FDA Pushes New
First autism, now low T - FDA continues to do its own literature searches and encourage sponsors to apply for new indications (never saw this in prior admins — with the exception of updating old cancer drug labels to include known uses)
Intel Nears ATH; Terafab Deal May Redefine Foundry Landscape
Intel ~9 % away from ATH. I also think the terafab deal may be more consequential in many respects than is realized today. Wait until you see my foundry model :)
Chip Packaging: The Glue Powering Modern Electronics
Inside every laptop or desktop is a circuit board filled with tiny electronic components, many of which are silicon chips. These chips may look like simple rectangular blocks, but on their own, they cannot do much without being connected to...
Design AI in Education, Not Just Devotion
🧠Artificial Intelligence in #Education Needs Design, Not Devotion 🔥Join me next week at @sovaisv for a critical discussion on AI in education and how success depends on how learning is organized around it. https://t.co/jhNrMW0EUj @stacyherbert @JethroToro #AI @nayibbukele
AI's Relentless Pace Fuels a Volatile, Exciting Year
The rate of progress in AI is relentless. You can capture the upside of its volatility with @aisdk and @vercel AI Gateway. Congrats to @anthropicai on another banger ship, but @xai, @openai, and @googleai are coming. Gonna be a fun year.
Xbox's New Chief Asha Sharma Prioritizes Platform Foundations
Microsoft’s new Xbox chief starts making her mark. In this week's Notepad 📒 I reveal more of Asha Sharma's Xbox memo, including a "deeper investment in the Xbox platform foundations." Live now for subscribers 👇 https://t.co/hA5cQ2CL1M
AI Becomes Essential; Non‑Adopters Lose Doctors
Very soon, in radiology and medical centers using AI, you will hear: “Do you remember when we didn’t have it ? How did we manage ?” Institutions without AI won’t just lag, they’ll struggle to attract and retain physicians.
Mid‑Market Firms Must Close Compliance Gaps Now
Mid-market regulated firms are sitting on a compliance gap. PHI/PII pipelines built for speed, not governance. DLT expectations. Unity Catalog policies. On-call ownership. Most have one layer. Few have all five. Build it right once. Outrun the audit.
App Now Fully Drivable by Agent – First Step
We decided to make the entire app drivable by agent This is the first step
AI Agents Require Complex, Multi‑Layered Development Effort
Creating and deploying AI agents aren’t exactly overnight tasks. AI agents still rely on a genAI foundation, as well as machine learning, statistical analysis, robotic process automation, intelligent document processing, and more. @forbes https://t.co/fKgjdw7W9W
From Instacart’s Rise to Investor Lessons
For this episode of Uncapped I got to sit down with my close friend @Max, cofounder of Instacart 🥕 We talked about the key moments of Instacart...how it got started, critical wins, tough losses, competitive dynamics, earned insights, going public, and...
Sweden's AI Ban Risks Missing Educational Design Benefits
🚨Is Sweden aversion to AI in education a tragic mistake? 👉Artificial intelligence in education needs design, not devotion. It's value in education depends on how learning is organized around it. 🔗New in @PsychToday https://t.co/jhNrMW0EUj #education #AI #learning
AE's Claude-Built Account Plan Exceeds Expectations
Reviewing an account plan an AE built himself in Claude and it's amazing. That is all.
Flexpa Seamlessly Connects Health Data to Any App
underpinning this whole stack is health data flows which is where @flexpa fits. flexpa lets you connect your health data (insurance claims and clinical data) into any application you want. that’s it. that simple.
Students Favor AI Over Basics, Resistance Rises
Students are using AI tools instead of building foundational skills - but resistance is growing https://t.co/TWqXiap2Ky via @ZDNET
Replimune Downsizes While MeiraGTx Regains Eye Therapy
Replimune cuts staff; MeiraGTx reacquires eye gene therapy https://t.co/LqGPyNzRA3 $REPL $MGTX $JNJ $BIIB $RVMD $APLS
SMR Funding Still Unresolved After Wylfa Announcement
SMRs: Before anyone gets too excited by the recent announcement on Wylfa, it's worth noting per this govt doc that "no decisions" have yet been made on how to actually fund these reactors https://t.co/jhE5DQlNXF https://t.co/T2PbJLTgjn
First Large Rapamycin Trial Aims to Boost Human Healthspan
Finally—this is the kind of study the field has been waiting for. A 720-person randomized clinical trial testing low-dose rapamycin in adults 65+ is about to get underway at @UAZPharmacy , with the goal of answering a simple but critical question:...
