Albaicin

This is WILD. Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck. The company is called Halter and it has a proprietary algorithm that runs the entire operation. They actually trademarked the name for it and called it the Cowgorithm and here's how it works. A farmer opens an app, taps a button, and 600,000 cows across three countries start walking toward the milking station on their own. No farm dogs, fences or physical labor, it's just a solar-powered GPS collar sending sound and vibration cues to each animal. The collar does more than move cows around. It monitors digestion, fertility cycles, and health patterns in real time, 24 hours a day, using machine learning trained on the behavior of hundreds of thousands of animals. Halter was founded by a rocket engineer who built spacecraft at Rocket Lab before deciding that farming was the bigger unsolved problem. US ranchers alone have already used the technology to build over 11,000 miles of virtual fencing, roughly the full perimeter of the continental United States, saving an estimated $220 million in physical fencing costs. Halter's previous funding round valued the company at $1 billion. This new round, led by Thiel's Founders Fund, doubles that valuation to $2 billion before the new money even hits the account. And they charge farmers between $5 and $8 per animal per month on a subscription model, meaning the more cows they collar, the more locked-in the revenue becomes. The most powerful venture capitalist on earth just decided that the future of food and farming runs through an algorithm named after a cow. He might be right.

Ah..chuck norris. Chuck Norris doesn't wear a watch. He decides what time it is. Chuck Norris cannot turn left, because he is always right. Chuck Norris doesn’t read books. He stares them down until he gets the information he wants. Chuck Norris doesn't tip the waiter. The waiter tips him. Chuck Norris’ tears cure cancer. Too bad he has never cried. Chuck Norris does not own a stove, oven or microwave, because revenge is a dish best served cold. If rock beats scissors, scissors beats paper, and paper beats rock, what beats all 3 at the same time? Chuck Norris. Time waits for no man, unless that man is Chuck Norris. When Chuck Norris left home, he told his father: "You're the man of the house now." Chuck Norris destroyed the periodic table, because Chuck Norris only recognizes the element of surprise. Chuck Norris doesn't do a push up. He pushes the world down. Chuck Norris has to sleep with the lights on because the dark is afraid of him.

@BrianTycangco Myself and a few others were talking about petrochemical feed stock and what that means to about 6,000 items on the market. I bought over a years worth of anything I would buy in the next 12 months 2 weeks ago. That chart does not include everything. @JamesMelville We warned

WSJ: Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers. "Truckers who drove it in pilot tests say they loved features including a centered driving position, faster charging and longer range for about $100,000 less than other battery-electric trucks. Angel Rodriguez, a 56-year-old truck driver for Hight Logistics in Long Beach, Calif., recently swapped out a 13-gear diesel truck for a Tesla Semi, which is automatic, for a one-month pilot test. “It’s just easier on your body. It’s less stressful because you’re not really having to engage the clutch and the stick shift.” Big F Transport employs five mechanics to service more than 40 diesel-powered rigs and a fleet of trailer chassis in Wilmington, Calif. “If we go all EV we will only need one [mechanic] to service chassis,” said Geovanny Melendez, the carrier’s VP of operations, who went to see the Semi earlier this month at a ride-and-drive event near the Port of Long Beach. Jennie Abarca, co-founder and CEO of King Fio Trucking in Long Beach, Calif., once worked as a truck dispatcher and her husband is a truck driver, so she knows all too well the toll a diesel engine takes on people’s lungs and hearing. She eventually wants to swap out King Fio’s 27 diesel trucks to create an all-electric fleet. King Fio already has 11 battery-electric trucks from Volvo and Nikola. But the company limits those trucks to shorter trips to and from local ports because they only have a range of about 225 miles. The Semi, by contrast, can travel 500 miles on a single charge, according to Tesla. For King Fio that means two or three round-trips a day from Long Beach to warehouses in the nearby Inland Empire or a single round-trip to Las Vegas. She has 20 Semis on order. “The Teslas change everything,” Abarca said. “It opens up a whole different type of delivery that I can make.”

@FootnotesGuy women and sissy men did this 🤮

The "National Interest Framework" re-read during a military clash over a crucial oil transport corridor reads like a bad comedy sketch. There's this perfectly serious and sensible logic about protecting critical supplies...Applied to all the wrong things. Solar panels and batteries. 🤨 Which we don't ever plan on producing, but might help mine critical minerals for, which we'll get China (and hopefully one day allies?) to process and manufacture into useful things. Then in the budget papers... we actually do want to manufacture those things. 🤦‍♂️ And then there's the whole premise that the entire world is moving towards net-zero, will pay whatever premium is required to do that, and that we have a massive potential competitive advantage there, but the government needs to support industry to get ahead of the economic bonanza. Things like Green Hydrogen. That has all aged like milk. Pure farce. A quick 🧵. 1/

Larry knew all along.

