Adam Smith
6.7K posts
Adam Smith
@whoisAdamSmith
Bad at chess getting less bad $NQ
The Internet Katılım Şubat 2011
691 Takip Edilen348 Takipçiler
@close_nutrition Or most and most likely, most world class athletes are already enhanced.
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So the Enhanced Games are over & remarkably unremarkable. 1 world record, helped by banned suits. Meanwhile most performances barely touched existing marks.
What does this tell us? Have we overestimated the impact of PED or were these not truly world class athletes to begin with?
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I want to see Michael Phelps in his prime juiced out of his mind compete against all these other no names so we can see how the final form of elite swimmer performs with almighty power
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@JonahLupton @The_AI_Investor @GavinSBaker Yeah. I read it. The cliffs are non standard but the reality remains the same. Going live with less than 10% of the float is tradable at this evaluation is a recipe for disaster. Would need to average 10’s of billions of dollars a day in new buying during lockup to maintain price
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Can’t wait to see Chamath disclose his position in SpaceX.
I’d be surprised if he doesn’t spend more than 10% of his net worth buying the stock at a $2T valuation soon, given how bullish he has been recently.
Talk is cheap. Show the position. This is exactly why I share my portfolio updates: am I bullish on a stock, meaning did I buy it or not? And how bullish am I, meaning position size?
Anyone can probably write a bull thesis on any stock. The hit rate would have been very high, especially in semis over the past year, even if you randomly picked 10 stocks.
The All-In Podcast@theallinpod
Chamath Lays Out the Case for SpaceX at $2 Trillion – Starlink: the most important internet infra project since the internet itself – Rockets: underlying platform that allows everything else to happen – AI: apps top layer, datacenter bottom layer – The Elon Flywheel: operating leverage ➡️ investment ➡️ competitive moat ➡️ capital moat ➡️ technology moat ➡️ execution/learning moat – Potential Tesla merger down the road – Elon’s premium for being “the guy” right now @chamath: “ If I'm asking myself, ‘Chamath, how do I underwrite SpaceX at $2T?’ Here's the basic math that I would do. Last year it did $18-19 billion. It'll probably do $25-30 billion this year. So I'm buying this thing at a fairly costly premium, right? So what am I buying? I'm buying probably the most important internet infrastructure project that's happened since the internet itself. That's going to scale to hundreds of millions of users, and the reason that's going to scale to hundreds of millions of users is it's just very useful, and it's just going to become cheaper and cheaper and cheaper. So that's number one. I'm buying a delivery infrastructure, I think over time, GDP plus 10, GDP plus 15, kind of a grower. So good business, valuable business, but it's the underlying platform that allows everything else to happen. And then I'm buying an AI business, which will be at the top level the apps, but at the bottom layer all the compute capability. So I suspect what happens is next year it's probably $40-45 billion. And then the year after that it probably doubles again, so then I'm buying it at 20x revenue. And you would say, ‘Well, why can you buy a company like this on revenue versus earnings and cash flow?’ And I think the reason is because what the revenue does is it gives him the operating leverage to go and invest in all of these other businesses that ultimately consolidate his differentiation and his competitive moat, because what he creates is a capital moat that then accelerates a technology moat, that then accelerates an execution and a learning moat. And that flywheel, when it starts to spin very quickly, and you would say, ‘Hey, hold on a second. It's probably spinning quickly now.’ I would say we're at the beginning of the beginning. He still has all these disparate assets. I still don't like the fact that Tesla's over here, and as I've told you, that will get merged in. And now you have this incredible corpus of physical capability, movement of all kinds, X, Y, and Z, right? That thing will look very cheap, I think, in a few years. And he has this one thing that nobody else, if you look at the big CEOs, who steps on stage where you're always curious, ‘Okay, what has he got up his sleeve?’ You know, the Steve Jobs, ‘Oh, and one more thing.’ He's the guy. Whether you like him or you hate him, he's the guy, and there's a premium that is well-deserved that comes with that.”
