. ## [The AI Quant Lab That Learns From Its Own Backtests Without Cheating](https://llmquant.substack.com/p/the-ai-quant-lab-that-learns-from) _2026-08-17 · LLMQuant · LLMQuant Newsletter_ AQuA reports a 2.50 out-of-sample Sharpe, but its real breakthrough is an architecture designed to stop autonomous research agents from manufacturing false alpha. ## [86 Times More Tokens in Six Months: Inside the Firm Where AI Agents Now Write Trading Signals](https://llmquant.substack.com/p/86-times-more-tokens-in-six-months) _2026-08-14 · LLMQuant · LLMQuant Newsletter_ Man Group has pushed 15 to 20 models through a machine driven research pipeline and into a human investment committee. ## [Bridgewater’s 50-Year AI Moat: Inside the Agent System Building an Artificial Investor](https://llmquant.substack.com/p/bridgewaters-50-year-ai-moat-inside) _2026-08-11 · LLMQuant · LLMQuant Newsletter_ PAT can compress hours of investment research into minutes. ## [My Second Brain Beat a Better Model.](https://samuelthomasdavies.substack.com/p/claude-model-vs-effort) _2026-08-10 · Sam Thomas Davies · Words Into Works_ I Ran the Same Prompt Across Every Model and Effort Level. The One That Won Had Access to My Reading. ## [Groundbreaking Isn’t the Test. Coherence Is.](https://stormking.substack.com/p/groundbreaking-isnt-the-test-coherence) _2026-08-10 · Storm King Analytics · Storm King Analytics_ Impressive and workable have never been the same test. ## [The Alpha Factory Illusion: Why Your Factor Mining Agent Only Looks Like It Is Learning](https://llmquant.substack.com/p/the-alpha-factory-illusion-why-your) _2026-08-10 · LLMQuant · LLMQuant Newsletter_ A structural teardown of LLM driven factor discovery, the two architectural ceilings nobody warns you about, and the exact numeric thresholds at which you should switch the machine off ## [The Ninety Percent Problem: Why Almost Every "Enterprise AI Agent" Is Still a Chatbot in Costume](https://llmquant.substack.com/p/the-ninety-percent-problem-why-almost) _2026-08-08 · LLMQuant · LLMQuant Newsletter_ Skill routing, registries, permission layers, and MCP explained end to end, plus the arithmetic that quietly decides which agents survive contact with production ## [Collect Open Source Legends (Sponsored)](https://crawlproof.com/a/QeH7sdimlyS7) _2026-08-08 · **Sponsored**_ Open-licensed art, limited foil trading packs, and optional on-chain mints. ## [The Agent That Keeps a Diary of Its Own Failures](https://llmquant.substack.com/p/the-agent-that-keeps-a-diary-of-its) _2026-08-05 · LLMQuant · LLMQuant Newsletter_ SESA couples zero-data self-play with an evolving skill memory, and the ablations reveal something uncomfortable about where agent capability actually lives ## [Everyone’s Impressed by the Model. Almost Nobody Can Reach Their Own Data.](https://stormking.substack.com/p/everyones-impressed-by-the-model) _2026-08-04 · Storm King Analytics · Storm King Analytics_ A Pentagon rollout announcement, and the comment thread that says the quiet part out loud. ## [The 600-Call Problem: Why Your AI Agent Costs Far More Than It Should](https://llmquant.substack.com/p/the-600-call-problem-why-your-ai) _2026-08-03 · LLMQuant · LLMQuant Newsletter_ A new 63-page survey maps 117 methods across memory, tool use, and planning, and exposes the one number almost nobody bothers to report. ## [Everyone's Arguing About Models. The 30x Was the Harness.](https://samuelthomasdavies.substack.com/p/ai-harness) _2026-08-03 · Sam Thomas Davies · Words Into Works_ The Same Model, Three Setups, and Up to 30x the Cost. The Model Was Never the Variable. ## [The Harness Is the Moat: Reading Andrew Ng's OpenWorker Line by Line](https://llmquant.substack.com/p/the-harness-is-the-moat-reading-andrew) _2026-08-02 · LLMQuant · LLMQuant Newsletter_ Eleven thousand stars in under a month, twenty five connectors, and an approval gate on every dangerous action. ## [Connect Your AI Agent to 26 Financial Data Tools in 3 Steps](https://llmquant.substack.com/p/connect-your-ai-agent-to-26-financial) _2026-08-01 · LLMQuant · LLMQuant Newsletter_ Set up LLMQuant Data MCP once, and your AI agent can pull SEC