thomas ⚡️ retweeted
If you’re investing in Kalshi at $65 billion after the blue wave call the number
Kalshi in Talks For New Funding Round at $65 Billion Valuation @nmasc_ and @denitsa_tsekova bloomberg.com/news/articles/…
thomas ⚡️ retweeted
with Outlook down, it’s time to be like Kelly Rowland and start sending emails through Excel
thomas ⚡️ retweeted
SCOOP: President Trump authorized a crackdown on companies suspected of diverting Nvidia's advanced AI chips to China on Thursday, but one administration official repeatedly stood in the way: Commerce Secretary Howard Lutnick. axios.com/2026/11/11/trump-l…
thomas ⚡️ retweeted
Circular financing in AI is rising sharply:
~55% of investment deal value involving AI firms comes from other AI companies.
~26% of all deal value comes from clearly circular AI-to-AI relationships, where at least one investor also has a commercial relationship with the company receiving the investment.
Another ~29% comes from other AI-to-AI deals, meaning AI companies are responsible for the majority of financing flowing into the sector.
This means some companies are effectively helping finance the demand for their own products, making reported revenue growth look stronger than underlying end-user demand.
A similar dynamic emerged during the late-1990s telecom boom, when equipment vendors financed network operators to purchase their own equipment.
When operator revenues slowed, purchases and repayments fell, contributing to the 2000 Dot-Com Bubble’s collapse and leaving equipment vendors exposed to both falling sales and financial losses.
The risk is that if end-user demand slows, companies could face weaker revenues while still carrying financing commitments.
The AI 'boom' is becoming increasingly dependent on money coming from within the AI industry itself.
thomas ⚡️ retweeted
The protein craze might have it backwards: a review shows cutting protein extended lifespan, even when total calories stayed the same.
And most people age faster by eating it.
Protein is having a moment, from shakes to high-protein everything, but a new review argues that most of us may be eating too much of it.
Bailey Knopf and Dudley Lamming at the University of Wisconsin-Madison pulled together more than 350 studies on protein and aging. In flies and rodents, cutting protein extended lifespan even when total calories stayed the same, and several human trials found that eating less protein led to weight loss, less body fat, and better blood sugar.
Three amino acids, methionine, isoleucine and valine, seem to matter most, and a hormone called FGF21, which rises when protein is low, appears to drive many of the benefits. The review was published in Cell Press Blue.
The timing is pointed. New U.S. dietary guidelines released this year recommend 1.2 to 1.6 grams of protein per kilogram of body weight a day, nearly double the old advice. Lamming says protein clearly helps active people build muscle, but "because most people are relatively sedentary, many people are likely consuming more protein than they actually need."
That said, the lifespan results come from animals, so nobody knows yet whether eating less protein helps people live longer. Also, older adults at risk of muscle loss, pregnant women and people who exercise a lot may need more protein, not less. But the review makes a strong case for protein advice tailored to age and activity instead of one number for everyone.
source: Knopf, B. A., & Lamming, D. W. (2026). The hallmarks of protein and amino acid restriction in aging and longevity. Cell Press Blue, 1(5), 100079.
Game of Thrones star shares touching farewell video as he leaves Ukraine
Nikolaj Coster-Waldau announced that it was time to go home — but before leaving, he showed the conditions Ukrainians are living under by opening an air raid alert map on his phone.
“I can go home. I'm one of the lucky ones. Ukrainians can't,” the actor said.
News of the star's visit emerged in late October. Coster-Waldau spent a night in the Kyiv metro during a Russian ballistic missile attack on the capital, visited the site of a Russian strike and also travelled to the Chornobyl Nuclear Power Plant.
thomas ⚡️ retweeted
I’m old enough to remember when one company owning all of this was called a monopoly and was illegal.
thomas ⚡️ retweeted
So lucky we had an AI czar (David's Sack) to look out for China and Russia and his pals
thomas ⚡️ retweeted
The cute girl at the Panda Express drive thru window slipped me a free egg roll. Not today, Ms. Chinese Honey Pot. Not. Today.
thomas ⚡️ retweeted
*JENSEN HUANG CLAIMS HE IS IN EPSTEIN FILES IN ATTEMPT TO THWART ANY FURTHER INVESTIGATION - AP.
thomas ⚡️ retweeted
Walmart and Kroger are quietly rolling out an internal store technology across America that could either modernize retail or bankrupt the middle-class family budget.
