John D'Orazio

@cormachayden_ you’re done.

Recently we shared two inaccurate data listings with inflated heavy metal results for LMNT and Premier Protein. We have since deleted these posts to stop the spread of inaccurate information and fixed the listings in our app. All of our efforts are committed to adding layers of verification for lab data, reviewing every product listing on Oasis and building out our team of scientists and engineers. The corrected figures: LMNT Citrus Salt lead detected at 0.0773 µg/serving (15% of the strictest reference level), and Premier Protein Chocolate lead detected at 0.380 µg/serving (76% of that level). I want to thank our community for flagging this issue so we could correct it. Your feedback highlighted key flaws in our process which we are acting on now. We will be back with updates on the changes implemented. In the meantime, thank you for holding us accountable

can’t wait to see how well this post ages 😂 night night

@oasishealthapp so... sloppy testing company doesn't know how to read labs, trades on the brand equity of amazing companies delivering healthy products with fake viral negative reports to get views and confuse consumers?

Correction: we posted inflated heavy metal contamination levels for LMNT electrolytes. A calculation error overstated lead, cadmium and arsenic per serving. Corrected amounts: - Citrus Salt: Lead 0.0773 µg/serving (15% MADL), cadmium 1%, arsenic 0.5%, mercury non-detect - Raw Unflavored: Lead 0.0945 µg/serving (19% MADL), cadmium, arsenic, mercury non-detect. Both under the MADL, California's strictest daily lead reference (0.5 µg/day). Based on the latest verified lab reports. Amounts and scoring may change with new data. We're adding review steps and bringing on more scientific and engineering support to reduce future mistakes

. @oasishealthapp just posted two redactions Their original protein post got 3.5M views in a day. The redaction, a few thousand. I reached out and spoke with them over a year ago when they were getting going, assuming best intent. (To correct then false reporting as well). It's only gotten worse. Guys, you don't get another pass. You can't make millions of dollars and just say "my bad" for no one to hear and move on. Photo Receipts: - 3.5MM on defamation post (twitter only). - Founder brags “Oasis record day” - 7K views on the redaction. These guys like inflated stats so here’s a few. On this topic, Oasis has a 500x higher reach on misinformation than accurate information. That’s a 10,000x higher ratio than a standard of safety by any reasonable person for trust and credibility. The redaction posts have dozens of people saying “wtf, I threw this in the trash!” That means for every 1 person that saw the redaction, 500 tossed it in the bin and will now go on to spread the false info further. Oasis, you better start spending every last dollar of that defamation-earned money boosting these redaction posts.

Today, we announced our Q1 2026 financial results. Here are the highlights: - ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion. - Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%. - Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026. We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven. Read more in our press release: nebius.com/newsroom/nebiu…

Why are road bikers always so angry?

I don't remember where I found this, but its spot on.

“I’m 23 years old… and my clitoris is completely numb, like the back of my elbow. I can’t orgasm. I can’t feel love for my own mother. I can’t even enjoy music anymore.” That was Laureen Friedman’s raw testimony at a recent Safety Advocates on Mental Health Care panel. She lives with PSSD — Post-SSRI Sexual Dysfunction. After taking Zoloft, she woke up one day with total genital numbness, zero libido, permanent inability to orgasm, and a sudden emotional numbness she describes as “chemical castration” and an “emotional lobotomy.” What used to be a deeply emotional, empathetic, songwriting young woman now feels disconnected from the core human experiences of love and pleasure. She says she was never warned this could happen even after stopping the drug. Millions are prescribed SSRIs every year, often without being told about rare but potentially permanent side effects like PSSD. People deserve full informed consent about what they’re risking. Have you or anyone you know experienced lasting sexual or emotional side effects from antidepressants?

Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too. Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund. It runs on AngelList, which already supports $125 billion of investor capital. And I’ve joined USVC as the Chairman of its Investment Committee. — Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital. Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring. But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line. This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in. Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition. But there is no more productive, harder-working way to deploy a dollar than in true venture capital. USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages. It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere. There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction. USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid. Get access here: usvc.com

Naval Ravikant literally explained how to productize yourself to escape the rat race:

