My wife: “What happened to our portfolio today?”
Me:
“Reddit is blocking logged out users to prevent AI labs from scraping content for LLM training data.”
The training data:
the AMC employee when you and your buddy ask for the Dune 3 popcorn bucket with 20 pumps of butter and no popcorn
Gen-Z has been calling Diet Coke “fridge cigarettes” and sounds like Coca-Cola’s CEO probably won’t be using that nickname in branding anytime soon
The usefulness of Amazon’s 6-page memo has been nuked by AI-generated text (employees sit in meetings suspecting text is AI and tune out).
Suspicious memos tagged as AI;DR (AI, didn’t read).
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dumb starbucks unleashed a creative monster
Tesla VP of Hardware Engineering Lars Moravy explains to Hagerty how the Roadster borrows SpaceX cold gas thrusters to make 0 to 60 possible in 0.55 seconds.
Truly insane:
▫️ 200L carbon-over wrapped pressure vessel
behind seat holds nitrogen at 10,000 PSI
▫️cold gas thrusters push out 80 kN of thrust (equivalent to a single fighter jet engine)
▫️Tesla went with nitrogen because “it just seemed wrong to put fuel into a car” (air is ~80% nitrogen, fair enough)
▫️thrusters same system satellites use to move in space (eg. the “psh psh psh" from Apollo 13 film)
▫️currently takes 6 to 7 hours to refill all nitrogen but Tesla working for it to be 30 minutes
▫️uses leg actuators from Optimus robot to manage downforce on wing
***
Full 25-min episode with Henry Catchpole here:
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Elon showing Jay Leno the first production unit Tesla Roadster in 2008.
Leno amazed by battery pack with 6,831 lithium-ion cells and gives this take on his first test drive:
“The good thing with electricity is that you get full torque from 0 RPM. In a gas car, you have to bring the revs to 3 or 4 grand and pop the clutch. Most electric cars feel bottom heavy, but not this. It’s eerily quiet. It’s amazing. All you hear is the wind noise. I like that it’s a sports car, not some dorky little 4-door econo-box.”
***
Full ep:
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doing deep research with Grok Bot’s new X integration
Ben Affleck negotiating a $1B at $10B seed round for his next AI startup after selling his previous AI startup to Netflix for $600m and hitting podcast circuit making people realize he knows what he’s talking about
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pump this SI-generated video directly into my veins
The super running shoe arms race is out of control.
Two runners that broke 2-hour marathon mark wore the Adidas Adizero Pro Evo 3. Now, Adidas has made a running shoe with gear shifts…that change the foam from stiff to soft.
Controlled by a runner’s watch for adjustments based on terrain or fatigue. Stiff bounces more for sprints while soft for cruising speeds.
***
OP link:
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Some quality SNL: “I urge you to urge me to stop.”
“Don’t worry, the AI agents are in an air-gapped sandbox. They literally can’t go anywhere.”
The AI agents:
looking forward to a clip of Boris Johnson saying “SI” the way he says “AI”
BREAKING: President Trump declares at the UN General Assembly that Artificial Intelligence is now officially known as "Super Intelligence."
The IG for On Football off to a strong start.
Thierry Henry runs the division and he got Roger Federer (owns 3% of On Running) talking about beating Henry with his left hand in tennis and breaking out decent juggling moves.
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Kylian Mbappé left Nike after ~20 years with the brand and joined On Running.
Mbappé reportedly turned down a 10-year $200m deal from Nike. He’ll get On equity and launch its football category (overseen by Thierry Henry).
He was spotted wearing On’s wild spray-on shoe technology (LightSpray), a process inspired by glue guns that greatly reduces shoe making time with max customization fit potential:
▫️It takes 3 minutes to finish the upper part of the shoe (see video of running shoe sample) vs. 3 hours with stitching
▫️A single person can operate the machine vs. 100 people on a normal shoe assembly line (and only has 7 parts vs. ~150 to 200)
▫️LightSpray using parametric design principles, and computational engineering (instead of traditional pattern makers).
How?
Per NYT, a robot arm sprays “a single semi-translucent synthetic monofilament almost a mile long” on to a shoe mold to finish the upper (which is then “heat-fused to a foam rubber and carbon fibre sole”).
Hellen Obiri won the 2024 Boston Marathon and 2025 New York Marathon while she wore a version of the LightSpray shoes.
Very interested how these shoes perform on soccer pitch.
***
The Athletic on Mbappe:
NYT on LightSpray:
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The case for being an underdog.
AI agents have officially taken over my home screen
Kylian Mbappé left Nike after ~20 years with the brand and joined On Running.
Mbappé reportedly turned down a 10-year $200m deal from Nike. He’ll get On equity and launch its football category (overseen by Thierry Henry).
He was spotted wearing On’s wild spray-on shoe technology (LightSpray), a process inspired by glue guns that greatly reduces shoe making time with max customization fit potential:
▫️It takes 3 minutes to finish the upper part of the shoe (see video of running shoe sample) vs. 3 hours with stitching
▫️A single person can operate the machine vs. 100 people on a normal shoe assembly line (and only has 7 parts vs. ~150 to 200)
▫️LightSpray using parametric design principles, and computational engineering (instead of traditional pattern makers).
How?
Per NYT, a robot arm sprays “a single semi-translucent synthetic monofilament almost a mile long” on to a shoe mold to finish the upper (which is then “heat-fused to a foam rubber and carbon fibre sole”).
Hellen Obiri won the 2024 Boston Marathon and 2025 New York Marathon while she wore a version of the LightSpray shoes.
Very interested how these shoes perform on soccer pitch.
***
The Athletic on Mbappe:
NYT on LightSpray:
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