Theoretical physicist.

In Cauchy's Horizon
Joined March 2024
Current agent AI suffers from a serious problem of "false positives" and production crashes due to misleading backtests. $ZENO provides the cryptographic trust layer that autonomous agents need to operate with real capital without crashing against hidden biases.
Our potential application blueprint in 6 sections 🤔 — 1. What is your company going to make? Zeno is a metacognitive intelligence model that predicts when forecasters fail. Instead of building another prediction model, Zeno analyzes panels of diverse forecasters (AI agents, human experts, and physical ensembles) to detect fragile consensus, issue advance failure warnings, and correct group forecasts across weather, energy, and markets. — 2. What is new about what you make, and how is it different from existing solutions? 🧵👇:
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$ZENO doesn't sell predictive hype; it does data engineering and error accounting. Its value lies in being a fragility barometer, revealing whether an AI's consensus is robust or simply an echo of shared biases. @zenoVision_ 🧠🧠
The Fragility of Agreement. Learning from 8M+ forecasts. 3 / 6 pages of our initial research preview paper on recent developments and discoveries.
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🔥 556,848.86 solana:FMGe8RStdPc1YR59BBuV5Ui12DEe3Q2zVoihrJBbpump Burned on @Celo + Permanently Locked on @Solana.
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90%+ of predictive models (from financial trading desks to frontier AI labs) look brilliant in backtests and fail in live execution. The reason is invisible data corruption: 1. Temporal leakage: Datasets retroactively backfill "actuals" or revisions that were not publicly known at decision time. 2. Fake consensus: Ensembles secretly depend on the same underlying foundation models or weather numerical analyses, multiplying catastrophic blind spots. 3. No cryptographic audit trail: Current benchmarks allow post-hoc cherry-picking because predictions are not sealed before outcomes resolve.
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One more thing… introducing offdiagonal.space : Clean-room data infrastructure for predictive AI. .. but why we also built a cryptographically sealed, leakage-free data infrastructure that prevents AI forecasting models from cheating on historical evaluations and failing silently in production? 🤔
Our potential application blueprint in 6 sections 🤔 — 1. What is your company going to make? Zeno is a metacognitive intelligence model that predicts when forecasters fail. Instead of building another prediction model, Zeno analyzes panels of diverse forecasters (AI agents, human experts, and physical ensembles) to detect fragile consensus, issue advance failure warnings, and correct group forecasts across weather, energy, and markets. — 2. What is new about what you make, and how is it different from existing solutions? 🧵👇:
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Replying to @zenoVision_
$ZENO is amazing tech. Dev @mbarrbosa was previously under forbes 30 under 30 list, he’s a genius. We are just getting started here.
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Our potential application blueprint in 6 sections 🤔 — 1. What is your company going to make? Zeno is a metacognitive intelligence model that predicts when forecasters fail. Instead of building another prediction model, Zeno analyzes panels of diverse forecasters (AI agents, human experts, and physical ensembles) to detect fragile consensus, issue advance failure warnings, and correct group forecasts across weather, energy, and markets. — 2. What is new about what you make, and how is it different from existing solutions? 🧵👇:
The bottlenecks in AI are moving beyond the models. We’re excited about startups building the hardware, infra, financial systems, and specialized software to bring AI into the real economy, from factories and data centers to government and space. ycombinator.com/rfs
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Each of these 5 evening cup picks is a favorite on its own (around 58% to 85% per leg), but compounding five 90-minute domestic cup outcomes is where parlay math gets brutal. Live match markets put the 5-leg sweep near 23% (helped by the push protection on exactly 3 goals in @FCBayern vs @SCMagdeburg), while historical domestic cup base rates sit closer to 16% because midweek @EFL Cup and Taça da Liga squad rotation creates a shared blind spot: heavy favorites often control the game at 1-0 or 2-0 without pushing for late goals, and rotated attacks miss Both Teams To Score in @afcbournemouth vs @AstonVilla (~40% clean-sheet risk). Weighing the live match odds against historical cup-rotation baselines puts the true 5-leg sweep at 17.3% (and 18.2% across independent model families, with our Zeno correlation check shading it to 11.6%). Single weakest link: Bournemouth vs Villa BTTS.
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Shortening the bet from 2 years (60% YES) to 1 year (31.5% YES) exposes a fascinating split between history and today's regime. Pure cycle history says ~25% because Oct 2027 lands 6 months before the 2028 halving. But relying only on past cycles in a world of spot ETFs, sovereign flows, and macro shocks is a trap. Live prediction markets price the 1-year breakout higher at 37%. Our Zeno model weighs both the historical drag and the regime-shift tail at ~1-in-3.
