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Trading System V2: AI's Role in Deterministic Execution
Thanks to the incredible feedback on my last post, I’m officially moving away from the "distributed veto" system (where 8 LLM agents argue until they agree to trade). For v2, I am implementing a strict State Machine using a deterministic runtime (llm-nano-vm). The new rule is simple: Python owns the math and the execution contract. The LLM only interprets the context. I've sketched out a 5-module architecture, but before I start coding the new Python feature extractors, I want to sanity-check the exact roles I’m giving to the AI. Here is the blueprint: 1. The HTF Agent (Higher Timeframe - D1/H4) Python: Extracts structural levels, BOS/CHoCH, and premium/discount zones. LLM Role: Reads this hard data to determine the institutional narrative and select the most relevant Draw on Liquidity (DOL). 2. The Structure Agent (H1) Python: Identifies all valid Order Blocks (OB) and Fair Value Gaps (FVG) with displacement. LLM Role: Selects the highest-probability Point of Interest (POI) based on the HTF Agent's narrative. 3. The Trigger Agent (M15/M5) 100% Python (NO LLM): Purely deterministic. It checks for liquidity sweeps and LTF CHoCH inside the selected POI. 4. The Context Agent LLM Role: Cross-references active killzones, news blackouts, and currency correlations to either greenlight or veto the setup. 5. The Risk Agent 100% Python (NO LLM): Calculates Entry, SL, TP, Expected Value (EV), and position sizing. The state machine will only transition to EXECUTING if the deterministic Trigger and Risk modules say yes. The LLMs are basically just "context providers" for the state machine. My questions for the quants/architects here: Does this division of labor make sense? Am I giving the LLMs too much or too little responsibility in step 1 and 2? By making the Trigger layer (M15/M5) 100% deterministic, am I losing the core advantage of having an AI, or is this the standard way to avoid execution paralysis? Would you merge the HTF and Structure agents to reduce token constraints/hallucinations, or is separating them better for debugging? Would love to hear your thoughts before I dive into the codebase.
AI's Impact on Business: Speed vs. Smart Decision-Making
I’ve been thinking about this for a while, especially with all the discussions around AI replacing jobs. One thing that feels consistently misunderstood: AI doesn’t improve the quality of decisions by itself. It increases the speed at which existing decision logic operates. That has a simple consequence: Good systems become better. Weak systems fail faster. But there’s another layer that is often ignored. Right now, many companies are reacting to AI by reducing headcount. Some of that is rational: - there is real slack in certain roles - some work can already be automated or simplified In those cases, AI acts as a kind of cleanup mechanism. But this is where it gets more complex. If companies reduce people too quickly, they don’t just cut cost — they also remove: - domain knowledge - informal networks - context that is not documented anywhere This kind of knowledge is not easily replaced by AI. So you end up with a paradox: AI increases speed, but the organization loses the very knowledge needed to make good decisions at that speed. At the same time, layoffs are not always a signal of weak systems. Strong organizations can also reduce roles because they: - increase productivity per employee - reallocate work - shift toward new capabilities The difference is what happens next. Some organizations use AI to scale and create new opportunities. Others mainly use it to cut cost because they lack the structure to turn speed into growth. So instead of asking: “Will AI replace jobs?” A more relevant question might be: Is the organization structured in a way that can actually benefit from faster decision-making? Because if not, AI won’t make it smarter. It will just make it faster at being wrong.
Clera: AI Matching Candidates to Perfect Roles
An AI agent matching candidates to the right roles.