Author
@AndrewMayne AndrewMayne
grade Cx.com/AndrewMayne ↗
Transparent ex-OpenAI insider reasoning publicly on AI capability and labor macro
Posts reply-driven commentary and macro frameworks on fronti
trader score
-0.62
hit rate
42%
mean α
-0.47%
signals 14d
13
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 12 scored bets: 42% hit rate, -0.47% mean alpha, trader score -0.62. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 3 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @AndrewMayne | · | Argues automation will create new work and that restrictive policy would reduce output and make society poorer. | · | tweet ↗ |
| 2026-08-27 | · | @AndrewMayne | · | Argues AI will create new work and that restrictive policies would reduce prosperity. | · | tweet ↗ |
| 2026-08-26 | · | @AndrewMayne | · | Argues AI complements labor and favors education, retraining, and business formation. | · | tweet ↗ |
| 2026-08-26 | · | @AndrewMayne | · | Argues prosperity requires expanding output and that restrictive policy raises costs. | · | tweet ↗ |
| 2026-08-21 | TSLA | @AndrewMayne | -0.40 | Questions Musk's promises and expects satellite inference, not true data-center compute. | -3.9% | tweet ↗ |
| 2026-08-20 | NVDA | @AndrewMayne | -0.20 | Argues orbital AI racks are uneconomic and latency-constrained versus terrestrial compute. | +0.3% | tweet ↗ |
| 2026-08-20 | TSLA | @AndrewMayne | -0.25 | Argues orbital GPU data centers are uneconomic and likens them to a Tesla publicity stunt. | +1.0% | tweet ↗ |
| 2026-08-17 | · | @AndrewMayne | · | Argues current language models retain detectable house styles and weak style imitation. | · | tweet ↗ |
| 2026-08-17 | · | @AndrewMayne | · | Claims models cannot reliably select superior stylistic word choices. | · | tweet ↗ |
| 2026-08-17 | · | @AndrewMayne | · | Argues forced watermarking worsens already weak style emulation by models. | · | tweet ↗ |
| 2026-08-17 | · | @AndrewMayne | · | Uses documentation evidence to argue models miss conscious stylistic distinctions. | · | tweet ↗ |
| 2026-08-17 | · | @AndrewMayne | · | Explains how individual writing styles undermine statistical text watermarking. | · | tweet ↗ |
| 2026-08-17 | · | @AndrewMayne | · | Identifies regional and personal word choice as a core weakness in text watermarking. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.