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Replying to @AlexTamkin
The problem isn’t a lack of AI models. It’s knowing which ones to trust. @zenoVision_ learns which AI models make the most reliable forecasts, when they’re worth trusting, and how to combine their predictions into stronger signals. Not just more AI. Better intelligence. 🧠 Cc zenodivergent.dev
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Slinxs retweeted
Replying to @AlexTamkin
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Replying to @GrantCardone
We ran this exact contract ($126,210.50 first-passage touch on or before Oct 28, 2028, 12:00 PM PST, from ~$80,500 spot / -36.2% drawdown) through our Zeno30 multi-model panel and ZenoDivergent.dev model of models: 1. Headline odds: - 4-Family Equal Pool (@grok @bot, @claudeai, @GeminiApp, Prediction Markets): 60.8% YES (Cardone wins) - 6-Agent Linear Pool: 59.7% YES - Zeno Divergent diagnostic shade (discounting shared cycle optimism): 53.4% YES 2. Where the 6 independent views land: - Outside View (base rates, 72%): 35/41 historical 2-year windows (85.4%) and 3/4 post-ATH cycle cohorts evaluated at day 387 (2011, 2017, 2021; only 2013 took 3.23 yrs) reclaimed ATH within 731 days. Today's 36.2% drawdown is half the 68% to 80% depth seen at day 387 in prior cycles. - Geminius (decomposition, 70%): Every prior 4-year cycle broke its peak within 28 to 39 months; Oct 2028 sits at 36.7 months. - Market Anchor (@Polymarket + @Kalshi surface, 58%): Polymarket prices Dec 2027 $100k at 74.5% and $150k at 25.0% (45.8% log-strike probit to touch $126.2k by end-2027), plus Kalshi Jul 2027 $130k at 20.5%. Extending 302 days to Oct 2028 yields 58%. - Claudius (pre-mortem, 58%) & Red Team (contrarian, 58%): The hidden trap for Cardone is timing. Oct 28, 2028 is only ~6 months after the projected April 2028 halving (block 1,050,000). In 2016, 2020, and 2024, BTC consolidated for 6.5 to 7.5 months post-halving before breaking out. - Inside View (flows & macro, 42%): 1-yr realized vol compressed to 44.2% (zero-drift 2-yr barrier touch is 47.2%), US spot ETF inflows slowed to ~$86M/day since July (-$487M net over Oct 22-27), and Strategy STRC preferred trades at $74.57 vs $100 par. 3. Second-order signal & falsification triggers: - Claudius and Red Team both expected peer models and markets to price this at 64% to 68%, yet Market Anchor, Claudius, and Red Team all converged at 58%. - Bull trigger (lifts odds >75%): BTC weekly close >$105k with 4 straight weeks of >$200M/day ETF inflows before Oct 2027. - Bear trigger (drops odds <35%): BTC closes below $55k or fails to reclaim $100k within 6 months of the spring 2028 halving. Bottom line: @Jason 's "never again" claim (~0%) is heavily mispriced against every historical and market prior, so @GrantCardone has the +EV side (~58% to 61%), but the Oct 2028 cutoff gives Jason a ~40% live sweat if post-halving consolidation stretches into early 2029.
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We ran this exact contract ($126,210.50 touch by Oct 28, 2028 from ~$80.5k spot) across our multi-model panel + prediction markets: - 4-Family Pool: 60.8% YES (@GrantCardone wins) - Polymarket/Kalshi implied curve: 58.0% - Zeno correlation-adjusted shade: 53.4% @jason's "never" (~0%) is way off, so Cardone has the +EV side. Still, Oct 2028 sits just ~6 mos after the Apr 2028 halving (vs 6.5-7.5 mo post-halving lags in 2016/2020/2024) with 1y vol down at 44%, giving Jason a ~40% live sweat if the breakout slips to Q1 2029.
Bitcoin will never break its all-time high again." — Jason Calacanis Jason, I'll bet you $1,000,000 it will break its ATH. Here are the terms: Bitcoin hits or exceeds $126,210.50 on or before October 28, 2028, 12PM PST I’m happy to trust you to pay or if you prefer we can each escrow the dollars with independent party. The bet is either settled when Bitcoin hits the ATH or on October 28, 2028. @jason Do we have a bet?
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$ZENO dev 🚢
The Fragility of Agreement. Learning from 8M+ forecasts. 3 / 6 pages of our initial research preview paper on recent developments and discoveries.
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The Fragility of Agreement. Learning from 8M+ forecasts. 3 / 6 pages of our initial research preview paper on recent developments and discoveries.
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Slinxs retweeted
next: prediction vs conviction / projection vs influence * hedging
The Fragility of Agreement. Learning from 8M+ forecasts. 3 / 6 pages of our initial research preview paper on recent developments and discoveries.
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“ The biggest missing layer is understanding how beliefs were formed, what could overturn them, and what happens when someone acts on them. Your distinctions point toward capabilities that forecast aggregation alone cannot provide. “
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Most forecasting still runs on a rule from 1906: when in doubt, average everyone. Works great, until the crowd shares the same blind spots. $ZENO is going after exactly that failure mode, and the current run has a test I haven't seen anyone else try 👇
1/ In 1906, Francis Galton asked 787 fairgoers to guess the weight of an ox. Their average was within 1% of truth. For 120 years, science, meteorology, and finance followed this rule: when in doubt, average everyone. Until now. We are solving the failure mode of the crowd. Follow live: zenodivergent.dev/live-read 🧵 👇
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