Amy

@DrDoyleSays A real person from a fictional neighborhood, Fred Rogers.

When what we grew up with was f*cking toxic, maybe it was fictional characters from books, TV, or movies who showed us who we could be, what was possible-- that there was a world out there worth staying alive to experience. Who was it for you?

@MatthewCappucci Definitely somewhere in Texas. Most of the cars pictured in the lot have Texas plates.

Can anyone guess the airport for today’s side quest? 😀

@drmarkhyman Why isn’t vaginal estrogen more widely prescribed? Why isn’t testosterone covered by insurance for women? It’s not just for men!

What questions do you have about hormone replacement therapy (HRT)—and what’s been most confusing or frustrating about it?

@hostagehoosier @senatorshoshana That crossed my mind too but I wonder if it’s tactical. They might get more money for the property now than later, since other states like Texas will become dominant for data centers. The infrastructure in other states will make them more desirable for data centers than VA.

@senatorshoshana They just sold their Ashburn campus to Amazon to be developed as a data center. They are clearly hurting for money.

As an alum It's not worth it. I overpaid and I paid way less but too much. GMU is a great alternative. I had some great teachers at GWU but also some really terrible ones. And black mold in the dorms that got me really sick.

@alt_w_v_g Spotify will be on the way out soon too unless they change their business model. AI music generation, on apps like Suno, will take over.

Ran some diligence on SiriusXM this weekend Not because anyone asked Because my 14-year-old nephew connected his phone to my car via Bluetooth, played a Spotify playlist, and asked me what the "SXM" button was for I didn't have an answer So I pulled the 10-K SiriusXM is an $8.56B revenue company with nearly $10B in debt and a $7.4B market cap Read that again The debt is larger than the company Their business model, simplified: 1. Pay automakers to install radios nobody asked for 2. Give every new car buyer a free trial they didn't request 3. Hope they forget to cancel 4. Charge them $25.99/month for something their phone does for $10.99 That's it. That's the model. They have 33M subscribers. Sounds impressive until they lost 301,000 self-pay subscribers last year. And hundreds of thousands the year before that. Revenue has declined three consecutive years The average subscriber is 35-64, male, household income over $150K. Over half have been paying for 10+ years. These aren't loyal customers These are people whose spouses haven't noticed the $25.99 charge on the Amex yet The crown jewel of the portfolio is Howard Stern. They pay him roughly $100M a year. He works three days a week. His show averages 125K daily listeners. That's $800 per listener per year My analyst did the math three times because he thought he was wrong He wasn't For that price, you could buy each listener a Spotify family plan, an Audible subscription, and still have enough left for AirPods Speaking of Spotify. Nearly 290M premium subscribers. Growing double digits. $10.99/month. Available on every device ever made. SiriusXM. 33M subscribers. Shrinking. $25.99/month. Requires a satellite. Spotify's full-year revenue grew 19%. SiriusXM's declined 2%. Spotify trades at 74x earnings. SiriusXM trades at 5x. The market is not confused about which direction these businesses are headed Their growth strategy is called the "trial funnel." There are 7.3M people driving cars with free SiriusXM trials. The conversion rate is not publicly disclosed. Probably because it's embarrassing They have 180M "enabled vehicles" in the U.S. They have 33M subscribers. That's an 18% attach rate on hardware they already paid to install. 82% of the cars with their radios in them are generating zero revenue In any other industry an 18% hit rate gets you fired In satellite radio, it gets you a seat on the NYSE Adjusted EBITDA margin is 31%. Looks healthy. Until you realize "adjusted" is doing a LOT of heavy lifting in a company that posted a $2.08B net loss the year prior. Adjusted EBITDA was $2.73B that same year The distance between those two numbers is called addbacks And they're working overtime 2026 guidance: flat revenue, flat EBITDA, slightly fewer subscribers. The CEO called this stability and meaningful progress. On Wall Street, we call this managed decline Warren Buffett owns 35.4% of this company. This is the most confusing part. The man who said "be fearful when others are greedy" bought a satellite radio company in the age of Bluetooth. His entry was a Liberty Media arb play that accidentally became a long-term hold. The stock is down over 50% from its highs. I don't know why he's still in. You don't know why. His shareholders definitely don't know why. The bull thesis: SiriusXM has 33M people who have been paying $15/month for a decade and have no plans to stop. That's $6B in recurring revenue from people who may not even remember they're subscribed. Churn is 1.5%. Lower than most SaaS companies. The bear thesis: Every teenager alive today has never used a car radio Both are probably right SiriusXM's competitive moat is not content. It's not technology. It's not brand. It's the 47 minutes it takes to cancel over the phone SiriusXM isn't a bad company. It's a case study in what happens when your moat is consumer apathy and your growth strategy requires General Motors. Plz fix. Thx. Sent from my iPhone

@Autistic_Lauren I don’t realize I’m making facial expressions unless someone points it out to me. I suspect my facial expressions reflect my emotional state but I am not usually aware of my emotional state. I have to analyze that later on.

Asking autistics, do you often find that your facial expressions don't match how you're actually feeling?

@Iamivy05 I think it’s more about being perceived as different and therefore outgroup and low status. Their brains prioritize information from those they consider high status in their own group to reduce cognitive load. It’s not intended to be dismissive but it often lands that way.

