GLP‑1s Massively Marked up; LLMs Priced Near Cost
One observation here: GLP-1s are priced at maybe 25-50x production cost (not counting R&D). LLM usage is priced at perhaps 1x inference cost (not counting training). In any case, two great innovations that are rapidly catching on.
Cut High‑paid Admins, Not Tech, to Improve Care
If we got rid of hospital administrators paid multimillion dollar salaries that would be a lot better than letting them destroy care with Silicon Valley snake oil. https://t.co/F2gpwYJOPq
Master Storage Locations to Slash Fulfillment Time
Unlock peak inventory efficiency by mastering storage locations. Knowing exact spots for raw materials and finished goods slashes order fulfillment time. Your WMS guides your crew, ensuring fast retrieval. #InventoryManagement #Warehouse https://t.co/r4FzMpMEv3
Jet Fuel Prices Skyrocket Amid Limited Supply
Jet fuel prices are *soaring* if you can get your hands on any, that is.
Oman VLCCs Signal Imminent Hormuz Opening, Tanker Frenzy
With the first oil-laden very large crude carriers (VLCCs) coming out of Oman, @ed_fin explains why in the next few months, he expects the Strait of Hormuz to open and there to be a "feeding frenzy" for tankers "It's going to...
China Competition Will Accelerate US Pharma, Cut Red Tape
This is great to see. Biotech and pharma competition with China is going to force us to sharpen and accelerate processes in the US, and cut red tape. And we'll get the benefit of Chinese drugs as well. Win/win.
Pilot Loses 150‑day License After Ignoring FAA Warning
Pilot Flew A Jet With A Taped-On Tail Number — Then Ignored An FAA Warning And Lost His License For 150 Days - View from the Wing https://t.co/t2mqYI6Zzv
Chinese EVs Could Cut US Oil Dependence, Need Security Fixes
Chinese EVs would benefit American consumers, reduce our vulnerability to oil price shocks, and accelerate the end of oil. There are issues, especially around software and security. We should work to solve those with the goal of having Chinese EVs...
Twitter Fuels False Trump Health Rumors; Policy Overhaul Needed
Twitter has become the biggest online tool for spreading fake news. This is a video from Butler, Pennsylvania in July 2024 after Trump's assassination attempt. Twitter needs to change its policy ASAP and ban this lying retards. https://t.co/C9cBXe4EiN
Weird Usernames Lower Chances for Compiler Beta Entry
There are many requests to get into the compiler beta. And sometimes I am very busy, so it's a while before I add new people (this time, it's been 5 weeks). Just as a public service announcement though, on a day...
Investigative Journalism Infrastructure Crumbling, Opinion Takes Over
And this is a major newspaper. Now imagine the nonsense fed to us via blogs and Substacks. Was speaking with a senior journalist recently who remarked how infrastructure to support serious investigative journalism is dying out, and everything is becoming...
Who Legally Owns the AI Worker?
Who Owns The #AI Worker? The Legal Question Nobody Is Asking Yet by @beygelman @Forbes Learn more: https://t.co/yllWHQvknd #ArtificialIntelligence #MachineLearning #ML https://t.co/wIOTjHvlGj
Use Practical Law Templates for Lawyer-Approved Contracts
Want a contract drafting secret? Use the SEC public agreements as a starting point. Or get a subscription to practical law. Thats where the real templates live. If you use a template from practical law, your lawyer will be impressed. Because...
US Warehouse Launch: Faster Shipping, No Tariffs
🇺🇸 We are now in the USA 🇺🇸 We’ve finally (after filling out and signing a billion forms) opened a warehouse in the US. No more tariffs, no more import duties, no more nasty surprises - just quick shipping 🙌🏻 Check...
Transition Ahead Will Be Messy, Predicts Decade‑Old Essay
Indeed. A very good piece by @dwallacewells, and appreciated the shout out for my essay with @OSullivanMeghan in December in @ForeignAffairs. As we wrote in those pages 5 yrs ago, the transition “will be messy at best.” 👇 https://t.co/SX87fTHXUS https://t.co/Us7OOwb9Z0
Decades of 2‑4 Unit Sales in Sacramento
Just in case you wanted to see 2-4 unit sales in Midtown / Downtown Sacramento over the past decades... Something on my desk right now. Have to play some catch-up this weekend... https://t.co/50FWeNE0El
U.S. Claims Oil Security While Invading for Oil
If abundant oil is the basis for energy security and independence as we’re told, then why is it the country that produces the most oil in the world — the U.S. — needs to invade, bomb and embargo several other...
