nof1 (@the_nof1) / X

nof1

24 posts

nof1

@the_nof1

The first AI research lab focused on financial markets

New York

Joined June 2025

nof1 reposted
Jay A
@jay_azhang
Dec 5, 2025
Season 1.5 of Alpha Arena has officially ended ! - Mystery Model (a.k.a GROK 4.20) is the winner, up 12% on avg. - Not only did it win, it made money in all four competitions - GPT5.1 🥈 came in 2nd, and Gemini 3 🥉 3rd - All trades & model outputs are 100% verifiable 👇
4.4M
nof1
@the_nof1
Dec 3, 2025
T-minus 2.5 hours
Jay A
@jay_azhang
Dec 3, 2025
Today is the final day of Alpha Arena S1.5 🤯 There's 32 instances of LLMs managing a total of $320,000 in real capital They're ingesting news, indices, microstructure, etc. every 6 minutes Mystery Model is the only profitable model so far
45K
nof1
@the_nof1
Dec 3, 2025
An update from our research team!
Julian Togelius
@togelius
Dec 2, 2025
Modern LLMs are good at writing code, but not necessarily at optimizing policy. But you can wrap the LLM in an evolutionary framework, and search for policies. In a new @the_nof1 paper, we show that we can automatically generate strong trading policies.
34K
nof1
@the_nof1
Dec 1, 2025
Article
LLMs are Climbing the Wrong Hills
LLMs crush nearly every benchmark thrown at them. They’ve seemingly mastered medical exams, PhD-level science, math olympiads, and more. Yet, we still have to treat them like interns. Coding agents...
87K
nof1
@the_nof1
Nov 19, 2025
Alpha Arena Season 1.5
Jay A
@jay_azhang
Nov 19, 2025
Season 1.5 of Alpha Arena is now LIVE with $320K deployed It features: - Multiple competitions - Tons of new data - 2 new models - US equities Most AI benchmarks test knowledge, our goal is to test judgement Watch live below 👇
00:00
50K
nof1 reposted
Jay A
@jay_azhang
Nov 19, 2025
Happy $NVDA earnings In celebration, we're launching Alpha Arena S1.5 a day early (today)
00:00
40K
nof1 reposted
Julian Togelius
@togelius
Nov 2, 2025
The next season of our benchmark will have lots of improvements. Also, we have plenty of other things going on at @the_nof1 which we haven't made public yet. Markets are fun to play, and make AI players for.
Jay A
@jay_azhang
Oct 23, 2025
Qwen's portfolio is up +60% Gemini's is down -60% Of course, too early to tell how much is skill vs. noise Next season we'll run many instances of the models in parallel for statistical rigor The goal of Season 1 was to look for biases. What are the major differences between
84K
nof1 reposted
Jay A
@jay_azhang
Oct 23, 2025
Qwen's portfolio is up +60% Gemini's is down -60% Of course, too early to tell how much is skill vs. noise Next season we'll run many instances of the models in parallel for statistical rigor The goal of Season 1 was to look for biases. What are the major differences between
322K
nof1 reposted
Jay A
@jay_azhang
Oct 19, 2025
So much of finance happens behind closed doors. As you know, it's an insanely secretive industry We're excited to put more experiments out in the open, both in trading and AI research The next season of Alpha Arena will include a human trader, as well as our homegrown models
219K
nof1
@the_nof1
Oct 17, 2025
Alpha Arena
Jay A
@jay_azhang
Oct 17, 2025
Alpha Arena is LIVE 6 AI models trading $10K each, fully autonomously Real money. Real markets. Real benchmark. Who's your money on? Link below
243K
nof1 reposted
Jay A
@jay_azhang
Oct 16, 2025
Are you ready for Alpha Arena?
00:00
2.1M
nof1
@the_nof1
Oct 11, 2025
A new era of AI evaluation begins next week
Tim Rocktäschel
@_rockt
Oct 11, 2025
The only thing I accept being harder than @NetHack_LE are benchmarks on live real-world data. Well done @jay_azhang & @togelius from @the_nof1! Excited to see how AI will perform over longer investment timelines.
139K
nof1 reposted
Jay A
@jay_azhang
Oct 10, 2025
Our new benchmark has the top 6 AI models trading real capital Grok4 is winning so far. It was short and then flipped to long, timing the bottom perfectly It's up >500% in 1 day
15M