Kavon Togrye

@Jason @theallinpod re: the minimum wage issue you presented on the latest episode - the BLS reports that ~1% of hourly workers earn at the fed min wage. Not taking a view here, but it felt like you were making it out to be a much larger portion of the US pop. This may actually make your point stronger though. Why not raise in good faith if the fiscal impact is that manageable? Is it possible you’d actually see participation rise in lower skill labor areas due to those incentives? Or even people emerging from grey/black market areas of the economy into more normal roles? I certainly don’t know the answer, but it’s very interesting to think about and research.

CEO of $COHR: internal 6" InP capacity doubling next quarter, and then doubling again next year, i.e. 4x overall. This expansion is a quarter ahead of schedule.

@zephyr_z9 Incredibly strong performance, increased efficiency, & raised guidance... Over reaction on missing Q3'26 revenue est by 0.1%?

OUCH

More photos from Falcon Heavy’s 12th launch

This discrepancy is primarily due to (1) the opening hours mismatch between the Stockholm and OTC market and (2) currency exchange risk (SEK/USD) The US OTC ticker trades for an additional 4.5 hrs after the Stockholm market closes. Market hours overlap for the first 2 hours of US market trading and I find pricing is a fairly close match during that period - this is when you’ll want to compare. After Stockholm closes, OTC pricing is more of a cautious expectation of future pricing in its primary market, since that’s where the majority of the volume is.

I was wondering if $SIVEF still has more room to run compared to $SIVE. (Disclaimer: I'm really bad at investing.) Claude's take: 6M charts look very different (+351% vs +611%), but that's a mirage. At today's USD/SEK (~9.15), SIVEF actually trades at a ~6% premium to SIVE, not a discount.6 months ago the OTC premium was closer to ~80%. What looks like SIVEF "lagging" is just the OTC mispricing normalizing toward parity.If you want the exposure, buy the Stockholm line. OTC spreads eat you twice. Is Calude's answer correct??

NASA Artemis passing close to the Moon

Yup, platform activity is surging. There were 1 billion commits in 2025. Now, it's 275 million per week, on pace for 14 billion this year if growth remains linear (spoiler: it won't.) GitHub Actions has grown from 500M minutes/week in 2023 to 1B minutes/week in 2025, and now 2.1B minutes so far this week. So we're pushing incredibly hard on more CPUs, scaling services, and strengthening GitHub’s core features. And as a fine purveyor of hand-crafted shit code for many years, I'm not gonna weigh in on that. 🤣

In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50

I was excited to see a successful launch and I’m hopeful for a safe and successful mission, but this take is spot on. A spotlight on the vast quality gap common between private and public endeavors in nearly every industry. Aside from the broadcast quality, SLS design just looks and feel antiquated. On the financial side, launch cost estimates are ~$4B/launch for SLS (Boeing, Northrop, L3H, ULA). For comparison @SpaceX Starship launches are est to cost around $100M/launch today, i.e 40x lower. And that cost is expected to go down another 10x or more when full reusability is achieved later this year. That said, I know it’s not an apples-to-apples comparison here, but SpaceX is so far ahead of legacy contractors it’s mind blowing. @elonmusk gets a lot of flack, but an extreme focus on efficiency and quality are always at the center of his commercial endeavors. In simple terms, selling a superior product at a better price appears to define every company he builds. Americans should be rooting for companies like @SpaceX, @anduriltech, and other new age innovators to build more for the USA. The value they bring to the table is just superior to the slow, bloated legacy contractor regime in nearly every way. This all gets me very excited to see what SpaceX will do with Artemis III 🚀🧑‍🚀🌕

@stocksandreales So bullish on $BULL that you’re buying it on $HOOD … 😂

ROBINHOOD IS WORTH OVER $60B AND WEBULL IS ONLY WORTH $2B WHILE HAVING ALMOST THE SAME AMOUNT OF USERS? INCREDIBLY UNDERVALUED. I’M EASILY MAKING OVER $1,000,000 ON THIS TRADE

So proud to see F.03 make history as the first humanoid robot in the White House 🤖 🇺🇸