AMD's Massive Growth Won’t Require Nvidia Share
$AMD doesn’t have to take share from $NVDA to achieve massive DC growth. This was always going to happen. 👏🏻
Third‑generation T‑cell Engagers Advance Cancer Immunotherapy
Cancer immunotherapy keeps revving up. Now onto a 3rd generation of T cell engagers https://t.co/h05f8h3i8L https://t.co/PP5XE8WWDr
Sizewell C's £121/MWh Cost Sparks Cost‑reconciliation Debate
I'd missed this in Feb, DESNZ says Sizewell C will cost £82/MWh in 2012 money (£121/MWh today)… Thoughts anyone? How to square this with estimated cost of building it? https://t.co/PdHLuSqXVJ https://t.co/H8kpPCCy5s
Investors Rush to Fund Founder After Product Halt
He emailed investors: "We're stopping work on the product. Expect MRR to decline." They called back in 20 minutes. Not to pull funding. To ask how much more money he needed. https://t.co/TlhbiiLl2Q
Rogers Gains North America’s Largest Satellite Coverage
"By combining the reach of Rogers Satellite, a first of its kind service in Canada, and T-Satellite, the first and only satellite-to-mobile network in the U.S. offered by T-Mobile, Rogers now has the most coverage in Canada and the U.S." https://t.co/CV30Bj93Uh
Google, Pentagon Negotiate Secret AI Contract, Mending Military Ties
Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties — The Information https://t.co/hHvbCxnlot
Amazon Shifts to Optional Channel; DTC Remains Most Profitable
AMZ is moving from mandatory -> ancillary. 17% like selling on AMZ. 93% like selling on their own site. And DTC is more lucrative. Even after accounting for the increased CAC spend, DTC-first brands are making more money per our recent...
Wispr Flow Expands in India’s Voice Productivity Market
Wispr Flow is gaining traction in India in the productivity space. I looked into its strategy for expansion in a market with great potential for voice applications https://t.co/Jc63060vGT
Generative AI Data Scientists Replace Traditional Roles
RIP Data Scientists. The Generative AI Data Scientist is NOW what companies want. This is actually good news. Let me explain:
Duolingo Could Match Its Valuation with 100M Paid Users
"I think there is a very real scenario where Duolingo delivers on its super tutor-in-your-pocket vision and 100 million global paid subs at $100/year and 30% FCF margins results in $3 billion annual FCF vs. the current enterprise value of...
Anthropic Launches Opus 4.7, Its Most Capable Model
Opus 4.7, Anthropic 's most capable model to date, is now live in bolt.new !
AI Models Keep Consistent Personalities Across Generations
Claude remains irreducibly Claude. If you know, you know. (The fact that models have distinct personalities that are consistent across generations is technically interesting, it also makes it very easy to use new releases when they come along, because they feel...
Claude Opus 4.7 Executes Prompts Exactly, No Guesswork
claude opus 4.7 is here. obviously it's smarter. but there's some interesting new quirks and features with this model here's everything you should know: > opus 4.7 follows instructions extremely literally now. if your prompts were vague or loosely written, older models...
Essential DTC Hires and Tools Worth the Investment
A few things that are actually worth the money (for DTC operators): • A founder who will record videos • Knowing contribution margin before opening Ads Manager • A creative producer you can text at 9 am and have content...
Empowerment in RL Linked to Bayesian Causal Models
New preprint of a paper with Eunice Yiu to appear in Philosophical Transactions A, Special issue: World models, 2026. The theoretical link between empowerment in RL and Bayesian causal models with cool new data. https://t.co/3sGo14sh1f
CEOs Must Adapt Strategically to AI Disruption
CEO themes and insights how does a CEO respond to AI business disruption? by @Timothy_Hughes https://t.co/LanW9VTJdY @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #Leadership #ArtificialIntelligence #MarketingStrategy https://t.co/4SxQ0eSsnc
Almost Ready for Shopify’s Built‑for Badge
So close to meeting Built for Shopify requirements with @promopartypro. Crowdfunder’s had the badge for a while; this one's next.
