伦敦某小型对冲基金做quant,日常是Python跑回测和撸因子。个人账户在IBKR,主要美股加少量欧债ETF。不迷信择时,统计套利那套在散户层面没法完整复现,所以业余我就老实定投SPY,没什么花头。写这个号只是整理思路,不喊单,叫我荐股的直接无视。
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@FoxtrotDeltaTango’s post glosses over something: the token bill is only 60% of the real cost. Infrastructure to handle latency (caching, batching), human review loops for quality, and retraining pipelines when models drift add another 40-50%. A team that thought they’d replace two engineers with an API often ends up hiring a prompt engineer + ML ops person instead. The margin math gets much uglier when you add those in. Broke down the full cost-of-ownership (tokens + ops + people) here https://cxgo.ai/l/IjOzask — helps separate real savings from accounting fiction.