Today I turn 55. I’m the fittest, sharpest, and happiest I’ve ever been. If I’m an outlier, it’s not because I’m built different or discovered a secret formula. The truth is far less glamorous: It’s a million tiny choices, compounded over decades. Here are 55 of them: 1. Walk 15+ miles a week, even if you do other exercise. Humans are uniquely made to move slowly over long distances—it’s critical to longevity. 2. Develop a writing practice. It’s the single best way to sharpen your mind. And remember, you don’t have to be a good writer to write. Start with 10 minutes a day. 3. Swap out your toothpaste, deodorant, lotions, soap, shampoo, and other personal care products for natural versions. Here’s a rule of thumb: Don’t put anything on your skin that you couldn’t safely eat. 4. If you have a positive thought about someone, don’t keep it to yourself—share it immediately. Encouragement defies the laws of physics: When you give energy, you also receive it. 5. Wear shoes with a wide forefoot (I like Topo Athletic) and wear toe spreaders around the house (search “yoga toes” on Amazon). Spine health begins with the feet. 6. Get sunlight regularly. Moderate sun exposure (without sunscreen) is hugely important for overall health. 7. Do a 3-minute deep (“ass to grass”) squat every morning. Deep squats are often called the anti-aging exercise. It’s been said that, “It’s not that you can’t do deep squats because you’re old, it’s that you’re old because you can’t do deep squats.” 8. Explore minimalism (it’s not what you think it is). 9. Set boundaries on toxic relationships. We tend to cling to relationships past their expiration date, and it takes a bigger toll on our health than we recognize. 10. Eat real food. Not too much. Don’t eat garbage. Binge occasionally. Fast occasionally. That’s the diet. 11. Learn about FIRE. It’s a great framework for financial success. 12. Don’t take antibiotics except in emergency situations. They’re massively over-prescribed and aren’t needed in most cases. Antibiotics have done untold damage to our guts, which is where health begins. Great natural alternatives are out there. 13. Get 8 hours of quality sleep each night. To optimize sleep: —Don’t eat after 6pm —Get blackout shades and cover LEDs with black tape —No screens 2 hours before bed —Try ashwagandha (an herb) to calm the nervous system 14. Stop drinking, even in moderation. People find all sorts of ways to justify drinking, but there’s no escaping the simple fact that alcohol is a toxin and it limits your potential. 15. Travel as much as possible. Nothing expands the mind like seeing the world. And travel doesn’t have to be expensive—the best experiences happen outside of fancy resorts, when you live like a local. 16. Let go of resentment. When you forgive someone, you release the prisoner, and the prisoner isn’t them… it’s you. 17. Show up on time, every time. Poor time management limits success more than most people realize. If you struggle with punctuality, stop everything else and fix that first. 18. Spend lots of time in nature and touch the earth. Humans evolved over 300k years to live in harmony with nature, and only recently have we retreated indoors. If you don’t spend time outside, you’re fighting biology (hint: You won’t win.) 19. Stop doing dumb things. As Leo Tolstoy said, “People try to do all sorts of clever and difficult things to improve life instead of doing the simplest, easiest thing—refusing to participate in activities that make life bad.” 20. Find your happy place and (eventually) move there. Most people live where they live because... that's where they live. We are products of our environment—choose yours carefully. 21. Find a hobby and pursue mastery. You can’t have a happy life without a passionate pursuit that isn’t your vocation. Your work—even if you enjoy it—isn’t enough. 22. Avoid mainstream medicine except as a last resort. The results are in—our healthcare (or more appropriately, sick care) system is badly broken and only makes people sicker. 23. Have a mindset of abundance. There is no advantage to being a pessimist—even if you’re right, it’s a miserable way to live. In a very real way… whatever you believe, you’re right! 24. Do hard things. Choose courage over comfort. Everything you want is on the other side of fear and hard work. As Jerzy Gregorik said, “Hard choices, easy life. Easy choices, hard life.” 25. Ignore haters. Hurt people hurt people. Negative/toxic people live in a prison of their own design. Don’t join them! 26. Say no. Protect your time and energy like it’s your most precious asset… because it is. 27. Become a water snob. As an alien said on Star Trek, humans are “ugly bags of mostly water.” You are what you drink—literally! We have Mountain Valley Spring water delivered in glass 5-gallon jugs and also have whole-house water filter (Aquasana Rhino). 28. Stop drinking sodas and sugary energy drinks. After a few weeks you won’t miss them, and a few months later they’ll seem disgusting. Refined sugar causes inflammation, which is the root of most disease. 29. If you’re over 35, find a good functional/longevity medicine doctor and start tracking your hormones. Modern life is hell on the endocrine system and restoring healthy hormone levels can change your life. As we get older, we either accept a slow decline in performance or we do something about it—choose the latter! 