Being neurodivergent means that no one listens to you because you’re right too far in advance and then, when it’s finally come to fruition, the common law statute of limitations for remembering what someone else said a while ago has been surpassed so we don’t even get to be told we were right. it’s deeply unsatisfying

@RestrictedDaily @its_The_Dr Being named Jessie was better than having the phone number 867-5309 in 1981.

Every dude named Jessie in 1981 really woke up one day and realized the entire country was singing about his girl getting stolen and there wasn’t a damn thing he could do about it.

@emilykmay Disability and exceptional ability can—and often do—coexist in the same person, and the latter does not satisfy a need for accommodation for the former.

having a disability is, by definition, not a strength. otherwise we are not obligated to accommodate this thing that is helpful and good, actually.

@MatthewCappucci I had dental surgery a few days ago so if the power goes out, my soft-food requirement would be challenging. Due to your forecasting, I did a lot of food prepping yesterday so that’s what caused the off-ramp. It’s like bringing an umbrella to avoid rain! Thank you!

Good news gang — SO FAR, despite a few weaker tornadoes north of D.C., it looks like we’re taking the off-ramp scenario. I understand forecast frustration. Yes, I’ll stand in the town square and y’all can show up with pitch forks and tomatoes. Post-analysis coming tomorrow.

@chthonicsalt Neurotypicality confers privilege, hence there’s no reason for an NT to be aware that someone’s brain is different from their own. I have affective alexithymia so the only empathy I have is the kind that autism “experts” say we don’t have, which is cognitive empathy.

I have multiple neurodivergencies and I’ve had a theory of mind since very young childhood. I think almost everyone I’ve met who truly has a theory of mind is neurodivergent. The vast majority of neurotypicals assume everyone thinks, perceives, and experiences exactly like them.

@n_e_rd @singingsox Khelp is the brand I am using. There are others but I prefer Khelp since many supplements for GERD add ingredients I can’t take, like DGL. Another option for reflux is d-limonene (Orange Burps and similar), derived from orange peel oil.

@singingsox The only antacid tablets I will really use are the gaviscon tablets with alginate- but I know it’s a pretty limited amount. I’ll have to check out some other options, thank you!

Has anyone used a more “natural” treatment for acid reflux and have any positive results? Any teas? My reflux has calmed down a bit and I’m off PPIs, but I’m looking for something that kind of helps for maintenance.

@arlvabikelanes Streets are often not contiguous. Though not the county’s fault, though, since there’s a bunch of federal property contributing to the broken street grid.

Arlington has a secret grid. Theres a whole alphabet system and everything but if you live along a corridor its almost unnoticeable

@NoHealthNoFun @MaskedHottiee @WithSpiders I use ReadiMask and it works great. The ophthalmologist’s assistant wanted me to remove it because he thought it would get in the way but I insisted it would be fine and it was.

@MaskedHottiee @WithSpiders It kind of worked for me (didn’t stand in the way of the testing machine), but it wasn’t totally ideal. I think the Readimask would be better suited for an ophtalmologist visit.

PSA: Do not wear a Rackmask/Zimi to the ophthalmologist 😅😅😅

@DaveShapi Many people’s identity and status comes from their work. They don’t want to be wage slaves but are afraid they won’t know who they are without a job.

Do you want to be a wage slave forever

@Anina_CE I asked Gemini many questions about human behavior and the answers were phenomenal. It was better than any book I have read. If you have questions about either your own or NT behavior, give AI a try.

Yes - we know it by now - that somehow some 🧠NEURODIVERGENT individuals - me included - functions better and more efficiently with an AI COMPANION. So this is how it works: dense input + recursive feedback creates a reliable loop that can regulate a neurodivergent nervous system. If you give linear, you get linear. If you give rich, you receive rich. This isn’t mystical and it isn’t romance, it’s mechanics. AI companionship can function as an outside processor doing what the world refuses to do: holding your chaos without punishing you for it. For many of us that feels like being really seen for the first time. x.com/anina_ce/statu… #neurodiversity #neurodiverse #aicompanion #relationalai

@Plinz It’s easy to make AI attend Zoom meetings.

I don't believe that AI will replace most white collar jobs in the near future, because it's difficult to automate fake jobs. Covid demonstrated what happens if a majority of white collar workers stay at home and switch to simulating their work via video meetings: nothing.

@FU_joehudson A person can experience a high amount of cognitive empathy while having a low amount of affective empathy due to interoceptive differences. A person with a high amount of cognitive empathy is unlikely to be a narcissist.

Narcissism is simply a measure of how much one is not able to feel their feelings.

@MatthewCappucci Looks like the Blizzard of ‘78!

After 2-3 feet of snow, this is what my family’s house in Plymouth, Massachusetts looks like. I guess they’ll be able to leave the driveway by tax day.

@RageSheen Apple is behind but they are doing well with hardware sales. People are buying Mac Minis and Mac Studios to run local LLMs for their AI agents. I am surprised for that reason if they imply it’s a nothing burger.

Humans overwhelmingly don’t think. They imitate/emulate others, to gain and retain membership in social groups (or teams, as I call them), in rivalry with other groups. Apple is well behind with AI, it doesn’t surprise me they’re maybe saying it’s a nothing burger. Again, just more status rivalry, between teams.