Starting across thousands of locations heading into 2027, traditional paper price tags are being ripped off grocery shelves and replaced with cloud-connected digital screens. Raise the price of bottled water by 20 percent the second the afternoon temperature hits 90 degrees. Surge the cost of ground beef, milk, and sandwich bread between 5 PM and 6 PM when exhausted commuters are rushing home from work. Drop prices at 10 AM on a Tuesday, then hike them right back up the minute the after-school crowd walks through the sliding doors.
Every price change happens wirelessly in seconds from a central corporate dashboard. No store employee has to touch a single shelf.
Walmart has already signed a massive deployment deal with VusionGroup to wire 2,300 American supercenters with EdgeSense digital shelf rails by 2027. Kroger is expanding its own Microsoft-backed system called EDGE across hundreds of supermarkets. Over 60 million digital price tags are already blinking on US grocery aisles right now.
This is not supply chain inflation. This is Uber-style surge pricing built directly into the shelves where Americans buy baby formula, eggs, and medicine.
Last week I sat down for coffee with a former retail pricing director who spent 14 years building supermarket margin algorithms before leaving the industry. What he shared over the table completely changed how I look at a grocery aisle.
"Retailers just turned static shelves into live stock tickers. The question is not whether grocery chains will use instant price changes, because they already spent billions installing the hardware. The question is how much extra money a family of four will lose every week simply because both parents work until 5 PM and cannot shop during off-peak hours."
Here is how the digital grocery pricing system actually works, how it tracks you in the aisle, and the exact phone settings and checkout playbook you need to beat it.
thomas ⚡️ retweeted
Oh, they’re *broke* broke.
Skydance has uncovered “tens of millions” of dollars in luxury hospitality spending under the former Warner Bros. Discovery regime, including expenses for dining, travel and gifts, according to two sources:
• The former WBD regime spent in ways big and small — like stacks of receipts for sandwiches and green juices from the gourmet grocery store Erewhon
• The company expects to save “millions” by reducing spending on outside vendors, studio services and redundant marketing budgets
• One source even suggests press junkets will be revamped
Read the full cover story: wp.me/pc8uak-1lI5Jm
thomas ⚡️ retweeted
🇺🇸🇨🇳 SHOCKING: Trump has approved a crackdown on suspected Nvidia chip smuggling to China 3 times this year, and it still hasn’t happened.
The man standing in the way is his own Commerce Secretary, Howard Lutnick, per Axios.
Last week, Trump even called Elon Musk, who backed the crackdown, and told officials: “Let’s get it done.”
Lutnick was the only one against it, warning it “will start a trade war with China.”
He had also been sent a classified memo in May about Jensen Huang’s relationship with a suspected Chinese spy.
If the crackdown goes ahead, companies like Megaspeed, the firm at the center of the scandal, could be blacklisted, restricting their access to Nvidia’s chips.
thomas ⚡️ retweeted
NEWS: The Trump administration is officially planning to sell off public lands.
The Interior Department publicly laid out a strategy to reduce the amount of federal lands by selling property to states, tribes, and local governments.
washingtonsun.com/energy-env…
thomas ⚡️ retweeted
NAD+ supplementation has become one of the most widely marketed longevity interventions—driven by the assumption that NAD+ levels decline with age and that restoring them can reverse aging processes.
But a new study in Nature Metabolism directly measured NAD+ levels across seven independent human cohorts and found something unexpected.
Whole-blood NAD+ levels don't decline with age. They remain remarkably stable across the lifespan.
