People make the mistake in analogizing Ethereum to operating systems. Instead, it should be analogized to protocols, like TCP/IP.

Wait till @Lighter_xyz releases AI stocks and at much cheaper fees...

JUST IN: SanDisk is officially the most overbought stock in history as its RSI breaks above 99.

Every peptide sold for hair loss, ranked by its actual evidence. First, the part nobody selling them will tell you: not one peptide has grown hair in a validated human trial. Not one. So the top of the board is empty. S-TIER: empty. A-TIER: empty. Below is the unproven, ranked by how close it gets. B-TIER: GHK-Cu. The best case, and it rests on one confounded, unreplicated human study. C-TIER: AHK-Cu, human follicles but only in a dish. TB-500 / thymosin beta-4, real stem-cell biology but rodent only. PTD-DBM, regrows hair in mice but Wnt activation = cancer risk. D-TIER: Capixyl / acetyl tetrapeptide-3, confounded cosmetic trial. Biotinoyl tripeptide-1 / Procapil, manufacturer data only. F-TIER: BPC-157, Melanotan, PT-141, MOTS-c, CJC-1295, ipamorelin, sermorelin, GHRP-6, tesamorelin, AOD-9604, semax, selank, thymosin alpha-1, KPV, epitalon, SS-31: wrong target, nothing for hair. Z-TIER: actively makes your hair worse. GLP-1: causes shedding. FOL-005: inhibits human hair. The hormone actually driving your hair loss is DHT. The proteins downstream are androgen receptor, Wnt, TWTIST1, and more. We're in a great position to collect more data on the most popular peptides. If you're currently using a peptide to grow hair, we'd love to give you a free trichoscan ($400 value) to evaluate your progress.

The End of Billionaire Power in The Era of Trillions lots has been written this week trying to contextualize (or at least grab clicks) about what it means to have a ‘trillionaire’ from every angle… here is what I think does matter… It just isn’t very meaningful or powerful to be a mere billionaire anymore. To be clear, you are rich… but for so long the narrative has been ‘these billionaires are running things’— well in the era when someone is 1000x richer, no they aren’t. Don’t even get me started on the mere centi-millionaires…. Elon’s 1T is the equivalent of 10,000 of those (which liquid wise is what chat GPT thinks is the whole US population of em!) — The real story now is that beyond simply being ‘rich’ and free… if you really want to be ‘in the game’ you need many tens of billions…. And even then, to pony up $100B to do something really important, you can either get everyone you know of the 0.01% fully committed (herding cats), or just catch Elon on a Tuesday when he is feeling frisky. That is the real difference — and it does matter, because the people who thought they were players in the 1990s and 2000s just aren’t anymore. That is the real moment here / the real rotation…. And you can’t unsee that those 1990s and 2000s ‘mere billionaires’ were pretty left leaning… the deca-trillionare class… no so much.

You don’t need ASPs to increase anymore. New shit is coming.

Fair value of Sandisk is 600B market cap. Meaning it’s 5k by end of year. People can’t get enough flash.

How you deliver a drug can change everything. Topicals go through the skin. Capsules and tablets through the stomach and small intestine. The organ receiving the drug determines the drug's quantity and absorption rate. Topical Minoxidil: Capped delivery, smooth release. Delivering Minoxidil through the skin results in a stratum corneum depot that cannot deliver more than about 1 mg over 22 hours. Oral Minoxidil: Uncapped delivery, immediate release. Delivering Minoxidil through the stomach and small intestine allows for unlimited dosing, but spikes in about 30 minutes. Here's the catch. Minoxidil's hair growth effect is reliant on its conversion to Minoxidil Sulfate by a rate-limited enzyme called SULT1A1. Spiking Minoxidil beyond SULT1A1's saturation may not mean more effect. That's likely why 2.5 mg oral minoxidil has performed as well as 5.0 mg oral minoxidil. What if we could create a product with both Topical Minoxidil's smooth release and Oral Minoxidil's uncapped dosing? That is our goal with MINX.

I’ll take the trillionaire creating thousands of millionaires over the millionaires creating trillions in debt.

JUST IN: Anthropic has been sued for allegedly misleading customers on Claude Max usage limits.

Billionaire Chamath Palihapitiya said a gigawatt data center cost ~$5B when he started his AI project but now runs closer to ~$100B fully loaded.

Chamath said a gigawatt data center used to cost ~$5B when he started his project but now runs closer to ~$100B fully loaded. The jump is all about silicon density with $NVDA Rubin-class racks approaching 600kW and every gigawatt carrying far more GPU and HBM content.

Do yourself a favor and block 15 mins to read this and many hours to act upon it. We are now way too dependent on LLMs and have outsourced our thinking there. Time to get back to thinking with a piece of paper. Long form writing pushes you think hard and think clearly. And remember, at the end of the day, the person you are fooling is yourself.

The University of North Carolina system and Washington University in St. Louis each have about 10% of their endowment in SpaceX. Univ of Virginia, Stanford, and Penn also have significant positions in SpaceX. In fact, SpaceX is one of the most widely held investments across all colleges endowments - a great windfalls for American universities. per WSJ

The stupidity of these @Stanford students to take the greatest opportunity for equality in humanity ever and to really free humanity and go walk out on @google and @sundarpichai that's pioneered that. Biased, idiotic, short-sighted and very selfish. Selfish because they ignored the bottom 3 billion people on this planet that could benefit from AI and they are worried about their misinformed selfish self-interest. youtube.com/watch?v=wf74VXKT…

How poetic is it that the day of Trump’s birthday and the UFC White House card, the Iran deal gets signed.

You only need 1 chart to tell you why this war was always a fade:

Micron at $300B Revenue. What would the stock price be? $4500 - $6000. This doesnt include gains from dividends or stock buybacks. The Memory Supercycle is just beginning. $MU $DRAM $EWY

JUST IN: Iran threatens to pull out of talks with the U.S.