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@JonahLupton @The_AI_Investor @GavinSBaker It doesn’t matter what the price does until at least the 180 day lock up period is over. Thats a huge amount of liquidity hitting the tape for the first 6 months.
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I’m more bullish on SpaceX after listening to @GavinSBaker, I just can’t underwrite $1.75T right now… it’s already pricing in a lot of upside with Starlink, Starship, Colossus, Anthropic expansion, orbital data centers, etc
I would not be surprised if SpaceX pops 20-40% on the first day but also possible it pulls back in the following months as more shares come to market.
I don’t think we need to be buyers on day 1 but I’m definitely hoping to own it someday at the right price.
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@mattizzo How has your skin changed overtime? How much tightening was there? Over what timeframe?
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In the left is the day I reached my weight loss goal, losing 75 pounds for the 3rd (and final time) in May 2017
On the right is today, 9 years later
160 pounds in both
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Look what happens when I compare completely different dosages instead of apples to apples because it’s the only way to make the stats tell the story I want so that I can grift more people.
Greg O'Gallagher@gregogallagher
Here you go people! 10mg of tirzep is better for body composition (and holding muscle) Than 4mg of Reta. With less side effects
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@rorynotsorry Not horrible if people use those periods of calorie surplus to put on more muscle.
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I guess is in the future than cycling of weight loss drugs becomes the norms. Someone will use them to lose 100 pounds think they have it beat, go off them, gain 20lbs back and then repeat. Human nature.
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@pepfessions And $12 from the Chinese vendor that makes the $89 vial anyways.
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a 10mg vial of retatrutide from a pharmacy: $1,400/month.the same molecule, same purity, from a research vendor: $89.the gap between those two numbers is the entire weight loss industry.
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@gregogallagher 33% max dose of reta, 66% max dose of tirz... do people really take you seriously?
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@YIMBYLAND Buying before the lockup period is over is burning money. What happens to the stock when over 90% of shares become liquid for the first time?
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So do I buy the IPO or wait for the first dip?
delian@zebulgar
OH MY GOD I AM SO EXCITED TO READ THIS sec.gov/Archives/edgar…
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I am split on this on one end its super sick that I can level faster on the other end its pay2win now to have unheard edition.
What is everyone's thoughts on this?
Good or bad and tell me why you!
Escape from Tarkov@tarkov
We have started the installation of update 1.0.4.9 for #EscapefromTarkov. The installation will take between 4 and 6 hours, but may be extended if required. The game will be unavailable during this time. Starting today, Escape from Tarkov editions receive new bonuses in addition to what they previously provided. Your active edition will increase the experience gain in raid: ● Left Behind Edition - 7% XP bonus ● Prepare for Escape Edition - 9% XP bonus ● Edge of Darkness Limited Edition - 12% XP bonus ● The Unheard Edition - 20% XP bonus, applied to all group members Group bonus does not stack with other bonuses or with itself. For example, if players with Prepare for Escape and The Unheard Edition play together, each will receive 20% more XP. Same goes for a group of multiple The Unheard Edition players. Apart from that, owners of The Unheard Edition now have an additional opportunity for customization - it now allows using clothing regardless of faction. This feature applies to all tactical clothing, including items from BattlePass and Tactical Maps from EFT: Arena. These additions will make upgrades more valuable without affecting gameplay during the raid in any way. New bonuses are also available to players who already own the upgraded editions.
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@Peptidedecoded1 @ElevateBiohack Reading comprehension must be hard. That in no way means glucagon only kicks in at 4mg or higher.
It’s means people who took more drug lost more weight. There is more glp1 agonism in 4mg than 1mg so you can extrapolate out a larger calorie deficit easier than anything else
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@whoisAdamSmith @ElevateBiohack For retatrutide doses of 4 mg and greater, decreases in weight were significantly greater than with placebo (p=0·0017 for the 4 mg escalation group and p<0·0001 for others) and 1·5 mg dulaglutide (all p<0·0001).
thelancet.com/journals/lance…
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Just my 2 cents, on if you’re running Retatrutide (Reta) way beyond the basics.
