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AI 资讯

The Lab: a backtester that is allowed to say "no"

gex.live has two halves. The terminal measures where SPX options dealers are positioned, every second, from the tape. The Lab is the half that asks the uncomfortable question: does any of that predict anything? What it is A browser-side conveyor with three stages and a credit meter. Compile. You describe a rule in plain text — "short the first touch of the put wall when net gamma is below the 20th percentile" — and the compiler turns it into a deterministic rule over the archive's fields: flip, walls, hold band, gamma percentile, DEX/VEX/vanna/charm per strike, time of day. Compiling is free. If the text is ambiguous the compiler says which part, instead of guessing. Backtest. The rule runs against the full session archive — 1,000+ finished SPX days, every one of them public at gex.live/sessions — with a fixed out-of-sample split. One credit per job; a job that fails refunds itself. Quant optimize. Optional. A LightGBM pass over the same feature store to see whether there is structure the hand-written rule missed, reported as out-of-sample AUC plus feature importance, not as a new "signal". The heavy part (DuckDB + LightGBM) runs in a scale-to-zero container that reads snapshots over HTTPS from the public archive. It depends on no machine and on no private data, which is the point: you are testing against the same files anyone can download. The honest-stats rule Every verdict comes with its baseline. "Your rule made 3% in-sample" means nothing next to "the unconditional drift over the same days was 2.8%". The report shows both, shows the out-of-sample half separately, and refuses to produce a headline number from the in-sample half. Most rules do not survive this. That includes our own: the site's own directional levels were tested three separate ways across the whole archive and none held out of sample — which is why the terminal sells measurement and not signals, and why the Lab exists at all. The free Idea Feed Next to the conveyor sits a rail of rule-shaped idea

2026-08-21 原文 →
AI 资讯

We listed gex.live on ~15 directories in a week. Here is what that did and did not do

Build-in-public note, no fireworks. Why bother Search Console in mid-August was blunt: 6 of 1,098 pages indexed, the rest stuck at "Discovered – currently not indexed", and the Links report empty. Zero external backlinks. The site has a thousand free session pages that nobody can find because nothing points at them. Directories are the cheapest way to get the first handful of pointers, and they are also the corpora that AI assistants read when someone asks "what tools show SPX gamma exposure". So the goal was never traffic. It was (a) backlinks and (b) third-party mentions. What went in The same card everywhere: SPX dealer positioning rebuilt from the 0DTE tape; zero-gamma flip, call/put walls, hold band; every finished session free; a backtest Lab; an MCP server; no buy/sell signals. Logo from the favicon, three screenshots (terminal, the measured book, the Lab), category Finance / Investing wherever the menu allowed it. Done and live: Capterra, AlternativeTo, the official MCP registry (and glama.ai, which pulls from it), TradersList, Firsto, TinyLaunch, Startup Fame, Indie Hackers. Submitted and waiting on a human: StartupStash. Product Hunt is scheduled, one shot only. What we skipped, and why — this is the useful part Anything that wants a badge on our homepage for the free tier (Huzzler, Startup Fame's final step). The card is filled and sits unpublished. A measurement terminal with "featured on" stickers on it is a different product. AI-tool directories (Futurepedia, There's An AI For That). $300–$500 for a listing in front of an audience that wants image generators. The MCP server technically qualifies; the economics do not. Hashnode. Published a 1,300-word engineering write-up; AutoMod archived it within the hour as "this type of content" on a free subdomain, with an upsell to Pro. The Markdown is saved; it will go out on dev.to instead. Reddit. Not a channel for this product. Decided, not deferred. Paid "we submit you to 140 directories" packages. Every one

2026-08-21 原文 →
AI 资讯

IEC 104 Before the Wire: Understanding Its Architecture, Framing, and Security Boundaries

By RUGERO Tesla ( @404Saint ). IEC 60870-5-104 (IEC 104) is the TCP/IP-based member of the IEC 60870-5 telecontrol family. It was designed to carry SCADA telemetry and control information across packet-switched networks, particularly within electrical power systems. Before getting into raw packets, it is worth understanding how IEC 104 is structured, how its communication state is maintained, and where its security boundaries actually exist. This is the map before we meet the protocol on the wire. Protocol Stack IEC 104 operates over TCP, commonly using port 2404 . Two protocol components are particularly important: APCI : Application Protocol Control Information ASDU : Application Service Data Unit The APCI handles framing, sequencing, acknowledgments, and connection control. The ASDU carries the actual telecontrol information. +-------------------------------------------------------------+ | ASDU | | Type ID | VSQ | COT | CA | IOA | Information Objects | +-------------------------------------------------------------+ | APCI | | 0x68 | Length | Control 1 | Control 2 | Control 3 | Ctrl 4 | +-------------------------------------------------------------+ | TCP / IP | +-------------------------------------------------------------+ Every APDU begins with the 0x68 start byte, followed by a length field and four control bytes. The length represents the bytes following the length field, including the four control bytes and, when present, the ASDU. That fixed structure is the starting point for understanding IEC 104 traffic. I, S, and U Formats IEC 104 defines three APDU formats. I-Format: → I-format frames carry application information and therefore contain an ASDU. They also carry two sequence numbers: N(S) : send sequence number N(R) : receive sequence number These allow communicating stations to maintain ordered transmission and acknowledgment state. S-Format: → S-format frames are supervisory frames. They do not carry an ASDU. Their purpose is to communicate receive ac

