Sponge

Here’s why the $KOPN base case is $13.50 and bull case $42. AI’s bottleneck isn’t compute — it’s the wires between GPUs (one of many bottlenecks). Copper hit a wall. Silicon photonics is expensive. MicroLED is the dark horse: sub-pJ/bit, no lasers, CMOS-compatible. $90B AI optics TAM by 2030.

Here’s why the $KOPN base case is $13.50 and bull case $42. AI’s bottleneck isn’t compute — it’s the wires between GPUs (one of many bottlenecks). Copper hit a wall. Silicon photonics is expensive. MicroLED is the dark horse: sub-pJ/bit, no lasers, CMOS-compatible. $90B AI optics TAM by 2030.

One of the most overlooked sources of toxic hormone disruptors are receipts: > Thermal receipt paper is often coated with Bisphenol-A (BPA) or its substitute, Bisphenol-S (BPS), which are endocrine-disrupting chemicals that can absorb into the skin. > Studies suggest that even brief 10-second exposure can exceed safe thresholds, potentially harming reproductive, metabolic, and hormonal health The thermal paper literally leaks BPA into your skin in seconds and then disrupts your hormones heavily: > BPA (Bisphenol A) is a potent endocrine disruptor that primarily mimics or blocks estrogen (estradiol), but also interferes with androgen, thyroid, and metabolic hormones > BPA instantly binds to estrogen receptors (ERa, ERb, GPER) and androgen receptors, causing reproductive dysfunction, decreased testosterone, altered FSH/LH levels, and metabolic issues like insulin resistance This one was wild for me and took me awhile to fact check, because we handle so many receipts in a single day and I couldn't believe it'd be this bad These days I try ask for a digital receipt or take a quick pic of the receipt without touching it a lot

“Mom how did we get so rich?” “Your dad had the Claude max plan and a MacBook Pro”