Yevoli

Robinhood, in the early days, didn’t care about monetizing. For them, and many other unicorns, getting users onto the platform, and understanding how they behaved was always the number one priority in the early days. Later on, when they finally enabled monetization they were able to approach it in a way that no one else had at the time!

My first interview with @sachaker, Founder & CEO of Babylon Biosciences. Babylon is on a quest to cure Alzheimer’s. 1:00 History of Alzheimer’s research 8:09 Why tackle this problem 12:22 Axon degeneration 13:57 Structuring Babylon to survive many failures 15:24 Self-financing Alzheimer’s moonshots 19:01 Viagra 19:59 Swanson linking and Raynaud syndrome 24:16 Most efficacious drugs for Alzheimer’s 27:29 Experience starting Babylon 31:34 Attracting mission aligned people 36:24 Filtering for missionaries vs mercenaries 41:07 Lack of agency causes burnout 46:02 Living without a phone to reduce distraction 49:31 Why the information to cure Alzheimer’s might already be out there 54:19 How AI changes things 55:36 Controversial science 1:03:11 Volunteering at memory clinics 1:04:28 Impact-per-dollar and being scrappy 1:07:55 Internalizing pain when you make a bad decision 1:09:26 Time to last embarrassment 1:10:51 Risk taking 1:12:57 What causes cognitive impairment 1:22:11 What keeps him up at night

@VibeClueless Looks like they are trying to push it live?

Once again Claude has crashed on me, sonnet 5 v soon

@C_3C_3 @friedberg @chamath

Are you sitting down? California NGOs: 213,720 $593.4 billion/year New York NGOs: 132,097 $445.8 billion/year Minnesota NGOs: 41,267 $124.2 billion/year New Jersey NGOs: 56,332 $113 billion/year Washington NGOs: 44,332 $139.5 billion/year Just a few. Imagine the fraud…

@BillAckman Bill, while I respect the idea that competition is healthy in this case, the interest rate structure is broken primarily driven by an even worse credit score system that is flawed and way too connected to issuers.

In order to bring down credit card rates, we need more innovation and competition among credit card lenders. Regulatory changes that enable new entrants could lead to a reduction in rates.

@Jason @SenWarren @SenSanders @RepSwalwell @GovernorShapiro @GovWhitmer @CAgovernor @KarenBassLA @ZohranKMamdani Lets not conflate reporting with corrective action. One is useless without the other.

Ro is the first democrat I’ve seen tweet that they want Americans to directly report fraud to them. Wonder if @SenWarren @SenSanders @RepSwalwell @GovernorShapiro @GovWhitmer @CAgovernor @KarenBassLA and @ZohranKMamdani will do a similar tweet Democrats should all encourage whistleblowers to DM them, find giant frauds in their backyards and then drop the hammer on them. This is one of the few unifying issue for all Americans — don’t like the @GOP run away with it!

@CommodKing @Jason 'We dont have enough doctors' is a function of the number of people who 'need' to see a Dr...shorten that and you change suppy:demand

@StevenYevoli @Jason Would help but superficially. The price to see a doctor is high because we don’t have enough doctors. How do we get more doctors? Should we shorten the pipeline to become a doctor from 12 to 10 yrs (like other countries)? These are the hard questions

If/when I run, I’m going to focus on solving the big 3: 1. Healthcare 2. Housing 3. Education These are the most regulated, calcified, inefficient & corrupt verticals in America. We’ve funded companies in each & it’s been brutal. So hard, most folks have given up.

@CommodKing @Jason Incentivize being healthy vs. being sick and watch the shift.

@Jason Can we please shift the healthcare conversation from who’s going to pay to lowering the final price?

@Jason When the 'disease' is more profitable than the 'cure'...the imbalance of the incentive shifts dollars in the wrong direction.

@IdleAn94328 @DataRepublican can you dig deeper?

Don't worry guys. I'm certain there's no childcare fraud at all in Utah.

@tjparker @NWischoff And de-facto Starbucks

@NWischoff Real shame they mostly turned into toy stores

Barnes & Noble has opened over 50 stores in 2025. The best news. More bookstores to get lost in, less screen time.

@Jason @DataRepublican this accurate?

While I agree we should have voter ID in America, the truth is the Heritage Foundation -- the architects of Project 2025 (!!!) -- have tracked voter fraud obsessively -- and found that there is very little. They REALLY, REALLY want to find it... and with unlimited resources, they can't find enough of it to make any credible claim that fraud has swung any important election here in America. Could there be a grand conspiracy we've yet to discover that targeted President Trump at the height of his unpopularity (in 2020) but sat out the election when the Democrats were at the height of their unpopularity (2024)?!? No. Let's be real folks.

@chatgpt21 Maybe it will stop saying 'no' to basic tasks because it is 'afraid' to answer. Improve accuracy and dilute bias. The problem seems to be, it has become 'too cautious' in its responses due to the seemingly mounting lawsuits.

OPENAI IS SO BACK YOU HAVE NO IDEA

@tjparker 🤣

I installed mics at this bar and successfully captured and transcribed all of these private conversations. Got some really good stuff — will release transcripts soon.

Change the frequency, change the outcome

Curious to see how the #LLM market share looks a year from now...will there be a 5th player?

The average cost of a family’s annual #health insurance premium has jumped +6% YoY in 2025, to nearly $27,000, an all-time high. This is the 3rd consecutive annual increase, following 2023 and 2024 gains of +7%. Since 2000, the average #HealthInsurance premium has surged +350%. Small businesses are seeing the largest health-rate increases, with over half reporting +10% or more premium hikes in 2025. People are going to be forced to manage their own #healthcare more than ever.

@Besciai @tjparker Can enhance with valuation prediction +/- threshold.

@tjparker The short version is there needs to be some verifiable data tied to a milestone. X revenue by Y date published by the company- but that needs company buyin. The crude version is creating a market around fundraise announcement “company x will raise y dollars by z date” yes / no.

Is there a way to evolve these prediction markets so for the first time you could short private companies? Said differently, are we just gonna recreate the public markets for privates in a synthetic layer?

#Alcohol continues to decline, primarily driven by Gen Z which is consuming 7x+ less than previous generation. The network effect impacting #nightlife , #vegas, #wine industry and #liquor stores (which are sitting on massive amounts of inventory) cannot be underestimated.

@tjparker Further exacerbated by AI impacting jobs where employers paid an average of 82% of single-coverage premiums and 73% of family-coverage premiums. Consumers, seemingly by default, will become primary buyer.

The future very few in pharma seem ready to believe: - consumers will become the primary buyer - List prices will need to be normal & rational GLP1's aren't an anomaly but rather a preview of what's to come. MD detailing, rebates for formulary placement, etc all going away.