filings, research papers, market prices, macro indicators, and prediction market data on its own. No glue code, no custom integrations. ## [This Company Raised Its Earnings Guidance in May. The Stock Is Down 23% Since. Someone Is Reading This Wrong.](https://www.iykykstocks.com/p/this-company-raised-its-earnings-guidance) _2026-07-28 · IYKYK Stocks · IYKYK Stocks_ A growth scare is coming to this company's next earnings report. Management already announced it, in writing, three months ago — and raised profit guidance in the same breath. ## [Claude Can Record Your Skill. It Can't Record Your Judgment](https://samuelthomasdavies.substack.com/p/record-a-skill) _2026-07-27 · Sam Thomas Davies · Words Into Works_ Claude’s New Feature Builds the Skill by Watching You Work. The Part That Makes It Trustworthy Never Comes off a Screen. ## [Reform Bought Speed. It Did Not Buy Understanding.](https://stormking.substack.com/p/reform-bought-speed-it-did-not-buy) _2026-07-24 · Storm King Analytics · Storm King Analytics_ A defense acquisition reform is making the same argument this series has been building from the commercial side, just from an unexpected direction. ## [The Most Boring Ticker in the AI Trade Might Be the Most Mispriced](https://www.iykykstocks.com/p/a-century-old-cash-machine-is-quietly-becoming-an-ai-data-center-stock) _2026-07-22 · IYKYK Stocks · IYKYK Stocks_ The headline revenue barely moved. Underneath it, a hidden segment is compounding at triple digits — and the market is pricing the whole company on the sleepy average. ## [Dissecting Series A Rounds (Sponsored)](https://crawlproof.com/a/qEKuCOlvNBLF) _2026-07-22 · **Sponsored**_ Two real Series A cases: timelines, investor sequencing, and common founder mistakes. ## [Your Books Can Upgrade the Claude Skills You've Already Built.](https://samuelthomasdavies.substack.com/p/improve-claude-skills) _2026-07-20 · Sam Thomas Davies · Words Into Works_ Point AI at a Whole Book, Aim It at a Skill You Run, and Get Back a List of Exactly What to Fix. ## [The "Cheap Weapon" Strategy That's About to Make This Under-the-Radar Defense Company a Household Name](https://www.iykykstocks.com/p/the-pentagon-just-wired-this-company-400-million-dollars) _2026-07-20 · IYKYK Stocks · IYKYK Stocks_ A record $2 billion backlog. A $14 billion pipeline. A balance sheet with barely any debt. And a stock still flying below the radar. ## [Win the Battle. Lose the System.](https://stormking.substack.com/p/win-the-battle-lose-the-system) _2026-07-17 · Storm King Analytics · Storm King Analytics_ The Adversary Wasn’t Playing "Your Game." ## [The Record $20 Billion Order Book Nobody Is Talking About](https://www.iykykstocks.com/p/a-private-equity-giant-is-reportedly-circling-and-a-20-billion-dollar-backlog) _2026-07-16 · IYKYK Stocks · IYKYK Stocks_ One half of a global duopoly, priced like a broken cyclical — with a take-private catalyst that could put a floor under the whole thing. ## [The "Boring Plumbing" Stock That's Secretly an AI Infrastructure Play](https://www.iykykstocks.com/p/the-boring-plumbing-stock-thats-secretly-an-ai-infrastructure-play) _2026-07-14 · IYKYK Stocks · IYKYK Stocks_ It grew organic revenue 11%, throws off record cash, carries almost no debt — and quietly sits inside every data center on earth. Wall Street files it under "boring plumbing." That may be the mistake. ## [Cheap at the Top. Expensive at the Bottom.](https://stormking.substack.com/p/cheap-at-the-top-expensive-at-the) _2026-07-14 · Storm King Analytics · Storm King Analytics_ Skipping discovery doesn’t eliminate the cost. It just moves it downhill, to the team with no slack left to pay it. ## [Stop Asking AI to Answer. Let It Interview You.](https://samuelthomasdavies.substack.com/p/ai-interview-prompt) _2026-07-13 · Sam Thomas Davies · Words Into Works_ Why the Best First Move Is Letting AI Surface What You Know but Never Say. ## [The Most Boring Stock in America Just Hit an All-Time High — And Wall Street Still Rates It a "Hold"](https://www.iykykstocks.com/p/the-most-boring-stock-in-america-just-hit-an-all-time-high) _2026-07-08 · IYKYK Stocks · IYKYK Stocks_ Everyone's