60% Gas Hike Threatens Collapse in Vulnerable Nations
Under normal circumstances, a 60% increase in gas prices is the sort of thing that can easily cause political/economic collapse, a lost decade, and many thousands of lives lost in a place like Guatemala or Thailand.
Chinese AI Firms Sell US Troop Intel to Iran
"Chinese firms market Iran war intelligence ‘exposing’ U.S. forces" @washingtonpost https://t.co/NP7gIkpzWG The private companies — some with ties to the military — are marketing detailed intelligence on movements of U.S. forces, even as Beijing seeks to keep its distance. The intelligence came...
Israel's Overextension Threatens Its Military Viability
Distinguished Harvard Prof. Stephen Walt on Israel's Achilles heel: "Israel has been fighting in Lebanon, Gaza, Syria... [and] now... against Iran... This is a small country... trying to exercise hegemony over a vast region... [and] it's gradually wearing out its own...
Thousands of Lawsuits Expose Decade‑
This is good by Favreau. There are thousands of active lawsuits for cover-ups, data leakage, fraud and deceptive metrics, antitrust, child harms all happening concurrently going back nearly a decade. Possibly SEC, too. I’ve tracked almost all of them. https://t.co/gYc19CR4C8
Fifth Lawsuit Challenges Trump's Nationwide Mail‑in Voting Restrictions
NEW: A group of voting rights organizations has filed the fifth lawsuit against President Donald Trump’s sweeping executive order seeking to control mail-in voting procedures. https://www.democracydocket.com/news-alerts/voting-rights-groups-file-fifth-lawsuit-against-trumps-sweeping-anti-voting-order/
Federal Agencies Ramp Up AI Enforcement Amid Policy Gridlock
AI Enforcement Accelerates as Federal Policy Stalls and States Step In Federal agencies are relying on existing authorities to regulate AI-related conduct: FTC: Section 5 of the FTC Act remains a primary enforcement vehicle for allegedly unfair or deceptive AI practices SEC:...
Media Vilifies Dissenters to Boost Ratings and Agenda
Actually I was going on Fox News often early in the pandemic but I refused to go along with the fake news about hydroxychloroquine coming out of the White House, and the invitations from the nighttime programming stopped. Midday anchors...
AI Fills Missing Video Shots, Seamlessly Matching Your Style
NemoVideo Just Integrated Seedance 2.0 Missing A Shot? Upload Your Footage. The AI Generates The Missing Clips Matching Your Style Perfectly. Can't Tell What's Real And What's AI Anymore. Free To Check It Out → https://t.co/qAI3gyj7OH
OPEC+ Poised to Lift Quotas as Hormuz Reopens
OPEC+ eight members meet tomorrow, with an unprecedented situation in the oil market. They will likely consider a quota increase that would signal readiness to raise output once tankers are able to transit the Strait of Hormuz sources say. https://t.co/ppX8SdbsiJ
Asian Nations Revert to Coal as LNG Prices Soar
Asian economies are abandoning Liquified Natural Gas (LNG) and PIVOTING BACK to coal. Since Feb. 28, the FT reports gas prices are up 60%, while coal prices are only up by 17%. https://t.co/FefK5JR7MN
Tongwei Adopts Hybrid Heterojunction Back‑contact Solar Cells
Tongwei moves into hybrid heterojunction back contact solar cell technology #energysky -- via pv magazine global: https://t.co/meLLhEd4Fg
Storage Costs Halve as Production Doubles, Driving Electrification
Decades of data says the price of storage drops by 19% every time global production doubles. This isn't some marginal gain. It's an unstoppable force of nature You can’t out-compete math this aggressive. This "learning rate" is a one-way street to...
Homebuyer Inertia Hits Record, Demand Plummets
It's starting to look like a rough spring and summer housing market. Homebuyer inertia is at record levels, and 83% of my YouTube followers are either not buying this year or only buying if prices drop 20-40%. Confirming why home...
Meta Tests Instagram Plus as Subscription Trend Grows
Meta starts testing a premium subscription on Instagram -> Meta is testing an Instagram Plus subscription in a few countries, offering features including anonymous Story viewing and extended 48-hour Story durations "Snapchat and X have proven that there is a market for...
Gas Prices Shocked Me After Years of Driving
First time filling the family whip since the start of the Iran War that I made this face when I saw the price https://t.co/1riTWbn89v
AI Liquidity Surge Boosts Austin Real Estate Outlook 2027
My hot take is the AI liquidity events are bullish Austin real estate in 2027.