@aleabitoreddit @HeLiuLeo @aleabitoreddit what platform are you buying SK Hynix directly on? I don't see it on IBKR or Fidelity, just the OTC, $HXSCL, and the Frankfurt version, $HY9H

@HeLiuLeo I ended up preferring SK Hynix over $MU at these levels, but memory as a whole is a good long. Lot of LNG/helium/crude fears don’t really impact opex much. And demand looks structural past 2028

I’m genuinely impressed there’s people out there holding $IREN. Imagine getting close to half the market cap… ~$6B eventually diluted, sold into the open market against every stock rally… then still being bullish? If you’re avoiding $SNDK or $AAOI for 100-200%+ YTD. Because you care more about a company over your own portfolio returns. You’re in the special $AMC bagholding territory.

@mikealfred @grok how many people have >$100M net worth, worldwide?

I want to believe Bernie is well-intentioned, but it’s become increasingly apparent that he’s out of touch with the speed and inevitability of technological progress today. AI & Robotics are not stopping or slowing on your behalf, Bernie. The relevant question is whether the US will fall behind the rest of the world because of poorly timed/drafted regulation at such an early stage. Lagging in this race will make our economy less competitive, which will be of no help to US workers. Advancements in technology have historically always led to productivity gains and a shift towards higher-order labor for humans. In the fog of the disruption, it’s often not perfectly clear how everything will play out, especially this early. This is when fear sets in, understandably. The US needs to lead the way in this technological revolution, just as we have in others though. We should support our companies investing in cutting-edge innovation, we shouldn’t fight progress or aim to be purposefully less efficient. Our politicians should work on getting people trained for the jobs of tomorrow, rather than lamenting change that’s unavoidable. Remember, these companies don’t stand to gain anything if people are unable to pay for the goods & services they offer. This moment is aspirational for the US, ushering in a new paradigm of progress in nearly every domain. Progress that, among other things, has the potential to unleash energy abundance, cure disease & aging, and create incredible deflationary pressure - all faster than we ever thought possible. If this time is different, as many fear, then we’ll solve that problem, together. Thankfully, we have many of the brightest minds in the world and some of the highest GDP per capita to support those efforts. As a techno-optimist, I personally believe this progress is far more likely to lead to mass prosperity than demise.

@JohnnotJon Airpost

Today, we’re launching Airpost. I’m 46. That’s not a cool age to found a startup. At least according to Twitter. I still call it Twitter. I’ve loved advertising all my life. Since I was 19 and my mom told me about a movie called “Nothing in Common” with Tom Hanks where he plays an ad exec whose main job seems to be shooting hoops with his creative partner. That sounded fun. Since then, traditional advertising has stayed… traditional. From my 1st job out of college writing TV ads for Snapple and Fox Sports, to leading product marketing at Airbnb, I’ve seen a lot. Now the AI era is here and an entire $1T industry is about to change. Who will change it? Why not me? Why not us? Introducing Airpost: a platform and service where world-class creative strategists use custom-built AI to build video ads. Fast. If you’ve ever sat down to make an ad with AI and realized 20 minutes later you’re still wrestling with that same clip… that’s why we built Airpost. Growth teams are busy. They’re asked to do too many things as it is. They shouldn’t have to be AI experts as well. Creative strategists shouldn’t have to stare at a white box trying to decide what to prompt. They should have a partner. That’s what we aspire to be. And that’s what we’ve built our tech to do. AI ads shouldn’t have to mean only AI footage. We have an exclusive library of over 300,000 video clips we’ve shot ourselves. Our engine uses these, along with client footage and AI footage to make the ads we deliver each week. We’re funded by the best investors and humans we know. We bootstrapped our performance creative agency, Ready Set, to 200 people. I was always told VCs didn’t add value. If that’s true, it must be other VCs, because ours have been awesome. Thank you Zach Perret, Nate Abbott, Peter Hebert, Max Mullen and all of the firms and folks who’ve believed in us so far. We’ve gone from 0 to $1M ARR in the six months since we quietly started working with early clients like DoorDash, Dr. Squatch, Calm and more. So far, every customer has renewed. To celebrate the launch, we’re giving away a superagent where you: 1) Put in your product URL 2) Get snippets of what your real users are saying on Meta, TikTok, Reddit and X 3) Paste them into ad scripts Comment “Airpost” and I’ll DM you the private link. It feels (a little scary but) good to be out there. Here we go! 🚀