fighting over AI chips. This overlooked $8B company gets paid every time America digs a hole — and it just quietly broke to new highs while analysts looked the other way. ## [I Wrote Forty Issues of Words Into Works. They Were All Secretly the Same Five Ideas.](https://samuelthomasdavies.substack.com/p/ai-personal-knowledge-management) _2026-07-06 · Sam Thomas Davies · Words Into Works_ A Year of Words Into Works, Distilled Into One Operating System. ## [A $600 Billion Spending Wave Is Coming. This Is the Company That Actually Builds It.](https://www.iykykstocks.com/p/a-600-billion-spending-wave-is-coming) _2026-07-06 · IYKYK Stocks · IYKYK Stocks_ The AI boom needs power, and power needs builders. One mid-cap sits directly in that gap — trading at a fraction of the names everyone's chasing. ## [CLI-first decentralized compute (Sponsored)](https://crawlproof.com/a/tEednJbKekai) _2026-07-06 · **Sponsored**_ Run and pay spare GPUs from the CLI — transcode, coinpay (DID+escrow), infernet (AI). ## [The Industry Just Made Our Argument For Us](https://stormking.substack.com/p/the-industry-just-made-our-argument) _2026-07-06 · Storm King Analytics · Storm King Analytics_ You don’t need to take a side in the AI industry’s turf war to hear what it’s actually arguing about. ## [Everyone’s Building Agents. Almost Nobody’s Built the Foundation.](https://stormking.substack.com/p/everyones-building-agents-almost) _2026-07-01 · Storm King Analytics · Storm King Analytics_ Tier 2 has a hidden prerequisite. Most organizations haven’t built it. ## [Everyone's Buying AI Chip Stocks. This Company Keeps Them From Melting.](https://www.iykykstocks.com/p/everyones-buying-ai-chip-stocks-this) _2026-06-30 · IYKYK Stocks · IYKYK Stocks_ While everyone fights over chips and models, one mid-cap quietly became essential to keeping AI data centers from cooking themselves — and its backlog just doubled. ## [How My Job Quietly Turned Into Buying My Team Their Time Back.](https://samuelthomasdavies.substack.com/p/one-person-marketing-team) _2026-06-29 · Sam Thomas Davies · Words Into Works_ What Happens When AI Lets You Bring the Work to 80% Before Anyone Else Has to Touch It. ## [The Fracking Company Quietly Becoming a Power Company — And Wall Street Still Files It Under "Oil"](https://www.iykykstocks.com/p/the-fracking-company-quietly-becoming-a-power-company) _2026-06-24 · IYKYK Stocks · IYKYK Stocks_ While the crowd argues about GPUs, this company is locking in gigawatts of on-site power for the data centers that run them — and the market is still pricing it like a sleepy frac stock. ## [Everyone Writes With AI. Almost Nobody Edits With It.](https://samuelthomasdavies.substack.com/p/editing-with-ai) _2026-06-22 · Sam Thomas Davies · Words Into Works_ The blank page is the easy half. The leverage is in the red pen you're not using. ## [Not Defiance. Execution.](https://stormking.substack.com/p/not-defiance-execution) _2026-06-22 · Storm King Analytics · Storm King Analytics_ The tracker isn’t the rebellion. It’s the diagnosis. ## [This Boring Texas Company Just Quietly Became an AI Powerhouse](https://www.iykykstocks.com/p/this-boring-texas-company-just-quietly-became-an-ai-powerhouse) _2026-06-16 · IYKYK Stocks · IYKYK Stocks_ While everyone fights over chips and chatbots, this quiet Texas manufacturer just landed the biggest order in its 78-year history — and almost nobody noticed. ## [Your Claude Skills Are Quietly Drifting Out of Date](https://samuelthomasdavies.substack.com/p/your-claude-skills-are-quietly-drifting) _2026-06-15 · Sam Thomas Davies · Words Into Works_ You Still Run Them Weekly. They're Just Solving Last Quarter's Problem in a Slightly Worse Way. ## [Trust Doesn’t Come with the Dashboard](https://stormking.substack.com/p/trust-doesnt-come-with-the-dashboard) _2026-06-11 · Storm King Analytics · Storm King Analytics_ A mandate can require use. It cannot require belief. ## [No Facts Inside the Building](https://stormking.substack.com/p/no-facts-inside-the-building) _2026-06-03 · Storm King Analytics · Storm King Analytics_ What happens when the chance to get out of the building is available but not taken?