Affaan Mustafa

@affaan37.8K total followers

About

Affaan Mustafa (cogsec), 23, is a serial entrepreneur, quant and developer co-leading compute trading at Jump Trading. By 22, he created ECC and co-founded Itô Markets (acquired by Jump). ECC reached 100k stars in ~2 months and 200k in <5 months; now a top-20 GitHub repo with 286k+ stars and 2m+ recorded downloads, clones and skill installs. Anthropic × Forum Ventures hackathon winner. Two UCSD B.S. degrees by 20; left UW graduate study at 21. Based in New York City.

Pinned

We've joined Jump Trading I am excited to announce that the Itô team has joined Jump Trading to lead its compute trading business. When my co-founder Alejandro (@absurdistphil) and I first started Itô, our thesis was simple:

X (Twitter)

2 wks

ANNOUNCEMENT: I'm on the main stage @aiDotEngineer on Oct 14 w The Dark Pools of Compute - a look at how compute is actually bought and sold, what sets its price, from power and financing to policy, and what a more mature market could mean for anyone building on it.

X (Twitter)

2 wks

Links

Bloomberg: Itô founders join Jump Trading

https://www.bloomberg.com/news/articles/2026-10-13/jump-trading-hires-startup-founders-to-lead-compute-desk

ECC interview with Andrew Warner — The Next New Thing

https://www.youtube.com/watch?v=BcNAQynKUk4

The Dark Pools of Compute — AI Engineer NYC livestream, 3:15:09

https://www.youtube.com/watch?v=jiUC6IUMdvc&t=11709s

ECC — AI engineering tools

https://ecc.tools/

ECC — source code on GitHub

https://github.com/affaan-m/ECC

DataCamp: Everything Claude Code tutorial

https://www.datacamp.com/tutorial/everything-claude-code

Itô — Alliance company profile

https://alliance.xyz/companies/ito-markets

Writing: The ECC Security Guide

https://github.com/affaan-m/ECC/blob/main/the-security-guide.md

AI Engineer NYC: The Dark Pools of Compute

https://ai.engineer/nyc/2026/talks/jump-trading

Affaan Mustafa — personal website

https://affaanmustafa.com/

Writing: Shorthand Guide to Everything Claude Code

https://x.com/affaanmustafa/status/2012378465664745795

Writing: Longform Guide to Everything Claude Code

https://x.com/affaanmustafa/status/2014040193557471352

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Latest posts

i need ghostwriter credits ATP for all the GC alpha I post that gets yoinked into someone else's tweet

X (Twitter) · 4 days

We've joined Jump Trading I am excited to announce that the Itô team has joined Jump Trading to lead its compute trading business. When my co-founder Alejandro (@absurdistphil) and I first started Itô, our thesis was simple:

X (Twitter) · 2 wks

ANNOUNCEMENT: I'm on the main stage @aiDotEngineer on Oct 14 w The Dark Pools of Compute - a look at how compute is actually bought and sold, what sets its price, from power and financing to policy, and what a more mature market could mean for anyone building on it.

X (Twitter) · 2 wks

old reddit humor being regurgitated but with no irony, I just hope going on podcasts saying shit like “being levered to the tits" doesn't come back to bite the fund in the ass - god forbid the whole thing goes bust and they pull this shit up in the court filings i imagine it would be difficult to plead your case where you on one hand claim to be max levered naked long on compute then try to argue that your agentic workflows hedged it out and u didn't need to know anything about what "hedging" even is you aren't managing any risk by your own claims you are completely directional and long full port in compute just stick to your own thesis please

X (Twitter) · 1 mth

this is big

X (Twitter) · 1 mth

codex app needs better QC; this is just one situation @thsottiaux @ajambrosino frequent crashes, windows get limited and lag when you go beyond a certain amount or have them split across monitors chats get stuck, have to restart chats don’t order correctly or appear even when sorting chronological i can’t ever find shit even with search and have to start new chats to carry over finally shit like this where i can’t resume a chat from my phone due to some ridiculous double overwrite reason like this

X (Twitter) · 1 mth

data mining my own chats with the boys (Dewitt, Trey, Stigler, Searle and Heller) Searle will be getting fired for jestering on the job.

