TOUR: Inside the $100 Heart CAC scan saving lives Brad Gerstner (@altcap): " Heart attacks are a dumb way to die. Because they are preventable." "Half of the people who have heart attacks every year have cholesterol in the normal zone.. I'm not saying that all doctors are involved in a grand conspiracy by telling us to track our cholesterol. What I'm telling you is the evidence on the street that 800,000 people/year are dying of this, tells you that that's not enough."

While I’m disappointed by today’s Senate vote, it doesn’t change the fact that crypto’s fundamentals are stronger than ever. Billions of dollars are moving onchain, leading payments companies and financial institutions are adopting blockchain technology, and entrepreneurs around the world are building new financial products that bring money into the internet age. Our work in DC is far from over. We’ll keep working for clear rules that protect consumers and let entrepreneurs build.

Think big. That’s always been a driving motivator for us, and now we have a partner to match our ambition. Today, we’re proud to announce Applied Intuition’s strategic collaboration with HUMAIN to deploy physical AI across Saudi Arabia, starting with autonomous trucking. This is a major step toward our goal of making a billion machines intelligent. Together, we will deploy thousands of autonomous trucks throughout key Saudi logistics corridors by 2030. This will make it the largest autonomous trucking network in the world, and our Self-Driving System and Vehicle OS technology will be the centerpiece of this collaboration with HUMAIN. This is physical AI at national scale.

"What if we're insufficiently optimistic?" Anish Acharya's case in eight parts, from a conversation with Jen Kha on AI: 1. Macro (03:34) - Prices for last-gen GPUs are RISING on a per-hour basis. That never happens in computing. It points to essentially infinite demand for intelligence and highly constrained supply. 2. Moats (05:30) - Network effects, scale, and brand are as good as they've ever been. "No amount of coding agents is gonna make Nike not Nike." The vulnerability is integration, the moat built on being painful to migrate away from. 3. Tokens (06:42) - For unbounded-upside work like sales and product, it's rational to pay almost any price for a model even one IQ point smarter. 4. Labs (10:37) - They're vertically integrating down into inference, not up into apps. Inference is one homogeneous workload at enormous scale. The app layer is a thousand idiosyncrasies of pricing and packaging. 5. Models (11:15) - They're not commodities. Some are literal and precise, some are creative, and organizations will need both. 6. Agents (15:20) - An agent is just a model in a loop with tools and memory. Coding loops already fix reported bugs end to end. Business loops come next, think the model that says "We need to open a branch in Tijuana." 7. Consumer (17:20) - We're in the DOS era of AI, so there's no app store for it yet. But the 99-cent app era is over, people are paying $200 a month, and the Birkin bag of software is coming. 8. Builders (35:05) - New business formation is skyrocketing. The 25-year-old who would've been a YouTube creator is now building software for their neighborhood: a mom-and-pop SaaS economy. YouTube: @illscience @jkhamehl