LLMs for Equities Feature Forecasting at Two Sigma with Ben Wellington - #736

LLMs for Equities Feature Forecasting at Two Sigma with Ben Wellington - #736

Today, we're joined by Ben Wellington, deputy head of feature forecasting at Two Sigma. We dig into the team’s end-to-end approach to leveraging AI in equities feature forecasting, covering how they identify and create features, collect and quantify historical data, and build predictive models to forecast market behavior and asset prices for trading and investment. We explore the firm's platform-centric approach to managing an extensive portfolio of features and models, the impact of multimodal LLMs on accelerating the process of extracting novel features, the importance of strict data timestamping to prevent temporal leakage, and the way they consider build vs. buy decisions in a rapidly evolving landscape. Lastly, Ben also shares insights on leveraging open-source models and the future of agentic AI in quantitative finance. The complete show notes for this episode can be found at https://twimlai.com/go/736.

Jaksot(779)

High-Efficiency Diffusion Models for On-Device Image Generation and Editing with Hung Bui - #753

High-Efficiency Diffusion Models for On-Device Image Generation and Editing with Hung Bui - #753

In this episode, Hung Bui, Technology Vice President at Qualcomm, joins us to explore the latest high-efficiency techniques for running generative AI, particularly diffusion models, on-device. We dive...

28 Loka 202552min

Vibe Coding's Uncanny Valley with Alexandre Pesant - #752

Vibe Coding's Uncanny Valley with Alexandre Pesant - #752

Today, we're joined by Alexandre Pesant, AI lead at Lovable, who joins us to discuss the evolution and practice of vibe coding. Alex shares his take on how AI is enabling a shift in software developme...

22 Loka 20251h 12min

Dataflow Computing for AI Inference with Kunle Olukotun - #751

Dataflow Computing for AI Inference with Kunle Olukotun - #751

In this episode, we're joined by Kunle Olukotun, professor of electrical engineering and computer science at Stanford University and co-founder and chief technologist at Sambanova Systems, to discuss ...

14 Loka 202557min

Recurrence and Attention for Long-Context Transformers with Jacob Buckman - #750

Recurrence and Attention for Long-Context Transformers with Jacob Buckman - #750

Today, we're joined by Jacob Buckman, co-founder and CEO of Manifest AI to discuss achieving long context in transformers. We discuss the bottlenecks of scaling context length and recent techniques to...

7 Loka 202557min

The Decentralized Future of Private AI with Illia Polosukhin - #749

The Decentralized Future of Private AI with Illia Polosukhin - #749

In this episode, Illia Polosukhin, a co-author of the seminal "Attention Is All You Need" paper and co-founder of Near AI, joins us to discuss his vision for building private, decentralized, and user-...

30 Syys 20251h 5min

Inside Nano Banana 🍌 and the Future of Vision-Language Models with Oliver Wang - #748

Inside Nano Banana 🍌 and the Future of Vision-Language Models with Oliver Wang - #748

Today, we’re joined by Oliver Wang, principal scientist at Google DeepMind and tech lead for Gemini 2.5 Flash Image—better known by its code name, “Nano Banana.” We dive into the development and capab...

23 Syys 20251h 3min

Is It Time to Rethink LLM Pre-Training? with Aditi Raghunathan - #747

Is It Time to Rethink LLM Pre-Training? with Aditi Raghunathan - #747

Today, we're joined by Aditi Raghunathan, assistant professor at Carnegie Mellon University, to discuss the limitations of LLMs and how we can build more adaptable and creative models. We dig into her...

16 Syys 202558min

Building an Immune System for AI Generated Software with Animesh Koratana - #746

Building an Immune System for AI Generated Software with Animesh Koratana - #746

Today, we're joined by Animesh Koratana, founder and CEO of PlayerZero to discuss his team’s approach to making agentic and AI-assisted coding tools production-ready at scale. Animesh explains how rap...

9 Syys 20251h 5min

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