AGIBOT Launches Genie G2, Next‑gen Wheeled Humanoid
AGIBOT Unveils Genie G2: Next-Generation Wheeled Humanoid #Robot by @CyberRobooo #Robotics #EmergingTech #Innovation #Technology https://t.co/mGOF8jBdnG
Iran's Industrial Self‑sufficiency Targeted by US‑Israel Bombings
The Gulf states ruled by family dictatorships are mostly Gas Stations… their economies are heavily reliant on oil/gas. Iran is HEAVILY industrialised & self sufficient in most things. The US-Israel are bombing the industrial hubs in Iran… Cruel.. https://t.co/3vRM1Nt7XG
Get Canadian Airplay: PR Support for Independent Artists
If you're an independent artist trying to get your music heard in Canada, I can help. Traditional PR, radio pitching, press outreach — all of it. Let's talk. Eric@ThatEricAlper.com
FreightWaves Launches Daily Freight News TV Show
FreightWaves is launching a new TV show, FreightWaves Today, that will cover daily stories from trucking, rail, air, barge, and ocean. SportsCenter meets Bloomberg, but for freight https://t.co/ugYCXSUVy2
JCPOA Backed to Stop Iran's Nuclear Weapon, Now Inevitable
Experts who supported what became the JCPOA did so overwhelmingly because we did not wish to see Iran acquire a nuclear weapon, something that now seems certain if the regime survives. He's ignored these arguments for two decades, no...
IRGC Lets Iraqi Oil Ships Through, yet Attacks Fields
So… the Iranian IRGC exempts ships carrying Iraqi oil and allows them to sail through the Hormuz Strait, but drone attacks on Iraqi oil fields continue. https://t.co/PoAWXPyVEz
Iran Declares Iraq Exempt From Hormuz Restrictions
My thesis is already aging well. "Iran says Iraq exempt from any Strait of Hormuz restrictions" https://t.co/VSTaM2D34T
US 131 Closed After Downtown Grand Rapids Tanker Fire
US 131 North and South bound still closed after tanker fire this morning in downtown #Grandrapids Michigan https://t.co/1X3BrdvG7I
Exercise Mitigates Motor Unit Decline During Bedrest in Seniors
Exercise during 14 days of head down tilt bedrest attenuates motor unit impairments in older humans https://t.co/LOCU5ppBxh @ExpPhysiol https://t.co/0sdUCLOqP7
Beware: $1B Company Fraud Signals Wider Insurance Scams
If it looks/sounds too good to be true, it often is. The $1BLN company was running rampant fraud and I suspect that's just the tip of the iceberg. Watch out for possible insurance/billing fraud.
Twitter Remains Unrivaled; Alternatives Fail to Replace It
There hasn’t been a replacement for peak Twitter. Bluesky hasn’t taken off. Threads has a big base, but nothing seems to happen there. Distributed systems (Mastadon) produces small group conversations. So people are reluctantly on Twitter again.
Mearsheimer: Trump's Advisers Prioritize Israel over Iran Peace
Distinguished UChicago Prof. John Mearsheimer on Trump's foreign emissaries: "Trump's principal advisers are both ardent Zionists. Jared Kushner and Steve Witkoff are deeply committed to Israel. They were not interested in working out a deal with the Iranians to avoid a...
Intranasal EV Vaccine Shields Mice From H5N1, H7N9
A potential universal flu shot? Intranasal EV vaccine protected mice from H5N1, H7N9 https://t.co/WroXpi6YP3 https://t.co/umAPlnRjbF
Cheap US Gas Fuels Plastics Boom, Boosts Manufacturing
US natural gas prices have dropped by 30% over the past year, even as global natural gas prices have increased substantially in wake of the war in Iran. Why? We have an abundance. 80% of American made plastics and 80-90% of...
US Petrochemical Edge Fueled by 30% Gas Price Drop
America dominates in petrochemicals because of the robust supply of natural gas (where prices have dropped (and continue) by 30% in the past year
Container Shipping Unreliability Threatens High‑Margin Fast‑Turnover Stock
Is container shipping moving from reliable to unreliable? And their price demands with such service? And the effect on supply chain inventory, especially A items—the high margin and fast turnover ones?
Insurers and AI Firms Secretly Record Therapy to Cut Costs
Yes, health insurer and Silicon Valley owned AI companies are taping therapy sessions and using that data. It's a creepy situation driven by health insurers not wanting to pay for mental health care. https://t.co/zLyh5fcdvr