Raaid Hossain (¤, ¤)

The Pitch by Deel — Dubai Regional Final x.com/i/broadcasts/1…

New: @ServiceNow is the latest major public company to say it’s blown through its full year budget for AI coding tools from Anthropic in the first few months of 2026, just like @Uber CTO @praveenTweets said abt his company. “It’s a really hard problem,” CIO Kellie Romack said.

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock” But he reveals he hasn’t backtested the idea. So we did. In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

why are so many startup pitches still selling 'AI employee' when the real money is in becoming the system of record that every agent is forced to touch?

Masa took Arm private for $32B in 2016. Went pubic again in 2024 and market cap is now $234B. He owns 87%, which is around $204B. So, Masa is now up $172B on Arm, which is more than 10x the amount he lost on WeWork ($16B). Wild.

Kraken parent @Payward is acquiring Reap, a payments infrastructure company connecting card networks, traditional finance rails, and stablecoin-native settlement into a single platform. @reapglobal expands @PaywardServices with globally regulated card issuance and stablecoin payments. payward.com/press-release/…

lmao

I’m coming to the conclusion that the biggest challenge for Enterprise AI, and AI in general , as of now, is that it’s still impossible to make sure that everyone gets the same answer to the same question, every time. Which is a great response to the doomers. AI doesn’t know the consequences of its output. Judgement and the ability to challenge AI output is becoming increasingly necessary, and valuable. Which makes domain knowledge more valuable by the second. Am I wrong ?

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.

Mercury is the single “product” that has improved my life the most. I have always hated banks, invoicing platforms, and corporate cards. They make all of these things so incredibly easy. I haven’t had to open QuickBooks in over a year now. They do not pay me. I am genuinely just this hyped on them. The only catch is that you’ll hate every bank you use after trying Mercury. If you need a “bank” for your business, I can’t recommend Mercury highly enough.

Terrible, terrible. Poor predatory academic publishers.

Breaking news: China has blocked Meta’s $2bn acquisition of artificial intelligence platform Manus, after regulators reviewed whether the deal violated Beijing’s investment rules. ft.trib.al/JnwLniN

My Alzheimer's thread hit 604,000 views this weekend. Bill Ackman shared it. Doctors debated it. People sent it to their cardiologists. But a lot of people asked me the same question. Show me the data. Here it is. Alzheimer's deaths, Type 2 Diabetes, and obesity. All indexed to 1960. Alzheimer's deaths have exploded 134x. Type 2 Diabetes. 8x. Obesity. 3.2x. Same timeline. Same inflection point. Same curve. This is not genetics. Genetics do not change in 60 years. This is a man-made disease. The chart is the proof.

1/ Controversial take: hard work is more important than smart work. It's a myth that we only have a few hours of good creative work per day. Train yourself to grind long hours first. You will surprise yourself. The work naturally become higher quality, less distracted.

41 kidnappings of crypto holders in France in 3.5 months of 2026. Why? 🥖 French tax officials selling crypto owners' data to criminals (Ghalia C.) + massive tax database leaks. Now the state also wants IDs and private messages of social media users. More data = More victims.

Following President Trump’s directive to accelerate medical treatments for serious mental illnesses, FDA announced major steps to support the development of serotonin-2A agonists & related products—a class of medications historically referred to as "psychedelic" drugs. ✅ National priority vouchers for psilocybin (for treatment-resistant depression and major depressive disorder) ✅ National priority voucher for methylone (for post-traumatic stress disorder) ✅ First-ever noribogaine study authorized for alcohol use disorder ✅ Advancing guidance for sponsors developing these products Learn more: fda.gov/news-events/pr…

It seems that AI models are also experiencing de-globalization

Imagine every pixel on your screen, streamed live directly from a model. No HTML, no layout engine, no code. Just exactly what you want to see. @eddiejiao_obj, @drewocarr and I built a prototype to see how this could actually work, and set out to make it real. We're calling it Flipbook. (1/5)