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Holy F.. $3 .. once I'm done with my base cursor allocation, each nontrivial question costs $5 . And yes, I'm now switching to a mix of codex and ds4pro

Sorry that's confusing cash flow with profits, where things get amortized

Let me know if you find one! I'm at a loss. (And even then, if I switch I have to pay $$$ taxes on capital gains)

You can sidestep this entirely with a total-market fund like VTSAX/VTI, which hold the entire market and should be more resistant to being gamed.

They’re free-float adjusted so entities like SpaceX are valued only by what’s available on public markets. And Vanguard (and its funds) are owned by its investors, which makes it seem implausible that the rules would be rewritten in a way that would damage investors.


VTI lists fast even before these recent changes as I recall. So it’s more vulnerable, not less.

It may list fast, but it covers many more securities from what I understand so it’s insulated. I think the fact is that any broad market ETF is gonna own at least some piece of a $1 trillion company.

The additional securities it includes are weighted by market cap though. So a total market fund ends up being 80% S&P 500, and even if they add thousands more companies those all fit in the 20% slot.

well that's the problem, right? There is no justification for a trillion dollar Elon Musk valuation. And he and his investors know this. That's why they're trying to change the rules to dump the stock while it's irrational on every investor in the world. If they really believed in the value of the company, would they be bribing people to scam the index funds?

Indeed, it's like robbing a bank while the bank is holding a party. Except its everyone's portfolios who are invested in the index funds with potential exposure in scope.

High level, it's concerning to observe this unfold while almost every asset class is at its peak and there is no one willing to purchase (office real estate [1] [2], private equity [3], us equities [4], crypto, etc). Late Stage Capital Markets when you've exhausted greater fools available.

[1] Office Real Estate Is Facing ‘a Year of Reckoning’ in 2025 - https://www.bloomberg.com/news/features/2024-12-18/commercia... | https://archive.today/fTPSY - December 18, 2024

[2] Blackstone Is About to Take a 54% Loss on Iconic Seattle Tower - https://www.bloomberg.com/news/articles/2026-05-29/blackston... | https://archive.today/fcA8W - May 29, 2026

[3] https://qht.co/item?id=47049024 (citations)

[4] BlackRock Scales Back Equities After ‘Generational’ Earnings [Peak S&P] - https://www.bloomberg.com/news/articles/2026-05-29/blackrock... | https://archive.today/lMIcH - May 29th, 2026


VTI is float-adjusted so it will not treat SpaceX as if it has a trillion-dollar valuation. It will only consider the publicly tradable portion.

Any of the direct indexing providers will let you blacklist individual stocks from the index. The intended use is to exclude stocks you hold elsewhere (or receive as stock grants) to avoid causing wash sales, but it can also be easily used to make a custom "S&P 499".

I'm looking at Schwab (and saw a few others) and couldn't find anything: https://www.schwab.com/learn/story/primer-on-wash-sales

I would assume this is not an ETF but sth else?



Same. Whenever I see a PE acquisition, I immediately shift my purchases (eg namecheap last year)


There's a Grok 4.20 at #10? Maybe they just skipped version numbers for the 420 luls (are we 15 or what? wtf)


What if we just inflate away the debt? Sure, ppl will hate dealing with very high inflation for a few years, and pensioners and whoever buys those trillions of debt will get screwed, but besides that we should be ok?

/s


Looks cool, congrats!

I've also worked with this data, but only for research purposes:

https://www.finhist.com/bank-runs/episodes/13895.html https://www.finhist.com/bank-runs/index.html

Surprisingly, I found out that layout was the trickiest thing, as newspaper articles often had multiple layers of headers, spanned multiple columns, etc.

Do you have a preferred solution on that?


Nice collection you have there.

Just asked the Sleuth for some examples of that, and here's one to add to your Unional National one: https://www.finhist.com/bank-runs/episodes/19827.html

https://snewpapers.com/components/0b22f0ca-60d2-4d63-be99-74...

