andrew
250 posts
AG1 is one of the lowest value health products in the world despite being the most heavily promoted.
They flood podcasts by paying influencers up to $60 per new subscription and a $30/mo recurring kickback. Plus AG1 gives them equity in the company.
Retail price $79
Ingredients ($5)
Packaging ($3)
Manufacturing ($4)
Shipping ($7)
Total costs ($19)
Gross margin $60
Gross margin% 75.9%
Why does this matter?
McDonald’s openly taunts you “I’m lovin it." They prey upon your compulsive instincts and don’t try to hide it.
AG1 lures you into a false state of confidence by leveraging people you trust and hiding behind a “propriety blend”.
The bulk of the 12g scoop is cheap greens and emulsifiers. They include on the label high-value ingredients but only include trace amounts to lower their costs. That way you think you’re getting the good stuff but you’re actually not.
AG1 is bad for the world.
Overpriced.
Underdelivers.
Science shows it has no clinical effect.
They’ve induced good people into violating their own standards of trust.
They pretend to be something they’re not.
They create confusion for consumers who are genuinely trying to make good life decisions.
They erode trust.
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It’s accurate that neither Rogan nor Huberman has invited me on their pods.
Autism Capital 🧩@AutismCapital
@KyleBro54604803 Guarantee you the AG1 sponsorships are the reason neither Huberman nor Rogan have had Bryan Johnson on their pods. He is literally the perfect guest for both of them. Makes no sense otherwise. Definitely it's so they don't piss off their main sponsor. Cash cow. Recurring revenue.
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@MorbidKnowledge could just dig a little line hole in the ground or something
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An ascetic with a metal grid welded around his neck, so that he can never lie down, late 1800s.
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Hero tackles fleeing drunk driver who crashed into a Texas cop
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@sciencegirl The crane doing all the heavy lifting and getting no credit
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Pneumatic air lifting bags carefully help upright an overturned truck
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AI revenue growth is accelerating:
Microsoft Azure, $MSFT, revenue is up to a record ~$18.5 billion annualized as of Q3 2025.
Sales more than doubled since Q4 2024 and quadrupled since Q2 2024.
OpenAI's revenue is up to ~$13.0 billion, an all-time high, more than quadrupling since the start of 2024.
Anthrophic sales are up to a record $7.0 billion, doubling nearly every 2 quarters.
CoreWeave's revenue, the AI infrastructure provider, is up to ~$5.5 billion, rising over +100% since the start of 2024.
Meanwhile, xAI and Nebius remain in early growth stages, with revenues still under $1 billion annualized.
AI expansion is accelerating.
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Under current circumstances it is only natural that lately the strategic, defense and military dimension of 🇹🇷🇷🇴 ties come more often to the fore. We are NATO Allies and working together for Black Sea security in difficult times.
But our commercial ties constitute an equally robust pillar of our cooperation. Romania is our biggest trade partner in the region. And Türkiye is #1 destination for Romanian exports beyond the EU as well as #1 non-EU trade partner of Romania. 🇹🇷 is also #1 destination in tonnage for goods in and out of Constanta port which only makes sense.
According to our count (🇹🇷Ministry of Trade) 🇹🇷🇷🇴commercial exchange volume finished the year 2025 with an impressive 13,4 b$s. This marks a sustained growth. 13,5% more compared to 2024. 🇹🇷 exports to 🇷🇴increased by 10%, reaching 8.6 b$s. Our imports from 🇷🇴 increased by a higher percentage, by 21%, exceeding 4.8 b$s. There is a surplus in 🇹🇷 exports but the increasing pace of 🇷🇴 exports indicates a tendency toward narrowing of gap.
Additionally, there is a remarkable surplus on 🇷🇴 side when it comes to FDI by 🇹🇷 companies into 🇷🇴. The presence of direct and indirect 🇹🇷 investment in Romania is estimated to have reached 8 b$s. Thousands of 🇹🇷 companies, more and more with their 🇷🇴 partners contribute in almost every sector of the Romanian economy, from the automotive main industry to the automotive sub-industry, from defense industry to renewable energy, from furniture to white goods, from banking to the retail sector. This indicates their confidence in 🇷🇴 and the 🇹🇷🇷🇴 strategic partnersip. These businesses work hard, pay tax and contribute remarkably to Romania’s industry, exports and employment.
On the horizon, 2028 is approaching. We will mark 150 years of 🇹🇷🇷🇴 diplomatic ties. 20 billion Dollars of trade seems more and more like a target we can try to achieve by then. But first 2026! I wish a great year for everybody, in this regard particularly for Turkish and Romanian businesses who work for this success and of course also for 🇹🇷🇷🇴 strategic partnership overall. We are off to a very busy year in a positive way. I will keep you posted.
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@jasonfried Wait till you get a neuralink and can connect to all this. You will feel like a god. Going to be installing IOT into your door hinges.
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THE BIG REGRESSION
My folks are in town visiting us for a couple months so we rented them a house nearby.
It’s new construction. No one has lived in it yet. It’s amped up with state of the art systems. The ones with touchscreens of various sizes, IoT appliances, and interfaces that try too hard.
And it’s terrible. What a regression.
The lights are powered by Control4. And require a demo to understand how to use the switches, understand which ones control what, and to be sure not to hit THAT ONE because it’ll turn off all the lights in the house when you didn’t mean to. Worse.
The TV is the latest Samsung which has a baffling UI just to watch CNN. My parents aren’t idiots, but definitely feel like they’re missing something obvious. They aren’t — TVs have simply gotten worse. You don’t turn them on anymore, you boot them up.
The Miele dishwasher is hidden flush with the counters. That part is fine, but here’s what isn’t: It wouldn’t even operate the first time without connecting it to an app. This meant another call to the house manager to have them install an app they didn’t know they needed either. An app to clean some peanut butter off a plate? For serious? Worse.
Thermostats... Nest would have been an upgrade, but these other propriety ones from some other company trying to be nest-like are baffling. Round touchscreens that take you into a dark labyrinth of options just to be sure it’s set at 68. Or is it 68 now? Or is that what we want it at, but it’s at 72? Wait... What? Which number is this? Worse.
The alarm system is essentially a 10” iPad bolted to the wall that has the fucking weather forecast on it. And it’s bright! I’m sure there’s a way to turn that off, but then the screen would be so barren that it would be filled with the news instead. Why can’t the alarm panel just be an alarm panel? Worse.
And the lag. Lag everywhere. Everything feels a beat or two behind. Everything. Lag is the giveaway that the system is working too hard for too little. Real-time must be the hardest problem.
Now look... I’m no luddite. But this experience is close to conversion therapy. Tech can make things better, but I simply can’t see in these cases. I’ve heard the pitches too — you can set up scenes and one button can change EVERYTHING. Not buying it. It actually feels primitive, like we haven’t figured out how to make things easy yet. That some breakthrough will eventually come when you can simply knock a switch up or down and it’ll all makes sense. But that's at least 20 years down the road.
It’s really the contrast that makes it alarming. We just got back from a vacation in Montana. Rented a house there. They did have a fancy TV — seems those can’t be avoided these days — but everything else was old school and clear. Physical up/down light switches in the right places. Appliances without the internet. Buttons with depth and physically-confirmed state change rather than surfaces that don’t obviously register your choice. More traditional round rotating Honeywell thermostats that are just clear and obvious. No tours, no instructions, no questions, no fearing you’re going to do something wrong, no wondering how something works. Useful and universally clear. That’s human, that’s modern.
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