fine, let's talk about peptides Peptides are creating a parallel system to healthcare where it's pretty hard to tell if anything is working and even harder to figure out who should be looking out for issues Every part of the value chain is incentivized to tell you that your problems will be solved But it's worth understanding why this phenomenon is happening - which is why this newsletter is a call for discussion. I'd love for people to tell me their thoughts about peptides so we can have a nuanced discussion outofpocket.health/p/fine-le…

I don’t think it’s an exaggeration to call this the greatest piece of prediction market content created to date.

In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50

My favorite image from last night

Favorite video yet is Dan Hurley's mom after The Shot: "HOLY FUCKING SHIT!!!"

NEW: Amazon is rolling out Health AI for One Medical members where an AI assistant, built on Amazon Bedrock, uses your medical records, labs & meds. It can answer health questions, manage prescriptions & book appointments pushing Amazon deeper into this space now too.

Just wrapped the most incredible 1st @parkrangerscap AGM today! We gathered ~80 of our LPs, co-investor friends, & founders in the ecosystem. Feeling so so grateful. More pics/videos/recap to come soon!!

NYers reminds us that “AI wouldn’t care if you lived or died.”

Caryn Seidman-Becker (@CLEARcaryn)… • Built a successful hedge fund and was inspired by investing in Amazon, Apple, and Priceline • then bought CLEAR for $6M out of bankruptcy and rebuilt it from scratch • Envisioned CLEAR not just as a travel tool, but a universal identity platform • Rebuilt software, tracked down old hardware, and relaunched in Orlando with no salary for 5 years • Bootstrapped to profitability • Once told a skeptical VC: "Because I'm a complete f*cking animal" when asked why she could be CEO • Pioneered face-first biometric tech (NV) — 5x faster than previous methods • Expanded CLEAR beyond airports into sports stadiums, healthcare, and digital identity • Left finance because she didn’t want her tombstone to say she just picked good stocks. I loved this conversation — including some very honest and raw elements about loss. And I too think Caryn is a complete f*cking animal, and the best kind. Timestamps 0:00 Intro 0:54 The Vision for Clear 2:58 Lessons from Wall Street 4:38 The Journey of Clear 7:53 The Acquisition Story 10:11 The Power of Biometrics 13:55 Launching Clear 2.0 18:30 Challenges and Innovations 21:41 Public-Private Partnerships 25:44 The Future of Travel 37:03 Action vs. Thinking 41:10 Business Model and Financing 47:03 Public-Private Partnerships & Airport Innovations 52:05 The Importance of Free Cash Flow 55:20 Biometrics and Privacy Concerns 1:00:45 Expanding Business Horizons 1:05:46 Personal Challenges and Leadership 1:09:52 Genetic Screening and Health Advocacy 1:15:43 Leadership Qualities and Company Building 1:27:00 Future Innovations and Opportunities 1:30:58 The Kindest Thing

In 2009, Stephen Hawking threw a party for time travelers. The physicist provided exact GPS coordinates and time... Then waited with his champagne... This is what happened next and the world's smartest man honest confession about time travelling: 🧵

Introducing Phia — your new AI shopping companion. Phia instantly scans 40,000 sites for deals on the best new & secondhand fashion. No more endless tabs or scrolling. Just smarter shopping, with fashion’s best prices in one click. Download the Phia shopping tool on the iOS App Store now: join.phia.com

PEAK BLOOM is here at the Tidal Basin in DC 🌸🌸🌸. And, at sunrise today, just hours before it was declared by @NationalMallNPS -- the blossoms were backlit by a gorgeous peach-colored sky. Check out these amazing photos from @dcstormchaser @MMMaryluna and @jaksakl

I’m excited to announce Tolan, our first Embodied Companion. With no launch or press we’ve quietly hit 500,000 downloads, over $1m in ARR, and a #1 app store category ranking. Today I’m also announcing our $10m seed round (more on that below) and sharing some of what we’ve learned building an AI companion for consumers.