Author

@AndrewMayne AndrewMayne

Transparent ex-OpenAI insider reasoning publicly on AI capability and labor macro

Posts reply-driven commentary and macro frameworks on fronti

trader score
+0.15
hit rate
56%
mean α
+0.05%
signals 14d
6

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 18 scored bets: 56% hit rate, +0.05% mean alpha, trader score +0.15. Their last-14d mentions, direction-adjusted, have moved -6.7% since posting (mean over 1 mentions with price data).

Recent signals6receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30·@AndrewMayne·Framework that export controls pushed China AI development into higher risk/reward paths.·
2026-06-30AAPL@AndrewMayne-0.35Suggests Apple was caught off guard in AI due to internal researcher skepticism.+6.7%
2026-06-26·@AndrewMayne·Says models are good and faster multi-agent problem solving seems to be happening.·
2026-06-23·@AndrewMayne·Announces launch of Hello AI Project offering free AI classes to 1 million people.·
2026-06-22·@AndrewMayne·Positive take on Genesis Mission using AI to accelerate scientific breakthroughs.·
2026-06-19·@AndrewMayne·Notes GPT-4 spreadsheet progress since an OpenAI finance demo.·

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.