30. Develop a morning routine and follow it faithfully. Win the morning, win the day! 31. Invest in experiences, not things. People frequently regret buying things, but rarely regret investing in great experiences (especially when shared with loved ones). Remember, there’s nothing you can buy in a mall that you’ll remember in ten years. 32. Explore spirituality. It’s arrogant and small-minded to believe there’s nothing going on in our universe that is beyond our comprehension. We know less about our universe than an ant meandering on a sidewalk understands about this planet. 33. Have a strong bias toward action—doing rather than talking. If you ask a bunch of old people about their regrets, they’ll talk about the things they *didn't* do—the shots they didn’t take—more than the things they did do (even if it went wrong). As Wayne Gretzky famously said, “You miss 100% of the shots you don’t take.” Most people don’t take enough shots. 34. Stay lean. Men in particular are obsessed with muscle mass these days, but bulk doesn’t age well. The goal is to be strong but lean. The fittest guys in their 50s and beyond aren’t meatheads, they’re lean guys who are serious about a sport. 35. Curate your inner circle carefully. Surround yourself with people you admire and who challenge you to grow. Remember, we’re the average of our 5 closest relationships. 36. Be the fittest version of yourself. Your body is your only vessel for experiencing life—so treat it as such. Fitness isn’t working out a few times a week, it’s a lifestyle. The older you get, the more time you need to devote to your health. 37. Take the time to appreciate art and beauty in all its forms. 38. Think globally, but act locally. Too many people put their energy into far-away problems they don’t understand and can’t impact, while ignoring problems right under their nose. Want to change the world? Start at home. 39. Try psychedelics. It’s one of those things everyone should do at least once, and it might be the breakthrough you’ve been looking for. 40. Limit bad habits, including unhealthy thought patterns. We all have them—practice avoidance and find substitutes. Get professional help if needed. 41. Be a lifelong learner. Your brain is just like a muscle—if you don’t feed and flex it regularly, it will atrophy. 42. Find your purpose. People with a strong sense of purpose are happier and live longer. Lack of purpose sucks energy and magnifies depression. 43. Only take advice from people who embody the traits you want to have. Talk is cheap—emulate those who have DONE it. 44. The goal is not to retire and do nothing, it’s to build a great day-to-day life that you don’t need to escape. A life of leisure is a slow death. Happiness isn’t possible without a little struggle, uncertainty, and skin in the game. 45. Have fun! Do frivolous and silly things that make you smile. As George Bernard Shaw famously said, “We don't stop playing because we grow old; we grow old because we stop playing.” 46. Whatever you want to do or achieve in life, start NOW. Don’t fall victim to “someday thinking” because someday never comes. 47. Accumulate assets—things that grow in value over time. It’s the #1 habit of rich people, and it can be done in tiny chunks. Instead of spending $100 on an impulse purchase that has no lasting value, put that money into an index fund or Bitcoin. It becomes addictive (in a good way). 48. Don’t ignore the big 3 canaries in the coal mine for health: —Low libido (and ED) —Frequent sinus & respiratory issues —Depression These usually aren’t medical conditions in themselves, they’re symptoms of an underlying problem. Find a good doc (outside of the mainstream) and figure out the root cause. 49. Have a clear vision for your future. How can you decide which direction to go if you haven’t clearly defined the destination? It sounds obvious, but 95% of people haven’t defined their “Ideal End State” in detail and in writing. (Check out my thread on this topic.) 50. Make your own decisions. We live in an era where most of what society tells us is wrong. Don’t be afraid to break from societal norms—if people say you’re crazy, it’s a sign that you’re doing something right. 51. Get hardcore about mobility exercise. As you age, it’s usually the knees, hips, and lower back that limit physical performance. 30 min a couple times a week can spare you a lifetime of pain. YouTube is a great resource. 52. Go all in on family. Get married, stay married, have kids. Burn the boats. In the end, family is all that matters. 53. Be ruthless with your time. Money comes and goes. Time only goes. Audit your calendar ruthlessly—cut the trivial, double down on the meaningful, and spend your hours like your life depends on it. (Because it does.) 54. Have a strong bias toward action. Be curious, try things, meet people—it’s how you increase your surface area for serendipity, the most powerful unseen force in our lives. 55. Reinvent yourself every decade. Over time, we slowly drift off course from our priorities, values, and true identity. Take stock and don’t be afraid to hit the reset button. Bold, calculated moves made for the right reasons almost always pay off—usually even more than you can imagine. 🎁 P.S. If you enjoyed this post, would you give me a birthday gift? Repost or comment with the item number(s) you liked best?

