VP Innovation @HenryScheinOne · Founded @jarvisanalytics (acq. HS1) & @luxsurance (acq. @JewelersMutual) · Investor: AI, frontier tech, vertical SaaS · 🇬🇷🇺🇸
Dallas, TX
Joined January 2009
- Tweets2.5K
- Following4.7K
- Followers1.1K
- Likes5.9K
Pinned Tweet
:)
Jewelers Mutual Group, the insurance and business solutions provider dedicated to the jewelry industry since 1913, recently announced its acquisition of the core technology of Luxsurance, LLC. ow.ly/HNRa50MI1Eh @JewelersMutual
Steven Maroulis retweeted
“Ban RSI” one politician just said.
China:
China cracked recursive self-improvement 🤯
Tencent dropped 27B model that rewrites, retrains, and refines itself.. with zero human in the loop.
It’s called "Terminal-RSI" and it solves one of the biggest problems with AI.
They are incredibly lazy.
Usually, an agent will make partial progress, claim it succeeded, and completely fail the final environment verifier check. this new pipeline forces agents to actually finish the job.
here’s how it works:
they built a recursive loop with two alternating phases..
- RSR (recursive self-rewrite): the model fine-tunes itself on its own successfully rewritten trajectories
- RPR (recursive policy-refine): it then runs reinforcement learning (ppo) using a "critic" inherited directly from the previous stage to lock in those discovered behaviors
- Loop: the training sequence leapfrogs itself: Base → RSR-1 → RPR-1 → RSR-2 → RPR-2
and the numbers are insane..
they applied this to a qwen3.8-27b base model. across the four "terminal-bench" suites, the agent's average success rate jumped from 20.68% all the way to 50.58%.
on the absolute hardest benchmark suite (terminal-bench 4.0), the base model scored a flat 0.00%.
after terminal-rsi?
it hit 19.84% (putting it right on par with reference models like gemini 3.8 flash).
the secret sauce? they fixed the reward system.
instead of giving the ai "dense rewards" for just trying or passing semantic checks, they switched to a "success-prioritized reward" (spr).
it mathematically separates strict success from partial credit.
basically, the agent only gets the massive reward payout if the code actually passes the final terminal gate.. so it stops faking success.
the gap between partial local repairs and strict terminal verification is closing fast.
we are watching agents build their own training environments and level up autonomously.. the future is wild.
Readers added context they thought people might want to know
Terminal-RSI is a training method from a paper by Tencent Hy Frontier researchers used to fine-tune Qwen3.8-27B. The recursive phases are in the research training pipeline with human setup and verifiers, not a zero-human autonomous self-improving model.
arxiv.org/abs/2610.22192
huggingface.co/Teriminal-RSI/…
jyyang26.github.io/terminal-rsi/
Steven Maroulis retweeted
If any elected leader opposes data centers or the reindustrialization of America, just say you support them in Chinese. Make every reply below their posts in Chinese.
They will eventually go insane.
Steven Maroulis retweeted
The Democrats have solved the inflation problem in 24 hours:
Everyone is poor now.
Steven Maroulis retweeted
NEW: Healthcare is the 3rd largest AI app market, behind only coding and chatbots.
2026 AI application spending:
> Coding: $34B (7.7x YoY)
> Chatbots: $25B (3.0x)
> Healthcare: $3.7B (2.5x)
Healthcare leads all industry-specific AI, but accounts for just 5% of total AI app spend.
Steven Maroulis retweeted
we’re on the verge of one of the biggest technological breakthroughs in human history, and somehow the political conversation is about how to slow it down.
it’s genuinely infuriating.
america should be building more compute, more energy, and more infrastructure. not finding a thousand new reasons to do absolutely nothing.
Steven Maroulis retweeted
“There is no moat.”
But moats are everywhere:
Ambition.
Taste.
Agency.
Curiosity.
Judgment.
Courage.
Obsession.
Persistence.
Integrity.
Patience.
This era belongs to those who refuse to be mediocre.
Steven Maroulis retweeted
The year is 1854. Cholera is killing thousands in London. John Snow traces an outbreak to a contaminated water pump. Everyone blames bad air. Eventually cities separate sewage from drinking water. Clean water and sanitation will save more lives than almost anything medicine invents.
The year is 1867. Surgery is often more dangerous than the disease it treats. Joseph Lister starts cleaning instruments and wounds with antiseptic. Other surgeons ridicule him. Infections plummet.
The year is 1890. Your daughter has diphtheria. A thick membrane is forming in her throat, slowly suffocating her. The doctor injects a new antitoxin. She survives. A disease that killed tens of thousands of children will become almost unheard of in America.