@mikealfred High q̶u̶a̶l̶i̶t̶y̶ analysis

😂😂😂

@tomcrawshaw01 GUIDE

n8n's learning curve is brutal. I've lost count of how many smart business owners I've seen: - Get excited about n8n - Spend 20+ hours trying to learn it - Build absolutely nothing that works They were doing everything "right." Watching tutorials. Reading docs. Following examples. But n8n content has a massive problem: It's all created by developers who've been building workflows for years. They don't remember what it's like to be confused by: - "Just set up a webhook trigger" - "Parse the JSON response" - "Configure your HTTP request node" If you don't know what those words mean, you're stuck. And here's what makes it worse: The stuff that's actually hard? Nobody talks about it. - How to structure workflow logic when you're not a programmer - What to do when your workflow just... stops working - Which 5 nodes matter (vs the 395 you'll never touch) - How to connect n8n to the tools you actually use So you end up wasting weeks learning features you don't need, while the basics that would unblock you stay buried in some documentation page you can't find. I went through this exact nightmare. And after finally figuring it out, I decided to build what should've existed from day one: A 6,600-word n8n guide written for business owners, not developers. Everything you actually need to know. In the order that makes sense. - Self-hosted setup (no Docker confusion) - Core concepts in plain English - JSON handling for beginners - Working workflows you can use today - AI model integration walkthrough - Solutions to every roadblock I've seen If you're stuck right now, or you gave up months ago try this. Comment "GUIDE" and I'll DM it over. (Must be following)

@bryan_johnson @Baze_Trader @bryan_johnson do you RO filter all water you come in contact with (ex. shower), or just water you consume?

below is what the company says it does. I test the water monthly and it performs to spec: "This nine-stage reverse-osmosis system progressively purifies and “polishes” tap water. A sediment filter first strains out large particles, followed by a carbon block that removes chlorine, volatile organic compounds, and odors. The 75-gallon RO membrane then eliminates 95–98 % of dissolved impurities, while a permeate pump improves efficiency and extends filter life. Purified water is stored in a 3-gallon non-electric holding tank for on-demand use. Two de-ionization filters further strip out nearly all remaining contaminants, raising purity to near-zero TDS. A coral-calcium cartridgethen remineralizes and alkalizes the water (pH ≈ 8), restoring trace minerals, and a final coconut-carbon filter “polishes” taste and texture for clean, alkaline, mineral-balanced water."

I eliminated 85% of microplastics from my ejaculate. Nov 2024: 165 particles/mL July 2025: 20 particles/mL Nearly identical drop in my blood same time period: Oct 2024: 70 particles/mL May 2025: 10 particles/mL Important as a meta-analysis of 36 studies reveals that microplastics induce oxidative stress in the male reproductive system, leading to testicular inflammation, cell death, and reduced testosterone levels, sperm production, and motility. Two studies last year showed that microplastics were detected in every human testicular and semen samples tested. The therapy we think most responsible for this reduction is sauna as it also eliminated most environmental toxins in my body, including those linked to various plastics (200 F, 20 min daily w/ ice on the boys). I also avoid the big no-no’s like microwaving in plastic, plastic cutting board, and having a reverse osmosis water system. To our knowledge, this is the first report of any correlation (esp in the same person over two timepoints) between blood and semen microplastic levels, demonstrating successful microplastic detoxification in the semen following that in the blood.

I’ve noticed this happening more often lately, but it seems somewhat inconsistent. Appears to happen more often in the general HR range I mentioned as opposed to 160+ ranges, but that impression could be biased bc I’m more often in those zone 1-3 ranges with my routine.

It’s clearly a bug bc when I stop the workout I see my live HR in the “Health” tab start ticking up dramatically. Ex. Workout on, moving - measured HR actual is close to 140, but whoop workout display is ~68; turn workout off, and live HR in health quickly ticks up to 136.

@willahmed @WHOOP - I’ve noticed a heart rate bug happening more and more often lately. After you start a workout, often it’ll pick up your HR as about 1/2 of what it actually is, measured against pulse/stopwatch and another device.