Ashish “Logmaster”

Fair market value of $TSLA assuming it’s an electricity mgmt company Damn all financial analysts jobs are finished with @grok x.com/i/grok/share/n…

Tennessee just did what Congress can't. They passed a law to break up the health insurance giants. Specifically, they made it illegal for pharmacy benefit managers — the companies in charge of pharmacy insurance — and pharmacies to be owned by the same company. That makes perfect sense. For example: CVS Caremark is the PBM, and CVS is the pharmacy. So if you have Aetna insurance, you have CVS Caremark as your PBM, and they're going to do everything they can to make sure you use CVS as your pharmacy. Aetna, Caremark, CVS — all the same company. That causes all kinds of incredibly obvious problems that this law hopes to fix. If your insurance company is in charge of approving your medication, deciding how much to pay for it, AND deciding who gets that money — while also being the pharmacy that gets paid at the end — guess what happens to prices? They go up. Governor Lee signed the law last week. CVS immediately filed a federal lawsuit because they said it will force them to close all 136 stores they have in Tennessee. Let that sink in. I'm not sure most people realize what that says about CVS and health insurance in general. They had to choose between owning the middleman (the PBM) or the healthcare provider (the pharmacy). Without hesitation, they chose the middleman. The biggest pharmacy chain in the country — with a store on every corner — would drop all 136 of their Tennessee locations in a second if it means keeping their middleman business. It is more profitable for them to be a health insurance middleman getting between you and your healthcare than it is to actually provide the healthcare. That is the problem with healthcare in America. We have made the middleman so powerful that they've taken complete control of the entire system. Three PBMs — Caremark, Express Scripts, and OptumRx — handle around 80% of all prescriptions in this country. How on earth can we expect healthcare to work well and remain affordable if that's where the money is? We all auto-pay our insurance straight out of our paycheck before we even see the money. And not surprisingly, they're keeping a ton of it. That's why we fired them. And they can't file a lawsuit to stop us. That lets us offer fair, transparent prices. No PBMs. No insurance games. No hidden markups. You see the cost, you pay the cost.

China Just Admitted Its Population Collapse Is Now Irreversible. 33 Million Chinese men will never find a wife and it's too late to fix. China’s marriage rate just collapsed to levels that make recovery nearly impossible. In Q1 2026, China recorded only 1.69 million marriages, down 6.24% from last year and less than half the level of 2017. Behind the numbers lies a terrifying reality: 33 million more men than women, a shrinking young population, sky-high housing costs, youth unemployment, and a growing “lying flat” generation that has simply given up on the old life script. This is a structural demographic crisis decades in the making and it is already too late for China to reverse. In this video, I break down the 6 major factors destroying China’s marriage system and what it means for China’s future.

Found a random @thejackbeyer in London! Shared the best steak of our lives!

3 years ago this month our son Joel (then 17) bought himself a plane ticket to Des Moines because he had heard there was a guy making a killing out there cleaning windows. He asked this stranger if he could come stay a few weeks and learn the business from him and the guy said yes. Joel came back and started his own window cleaning business. It took off so fast he left it in the hands of his younger brother Nate and moved to Montana to start another branch. They both started offering other services by just saying yes whenever someone asked if they did something else, until Nate hit the jackpot installing Christmas lights. A little over a year ago, Joel (newly married) and Nate (newly engaged) met up in Utah to get trained on these new permeant outdoor LED lights they were seeing around. Soon that's all they were doing. But they both felt they could be doing it a lot better if they had a better product to work with. So they sold their other businesses, joined forces, designed their own product, and started manufacturing the steel tracking for it themselves. This year their younger brother Sam moved to Montana to take over Joel's location while Joel and his wife moved to Hawaii to start a new location there. This past weekend they hosted their first seminar for dealers to come learn how to sell and install their product. Now bluEmber Lights could be coming to your state too! This is not a commercial for their company. They obviously don't need mom's help in marketing. This is a pep talk for everyone who has lost faith in the next generation of young men. It's a pep talk for those young men themselves. And it's a pep talk for their moms. Teenage boys are gifted with an extraordinary amount of energy, drive, stamina, competitiveness, ambition, risk-taking, courage, and optimism. That is their natural state and unfortunately our culture seems to do everything it can to kill all of it. What we tend to see instead is laziness, complacency, entitlement, uncertainty, fear, anger, and blame-shifting. Such a state is a demoralizing, paralyzing trap. But I think many could break free by the grace of God. Dads obviously play the most crucial role in this but moms are often the main decision makers regarding education and training. To those moms I would just ask them to reexamine their sons' educational environment. Is it making or breaking him? No amount of learning will be of any use if the process has left your son weaker, less capable, anxious, bitter, and unmotivated. The problem is as women, we tend to look at an environment through the lens of our own wants and needs. What would be the making of us could have the opposite effect on our sons. It could be the breaking of them. Today is Memorial Day. Many of those who have bravely fought and died to protect us and pave the way for young men like yours to provide in freedom, were the same age as this month's high school graduates. Our country is still full of that caliber of youthful bravery. Let's not burry it too.