Starlink Outage Halts Navy Unmanned Vessel Test
“Last August, U.S. Navy officials carrying out a test of unmanned vessels realized they had hit a single point of failure: Starlink. A global outage across Elon Musk’s satellite network affecting millions of Starlink users had left two dozen...
AI Now Outperforms Experts; We Must Decide Next Steps
2024: AI beat the human expert 1 in 10 times on real knowledge work. 2026: Opus 4.7 beats the human expert 3 out of 4 times. The question isn't whether AI is good enough. It's what we do about it. https://t.co/NN4skKcIuR
Vulcan AI Controller Keeps Robot Stable After Actuator Loss
Introducing Vulcan - a new Al robot controller This is an important safety feature that allows F.03 to lose up to 3 actuators in the lower body and still hobble around without falling Check it out https://t.co/g8YpYfWajw
AI Makes SEO a Top Budget Priority—Will You Get Hired?
AI is the greatest thing that ever happened to SEO. Hear me out. It's suddenly the highest marketing priority. Demand is off the charts. You don't need to convince companies they should be doing this. They have genuine burning desire...
AllBirds Unexpectedly Joins
Admittedly, I did not have AllBirds on the AI LUMAscape on my bingo card... https://t.co/FJbnvzuvT1
AI Succeeds when Decisions Have Clear Ownership
Most AI strategies fail for one reason: No one owns the decisions. Enterprises are scaling models. But not scaling decisions. What breaks: → Fragmented ownership → No execution governance → No orchestration What works instead: Decision systems. Enterprise AI leaders are shifting to: → Decision ownership layers ...
Small Businesses Need Post‑quantum Encryption Now
Even if you’re a small business, your data has long-term value. Cybercriminals are hoarding encrypted data, betting quantum computers will crack it. Post-quantum cryptography (PQC) and PQC-ready vendors are the defense today. https://t.co/JCn5eZDeii
AI Could Automate $13T Mortgage Market, Ditch Advisors
Wealthfront runs 45% EBITDA margins without a single advisor. Now David Fortunato wants to automate the $13 trillion mortgage market. (0:00) Can AI Replace Your Financial Advisor? (1:47) How Close Is Self-Driving Money? (3:59) What Happens to 400K Financial Advisors? (4:43) Is the 1%...
NASA Bets on Blue Origin for Lunar Victory
For the first time, but probably not the last, NASA and the United States are counting on Blue Origin to deliver a meaningful win on the Moon. https://t.co/lBZt9oTdXy
Google Maps Rolls Out AI‑Powered Scam and Edit Protections
Focus on Local? This is big news -> New ways we’re protecting businesses on Maps *Stopping review scams before they start *Using Gemini to catch fake edits even faster *Making it easier to manage Business Profiles "Our systems now better detect specific scam patterns,...
Human Enhancement Is a Fundamental Right, Not Luxury
The United States Declaration of Independence enshrines the idea that every individual has the fundamental right to pursue a fulfilling and meaningful life. The government’s role is to protect that freedom - not to define happiness itself. I believe that one...
AI Tools Mask the Need for Continual Learning.
Its noticeable how much of the whole practice of working with AI - the prompts, the skill files, the connectors, retrieval work, the markdown files, etc. - is a substitute for the real problem of continual learning. If that ends...
Palantir's AI Bootcamps Fuel 62% Growth Forecast
Top 5 SaaS Stocks With the Highest Estimated Growth (+AI Tailwinds) 👇 $PLTR — Palantir | +62% NTM growth Palantir is compressing enterprise sales cycles through AIP Bootcamps, moving prospects into live deployments before contracts are signed. In Q4, the company closed...
Quantizing LLMs with UnslothAI Supercharges Developer Productivity
Gotta say, @UnslothAI quantizing every interesting LLM into usable sizes has to be one of the highest-impact activities on global dev productivity this century. The fact that we can just grab models like https://t.co/PpDF1OYqk1 and _keep_ them is magical. Thanks, Dan &...
Is 35B the Sweet Spot for Local AI?
What is the sweet spot in open source model size? Are 35B models enough for local agentic workflows? Trying to decide how much RAM I need in a new computer.