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915 posts
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@CTstarski
Healthcare, Basketball, Lifting.
New Jersey, USA Katılım Şubat 2020
495 Takip Edilen89 Takipçiler
Gym crush brought a guy today and the dude outlifts me. I’m starting a cycle of tren.
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@BobSacamano_5 He has legit upside if he can completely fix his shot… which is a big ask.
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Nets fans spent half the season hoping Ben Saraf would fail and the guy is showing a lot in the last quarter of the season
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@TMTLongShort You say this as if every other admin didn’t have incentive to win midterms?
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The admin is incentivized to take a particular set of steps not to lose midterms. This isn’t rolling of the dice. The people in charge of the most powerful economy on earth don’t want to lose midterms and have a lot to lose if they do. Polling isnt predictive this early on and polymarket is wrong. Bribes and price controls are coming.
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^^ above is a deep dive into the funding slowdown trend
x.com/mukundiyngr/st…
Mukund Iyengar@mukundiyngr
The NIH cancer curve just broke. As of Mar 03, NIH cancer funding is ⇣1,308 awards behind what the 5-year median should be. That’s a 57% shortfall. @Nature lit the match on this story so we dug deeper to lift the curtain specifically for cancer. If this trend holds, the effects are both immediate & long term. So many questions remain unanswered. This week we’re breaking it all down: • Which mechanisms are most delayed (R01 vs U vs P) • Which cancer areas are absorbing the hit • Which institutions are most exposed • Where it hits first: screening, trials, imaging, prevention, survivorship If you run a lab, grants office, or cancer center, tell us what cut you want. I'll send you a report for free + maybe also publish it for on here. Source: NIH RePORTER via @Jori_health
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The cuts aren’t random. They’re targeting on-ramps.
When we zoom into 2026 funding decline by mechanism, the deepest cuts land on new ideas entering the system:
▪️Small R (R03 / R15) ↓81%
▪️R21 exploratory grants ↓73%
▪️Other high-variance mechanisms ↓70%+
If you want to stall science, this is exactly how.
Meanwhile, among other news:
▪️R01s ↓47%
▪️R37 MERIT ↓40%
In other words, the earliest-stage bets are being starved first.
When the on-ramps close, the damage shows up later:
↓ pilot data
↓ resubmissions that mature into R01s
↓ new labs surviving their early years
↓ shared cores that support entire departments
↓ discoveries that ever reach trials
So much remains unanswered.
This week we’re digging deeper:
-which disease areas rely most on these mechanisms
-which institutions are most exposed
-where the first downstream breaks appear (trials, screening, imaging, prevention, survivorship)
If you run a lab, grants office, or cancer center, tell us what cut you want.
Source: NIH RePORTER via @Jori_health
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@BrooklynNetcast “Heavily relies on form and …”
Yes, form may take you from 275 -> 295 bench.
There is not a single person on this earth that is “strong” whom would struggle with 135.
You can argue which exercise (bench/ohp) but the concept of weight lifting is best gauge for strength.
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@CTstarski Why? Bench press isn’t a good true measure of strength?
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Don’t get me wrong, not being to bench 135 is really bad for a grown male adult.
But, why is an exercise that heavily relies on form and muscle-mind connection the baseline measurement for strength??
1@mallegiance_
That 135 bench tweet struck a nerve with all the nerds on NFL twitter LMFAOOOO
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Agree with this. But you have to go even further on the abstraction curve. What is the marginal utility of historical data when you have a baby AGI running correlations between every datapoint available across humanities knowledge base.
What can be replicated, what has signal, and what only had value because other people traded based on it and therefore was predictive only due to reflexivity?
How quickly will it take for us to have real-time monitoring of every inch of earth via LEO with the AI spitting out in real time the kind of analysis P72 used to have to collate on weekends watching retailer parking-lots?
What is the value of capital allocation and markets when the AI can do so more efficiently?
Why have money when there is nothing left to buy?
Brett Caughran@FundamentEdge
Thanks, Ted, though I would argue that *much* of the data that sits in terminals actually cannot be replicated by Google, even if they tried. To take just one of many examples, Google or Claude can go and identify Apple's 2026 consensus EPS quite easily. That is very different than having 20+ years of broker-level estimates across 15,000+ global companies, maintained through direct data-sharing agreements with each brokerage. To get that level of clean, comprehensive data across any global ticker for $25-$30k/seat has been, and will continue to be, a no-brainer for institutional banking & investment firms. This is before we consider the true token-level cost of trying to replicate this all with Claude (and even then, won't include decades of history which is critical for both quantitative back testing and fundamental investing, alike). It seems very obvious (to me, not to the stock prices!) that AI will simply be a new distribution channel for this deep moat of institutional-grade data, not a secular threat to the terminal value. Not to mention the potential efficiency uplifts in the terminal/data provider business model. A big theme over next 9-18m in market, in my opinion, is opex/efficiency tailwind to previously staid businesses (happening at CHRW right now), and data-processing heavy businesses with 5k+ offshore data analysts & "data journalists" armed with Claude Code feels like an obvious area to consider potentially transformational efficiency improvements.
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As @GHrinyaNBA smartly pointed out, MPJ said before THIS season, not 3 years ago, that he’s taking basketball one year at a time. This is who Nets fans want to hitch their wagon to? This is a building block? He’s been great for 30 games and yall are sold?
netsdaily.com/nets-news/9939…
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@brooklynnets85 When everyone was declaring Jordi our savior I thought is it him or the fact that everyone excluding CJ / Clax is playing for their livelihood.
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Lmao the part of the fanbase made at him won, he doesn’t give a flying fuck about development
Billy Reinhardt@BillyReinhardt
The Nets had five first round picks in the 2025 NBA Draft. Those five players combined for just 6 first half minutes against Indiana. Only one player, Egor Dëmin, played. This comes even with Cam Thomas leaving after the opening minutes with injury. Jordi Fernandez is leaning heavily on veterans as the Nets seek their first win.
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Introducing L/S Twann. 3 years ago I started this recruiting journey & we finally did it.
Thank you to everyone who helped, supported, or exchanged ideas with me.
We fucking did it.
Twann@TwannsWorld
How do I position myself to get a seat at a L/S fund covering software in 2/3 years? Is that possible or do I need more time or? Been on sell side for 6 months now
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@BrooklynNetcast Balmer has fuck you money… in comparison to the other league owners.
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