Zaid Admani

Deep Dive: Can Hims Survive the GLP-1 Crackdown? $HIMS @AdmaniExplains

Deep Dive: Why the Strait of Hormuz Could Break the Global Economy w/@AdmaniExplains Zaid breaks down why the Strait of Hormuz is crucial to the global economy—and how disruptions could ripple through energy, inflation, and growth.

@Rosnerpub Thanks bro! honestly it’s going to be tough for both the Rockets or the Lakers to make it out of the west. Thunder and Spurs too dominant rn

@AdmaniExplains Great work, @AdmaniExplains - still listening every day like clockwork. And I'd be remis if I didn't mention that it's never too late to sell the Rockets and buy the Lakeshow! Just sayin'...

@AdmaniExplains Go Lakers! Nice reference today:)

@RampCapitalLLC Exxon shareholders rn

Who is “we”?

@Jack_Raines gap has never been wider most people barely know what Claude is

The gap in the reality on Twitter and reality in the outside world is just insane right now.

this is Dennis Schroder level bag fumble

@pitdesi He bet $342k. Collected $470k $128k profit (37%) Honestly thought it would be more

This guy bet his life savings on Kalshi that Trump/DOGE wouldn’t reduce federal spending, and of course he was correct. wsj.com/finance/invest…

@andrewsharp Solid list. My suggestion: instead of eliminating intentional fouling completely, you only allow it once Also, make overtime a target score (first to score 10?)

@RosenZone @PhilEdwardsInc @KevinEspiritu @KaylaSaysMore Descript is still my go to on the computer CapCut for mobile edits

What are people using to edit videos these days? I'm using Descript but it's simply not reliable....maybe I'm doing something wrong but it's not it right now Final Cut? DaVinci? Premiere? cc @PhilEdwardsInc @KevinEspiritu @KaylaSaysMore

@leifthunder wasn't ready to cry on a Wednesday afternoon

Don’t forget.

Cathie Wood On Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom with @CathieDWood @AdmaniExplains $BTC $TSLA Watch:

@TheGregYang Hoping you have quick recovery Greg! Glad you caught it early

I've been suffering from Lyme disease. I'm stepping back from xAI into an informal advisory role so I can go founder mode on my health, starting today. --- The symptoms started when I got sick (cold, flu, or COVID -- I'm not sure which) in early 2025. I distinctly felt less energetic, less creative, and less agentic even weeks after "recovery." After that, my condition ebbed and flowed, but the lows kept getting lower. Accidentally eating the wrong thing would make me extremely tired, taking days to recover. Working out would leave my whole body feeble for days. There was a week where I slept 12 hours a day and still couldn't recover. Lyme is famously hard to diagnose, but luckily I have an incredible doctor. He suspected these symptoms, far from being just in my head, indicated immune issues. Detective work over a few rounds of testing revealed I have Lyme disease. I was very surprised because Lyme is said to come from tick bites (where the bump looks like a target), but I don't ever remember having one. Likely I contracted Lyme a long time ago, but until I pushed myself hard building xAI and weakened my immune system, the symptoms weren't noticeable. --- Overall, I actually feel lucky to have discovered this early. Lyme is a serious disease that only gets harder to treat with age -- patients discovering it in their 50s or 60s have a much tougher time. Lyme can also be debilitating, leaving its victims bedridden, but luckily I'm still functional and can take care of myself day to day. So while some folks have said "you shouldn't have pushed yourself so hard," I'm glad I did. I found this issue early, and now I can fix it so I can push myself even harder when I rebound. --- Chronic Lyme is not well understood in the literature or by the public. For folks suffering from it, it can be a lonely fight. But I hope my story can make it just a little less lonely.

@orenmeetsworld been spending a lot less on time on here and more on Linkedin and Threads. Nothing matches peak Twitter though

I have tried to stay positive and posting on here as long as I can but Man this social network really sucks

We asked @andrewrsorkin about the risk of the Fed losing its independence & lessons learned from the 1929 crash: "You often have to do things that are super politically unpopular, like bailouts, for example...That is the right thing to do." "But if you are under the thumb politically, therefore you decide not to do that because it's politically unpopular, you could really have a problem and that's why the independence piece matters. " (w/ @AdmaniExplains)

Honestly better than @DaveChappelle latest special

The Fed has no option: Even as inflation hits 3%, the Fed MUST cut rates to "save" US consumers. Consumers are struggling while large cap tech stocks are soaring. More rate CUTS are coming into one of the hottest stock markets in history. Own assets or be left behind.

@kanekallaway was thinking about doing this for either investing or civil engineering wasn’t sure if it was worth the time, but it does seem pretty lucrative

Btw, there’s a $10M/year business for every vertical • Gen AI PPT tips for consultants • Gen AI website design tips for agencies • Gen AI branding design tips for tech startups All the way down. The entire creative stack is being reengineered and no one knows how to use it.

@gregisenberg popular for a week, then everyone goes back to the normal posting see: Sora

What happens to IG when Nano Banana Pro takes over?

@MJAMIV @businessbarista wow this is a laughably easy question. Really surprised to see GPT-5.1 get it wrong Im going to start testing these models with more civil / structural engineering problems

It’s still cannot solve the simplest question on the Professional Structural Engineering license exam. GPT-5-Pro solved it in 6 minutes. There’s literally no reason a GPT-5.1 can solve this out of the box without Pro and it can’t even solve it with GPT-5.1-thinking… I believe the biggest limitation here is the figure and GPT-5.1 inability to see things clearly. The below simple problem is a bit of a Turing testing for engineering because it’s such a simple problem that even a non-engineer could probably figure out with some thinking. Only GPT-5-Pro solved it….meaning they are holding back way more than you think they are opening up with 5.1

GPT 5.1 is way bigger than people think imho. No this wasn’t a model shift like 3.0 to 3.5, but I’d argue we’re at a level of intelligence now, where things like personality, adaptive thinking, and custom instructions will have a more profound impact on the average user than major model improvements. Here’s how I think about it: Let’s say I’m talking to my best friend from college and my great uncle who I never see. My best friend’s IQ is 110, my great uncle’s is 125. They both work in finance. Let’s say I asked them both to explain how financial statements work. The purpose of a balance sheet, statement of cash flows, and income statement. And how they tie together. Given their level of intellect, they both have the capacity to understand this topic deeply. So then whose explanation will resonate more deeply with me? It will be the person who I feel more connected to. The person who speaks to me in a way that holds my attention. The person who understands what I require to really grok a concept. The difference between my best friend and my great uncle is precisely what OAI rolled out today. Connection = custom personality Resonance = custom instructions Attention = adaptive thinking Tl;dr I think this update will do more for retention/usage than many people think.

@sircalebhammer Houston's downtown might be worse. Total ghost town outside of work hours and Rockets / Astros games

Explored Dallas today for potential move. What that city did to their downtown should be outlawed nation wide. I have never seen a more desolate, boring, and pathetic downtown of a major US city in my life. Now uptown on the other hand, that’s a good start.