Zack Gray

@rabois @zachweinberg Where are you getting your information then - or are we meant to read this as goals “to be” achieved?

@ZarkGray @zachweinberg probably.

Goals achieved: 1. Iranian Navy eliminated. 2. Air Force eliminated. 3. 48 of the 50 top evil leqders dead. 4. Less than 80 launchers remaining w a shelf life of one fire 5/ No capability to enrich an nuclear material probably for a decade (inputs destroyed like water plant, steel and most sights). 6. Very military ballistic missles supply left w no ability to produce more. 7. Some drones remain w negligible ability manufacture new. 8. Unified Gulf States against Iran except Oman 9. Chinese weapons proven to be dysfunctional. 10. Middle Eastern states lining up for business relations w Israel.

@julesyoo FFS codes are generally time-based, and time spent by an AI doesn’t count. Lower costs don’t benefit providers if they lead to even lower revenue.

CMMI ACCESS is bringing sexy back to Medicare 🎸. A lot of investors and companies pulled back from Medicare over the last few years in light of regulatory headwinds and recent performance degradation amongst publicly-traded MA businesses... and the current wave of AI care apps, while exciting, is primarily targeting younger, healthier, commercially insured users. But I've now heard of numerous startups viewing ACCESS as a reason to consider serving Medicare populations for the first time. So this program could re-accelerate the deployment novel care models into senior populations who face some of the worst access and health issues in our society! Also - a common reaction to the announcement of ACCESS rates was, "they're so low!" But that's the point! Constraint breeds ingenuity. Great conversation with @AbeSutton (CMMI) and Rohit Chandra (@ClevelandClinic) at ViVE on these and other topics related to payment model innovation in the age of abundant, AI-powered care. One debate that we didn't fully get to resolve on stage: Is FFS really all that bad? What would need to be true for FFS to be viewed as productive versus destructive? Not all healthcare interactions and customers are conducive to capitation or subscription models... and AI holds the promise of being able to deliver services (both cognitive and administrative) at a fraction of the human version of the cost, with less errors and waste. What say you?

@chrissyfarr How would you define these categories, if not minority vs. majority investing? I suspect that “PE” is being used as shorthand for “late stage investor comfortable with healthcare growth rates,” whereas “VC” now means “100x target-return AI investor” (seemingly everyone else).

I've noticed that PE and VC are getting lumped together by healthcare industry folks that I know as if they're the same thing. I'm not sure how we solve this problem but I suspect having more transparent conversations about it would help.

@ycombinator @charlieholtz YC building hedge funds? Is there a social argument here (e.g. reducing future brain drain) or not necessary? No judgment, but curious how @paulg feels about it.

AI-Native Hedge Funds @charlieholtz In the 1980s, quantitative trading looked fringe; today it’s standard. We’re at a similar inflection point with AI, and the next great hedge funds will be AI-native, using agents to analyze filings, calls, and markets at machine scale.

The way startups are built has shifted quickly. We're excited about a range of startup ideas for AI-native companies that can now be built faster, cheaper, and with more ambition than ever. ycombinator.com/rfs

@zachweinberg @NYCMayor @GovKathyHochul Ophelia can help here directly. Let me know if you get any bites.

Re-affirming my offer to help @NYCMayor and @GovKathyHochul find savings in NY Medicaid program..roughly 40% of the entire NY state budget!

@elonmusk Have you tried telling the president?

Yeah

Honest question for the void. Lots of debate about whether shot #1 was self-defense, but it seems straightforward that the final shots were not (through side window from a distance). So why is shot #1 worth debating? If nothing else, innocent at t=0, guilty at t=1, right?

@zachweinberg Credible threat of U.S. military intervention seems like a more effective deterrent, but normalizing invasions sends the opposite signal. And if you’re saying that war with the U.S. wouldn’t have stopped them anyway, why won’t they also go to war for the oil required?

@ZarkGray I think China is planning to move on Taiwan whether we are nice or not. So anything we can do to prevent that move is a good thing.