Perfect landing of the Spacex booster

Starship flip and landing burn at the end of its twelfth flight test

@TeslaBoomerMama hopefully Boom Supersonic will be ready for you in a few years. @boomsupersonic

Flying home on Air France, Paris CDG to LAX. Impeccable internet, grateful to Starlink. To celebrate the 50 years of the fabulous Concorde, they play a very interesting documentary. Next life-goal: fly on Starship. The only way to top the Concorde ✨️

If you’re having a bad year, just remember: Mark Zuckerberg wasted $73 billion on the Metaverse. Tim Cook wasted $10 billion on the Apple Car. Jeff Bezos lost $10 billion chasing Alexa. Masayoshi Son lost $14B investing in WeWork and missed out on $150 billion by selling Nvidia early. Cathie Wood dumped Nvidia right before ChatGPT launched and missed $1.2B Logan Paul bought an NFT for $630,000 in 2021. Today, it's worth only $140. Even the RICH and famous get it completely wrong sometimes.

True. Always order kiddie size. Even than is too big for most adults

New Englanders are generally a trustworthy people. But there is one thing they consistently lie about, one thing that you can never trust them on... Ice cream sizes. One scoop means three. A kiddie is a medium and a regular is enough for two adults at least. There is some unspoken rule that ice cream must be over served.

Andrew Huberman just shattered the “eat more fiber” mantra on Chris Williamson’s podcast. Some fibers actually increase inflammation and gut issues for many people. But low-sugar fermented foods (sauerkraut, kefir, kimchi) reliably slash body-wide inflammation. A Stanford study by Sonnenberg & Gardner showed fermented foods significantly outperformed extra fiber for lowering inflammatory markers across the body. Huberman drinks sauerkraut brine straight after every workout and calls it one of the most effective tools he uses. This one really made me stop and think. We’ve been told fiber is universally great for decades, but the reality is far more individual. (Personally, I love kimchi and sauerkraut, they’ve become daily staples for me.) The right fermented foods might be a much smarter lever for reducing inflammation than just forcing down more vegetables. Have you noticed fermented foods helping you more than extra fiber?

In the 1980s, the Norwegian salmon farming industry ran into a colour problem. Wild salmon are pink because they eat krill and small crustaceans containing a pigment called astaxanthin. The pigment accumulates in the muscle tissue and gives the flesh its colour. That colour is one of the cues a diner uses, consciously or otherwise, to decide whether the fish on the plate is appetising. Farmed salmon, raised on soy protein, corn meal, fish meal from wild-caught smaller fish, and stabilisers, do not eat krill. They do not accumulate astaxanthin. Without intervention, their flesh is grey. Washed-out, unappealing grey. Nobody buys a grey salmon. So the industry adopted synthetic astaxanthin, manufactured by Hoffmann-La Roche, originally developed as a feed additive to brighten poultry yolks. It is added to salmon feed in measured doses. The doses are calibrated against a colour chart called the SalmoFan, produced by the same company, which the farmer holds against a slice of flesh from a slaughtered fish to confirm the pigmentation has reached the commercially desirable shade. The SalmoFan has fifteen shades. The farmer picks the target shade based on what the supermarket buyer in the destination country considers appealing. Norwegian salmon, sitting on the ice in a British supermarket, has been colour-graded to match the expectations of a marketing department in Hoddesdon. The fish you're looking at is the colour the company chose. The fish didn't pick it. The krill didn't provide it. The pigment came from a Swiss laboratory. You're eating a paint sample. The paint is fish-flavoured. The fish remembers krill. It has never tasted krill. The krill is in a different part of the supply chain.

🚨 I CANNOT LOOK AWAY FROM THIS CHART 🚨 This is the Dotcom crash overlaid on today's S&P 500 Every week I come back expecting it to finally diverge It doesn't The overlap keeps tracking with a precision that is honestly unsettling What are your thoughts on this?

Color-coding the engine config according to startup/shutdown sequences REALLY shows the impact of that single engine on the entire booster. 3 other engines failed to fully light before the energetic event.

"The biggest mistake is people thinking Goldman Sachs and Morgan Stanley have the answers. They don't." Jordi Visser (@jvisserlabs) on the AI edge nobody is using. His method: "Every time Jensen Huang gives an interview, I take the YouTube transcript. I drop it in a folder on my computer." "Only thing in that folder: every Jensen Huang interview this year." "Then I go to Claude, hit co-work, connect the folder, and ask: which names has he basically told me to buy?" "You'll be shocked. You're getting seven-baggers all over the place." Translation: the alpha is no longer in proprietary data. It's public. The edge is using AI to process it faster than the analysts who got paid to read it. What other transcripts are you not putting through an LLM yet?

Want to know what it sounded like during the launch of Flight 12 of Starship today? Check out this video and the shaking of the windows. This was during my livestream with @esherifftv (Ellie in Space) at a ouse about 5 miles from the launch site. Definitely have the volume up! Truly a powerful rocket ... the most powerful ever!

What the hell is going on here? The NY/NJ World Cup Host Committee took $50 million from New Jersey taxpayers, bought 1,000 tickets at full price, then turned around and sold them for $50 to New Yorkers. New Jersey families paid the bill, New Yorkers got the bargain. And the person chairing this committee is New Jersey’s former First Lady. At some point, this stops being incompetence and starts looking like contempt for New Jersey taxpayers.

Not a bad way to spend day two on the job. Thanks for the flight, @NASAAdmin, and best of luck to @SpaceX on Starship Flight 12!

@KrisPatel99 Yes this will help pay for my retirement

$ZM ... Might need to switch to Google Meets now...

The data is even more revealing when you remove suicides. In 2024, America had 15,364 gun homicides. The same year, Europe had around 62,700 deaths from summer heat. America had ~2000. That's a policy choice.