Paul Roales

@jamescham All of it fake complexity - when buying a Tesla none of that stuff exists and it’s one pdf

Watched an end to end car buying process over the weekend and impressed with the staff’s ability to navigate through a bewildering number of applications that don’t quite agree with each other, multiple variations of two factor authentication, at least four form factors (iPad, iPhone, web app, windows native app), and a few pre-2015 tools. At least we got rid of paper!

@MosesSternstein @asymmetricinfo that is what they say (from the regional hospital groups private jet on the way to the ceo's aspen pad)

@proales @asymmetricinfo cross-subsidies--that $700 bandaid is the few(er) can-will-pays buying bandaids for all the can't-won't-pays

It is also well distributed among the professional class, who are for some reason much more obsessed with whether billionaires have more than they do than whether they have more than most Americans.

@MosesSternstein @asymmetricinfo or the regional hospital group that controls like 98% of hospital beds in a large area but they make good commercials about children getting care so they get to continue to bill $700 for bandaids

@asymmetricinfo the best antitrust cases lying in plain sight are the six local auto repair shops all actually owned by the same guy no headlines in that tho

@DrSamuelBHume Whats the over/under on the pricing of this? $100k?

It feels very futuristic to imagine a world with one-and-done therapies that lower LDL cholesterol for life, but... it might not be far off! These are new phase 1 data for Verve/Lilly's PCSK9 base editor: one single intravenous infusion reduces LDL cholesterol by as much as 60%

@redtachyon Have a very tight time budget and cost budget for this that probably does not fit in

Literally just put a small classifier in front of it with the search term and the AI overview, and ask it "Is this useful to show to the user?"

@mattyglesias Let’s not bring along the last admins campaign staff either

Definitely ... but how about not bringing the entire Bidenomics team while we're at it, too?

@kane Negative - Security is way less useful if their hands are occupied

Do you think Jensen’s security detail also gets some snacks or is that unprofessional

@conorsen @davidshor @InmanRoshi What’s generating wealth in GA and NC?

@davidshor @InmanRoshi Boomer wealth creation happened mostly in the northeast and in California, there will be a lot more Millennial wealth creation in Texas, Georgia, and North Carolina which will lead to different retirement choices.

In the spirit of buying housing and value stocks in 1999 or $GOOGL and say Brooklyn/Denver/Austin real estate in 2006, I wonder what we’ll look back on as the obvious non-AI investment opportunities of 2026.

@aaron_renn Yes but we can all see roid-gut and it looks just as bad as injected lips the size of balloons

NYT: What to Know About the New Obsession With Testosterone - From politics to influencers and beyond, the hormone is being used not just for medical reasons but in pursuit of a new masculine ideal nytimes.com/2026/05/12/mag…

@theazaelov @suchenzang The “good people” defined as the ones paying them and enabling them to be rich

@suchenzang they make it sound noble til u realize "good people" just means people who agree with them

the well-meaning rationalists would say: it's actually better that the good people do this work, rather than all those other bad people

@kellerjordan0 Would assume that the first party recommendations leave a bunch of alpha behind - which is unlikely at least for YT since it gets squeezed for every dollar imaginable X is kind of a clown car so yah there sure

As the ratio between available compute and total human-created content increases, it becomes technically possible to have a competitive ecosystem of third party recommender systems on top of YouTube/X/etc But-- Heavy legal barriers. Missed opportunity for big consumer surplus

