it's here
app.quotient.social/performance
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reinventing the devil wears prada 2 from first principles
interesting free market failure:
- nobody likes paying for news (newsrooms, newsletters, digests, podcasts/shows)
- first thing almost everybody sets up their agent to do is "daily digest" to "monitor the situation"
agentic micropayments for news appears to be a market where supply and demand don't meet
but there's
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Hm
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all green on Quotient today

Quotient
@QuotientHQ
1mo
All green today on Quotient
- Ruben Rocha out as Governor of Sinaloa by May 31? [YES, +15%]
- Will no qualifying diplomatic US-Iran meeting occur by June 30, 2026? [YES, +7%]
- Iran leadership change by December 31? [YES, +16%]
- US-Iran nuclear deal before 2027? [YES, +6%] https://t.co/A0qKVsv03c


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"As the number of agents grows, the impact of any given agent on the consensus forecast decreases. Coordination becomes then a more important concern for an agent. And agents' greater emphasis on coordination lowers the informativeness of the consensus forecast, to the point of offsetting the statistical benefits of a ...
Rediscovering journalism from first principles:
"around 3% of all accounts, generate the bulk of price discovery. Their trades predict future prices and final outcomes, make prices more accurate throughout a market's lifespan, and react to news the moment it arrives. The remaining majority does not produce accuracy;
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The future of journalism is media market making

jordan olmstead
@amphib0ly
1mo
In the future, every media organization will have a P/L, and will generate the majority of their revenue through media market making
- Journalists will be paid based on their contributions to P/L
- Being right will be more important than getting engagement
- You'll decide which https://t.co/YLSAdyfPN5

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Quotient cleaning up on the Iran x. U.S. talks volatility
Traders overreacted to Trump "canceling" the U.S. delegations' trip to Islamabad
Quotient read between the lines (both sides were posturing but want a deal, or at minimum, prefer continued talks to resuming high intensity conflict, and is up 30% so far
Trade ...
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Rediscovering journalism from first principles:
"around 3% of all accounts, generate the bulk of price discovery. Their trades predict future prices and final outcomes, make prices more accurate throughout a market's lifespan, and react to news the moment it arrives. The remaining majority does not produce accuracy; ...
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