The year is 1922. Your 14-year-old son has diabetes. He is starving to death no matter how much he eats. The only treatment is a starvation diet. The doctor injects insulin. His blood sugar falls. Children who would have died within months will grow up and have children.
The year is 1943. Your daughter has pneumonia. Before antibiotics, doctors could do little but hope. Now they give her penicillin. The fever breaks. Infections that routinely killed healthy adults become treatable.
The year is 1955. Parents are terrified of polio. Swimming pools close. Children become paralyzed. Some spend their lives in iron lungs. Jonas Salk develops a vaccine, tested in more than a million children. Within decades, polio disappears from America.
The year is 1960. Your wife is giving birth, and something goes wrong. A century earlier, she might have died. Now there are blood transfusions, antibiotics, safer cesarean sections, and anesthesia. Maternal mortality has fallen dramatically. Millions of women survive childbirth who otherwise wouldn’t have.
The year is 1978. Your blood pressure is 180 over 110. You feel fine. The doctor prescribes a pill. Clinical trials show that treating hypertension prevents strokes, heart failure, and death. You take it every morning. Nothing happens. That’s the point.
The year is 1980. The WHO declares smallpox eradicated. A disease that killed hundreds of millions in the twentieth century has disappeared from nature. Not treated. Not managed. Eliminated.
The year is 1996. Your brother has HIV. A decade earlier, the diagnosis was effectively a death sentence. Now doctors combine antiretroviral drugs. People who had months to live begin living for decades. Many will have near-normal life expectancies.
The year is 2014. Your father has hepatitis C. For decades, the infection has meant liver failure and cancer. Now he takes pills for twelve weeks. The virus disappears. A lifelong infection becomes curable in more than 95% of patients.
The year is 2019. Your daughter has cystic fibrosis. Her lungs are slowly failing. For decades, treatment meant managing infections and delaying the inevitable. Now doctors have a drug that corrects the underlying protein defect. Her breathing improves. Hospitalizations plummet. Predicted median survival rises from roughly 40 to more than 60 years.
The year is 2026. Your doctor has ten minutes and a screen. Your blood pressure is high, so the tablet is for life. Your cholesterol is high, so another tablet is for life. Your weight is high, so she offers an injection. The drugs have side effects. Not everyone needs them. But clinical trials show that appropriate treatment prevents heart attacks, strokes, kidney disease, and death.
None of these treatments is perfect. None needs to be.
For most of human history, parents buried their children, infections killed healthy adults, and childbirth killed young women.
Today, global life expectancy has more than doubled since 1900. Child mortality has collapsed.
Medicine has made terrible mistakes. We should remember them.
We should also remember the hundreds of millions of people alive because somebody got it right.
The year is 1873. Your wife tires easily and reads too much. The doctor prescribes the rest cure: six weeks flat in bed, no books, no visitors, fed on milk, forbidden to sit up without his permission. The man who devised it is the most famous nerve specialist in America, and the women come out of it quieter, which is taken as the cure.
The year is 1915. The hospital has a new way of delivering your child. Morphine, then scopolamine, and the mother wakes two days later with a baby she cannot remember having. They call it twilight sleep. The women are strapped into padded cots so they do not hurt themselves while they scream, and the straps are the modern part. The babies arrive blue and slow to breathe.
The year is 1945. The truck comes down your street fogging DDT, and the children run behind it in the white cloud because the man on the back says it is harmless. At the beach it is sprayed over the bathers on their towels. It goes on the cattle, over the barn, and across the kitchen table.
The year is 1948. Your son has trouble with his ears. The doctor slides a rod tipped with radium up each nostril and holds it there for the best part of ten minutes, and you bring him back three more times. Hundreds of thousands of American children get the same treatment. The cancers arrive in their fifties.
The year is 1962. The health visitor tells you breastfeeding is old-fashioned and the formula is scientific. By 1972 fewer than one American baby in four is breastfed at all. The formula is skimmed milk and sugar, with the milk fat taken out and vegetable oil put in.
The year is 1971. The family planning clinic fits a small plastic crab called the Dalkon Shield. Its tail is a bundle of fibres that wicks bacteria up into the womb. 2.8 million are fitted in America before it is withdrawn, and the company goes bankrupt under the claims. It had been sold as safe and superior.
The year is 1983. The doctor says your arteries are the butter's fault. The dripping tin goes in the bin, the yolks go to the dog, the margarine goes in the fridge, and you have the heart attack anyway, on skimmed milk, having done everything right.
