HeyJaredSystematic Long Short
I’m an entrepreneur and systematic portfolio manager. I’ve sat in the PM seat at pod shops and managed real money at scale and seen how the sausage gets made. I want to help you understand how the game is played at the highest levels.
- Indexed issues, last 90 days
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- Sep 27, 2026
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- Jul 6, 2026
Latest issues
Engineering As A Search Problem And Why Experts Still Beat Agents (opens the original)
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IntroductionEvery so often you will see a post that concludes that “AI cannot be trusted since the result of their optimisation dwarfs the results of my manually handwritten optimisation”. The flavor of such a post will go something along these lines:I, an expert in my field having spend a decade or so working on these type of problems, create a baseline for an agent to optimize, e.g. with a starting result of 1s runtime or whatever.The agent optimized the baseline and got it down to 100ms runti
What The New 100x Agentic Engineer Looks Like In The Era Of Fable & GPT 5.6 (opens the original)
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IntroductionIf you’re lucky and are old enough to have been in the era of handwritten code, you will know that there exists the 100x software engineer.They are a class of software engineers who, through a combination of tacit knowledge, experience, and technical prowess, are at least an order of magnitude (10x–100x) more productive than the “normie” software engineers.For a short period of time, when agentic engineering had just started becoming very popular, we considered the possibility that a
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