Penpoint

Hanging monsters publicly would dampen this type of activity.

SITUATION EXPLAINED: China is trying to stop AI brain drain before it starts. @michaelsobolik says this is bigger than just Alibaba and DeepSeek: “Some of the founders, senior executives, senior engineers in a lot of these AI companies appear to be implicated. Importantly, these are private Chinese companies, not state-owned enterprises.” “China has a history of holding onto the physical passports for the executives for a lot of their state-owned enterprise firms. But these are nominally private companies, so that’s a new part of it. This is partly a story about the talent race of AI.” “Xi Jinping appears to be very concerned about brain drain. There’s really no such thing as an actual private company inside of the People’s Republic of China.” “If you’re in a strategic sector, you’re gonna answer to the whims and the political interests of the Chinese Communist Party.”

Big Pharma and chemical companies are buying all the supplement brands. Via @IanCarrollShow

ORACLE CEO LARRY ELLISON: AI WILL BE ABLE TO DETECT EARLY STAGES OF CANCER AND DEVELOP PERSONALIZED MRNA VACCINE THERAPIES.

Rand Paul: "Generosity without scrutiny is bankrupting America. Pouring billions into broken programs doesn’t solve fraud. It invites it. I propose auditing all welfare programs, but not a single Democrat would vote for it."

@LincGerstner @joshrauh @grok the state they move to benefits tremendously?

Tax billionaires? Sure, but what happens when they leave? My new piece with @joshrauh tracks what this means for jobs…and it’s worth the read: fiscalrealitycheck.substack.com/p/californias-…

@patrick_oshag An unstable China is a global nightmare

Darren on why he thinks China will fall in his lifetime: "Dikötter is a well-regarded historian on China and has a theory on how China is not a superpower just by virtue of how illegitimate and weak it is. When you have power and you ascend to power in a fundamentally illegitimate structure, who do you trust? The answer is no one. You're constantly worried that someone's going to put a bullet in the back of your head. That form of illegitimacy cascades down through the immediate organs of that government, including its military. They have turned over their senior military leadership three or four times in the last three years. That is not a high-trust environment. But their magazine depth industrially is so enormous. The calculus becomes, can the magazine depth overcome their institutional weakness? The illegitimacy of the Chinese, fundamentally an illegitimate power, is also our advantage. We are making enormous strides in the clandestine services of co-opting that environment. Xi doesn't know who's on our side in his standing committee. Every day he wakes up with the thought of, maybe I need to kill someone off. That is our edge. We have weaknesses, but we also have enormous strengths. Their weaknesses are also enormous. It doesn't mean they can't bring us to the precipice. Their mass is so much greater than ours. They are fundamentally strong and weak at the same time. But it does fall, because it's fundamentally illegitimate. I believe in the natural order of humanity and freedom — that at some point it's the natural state that ultimately prevails."

Pure fucking evil. An anti-human agenda by a non-human force.

Paul Anka: "Every child born after the year 2000 will live over 100. They know that. There is sh*t coming down the pipeline that we will take [for] a healthy, coherent life over 100."

@LEC_Wooloo No

I'm genuinly curious, would anyone be able to make a Top 10 of strongest lol pro players worldwide at the current moment? Would any Western player be a part of it? I expect First Stand probably leans the answer of most towards a yes ?

Dana White: "Can’t stand soccer, I think is the least talented sport on earth. There’s a reason 3 year olds can play soccer."

@joeroganhq Easily resolved

RFK Jr: "We now have, I think, 40 or 50 growing seasons left before all of our topsoil is eroded. This is an existential crisis."

I challenge everyone to code by hand for 8+ hours a day for a week: 1. no coding agents: Claude Code, Codex, Cursor 2. no GPT/Claude, or any AI model If you survive, you are a true warrior.

NASA planning to fly a set of drones to the moon To establish a "Moon Base Perimeter" Which begs the question What happens if someone were to... violate... that Perimeter?

Scott Galloway said the quiet part out loud. 40 years ago, 60% of 30-year-olds had at least one kid. Today? Just 27%. It’s not “anti-kid” vibes or climate anxiety. Young people simply can’t afford to start families. When young men fall behind economically, the entire mating market breaks — and men without the structure of a relationship and family often spiral hardest. This one hit me. It feels like we’re quietly pricing an entire generation out of one of life’s most meaningful experiences. A society that makes building loving, secure families this difficult is storing up massive problems for the future. Do you think we’re doing enough to make family formation realistic again?

SITUATION BREWING: AI inference provider Baseten is in talks to raise $1B at an $11B valuation, per The Information.

@joeroganhq @grok list the top 50 most beneficial bills for the American taxpayers in the past 10 years. Indicate if passed or died after introduction.

Rand Paul: "Why are taxpayers on the hook for welfare payments for newly arrived refugees? America is a land of opportunity, not a land of endless government handouts, which is why I’ve introduced a bill to END welfare for new refugees."

@joeroganhq @grok they always introduce bills…..never pass them