Unless actual healthcare costs decline, then Medicaid cuts will just get financed via higher healthcare prices (hospital bills and premiums) instead of taxes…by the same people. And if you deny preventive care and add administrative costs, total spending probably goes up.

@alexklein0x @badboyboyce @joshbuckley @atShruti @packyM @eladgil @TurnerNovak @robby_mtf @edsuh @NWischoff @MartinGTobias @zalzally of @refactor capital belongs on this list

solo gps are reshaping early stage investing this is the third post in our series mapping the people and firms driving the next wave of venture we broke down 16 standout solo GPs and what they’re backing some iconic, some on the rise, all worth watching breakdown below 👇

@Michael_E_84 @Mosster89 @RealAlexJones @grok Beginning ~10 million years ago. Hard to claim that we are “entering” that period.

@Mosster89 @RealAlexJones @grok @grok the graph literally shows a drop in temperature

Joe Rogan School Bernie Sanders On The Climate Change Scam. Bernie Says The Last 10 Years Have Been The Warmest on Record Then Joe Brings Up A WaPo Graph Showing We Are Going Into a Cooling Period.

@Michael_E_84 @Mosster89 @RealAlexJones @grok Human civilization is ~10k years old, with most of the modern world built in the last few hundred years (designed for today’s climate and coastlines). The planet was cooling until humans arrived - that’s the story. Most of the period you’re referring to is irrelevant.

@Mosster89 @RealAlexJones @grok @grok you seem compromised

@RealAlexJones Remarkable that no one here actually read the article. Its conclusion, to quote, is “further reason for concern about modern climate change.”

@nikillinit I think #2 is the big one. FFS inherently pays for time spent by humans, just as lawyers get paid for billable hours. If you lower costs by reducing labor inputs, you also lower revenue. Unless you have VBC contracts, efficiency bets will be aimed at (non-billable) admin work.

It's pretty clear that healthcare costs are going to go up in the near term with the introduction of AI Three reasons for this. The first is simple - payers are being much more heavily scrutinized for their use of AI in preventing $ going out, while hospitals/companies using AI to bill more have a ton of leeway. The second is that the current billing rails incentivizes AI use cases that are "add-on" billing line items. Consider the AI second reads of mammograms which are an up charge, the AI diabetic retinopathy screens that bill more than their human counterparts, etc. which are all effectively upcharges. The third is that more people now have access to a self-diagnosing and triage tool, but also still need to go to the health system to resolve their issue if they need confirmatory labs, screening a prescription, etc. That's going to create more utilization inherently, though how much more than just using Google is TBD. -- Every time technology has been introduced into healthcare it's caused costs to be inflationary. My hope is that AI becomes a tool that makes costs deflationary, but there needs to be a clearer path for that to happen.

If perceived success is what matters to the president, and he’s allowed to claim success regardless of outcome, then he won’t fear any particular outcome very much, and a shrewd negotiator will use that against him.

Vance: Let’s not litigate in front of the American public Musk: Our trade advisor is dumber than a sack of bricks

@atrupar Has this guy ever seen a supply curve? Cost slopes up with volume.

Lutnick: "Foreign goods may become a little more expensive, but domestic goods do not. So if you're looking at Poland Springs water versus let's say Fiji Water, the Poland Springs is not gonna be more expensive. So for the first time in your lives you're gonna actually think about the Americans who make the products."

@mwseibel Amazing - we need you out there.

Today after 12+ years at Y Combinator I’ll be transitioning to a Partner Emeritus position. This role allows me to continue to do office hours with the 1000+ companies I’ve worked with in the past decade while giving me the free time to explore new adventures. It also means that the w25 batch was my last batch funding new YC companies. The next adventure I’m excited to pursue (after taking the summer to relax) is how I can help government better serve its citizens. Thank you to the countless friends who have been pushing me in this direction for years. Government was the passion of my youth and I’m excited to reengage. Thank you to @ycombinator @paulg and @jesslivingston for changing my life.