"Let us remember the beautiful words of St. Patrick himself: May the power of God preserve us. May the wisdom of God instruct us. May the hand of God protect us. May the way of God direct us. May the shield of God defend us. & may the host of God guard us." - President Trump 🍀

@turtlespeed2020 $PCT desperately looking for covers 👀 not there either 🤣

$PCT Purecycle Don't see any news. What is this drop about? Someone liquidating?

xAI NEWS: Paul Conyngham, a Sydney-based tech entrepreneur and AI consultant, used Grok to finalize a mRNA vaccine construct for his dog Rosie's mast cell cancer. Paul used three AI models. He combined ChatGPT for initial ideas, AlphaFold for mutation analysis, and Grok took the mutation data and other inputs to create the final sequence for the custom mRNA vaccine targeting those exact mutations. Paul sequenced Rosie's healthy DNA and the tumor DNA for $3,000 at the University of New South Wales' (UNSW) Ramaciotti Research Centre, in Sydney, Australia. He partnered with researchers like Prof. Pall Thordarson and Prof. Martin Smith for manufacturing and injection. They reported a 75% shrinkage in one tumor.

kinda wild that larry page had the bitter lesson figured out in ~2007. for context, sutton published his version in 2019

this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to drug targets > design a custom mRNA cancer vaccine from scratch > genomics professor is “gobsmacked” that some puppy lover did this on his own > need ethics approval to administer it > red tape takes longer than designing the vaccine > 3 months, finally approved > drive 10 hours to get rosie her first injection > tumor halves > coat gets glossy again > dog is alive and happy > professor: “if we can do this for a dog, why aren’t we rolling this out to humans?” one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline. we are going to cure so many diseases. I dont think people realize how good things are going to get

@elonmusk @HeritageMatterz hips baby... just right 😍

@HeritageMatterz I LOVE Art Deco

1938 Hispano-Suiza H6B Dubonnet Xenia automobile nearing the end of the Art Deco era.

Sometimes the market ignores reality. Until it can’t. “I've traded for well over 20 years. There have been a few moments where digging into the data showed the market was ignoring the truth. This feels like one of those times. Instead of listening to every word politicians say, look at the data. Transit numbers. Oil prices. Insurance constraints. When the Strait isn’t moving barrels, that’s real information. The market is assuming the problem gets resolved quickly. That assumption is why the market isn’t getting dumped. If that assumption breaks, the risk profile shifts quickly. Be ready.

@private_dataguy @VD718 Thx for the write up. Implication being that of 51 states, NJ is the only hold up for sales to proceed... imho, more likely that phase 2 commissioning of compounding facility is the hold up. Dustin wants "control over formulation". Either way, LFG.

$PCT and Tales from Trenton. @VD718 wrote with much more pithy references than I could ever muster but figured a decent time to describe what we are working through with NJDEP as folks seem very scared of the timeline here. Important to understand there is not a law here that needs to be changed or any sort of legislative action. All they need is a letter from the DEP stating their product qualifies as post consumer recycled product under the NJ law. In 2025, the DEP published a FAQ describing how they interpret and will be enforcing the NJ recycling law. Unfortunately, they weren’t quite sure how to deal with dissolution as it was new and didn’t fall within the classic mechanical vs chemical framework. As a result they did essentially the following: “if you aren’t traditional mechanical but are plastic to plastic you’re not approved for now but come talk to us and we’ll get you approved”. Clearly the intent here is NJ doesn’t want chemical recycling, and luckily $PCT is pretty much exactly what NJ wants, plastic to plastic. With a little research elbow grease, I have found $PCT has been in contact with DEP for a while to resolve this and now in frequent contact with the tenor of conversations seeming quite positive. Additionally, multiple major brand have submitted letters of support with empirical data showing the process works and is indeed plastic to plastic. In my dealings with various state environmental agencies my experience is that they generally get to the right answer and it always takes way longer than you’d think. My hope was this would be resolved before the end of the last NJ admin but the Sherrill team is now here. Luckily, a major focus of hers and the new DEP commissioner is a focus on cutting red tape and streamlining government processes. Also helps that the new commissioner is a former Chemist! In summary here, no guarantees when it comes to regulators and its taken longer than hoped (I understand why Dustin and team were optimistic this would be done sooner) but after months of back and forth I think we are closer to the finish line than folks appreciate. At the end of the day, this is what NJ wants and $PCT is on the right side of issue at hand.

@LucyTurnbull_AO (ASX: JNS) Janus Electric could use some heavy hitters backing them. Keep China out of it, the ppl and tech are already here.

Hope it is dawning on people that we need to electrify transport ASAP. Need a national plan to do this. For national resilience, sovereignty and security. Heavy vehicles are the hardest and most expensive. But we have to try. Suggest we look at China’s policy and actions.

@AvidCommentator I'm with you 💯 on the never ending property ponzi story 🤮. But be fair, this oil price spike is a quasi rate hike & the RBA should and will sit pat.

I really dislike the narrative of the "poor mortgage holders" being impacted by higher rates. The average mortgage holder saw rates plummet during Covid and over the last 30 years, giving them an absolutely enormous free kick. Yes there is a risk of another side to that.

A Private Credit Fund of Funds in 2026 seems to rather closely resemble a CDO-squared in early 2007.

@AvidCommentator Supply of local condensates + minimal refined imports + work from home = essentials secured. Doom & gloom, sure, but meaningful silver linings exist in worse case.

@dv_trader To a degree. The problem is Australian refinery capacity even running slightly above 100% capacity is less than 1/4 of total daily consumption.

Currently putting together data on Australia's fuel imports and its sources. Of the top 8 sources, which account for over 85% of imports more than half of their weighted oil imports come through the Strait of Hormuz. More in detail in a full article this weekend.