Thank You, Football. Love, #3

It’s Memorial Day. Go stare at a field of graves and reflect, citizen.

In all of human history, has there ever been a commodity with infinite demand, as there appears to be for intelligence? I can't think of one. Even compute, energy or just silicon/sand are just downstream of intelligence, which is the main demand driver. In economics, rather than modeling the usual price/demand curve to reach an equilibrium, perhaps you'd have to model price/*rate of demand growth* (ie, the derivative of demand, or some other indicator of velocity) Interestingly, ChatGPT (below) prefers the framework of "recursive expansion of demand" as increasing intelligence opens new applications/markets. But the end result is the same -- the demand curve keeps moving to the right, maybe forever. Which I think is unprecedented.

my co is trialing @linear to replace jira and the first thing that hits me is that the team built a user experience not a database wearing a UI as a costume.

I imagine space is the small segment because it is easier to sell connectivity and AI than to try and convey the vastness of space to a retail investor.

The latest IQ test involves data centers and water.

In an early meeting at Facebook (c. 2007), when I was describing the goals of Facebook Platform (an area I oversaw) Bill Gates yelled at me/us. His quote has stuck with me to this day: “This isn’t a platform. A platform is where the collective sum of revenues of the participants exceeds those of the platform itself.” Ladies and gentlemen, I present to you the tokenmaxxing circle jerk.

I like to imagine that I'm relatively smart but somehow @openclaw config stumps me more often than I'd like. Fortunately most of my config issues are self healing by switching back to Codex temporarily and asking open claw to debug and correct the config issue.

How the 2026 run rates of the top AI labs and pharmaceuticals compare 1. Tirzepatide (~$51 B) 2. Anthropic (~$45 B) 3. Semaglutide (~$33 B) 4. Pembrolizumab (~$32 B) 5. Apixaban (~$25 B) 6. OpenAI (~$25 B) 7. Dupilumab (~$20 B) 8. Risankizumab (~$18 B) 9. Daratumumab (~$16 B) 10. Biktarvy (~$14 B) Tech people, come to bio: there are lots of diseases left to solve

Demis Hassabis: “the No. 1 application of AI should be to improve human health.” Amen brother 🤝

I am late to the party on learning Kimi K2.5 is a distillation of claude.

the pac12 announces it will now compete at the highschool level.

Maybe Mike Vrabel got confused about what type of cheating helps the Patriots win Super Bowls

That’s right, Hilt — we went to the freaking Moon! 🚀🌕 We were honored to welcome Hilt Boling and his family for a special tour of Kennedy Space Center following the successful Artemis II launch. Hilt’s boundless enthusiasm reminds us why we go. Here’s to the next generation of explorers! 💫

Not doubting the capabilities of mythos but every time Anthropic announces a new model I think of the exorcist viral fear marketing campaign. syfy.com/syfy-wire/the-exorc…

Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software. It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans. anthropic.com/glasswing

The biggest game of the first round is on Friday, when Long Island battles Arizona for iced tea supremacy

Washington state enacted a major capital gains tax in 2021. It didn't solve their budget woes, because high earners began fleeing the state. Now they're going to enact an income tax on those earning over $1 million a year, and hope that works better.

The fact that the rich move rather than fight the tax shows how little political power they actually have. It also shows how powerful unions and other special interest groups are.

I've been having such an amazing time with Claude Code I wanted you to be able to have my *exact* skill setup: Introducing gstack, which you can install just by pasting a short piece of text into your Claude code