Flow state writing 👇
The real pressure on NVDA isn’t just the Jensen drama or macro noise, it’s Anthropic quietly driving the policy fight.
Their incentives are structurally opposed.
For Anthropic to win and justify a sky-high valuation, they need high-margin closed-source frontier models to dominate, with open-weight models heavily restricted or de facto banned (or at least sandboxed to the point they’re not competitive).
Wide availability of strong open models collapses pricing power, enables local/self-hosted use, and turns inference into a commodity that anyone with GPUs can serve.
For NVIDIA to keep compounding, the opposite is required: open models everywhere, running on as much hardware as possible. More open weights = more developers, more fine-tunes, more agents, more total tokens, more GPUs sold.
Jensen’s public push for open weights and the Open Secure AI Alliance wasn’t charity, it was core to the business model.
When one side needs the open ecosystem throttled and the other needs it to explode, the “safety” and “national security” arguments start looking a lot like competitive strategy.
Show me the incentive and I’ll show you the outcome.
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Hey Brian and @BallardFirm, how did SV-40 get put into the Covid shots?
Statement from Brian Ballard regarding recent allegations from Calley Means. @calleymeans @joerogan @FaceTheNation
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Need this
If I could ask for one thing @TimJDillon please dress up as Susie Wiles and do a bit about her spreading Monsanto glysophate cancer everywhere for a handbag!
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JB retweeted
A banana in a Polish January delivers summer’s deuterium without summer’s light.
The entire food web is tied to light cycles.
Summer at 52°N means long days, strong sunlight & carbohydrate availability from fruits, berries & honey.
By January, nothing is growing outside in Poland.
Deuterium is a big part of why that matters.
It is the heavy isotope of hydrogen, with one extra neutron that makes it twice as heavy.
Your mitochondria contain ATP synthase nanomotors spinning at roughly 9,000 rpm to produce ATP, driven by hydrogen ions flowing through them.
When deuterium reaches the motor in place of regular hydrogen, the extra mass disrupts its rotation & the motor stutters.
László Boros, a Hungarian medical doctor & retired UCLA professor who studies deuterium, compares it to giving a juggler a ball that is suddenly twice as heavy.
Carbohydrates carry the most deuterium, protein sits in the middle & animal fats carry the least:
Coconut water ~155 ppm.
Wheat flour ~150 ppm.
Banana ~149 ppm.
Potatoes ~142 ppm.
Beef ~138 ppm.
Butter ~124 ppm.
Beef fat ~121 ppm.
In summer, or closer to the equator, higher-deuterium foods arrive together with much stronger red & near-infrared light.
That light reduces the viscosity of interfacial water inside the mitochondrial matrix.
The nanomotors then rotate more freely & produce ATP more efficiently, even when dietary deuterium is higher.
At 52°N in winter, that photon pressure drops dramatically, & the food signal has to change with it.
So in winter, I eat fewer carbs, keep them local & shift more toward protein & fat.
JB retweeted
⚡️I learned to recognize the future by the violence with which the present rejects it.
Own goal
I am speechless. Thomas Aquinas College just dropped a study on the rigor of the new SAT.
It compares the 1980/87 test with 2026. The findings should terrify every parent and teacher...
Vocabulary has collapsed.
Old SAT: 70.6% of questions tested vocab.
New SAT: 15%.
The old test forced students to know a wide range of words through analogies, antonyms, and sentence completions. The new test abandoned that. Most vocab questions now just ask students to fill in one blank from context.
Reading passages also got radically shorter (average ~97 words vs 300–340).
The new test uses short expository passages and hands you the necessary background knowledge inside the text. The older tests leaned much more heavily on argumentative and persuasive writing, assumed far more historical, scientific, and cultural knowledge, and penalized students who lacked it.
This is a redefinition of what "college readiness" means.
If you believe that kids should develop rigorous vocabulary, be capable of sustained reading, and possess background knowledge, I have bad news for you. The SAT no longer measures these.
If you want a future where children can actually read difficult texts and construct complex arguments, the SAT must be replaced now.
This cannot go on.
Vote with your feet
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There’s a high probability that the CCP influenced Apple’s decision to abandon its ambitions to enter the automotive market. FSD is obviously going to be a game changer, and the CCP is investing heavily in China’s auto industry.
Apple either chose or was told not to compete with the CCP.
Can’t believe Apple invested $10B into the Apple car and gave up…
All their cash, stores and brand loyalty — they would have made something really interesting and owned the fourth screen
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JB retweeted
Introducing Concurrence Research in pursuit of Superintelligent Care.
A patient’s health is recorded in fragments, spread across different systems with long gaps between visits. The medical record shows what happened but very little about why, so by the time a pattern becomes evident, a better outcome has often slipped away.
Our research asks what becomes possible when we connect those fragments and understand a patient well enough to:
1/ Forecast the probable futures of their health before they unfold
2/ Find actions that change their trajectory
3/ Provide support beyond the encounter
4/ Carry learnings forward to every patient on a similar path
We believe the foundation of Superintelligent Care will be built on a Health World Model that provides a unified picture of every patient’s life and health, with AI applications that have access to their living context.
Each patient will be represented as a digital twin, updated with every interaction to reflect their health and the circumstances that shape it.
Our goal at @concurrencehq is to push for deeper understanding on how clinicians and AI can work together to improve care for every next patient, and to build the systems that make it possible.
This is so dope! I’ve been looking for a tool just like this.
We're thrilled to announce the Superpower Peptide Library.
Every peptide, mapped to the body.
152 peptides, from approved drugs to compounds still in trials, sorted by where they act.
Each one has its own page, reviewed by a physician and fully cited, covering:
- the evidence and how strong it is
- its FDA status
- it's mechanism of action
- what studies in humans have found
Because not all peptides are equal.
Semaglutide is FDA-approved. BPC-157, maybe the most talked-about peptide for recovery and repair, is not. In a 2025 review of its research, 35 of 36 studies were in animals or the lab.
Know the science before you buy the hype.
Check it out here:
superpower.com/guides/peptid…
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