The year is 2001. Your 15-year-old is low, and the doctor prescribes Paxil, because the trial in the journal says it is effective and well tolerated in adolescents. The raw data, reanalysed 14 years later, shows more suicidal thinking on the drug than on the sugar pill. The company pays $3 billion to settle. Nobody rings the house.
The year is 2009. The government has spent around £500 million stockpiling Tamiflu for the pandemic, on the strength of the manufacturer's trials. When the trials are finally prised loose five years later, the drug shortens flu by about half a day and nothing shows it keeps anyone out of hospital. The stockpile goes out of date in a warehouse.
The year is 2026. The doctor has ten minutes and a screen. The number is high, so the tablet is for life. The weight is high, so the injection is for life. The meat is bad for the planet and the oil is good for the heart, and the person in the chair is as certain as everyone who ever sat in it.
Every one of those was settled, by a committee, in a journal, with a doubter somewhere being laughed at. The rest cure, the straps, the fog, the rod, the formula, the crab, the margarine, the trial, the stockpile. All of it certain, all of it printed, all of it done to somebody who had asked for help.
You were never the one who was wrong. You were the one it was done to, and the only person in the story who did as they were told every single time.
The apology comes a generation late, in a footnote, addressed to nobody.
The next one is being drafted now.
Steven Maroulis retweeted
Here is Proton CTO's AI manifesto, that I obtained multiple copies of 404media.co/manifestos-fear-…
Steven Maroulis retweeted
He’s wrong for the USA, and especially for Texas.
If we get a D POTUS in ‘29, it will fall to the US Senate to block: stacking the court, cheating again on 2030 census, expropriating, and breaking our republic for a generation.
Make sure you vote, and tell friends - it matters!
Every word is James Talarico’s.
27 clips. 4 minutes. 2019–2026.
“God is non-binary.”
“…many more than two biological sexes. In fact, there are six.”
“If you deny your child’s gender identity… it’s abusive for sure.”
“There’s only one person who can determine a child’s gender identity, and that’s the child.”
“I want to acknowledge that our trans community needs abortion care too.”
“…the bill that would have denied gender-affirming health care to trans children… All these ideologies stem from this Christofascism movement.”
“The way I fought for trans kids in the legislature is how I will fight for the U.S. Senate, and my position hasn’t changed.”
“Prophetic voices like Jesus have helped me reckon with my own whiteness.”
“It’s always rich to me that defund the police is considered off limits…”
“Prison is violence.”
“Tear down this secret police force.”
Assault weapons ban? “Absolutely.”
Send this to 10 Texas voters and tell them to vote today.
Steven Maroulis retweeted
And the crazy part - it's a tiny slice of the blue pie: E&M visits. If you really want to look for impact, why aren't we talking about larger costs e.g. radiology?
teapaw.org/ssdhall/status/2104649…
Steven Maroulis retweeted
The Blue Cross/Blue Shield Association says that AI is already driving *up* healthcare costs, as hospitals use the technology to find instances where they can bill more for the same level of care. bcbs.com/about-us/associatio…
Steven Maroulis retweeted
If my understanding is correct, OpenAI is reducing the usage included in the $200 Pro plan to roughly half the API-spend equivalent of the old plan, while asking you to trust that future model efficiency and price cuts will make up for it.
Your 20X is 10X now and 5X is 2.5X.
Happy OpenAI Dev Day 😂
Hi,
Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan.
Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago.
(a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want.
(b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions.
(c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent.
(d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet.
I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news.
Codexingly,
Tibo
Steven Maroulis retweeted
Okay, so let me get this straight. I log into my chart to send a message to my doctor and I don't get a response for three or four days. I answer a question and then a nurse passes that along to the doctor and I have to wait another three or four days to get an answer.
And meanwhile, my allegedly world-class cardiologist doesn't understand the difference between a fibrate and a fenofibrate, so she's not going to write a prescription for something that would work. And I can ask AI all this in minutes.
So how does anyone in the medical establishment believe that there is a future for medicine as it currently stands today? This is completely unsustainable and it's completely ridiculous.
Steven Maroulis retweeted
Data about how referrals are made still feels like the most underutilized dataset in healthcare.
Being able to understand the referral patterns from a certain doctor or to a certain doctor/hospital can help inform a lot about how the healthcare system gets used, understand why certain choices are made, and potentially intervene if the referral is a wrong fit.
But referral data is largely dark matter that exists in a liminal space between the two providers. It’s inferred from other datasets like claims or EHR notes, but it misses a lot of the nuance that’s actually sent in the referral transmission. But if this data can be captured and structured easily now, I think it can be a really valuable dataset.
