1994
2000
2007
2012
2020
2026

Modeling the Physical World

Andrew Diaz

Computer Vision + Prediction Infrastructure for the physical world.

Andrew Diaz
"Trying to listen."

Computer Vision + Prediction Infrastructure for the physical world.

Andrew Diaz

"Retired. Now I'm doing what I love."

The Thesis

The physical world generates data that nobody is reading. A tennis player's split-step latency. A bakery customer's dwell time at the display case. A warehouse worker's route deviation. These signals are ambient, continuous, and invisible to most models trained on public datasets.

I studied electrical engineering — signal processing, the math of systems that sense and respond. A graduate course in computer system design taught me that every complex system is just a file system with well-defined interfaces. That principle scales: from operating systems to prediction pipelines to the physical world itself.

The same architecture extends everywhere. Sports is the proof of concept — the sharpest odds market in the world, the hardest place to find edge. If the pipeline works there, the machine learning is sound, and it works anywhere physical-world behavior generates signal. Restaurants. Retail. Logistics. Every venue is an unmonetized sensor network.

A deployed sports prediction model attracted $20K in external capital and returned +10% over two months — purely statistical, CatBoost on historical match data, no computer vision. Autonomous agent systems I've built — multi-agent workflows orchestrating parallel models, content engines, and decision pipelines — prove that one person with agent orchestration can now operate at the pace of a full engineering team. Different domains, same discipline: capture the signal nobody else is reading, automate the response, ship it.

The edge isn't better models. It's better data. Build the sensor.

EXPLOSIVE: 0 m/s²
REACT: 0ms
LATERAL: 0 m/s
PHASE: 0
REACT
+0ms
READY
SPLIT
PREPARE
TRACK
LOAD
STRIKE
FOLLOW
Andrew Diaz
Education
B.S. Electrical Engineering, University of Florida
Focus
Analytics · Signal Processing · Machine Learning · Computer Systems
Experience
7 years professional poker · Applied probability
Venture
Co-founder, DMG Decisions
Building prediction and decision infrastructure for businesses.

Backstory

I sold sodas out of my backpack in middle school and washed dishes professionally in high school. I've always wanted to do my own thing — hard things. I studied electrical engineering at the University of Florida, not because I wanted to be an engineer, but because technology is the present and the future, and I wanted to be literate enough to build what I saw in my head.

After college I played professional poker for seven years. Daily solver study, systematic opponent profiling, real money on every decision. That's where I learned to think in probability distributions.

Get in touch with Andrew →

The Bets

I was an early investor in Solana in 2020 — turned a shoestring into a meaningful return, then watched most of it evaporate. That experience reinforced what the poker table had already taught me: finding an edge and keeping the money are two very different skills.

Now I build prediction systems. A sports model that deployed $20K in capital and returned +10% after 2 months of live real-money trading. A demand forecasting engine for a Colombian bakery — 179K transactions across 2.7 years of POS data, custom behavioral features, Two-Stage Hurdle Model. The same discipline, applied to different domains.

Sports is the proof of concept. Physical-world sensing is the market.

Where This Goes

The same discipline extends to every domain where humans generate unpriced signal.

// deployed_systems

STATUS: ALL SYSTEMS OPERATIONAL

CV Pipeline — Proprietary Data Manufacturing

Computer vision for extracting signals that don't exist in any dataset. CUDA-accelerated inference on local GPU hardware — extracting Table Proximity Index, Serve Toss Variance, and Split-Step Latency from free sports broadcasts. Proprietary data manufactured from public video for the cost of electricity.

The moat isn't the model. It's data that doesn't exist until you build the sensor.

Along Came Polly
Bayesian decision engine that sizes bets using Kelly Criterion — the same math Ed Thorp used to beat the market.
brier0.2243
kelly_f*0.34
tests136/136
PythonBayesianKelly
LIVE

Along Came Poly — Decision Engine

A decision engine that sizes positions under uncertainty. Currently deployed in sports prediction markets with live capital — Kelly Criterion bet-sizing, Bayesian updating, calibrated probability outputs. The framework is domain-agnostic: any domain where you can measure an edge and size a position. Sports was the first test case. It won't be the last.

Pan de Bono
Live in Orlando. Reduced waste 31% for a Colombian bakery using a two-stage hurdle model on 2.7 years of POS data.
profit_Δ+$927/mo
waste-31.2%
data$3.1M
XGBoostProductionOrlando
LIVE

Recursive Agentic Systems

Cross-project orchestration infrastructure that improves itself over time. Autonomous research loops that discover, synthesize, and distribute insights across every active project — sports prediction, demand forecasting, computer vision — without manual coordination. Inspired by Karpathy's recursive research methodology. The system that builds the builder.

CPR Model
Autonomous prediction daemon polling every 5 minutes. $20K real capital deployed, +10% after 2 months of live trading. Dual-instance canary architecture with Brier-scaled Kelly sizing and 4-gate defensive filter. Purely statistical — CatBoost residual model on historical match data, no computer vision.
roi_m1+10%
capital$20K
sharpe1.21
CatBoostSQLite24/7
LIVE
CV Pipeline
No quant firm uses computer vision for sports betting. Currently in image recognition and processing R&D — building the pipeline to extract Table Proximity Index, Serve Toss Variance, and Split-Step Latency from free broadcasts. Next phase: NVIDIA CUDA integration for local GPU inference. Same underlying approach extends to retail and hospitality.
phaseimg_proc
targetYOLO11
cost$0/inf
VisionCUDAR&D
R&D
2014
Professional Poker
2018
B.S. Electrical Engineering
2024
CPR Model
2025
Agentic Systems
2026
CV Pipeline

The Infrastructure

Five-stage pipeline from raw sensor data to sized position. The same DAG processes sports telemetry today and retail biometrics tomorrow.

PREDICTION_PIPELINEALL SYSTEMS NOMINAL
RESEARCH
hypothesisdata_auditedge_scan
INGESTION
sensor_telemetrypos_datamatch_api
MODEL
feature_engCatBoostcalibration
VALIDATION
CPCV(5)purge=12hembargo=6h
EXECUTION
kelly_f*=0.34half_kellylive
TX_QUEUE
BRIER0.2243
KELLY_F*0.34
SHARPE1.21
TESTS136/136
LATENCY12ms

What I'm Exploring

Computer Vision & CUDA Extracting fatigue signals from sports video, pose tracking, optical flow, GPU-accelerated inference
Recursive Agentic Systems Self-improving orchestration loops, cross-project instinct promotion, Karpathy-style continuous learning
Niche Market Prediction Autonomous daemons hunting mispricings, Kelly-sized portfolio management, cross-domain arbitrage
Agentic AI Orchestration Multi-agent content generation, 100+ tool scaling, spaced learning pipelines, latency optimization
Decision Optimization Bridgewater-style institutional decision-making applied to time allocation, Bayesian updating, NPV analysis
"The first principle is that you must not fool yourself — and you are the easiest person to fool." — Richard Feynman

Let's build something at the frontier.

ACCEPTING CONNECTIONS