The research team used ultra-high-performance liquid chromatography coupled with high-resolution mass spectrometry—one of the most rigorous NAD+ quantification methods available—and measured NAD+ in over 1,100 human blood samples spanning ages 20 to 100.
The cohorts included healthy young adults, elite athletes, individuals undergoing lifestyle interventions (resistance training, Mediterranean diet, multidomain interventions), participants in longevity studies, and elderly adults.
Across all seven cohorts, NAD+ levels remained unchanged with age. No decline in the third decade. No decline in the seventh. No decline in centenarian offspring compared to age-matched controls.
The stability persisted across lifestyle interventions as well.
Six months of progressive resistance training in frail older adults: no change in NAD+.
Mediterranean diet intervention: no change.
Multidomain lifestyle intervention combining exercise, nutrition, and cognitive training: no change.
Elite endurance athletes—individuals with exceptional mitochondrial capacity—had the same NAD+ levels as sedentary controls.
The only intervention that altered blood NAD+ was direct supplementation with nicotinamide riboside, which increased NAD+ levels by ~40% during treatment—exactly what you'd expect from exogenous NAD+ precursor intake.
This contradicts the central hypothesis driving NAD+ supplementation: that systemic NAD+ deficiency is a hallmark of aging that can be restored through lifestyle or dietary interventions.
The disconnect appears to be this: tissue-specific NAD+ depletion may occur during aging—particularly in muscle, liver, and adipose tissue—but those changes don't manifest in whole-blood measurements.
Blood NAD+ is a poor surrogate for tissue NAD+ status.
NAD+ doesn't equilibrate across compartments the way glucose or lactate does. It's synthesized locally within tissues, and blood levels reflect the metabolic activity of circulating cells—primarily erythrocytes and leukocytes—not peripheral tissues where aging-related dysfunction occurs.
This has significant implications.
First, using blood NAD+ as a biomarker for aging or metabolic health appears to be fundamentally flawed. The stability across age and lifestyle suggests it's tightly regulated within a narrow homeostatic range, regardless of what's happening in metabolically active tissues.
Second, it raises questions about whether NAD+ supplementation strategies—nicotinamide riboside, nicotinamide mononucleotide, niacin—are addressing the right problem.
If the goal is to restore NAD+ levels in skeletal muscle mitochondria or hepatocytes, does elevating blood NAD+ by 40% translate to meaningful tissue-level repletion? Or are we measuring the wrong compartment and inferring benefits that may not exist?
Tissue NAD+ measurements require biopsies—invasive, expensive, and logistically complex for large-scale human trials. Blood is accessible and scalable, which is why it's been used as a proxy.
But this study suggests that proxy isn't valid.
The third implication is about mechanism. If NAD+ doesn't decline systemically with age, then the benefits observed in preclinical NAD+ supplementation studies—improved mitochondrial function, enhanced autophagy, extended lifespan in model organisms—aren't operating through a simple restoration-of-deficiency model.
They may be working through pharmacological activation of NAD+-dependent enzymes like sirtuins or PARPs, independent of baseline NAD+ status.
That's a different biological target with different dose-response dynamics and different expectations for human translation.
The study doesn't disprove tissue-specific NAD+ decline during aging. It doesn't invalidate NAD+ as a therapeutic target. But it does challenge the foundational narrative that's been used to justify widespread supplementation.
If blood NAD+ doesn't decline with age, and lifestyle interventions that improve metabolic health don't alter it, then NAD+ may not be the universal aging biomarker it's been positioned as.
The decisions made in the fourth and fifth decades about whether to supplement with NAD+ precursors—and at what doses—should be informed by whether the intervention is addressing a measurable deficiency or activating a pharmacological pathway.
Right now, we're measuring blood NAD+ and inferring tissue status. This study suggests that inference is likely incorrect.


