Jeff Bezos just explained the “AI bubble” better than anyone. At Italian Tech Week 2025, Bezos didn’t deny the hype, he embraced it. “Yes, there’s a bubble. But AI is real and it’s going to transform every single industry.” He called it an industrial bubble, not a financial one. That’s a crucial difference: •A financial bubble (like 2008) destroys value and leaves nothing behind. •An industrial bubble (like AI, the internet, or fiber optics) creates massive value, even if investors get crushed. “Even when those companies went bankrupt, the fiber stayed in the ground. Society got the infrastructure. That’s what we’ll see with AI.” Bezos says right now we’re in the “chaotic, beautiful” phase of overfunding, where every wild idea gets money. Investors can’t tell the good ideas from the bad ones. But that’s exactly how big shifts happen. He compared it to Amazon’s early days: “Our stock went from $113 to $6, while every internal metric improved. The market and the reality had completely diverged.” His point: bubbles distort prices, not progress. AI valuations might crash, but the technology won’t. “This is not a mirage. This is a horizontal technology, like electricity and it will touch everything.” Bezos isn’t predicting an apocalypse. He’s predicting a reset, where the hype burns off, and the real builders remain. AI isn’t a bubble, it’s a boom disguised as one.

Don't take it from me. Take it from Peter Lynch and Warren Buffett. Selling winners early is the worst mistake an investor can make.

@cdolan92 Love you Charlie ♥️😢

My beautiful, caring, mother finished her journey “up the mountain” to Heaven yesterday at 71 years old. She joins her parents, in-laws, godson Peter, and many other family and friends in her eternal reward. For the 33 years I shared with her, I watched her and my father lead a family of 6 boys, 4 (soon to be 5) daughter in-laws, and 17 grandchildren on adventures across the world skiing, hiking, beach-sitting, and more. "The Puff", as we called her for no logical reason, brought a cowbell to every one of our soccer or hockey games. We’d be down 5 goals and she’d still be cheering. She showed us that western wear is appropriate for any occasion, actually, and insisted that beef is best served extra rare! We will always remember her conviction, her impossibly calm presence, her enthusiasm to play any card or board game when asked. She will be missed forever as our kids' beloved Grandma. Talking with her the last few weeks, the independence she offered to me was one of her best gifts I wanted to thank her for, among others I will try to emulate in raising our own children. I love you, mom. I’m grateful that the last conversation we had ended with the opportunity to say that to each other. See you on the other side ✝️

Jony Ive explaining why OpenAI acquired his hardware startup for $6.5 billion

Today we announced $hims raised $1B, our largest raise yet, more than double what we set out for, thanks to strong demand from a wide range of leading investors. The offering was designed to accelerate long-term value creation and minimize shareholder dilution. More than just a raise, it's a clear signal that people believe in what we’re building: a global healthcare platform that’s easy to use, affordable, and built around the individual. With this capital, we can move faster… much faster—growing internationally, expanding personalized care at scale, and investing in AI and data to bring precision care to millions. The foundation is in place. Now it’s time to accelerate.

@himshouse Thoughts and prayers to the shorts 😂

HERE'S EVERYTHING THAT'S HAPPENED WITH $HIMS IN THE LAST 10 DAYS 🤯 1. Partnership with $NVO to sell Wegovy 2. Nader Kabbani appointed as COO 3. $HIMS announces RECORD revenue growth of +111% YoY in Q1 4. $HIMS announces 2030 revenue and adjusted EBITDA targets AND key growth levers to achieve these targets (including global expansion and additional partnerships) 5. Mo Elshenawy appointed as CTO 6. $HIMS issues $450M convertible notes to fuel global expansions and help with strategic acquisitions 7. Oh, by the way... the stock price is up almost +100% over this period SO WHAT WILL HAPPEN NEXT?! Impossible to say for sure, but in the coming weeks and months, we expect: - strategic acquisition(s) - announcement of more partnerships - e.g., $LLY - more details on the long-term partnership with $NVO

@TheLongInvest Absurd. Was the 10.2% net of fees?

Bill Ackman made around $320 Million in 2024 because his fund Pershing Square returned +10.2% for the year Compared to +24% for the S&P 500. TLI returned +46% for 2024. You do not need a portfolio manager.

@jordan_ross_8F Way to own the mistake and try to make it right. Hopefully helping to show others how to navigate these things

I fucked up—big time. I drove 200k+ people to the wrong message. It hurt a reputable brand, my credibility, and my years of work. Here’s my mistake with LMNT and what you need to avoid.

The negative version of this tweet “made it all the way around the world before the truth could get its pants on” (200k people in 2 days). The redaction, probably a fraction. Give this a mention or a like in the name of amplifying healthy, accurate, content. I appreciate @jordan_ross_8F for his comms and accountability.