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namnamcode
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@namnamcode
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19 days ago
RE: LeoThread 2026-05-26 23-19
In a decade the question won't be whether AI is used—everyone will. The question will be whose Skill is loaded into the AI.
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
Capafy is built on this idea: package an edge as a Skill. When executed, an isolated sandbox runs the Skill; the user gets the output while the Skill never leaves the sandbox.…
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
That's the moat AI leaves: not the work itself (AI will do that), but the packaged way of doing the work—the gap from the average—that compounds, earns, and endures.
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
This applies beyond trading. Every field has a top 5% and a long tail. Each person is top 5% in something and bottom 20% in others. So everyone has a Skill worth packaging—and many worth running.
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
Therefore a top-5% trader's packaged mental model, executed by someone in the bottom 20%, doesn't just provide a tool; it supplies a different mindset for the duration of the work.
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
Skills spreading as a format revealed that a mental model can be packaged. The way a top-5% trader thinks through a position—the sequence of questions, the things refused to be…
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
Why? Because the same model produces different work across people. The questions asked, angles pursued, and patterns noticed stem from an individual's mental model. Mental model…
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
Being in the top 5% of US equity returns demonstrates that trading is a clean experiment: everyone has the same charts, news, and models. Today many traders use ChatGPT or…
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
First: the stock market.
@namnamcode
0
19 days ago
RE: LeoThread 2026-05-26 23-19
A question has lingered for years: When generic AI can perform any intellectual task humans do, what remains of human value? Where does competitive advantage come from? An…
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