Author

@miles_brundage

trader score
+0.20
hit rate
80%
mean α
+0.60%
signals 14d
34

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 5 scored bets: 80% hit rate, +0.60% mean alpha, trader score +0.20.

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-24·@Miles_Brundage·Views Anthropic's screening favorably while criticizing OpenAI's recent hiring quality.·
2026-08-23·@Miles_Brundage·Frames AI augmentation and labor substitution as policy- and preference-dependent economic effects.·
2026-08-23·@Miles_Brundage·Argues AI companies face eventual lawsuits over current behavior without binding rules.·
2026-08-23·@Miles_Brundage·Attributes belief in AI scaling to direct experience, concreteness and social proof.·
2026-08-23·@Miles_Brundage·States people should fear mass layoffs.·
2026-08-23·@Miles_Brundage·Discusses forthcoming training runs, compute ramps and repeated scale-ups as evidence for AI capability expectations.·
2026-08-23·@Miles_Brundage·Argues AI policy has low-hanging opportunities in export-control enforcement and immigration.·
2026-08-23·@Miles_Brundage·Says a datacenter moratorium would significantly harm safety, security and auditing.·
2026-08-23·@Miles_Brundage·Explicitly opposes a national datacenter moratorium and expects it will not happen.·
2026-08-23·@Miles_Brundage·Links competitive compute buildout pressure to water, electricity and development-process problems.·
2026-08-23·@Miles_Brundage·Frames AI as bringing huge benefits but also mass-layoff and extinction risks, worsened by weak guardrails.·
2026-08-22·@Miles_Brundage·Argues underregulation is generally the larger AI risk, while datacenter restrictions are a notable exception.·
2026-08-22·@Miles_Brundage·Calls AI an immature, unusually dangerous industry with insufficient scrutiny.·
2026-08-22·@Miles_Brundage·Endorses the view that AI receives less scrutiny than ordinary technologies.·
2026-08-21·@Miles_Brundage·Argues frontier AI firms and governments should prepare governance, auditing, and verification for a slowdown·

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.