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Notes

Notes from the lab.

Research, market structure, and how we think about building systems that trade.

2026-08-219 MIN READ

The Fragile Bet: Why Agentic AI-Native Hedge Funds Are Incredibly Risky

A Taleb-inspired risk argument: autonomous trading agents scale the illusion of skill while compounding hidden fragility. Use agents for research — never for unconstrained control of live capital.

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