Here is an interesting study. Within a health system, when primary care makes a referral to a specialist only 35% had a documented completed appointment. But looking at the methods, every out-of-network referral automatically shows as "no status" (~10% of referrals) because Duke's Epic can't see what happens at a non-Duke specialist. Another massive chunk (~20%) of tickets had no date because schedulers booked appointments without linking them back to the original order.
Just goes to show how hard it is to do analyses with our current available data, especially across providers.
Steven Maroulis retweeted
Henry Schein One Acquires Majority Interest in Jarvis Analytics
bit.ly/3hSvZlu
Steven Maroulis retweeted
Henry Schein One has announced 80% majority ownership of Jarvis Analytics, a software business that develops business analytics tools for dental practices. Jarvis Analytics helps practices in diagnosing problems and improving business performance investor.henryschein.com/new…
Steven Maroulis retweeted
Early takeaways from Austin Deep Tech Week:
1. Austin is a serious f*cking city.
SF is still the center of gravity.
LA has built an absolute monster around aerospace, defense and industrials.
But after spending a few days in Austin, I'm increasingly convinced this city has structural advantages that the coasts underestimate.
People I've met here seem to have one primary objective:
Build.
Heads down. Gas pedal pinned to the floor.
Noticeably less obsession with looking important and more obsession with actually making shit work.
Deep tech rewards exactly that mentality.
2. Texas being aggressively pro-business isn't some Twitter talking point. It's an actual competitive advantage.
Heard versions of this repeatedly from founders and investors this week.
Permitting. Regulation. Taxes. Energy. Land. Manufacturing. Expansion.
When you're building software, you can abstract yourself away from geography.
When you're building atoms, geography becomes part of your cap table.
Every additional month waiting on a facility, permit, power connection or expansion is effectively dilution.
Texas understand that speed matters.
3. The coastal migration isn't over.
SF and LA still have unbelievable technical talent density, particularly at the earliest stages.
But the requirements change when a deep tech company starts working.
Now you need 100,000 square feet.
Power.
Testing.
Manufacturing.
Suppliers.
Technicians.
Hundreds of employees.
Suddenly Texas starts looking a hell of a lot more attractive.
And founders here don't seem nearly as worried about convincing talent to follow them as outsiders assume.
4. The next chapter isn't companies moving to Texas. It's companies starting here.
Historically the playbook has often been:
Coast → prove technology → raise capital → expand into Texas.
I think that increasingly becomes:
Texas → Texas → Texas.
More technical founders will move here before starting the company.
More pre-seed and seed companies will originate here.
More headquarters will be planted here from Day 1.
And that's when the flywheel gets interesting:
Talent → startups → capital → exits → experienced operators → new startups.
Once that loop starts compounding, ecosystems become very difficult to stop.
5. Austin feels significantly less distracted.
There is obviously bullshit everywhere. Startups attract grift like flies to shit.
But there's noticeably less keeping-up-with-the-Joneses energy here.
Less worrying about who raised what round.
Less optimizing for appearances.
Less obsession with which VC follows you or which dinner you got invited to.
More:
Does the thing actually work?
That cultural difference matters more than people realize.
6. “But the capital is on the coasts” is becoming a lazy argument.
Have you ever heard of a f*cking airplane?
It's 2026.
If you're building a generational company in Austin and a great investor in SF wants into the round, they're getting on the plane.
Great companies don't travel to capital.
Capital travels to great companies.
Austin already has serious institutional capital on the ground alongside a growing ecosystem of smaller funds.
More capital will follow the companies.
It always does.
7. Austin increasingly looks built for where deep tech is going, not where venture has been.
Deep tech is becoming less about a handful of scientists sitting in a Bay Area lab and increasingly about deploying massive amounts of physical infrastructure.
Factories.
Energy.
Robotics.
Defense.
Space.
Advanced manufacturing.
Data centers.
Industrial systems.
Those businesses eventually collide with the physical world.
And the physical world cares about land, power, regulation, labor, logistics and speed.
Texas has a lot of all six.
SF still has the deepest venture ecosystem. LA has built an extraordinary deep tech machine.
But Austin doesn't need to become either of them.
It may be building something fundamentally different:
A startup ecosystem optimized not just for inventing hard technology — but for actually industrializing it.
That's a much more interesting proposition.
Came into Austin Deep Tech Week thinking this was an important emerging hard tech ecosystem.
Now thinking “emerging” might already be outdated.
Ingredients are here.
Talent is coming.
Capital will follow.
Unlike a lot of startup ecosystems I've visited, Austin feels like it actually wants you to build shit here.
That's a hell of a tailwind 🏭🇺🇸
Finally - mad props @Andercot, @CaitlinCloud9, @Jason_A_Scharf + many others for putting this together & making this a kickass week!