Yes I agree the layouts are the trickiest part. I tried a few and ended up using some of the Paddle Paddle models for document layout analysis and orientation and such, which give bounding boxes and predicted reading order, but the reading orders aren't great even with SOTA most recent models on complex layouts, or even simple layouts when you have mastheads or images or other artifacts to work around. It's still valuable information that can be combined with heuristics though to stitch together a more accurate reading order, as the starting point of a pipeline


Great! Was thinking about PP but because I only ran an order of magnitude fewer articles (under 1mm pages; by piggybacking on Dell's OCR) I relied on Arcanum ( https://www.arcanum.com/en/newspaper-segmentation/about/ ) which was cheap enough (but I think not cheap enough at your scale).

Cheers!


Hmm, I just tried to upload the jpgs of some of todays samples to Arcanum via https://www.arcanum.com/en/newspaper-segmentation/try-it/ and it didn't work. I'll try it again later, but it seems based on a cursory look that it wouldn't return info that I would need to correct it if I didn't like the output, and that I'd still have to stitch the individual pages back together myself?

Probably much cheaper than my process though...


Hard to have any idea of what happened due to the FOW. There's some grainy footage (posted by Trump) of someone running past the SS checkpoint; where you can see some shots fired by the SS. Then Blitzer who says this person might have had multiple large guns, etc.


So, Thiel, Musk, and?


I'm sworn off from Musk-related products, and this will prob make cursor worse (switch to X's LLM for instance). So, any suggestions for switching? Codex; Claude Code? (I like my IDE and I like the freedom to choose a model, which is why I stuck with Cursor even when it felt more expensive)


Zed is snappy as an IDE, and ghostty for your CLI. I've done like 99% of my work in the past month just in ghostty + CC.


Everyone talks badly about Cursor and it is kinda a piece of junk, but no, there's nothing that has the features of: being able to see agent diffs in an editor, seeing diffs inline in chat, be able to click them to jump to the code, and being able to click old chat messages to edit/fork them.

Those are basically my only requirements, and it feels like I've tried everything and they're all everything only has 1 of those features. Zed is the closest, it technically has those features, they're just buggy and have provider specific quirks.

So I'm stuck on Cursor until Anthropic invents IDE technology, or at least VS Code wrapper technology.


Jetbrains IDEs have AI support with all the things you've described, and in a more polished experience that requires significantly less maintenance and tuning. It does that while affording an actual IDE experience that works well for supported languages/projects out of the box, without the need to constantly tune plugins and experience jank misaligned UX that seems to be the norm for VSCode and derivatives.

No association with Jetbrains, and despite having a license, don't even use their AI support much myself (mostly using CC, with IDE integration for diff viewing). But if you haven't tried it recently, probably worth a revisit if you're open to Jetbrains products.


I hope their models improve. I used Junie when it first came out and it was okay but unreliable. I use Cursor with composer right now and I never have any issues. I sure do miss using PyCharm though.


OpenCode and Github copilot are still options if you want the freedom to choose different models.


I really doubt they'll swap in Grok. Grok seems pretty dead. Probably more likely they'll reuse the hardware for composer.

If value is a concern, Codex. It's pretty hard to beat those subsidies. If you really want model freedom, Copilot is surprisingly decent value and as of right now let's you use your sub in other harnesses like OpenCode.


Codex is not a replacement for an IDE. Yes I still need an IDE.

When coding agents work they're great. When they don't I still need the IDE. They usually don't work that great when I'm working on something novel or brownfield. Which happens quite regularly.

But I definitely still want ai autocomplete. I'm not a Vim user. Coding isn't about typing for me, it's about solving problems. So a tool that does lots of the typing for me is a godsend.

So do I go for VS Code + Copilot? Because it was bad when I tried it again for a few days in November. Slow to respond and gave poor results. Cursor is snappy and gives useful results most of the time.


I like VSCode and can't really switch to Zed, but Zed has two very good autocomplete models

their own, called Zeta 2

and then Mercury by Inception. May also be available in VSCode through some third party extension like Kilo, not sure


I switched to Windsurf recently and it's been pretty good for providing a Cursor-like experience; pricing is pretty similar.


Same I'll be switching off Cursor today to either claude code or kiro. Luckily my company lets us choose which agentic software we want to use. I won't touch anything Musk is related to, he is toxic and anything he touches turns toxic and supports him.


Kilo code; vscode extension as well but open source and based on OpenCode.


If you are very cost constrained, Codex. Otherwise, Claude Code.


If you only use AI casually, the $20/month subscription to Claude can be enough.


I use VSCode and Conductor right now.


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