Author
@scaling01
grade Cx.com/scaling01 ↗
@scaling01 is a pseudonymous AI/tech critic with large engagement, and some posts touch AI-company valuations or fundraising, but the feed is mainly AI benchmarks, product commenta
trader score
-0.06
hit rate
60%
mean α
-0.02%
signals 14d
26
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 20 scored bets: 60% hit rate, -0.02% mean alpha, trader score -0.06. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 3 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-22 | · | @scaling01 | · | Predicts AI vulnerability-scan value will decline while attackers improve and security shifts toward hardware and humans. | · | tweet ↗ |
| 2026-08-21 | NVDA | @scaling01 | +0.10 | Notes Nvidia's participation but gives insufficient context about the activity. | +1.3% | tweet ↗ |
| 2026-08-21 | · | @scaling01 | · | Reports Ox Alpha generating a GPU fluid simulation and strongly outperforming two compared models. | · | tweet ↗ |
| 2026-08-20 | · | @scaling01 | · | Hypothesizes Ox Alpha is a larger ZAI model used to distill GLM-5.3. | · | tweet ↗ |
| 2026-08-20 | · | @scaling01 | · | Identifies Ox Alpha as a ZAI/GLM model. | · | tweet ↗ |
| 2026-08-20 | · | @scaling01 | · | Skeptically anticipates a future ARC-AGI benchmark designed to keep model scores below 1%. | · | tweet ↗ |
| 2026-08-20 | · | @scaling01 | · | Characterizes an unspecified robotics result as a GPT-3-scale inflection point. | · | tweet ↗ |
| 2026-08-20 | · | @scaling01 | · | Attributes recent model progress and lab rankings primarily to scaling RL environments. | · | tweet ↗ |
| 2026-08-20 | · | @scaling01 | · | Reports GLM-5.3 performing nearly on par with Fable 5 on Terminal-Bench 3.0. | · | tweet ↗ |
| 2026-08-20 | · | @scaling01 | · | Argues open models remain behind closed models or have fewer remaining easy discoveries. | · | tweet ↗ |
| 2026-08-19 | · | @scaling01 | · | Estimates an unspecified model named Sol at 1.8 to 2.4 trillion parameters. | · | tweet ↗ |
| 2026-08-19 | · | @scaling01 | · | States that token volume is doubling approximately every eleven weeks. | · | tweet ↗ |
| 2026-08-18 | · | @scaling01 | · | Frames inference speed and compute disadvantage as national-security risks. | · | tweet ↗ |
| 2026-08-18 | · | @scaling01 | · | Predicts AI will intensify inequality in an already K-shaped economy. | · | tweet ↗ |
| 2026-08-18 | META | @scaling01 | -0.25 | Warns that xAI and Meta may take aggressive actions to catch up in AI. | +6.3% | 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.