Julien Simon

@julsimon

AI and Finance without the hype. AI Operating Partner @FortinoCapital. Ex @awscloud @huggingface @arcee_ai. 560K subs on YouTube. Substack: airealist.ai

Paris, France

julien.org

Joined March 2009

1,943 Following

9,979 Followers

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Julien Simon
@julsimon
Sep 26
I read filings, price sheets and model cards, then set one dated fact against another. No hype, primary source attached. Three recent findings from The AI Realist 🧵
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Julien Simon
@julsimon
5h
Every "AI expert" and their grandmother has now announced Kolibri as Europe's DeepSeek moment. It's a complete misinterpretation, and it shows that none of them opened the report. A DeepSeek moment is matching the frontier at a fraction of the cost. Kolibri has the fraction of
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Julien Simon
@julsimon
9h
Geniuses. Every single one of them.
zerohedge
@zerohedge
21h
Emmanuel Moulin, the governor of the Banque de France warns that the country risks being “strangled by interest rates” if it does not act to clean up its public finances Just when the bond market needed another reason to resume selling.
Julien Simon
@julsimon
10h
An open-weight model is one I can download. Beam is not one yet. @reflection_ai says the weights will come "this month". Today, there is a waitlist. GLM 5.2, the model it compares itself with, is on @huggingface under an MIT license.
Reflection
@reflection_ai
19h
Introducing Beam: a highly efficient agentic open model with 501B total parameters and 23B active. - Frontier reasoning efficiency - Advances the Western open frontier on coding & agentic tasks - Trained end-to-end from scratch Full weights release this month. Learn more about
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Julien Simon
@julsimon
Oct 4
My uv cache was 33 GB. I had no idea. Told Claude Code: "use ccmd to clean up my cache." Using the built-in MCP server, it scanned 75 GB across 19 caches, previewed safety levels, deleted only what I could re-download, and left my HF models alone. 39.7 GB freed, one prompt,
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