If you’re using higher mg’s weekly thinking it’ll supercharge your recomp, shred extra fat, or protect muscle during a cut, a lot of experienced users are seeing the same pattern, you’re likely hitting receptor issues and probably don’t need those mega doses at all.
It kicks off strong at 1-2.5mg with killer appetite control, improved nutrient partitioning, that glucagon boost for energy burn, and the full triple-agonist effect keeping your gains intact while the fat melts.
Plenty of lifters and enhanced athletes are getting excellent results right in that range without the headaches. But once people start pushing higher doses chasing “more is better,” that’s when things get messy. Appetite suppression that was locked in starts to fade, fat loss plateaus despite the effort, and sides crank up..nausea, brutal GI issues, constant fatigue, elevated heart rate, you name it.
This is your body downregulating those receptors from the nonstop overload, basically building tolerance so the peptide hits less effectively over time.
You see it all over the forums: guys ramping aggressively for cycle support or aggressive cuts hit a wall after a few weeks or months. What felt amazing at 2-2.5mg suddenly feels average, so they chase it with even bigger pins… which just amplifies the sides and risks burning out the response long-term. Sure, the big clinical trials show more weight loss at 8-12mg, but that’s in obese patients with slow titration and medical monitoring—not lean or athletic folks already training hard with dialed-in nutrition. For non-obesity body comp goals, that 2-2.5mg sweet spot (sometimes split doses or even micro-dosed) delivers most of the magic with way fewer downsides and better staying power.
Higher doses aren’t automatically superior they’re just more intense until your system adapts and taps out.
You’re putting extra stress on your gut, metabolism, and receptors for marginal gains when a smarter, lower-dose approach with slow ramps and occasional breaks (every 8-12 weeks) keeps the benefits rolling consistently: steady fat loss, muscle protection, good energy, and the ability to actually eat and train like a human. A ton of people report way better long-term results and easier maintenance this way without feeling wrecked.
If you’re already over 2.5mg and noticing the plateau or rough sides creeping in, try stepping back, holding steady, or taking a short break instead of stacking more. Your receptors, recovery, and bank account will be happier.
This isn’t medical advice, just straight observations from the community actually using this stuff. Train hard, keep protein high, and stop chasing the high-dose dragon when lower doses often perform cleaner for physique goals. Who’s crushing it on modest doses versus fighting tolerance at the top end? Share your experiences below.
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@Peptidedecoded1 @ElevateBiohack “All the studies” there are zero studies that show this and it just doesn’t make any sense and doesn’t take any variables into account.
It’s like saying “drunkenness only kicks in at 4 beers”
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@ElevateBiohack All the studies I have seen show the glucagon only activates at 4mg and is efficient at 6. So while not everyone needs to titrate up there does seem to be a reason to go to 4-6mg
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@ShaneStoffer Way overpriced. Normally people should just use @PeptidePartners
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I asked you for receipts of us settling on terms for a bet. It is genuinely so fucking pathetic that you’ve been lying about it for years, and it’s even more pathetic that you’re trying to keep up the lie with screenshots that don’t show what I’m asking for lol.
Mike from PA@Mike_from_PA
Hutch you still owe me $1500. You bet me $1000 that Trump would be in prison by Jan 21 2025 and you bet me $500 that Biden would beat Trump for re-election. Here's the receipts. It's ok buddy, you'll learn eventually that you're stupid.
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@Midnight_kev @LeadingReport It’s in fact not false. The judge today ruled on it.
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@LeadingReport That’s false:
Inevitable Discovery: If the prosecution can prove that the police would have inevitably found the evidence legally anyway (e.g., via a standard inventory search or routine procedure).
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Judge rules police searched Luigi Mangione’s backpack illegally therefore jury will not learn about:
- Magazine
- Cellphone
- Passport
- Wallet
- Computer chip
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