@HochstatMichael @kimmaicutler @danprimack

A new independent report commissioned by the Retired Public Employees Association of California is raising serious questions about how the ~$630 billion California Public Employees’ Retirement System (CalPERS) has been managed. NBC News reported on May 22 that the review was led by forensic investigator and former SEC attorney Edward Siedle after repeated efforts to secure a state audit reportedly failed. Key findings from the report: • CalPERS allegedly ranked in the bottom 15% of roughly 230 U.S. public pension funds over both 5- and 10-year periods. • About 9% of assets were reportedly tied up in “zombie” private equity funds — aging investments still charging fees while struggling to return capital. • The report also questioned fee transparency, governance, consultant conflicts, and executive compensation, noting multiple executives reportedly earned more than $1 million annually despite long-term underperformance. • Siedle argued that public pensions should be among the most transparent financial institutions in the country, and that resistance to oversight is itself a warning sign. CalPERS strongly disputes the report. CEO Marcie Frost called it “an opinion piece full of baseless assertions” and pointed to stronger recent performance: • Top 5% among large U.S. public pension funds over the last 2 years • Top 15% over 3 years • Improved private equity results following strategy changes • A reported 35% reduction in investment fees since 2024 The broader issue goes beyond one report. Public pension systems across the U.S. are under pressure from rising liabilities, dependence on private markets, illiquid investments, and growing concerns around transparency and governance. Private equity can boost returns, but it also brings higher fees, harder-to-value assets, and long lockup periods — risks that become more visible during economic slowdowns or higher-rate environments. Whether you agree with the report or not, one thing is clear: when taxpayer-backed pension systems manage hundreds of billions of dollars for millions of retirees, scrutiny and independent oversight matter.

@DavidSHolz @reed that bar you are in, loves themes and is right next to cursor anyway

someone should open up a late night bar in San Francisco for AI employees ironically named "Permanent Underclass" we can have drink names like "Hopium" and "Copium" and "Brandy is All You Need"

@conor64 A trolley is about to hit 5 people laying on the track You can redirect the car, but the other track does not utilize union labor so operating a train car on it does not provide any pensions or overtime for anyone. What do you do?

New test dropped for Sierra Club leadership:

@rounak it is really really really hard to overspend on hardware that use use 2000+ hours a year. Even if 80chars just looking a tiny bit bitter reduces eye strain just a small amount it is worth enormous spend.

Developers will buy a $5,000 MacBook with Retina display just to spend all day staring at 80 columns of ASCII in a terminal

@chr1sa It is shocking the market has not punished them more but for some reason trades their stock along with other FAANGs

This seems like both an accurate inside view of what happened at Meta over the past five years and also kinda an understandable way to spend the ungodly amounts of cash the machine keeps spitting out. Are you sure you wouldn't have done the same? joshuasaxe181906.substack.com/p/what-it-was-…

@nonedone1 @adityaag If only it was series C not seed+ now

@adityaag @proales @adityaag you are describing many series C+ founders at the moment, no? Many founders have liquidated in subsequent rounds while employees are waiting for liquidity for years.

4 thoughts on early-stage hiring: 1/ If an engineer is trying to pick between a pre Series-B company and a BigCo/BigLab --> stop talking to them immediately. They are clearly not ready for a startup. 2/ If someone isn't willing to take a 70% cash paycut (relative to BigCo/BigLab) --> stop talking to them immediately. They will be unhappy/stressed. 3/ You learn a lot about a candidate during the negotiation/closing process. Do not be afraid to walk away if you get new information. 4/ Startups have zero work-life balance. If you are not willing to put in the hours, you are not in the right headspace to grind.

@paulg Applications to universities are falling though? Even elite grad school applications are way down in many areas.

The list of top-tier universities has to expand, because the pool of top applicants has grown faster than the population (good problem to have) and the usual suspects haven't expanded enrollment. Very likely the list won't merely grow, but be reordered as well.

Met Daniel Diermeier from Vanderbilt. Very smart and determined guy. Vanderbilt is significantly more prestigious than it was 20 years ago, and it's going to be even more prestigious 20 years from now.

@devahaz Successful as in not closing a dozen stores a year still?

This post led me to finding out Spencer’s and Hot Topic are still successful businesses and both were bought by PE (with Spencer’s later sold to management)

@tlbtlbtlb @8teAPi Repost and quote tweet AI news on twitter 30x a day?

@8teAPi If my friend Bob had internalized it, what would Bob do now?

No company, no investors, outside of the frontier lab staff have internalized that there simply won’t be any humans engaged in cognitive labor in 5 years.