X (Twitter) · 1 mth

really cool to see this visually and thanks for the shout! its super exciting and crazy to see just how many players are in the space (and counting) great work to @socialgraphvc for doing the research for their article as well I implore everyone to check it out bc they are incredibly tapped in and have been talking to the various compute players in the space for months! and ofc @0xfishylosopher for all the articles really bringing this to the forefront discussion here on X

X (Twitter) · 1 mth

In chat render (named anonymized for privacy)

X (Twitter) · 1 mth

I've built the #1 most used agentic engineering toolkit on GH and have millions of downloads a month across all skill distribution channels (https://t.co/gShYA8hYxn) We've have this exact skill and more @itomarkets - utilized in active supplier and buyer negotiations by the ito agents numerous times and with many successful closed deals - happy to license / sell it to you alongside our other tooling used in live supplier and buyer negotiations (also believe there are some skill marketplaces we could use or on a contract basis) - a contract skill that redlines gpu rental and master agreements against our standard (fee tiers, tail, non-circ, sla credits) - plus inventory and matching next to it - some are public in ECC, the rest we can license or tailor to use case

X (Twitter) · 1 mth

0:31

2 usage resets later wondering why no work has been done later... back to kimi I go ig - (plans seem to be available again)

X (Twitter) · 1 mth

New site for ECC. Tools, demos, talks and consulting. https://t.co/KZ7wCLOOST

X (Twitter) · 1 mth

Your GPU contract is a trade. Have you priced the risk? On the risks inside a fixed-price GPU contract—and what it takes to hedge them. Written by @rahilmittal. Edited by me. https://t.co/ELdlR9f0gd

X (Twitter) · 1 mth

What it really costs to run a frontier model: Kimi K3 - top down analysis 0:00 the model: cover, specs, tags 1:21 104.2B active and the 4-bit checkpoint 2:52 benchmarks, and the caveats 7:56 K2 to K3: price step vs cost step 9:13 what a cluster is: the bill of parts 11:47 the clearing price and goodput 16:49 matching: hard walls, then prices 18:52 calibration: what fails closed 21:49 training cost: the DeepSeek anchor 23:43 serving: why 1.56TB fits on 16 GPUs 25:37 the econ box: $10.17 per million 29:09 fine-tuning: adapters vs full SFT 34:10 decode speed vs context depth 37:11 the crossover: 68% utilization 39:44 one user vs the batch play 41:21 the $50 harness day 41:58 traffic mix decides 44:11 our cluster: the contract and true-up 45:04 subsidy to premium: 0.38x to 1.48x 46:11 the cluster we chose: $2.86 derived 47:00 does K3 fit: two nodes exactly 48:09 marginal tokens on a held box 50:11 the Aug 1 repricing 51:24 the quote, and the close

X (Twitter) · 3 mths

AIE posting but it’s the times when i’m definitely not at the conference happy 4th

X (Twitter) · 3 mths

fable archives: wispr flowed some straight bullshit into the prompt and actually got crazy output, it went and created ECC the most fire discord server and bots that explain how to use it and being able toe serach any skill and it locates it instantly even without name

X (Twitter) · 3 mths

help @thsottiaux this never works for me have tried everything, logging out and back in disconnecting an removing the connections (can’t figure out how to permanently delete from the mobile side only the desktop side)

X (Twitter) · 5 mths

The Shorthand Guide to Everything Agentic Security It's been a while since my last article now. Spent time working on building out the ECC devtooling ecosystem. One of the few hot but important topics during that stretch has been agent security.

X (Twitter) · 7 mths

sudo pmset disablesleep 1 + second phone with data connected via usb (not wifi) how i have my local machine agents running in my backpack while i gotta do stuff

X (Twitter) · 7 mths

big yahu strikes again

X (Twitter) · 8 mths