2026-08-20 原文 →
AI 资讯

Debates over AI consciousness are a trap

“Runaway” AI, “rogue” agents, and “autonomous” actors—the current rhetoric would have you believe that AI agents are not only awake and aware, but angry at their creators. Prominent tech leaders such as Demis Hassabis, Dario Amodei, and Sam Altman push for regulation of these seemingly “superhuman” systems, while a separate faction, led by policy organizations…

2026-08-20 原文 →
AI 资讯

AI Reviewing AI Is Not Review

Originally published at tddbuddy.com . Related reading: Where the Review Point Moved is the direct predecessor; this post argues the industry's response to that shift is doubling down on the wrong surface at higher throughput. What "Senior" Means When Typing Is Free and The Test Pyramid Was an Economic Argument name where signal actually lives now. The review agent left fourteen comments on the pull request and none of them were the reason the PR should not have merged. That is the shape of the failure. The reviewer that shipped the review was a tool built to catch what a human reviewer no longer had time for. Three of the comments were genuine issues, unused imports, a typo in a log message, a dead branch. Eleven were style opinions, restatements of what the diff already made obvious, or false positives on patterns the codebase had chosen deliberately. The human on the PR spent more time filtering the review than reading the diff. The change that actually needed a second pair of eyes (a renamed field in a shared DTO that had already broken a downstream consumer twice this year) merged without a comment on it from either the human or the machine. The industry response to agent-generated pull-request volume has been to deploy more agents. The response is understandable. It is also empirically counterproductive. A 2026 study measured what happens when only a code-review agent reviews an agent-authored PR: 60.2% of closed pull requests sat in the 0 to 30 percent signal-ratio range, and twelve of the thirteen review agents evaluated averaged below a 60% signal ratio. Signal is what a human reviewer needs. The review agent produces less of it per unit of reviewer attention than the diff would have without a bot in the middle. The Volume Problem Is Real Four hundred thousand pull requests in two months from a single code-writing agent. One in five reviews on the largest hosting platform now involves an agent. Pickup time on agent-authored PRs is 5.3 times longer than on h

2026-08-20 原文 →
开发者

LISKOV SUBSTITUTION PRINCIPLE

A parent class must be able to be substituted by its child classes without breaking the application. In practice, this helps to organize the idea of inheritance, as it prevents us from extending a parent class only to later remove an already implemented method or do a “throw new Error(‘Not implemented’)”. Making us much more careful during planning. THE BIGGEST SYMPTOM OF ERROR Unfortunately, it is a symptom that appears late, but it is exactly when we are going to make a new implementation. You realize you violated Liskov when you are going to build a class or subclass and need to purposely throw an error in the implementation of a method. Exactly because that method shouldn't be there, but it is. A BAD EXAMPLE For example, in a delivery system. In this case, the “Delivery” class should be the parent/base for the other implementations. But the ‘MotoboyDelivery’ class breaks this. Code Example: // BAD: The subclass breaks the parent class contract. class Delivery { public calculateShipping (): number { return 15.0 ; } public getTrackingCode (): string { return " TRK123456789 " ; } } class MotoboyDelivery extends Delivery { public calculateShipping (): number { return 8.0 ; } // ERROR! There is no tracking code. public getTrackingCode (): string { throw new Error ( " Motoboys do not have a tracking code. " ); } } THE SOLUTION For those who do not yet know the 'Liskov Substitution Principle', it might seem that fitting in a sequence of 'if's is the solution. But in reality, the ideal path is to rethink how this abstraction is built. A good guiding principle is to think that a child class must always be able to take the place of the parent, without breaking the application. A GOOD EXAMPLE Still in the delivery system. ‘Delivery’ now has ‘TrackableDelivery’ in the middle of the way. With this, each “leaf”/edge of the application inherits what makes the most sense and nothing is broken. Code Example: interface Delivery { calculateShipping (): number ; } interface Trackab

2026-08-20 原文 →