Jeff Velez

Software Engineer

[Jesse Peltan @JessePeltan]

Texas hit a July demand record and prices *peaked* at just $0.06/kWh.

Gas was flat because solar and batteries carried the entire peak. Tons of spare capacity.

New York needs to copy Texas.

[Palantir @PalantirTech]

Our thoughts on the importance of AI sovereignty.

1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.

2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.

3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.

4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.

5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.

6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.

7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.

8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.

9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

[Afshine Emrani MD FACC @afshineemrani]

I'm a cardiologist. I've spent twenty years as the person patients trust to interpret their bodies. And I need to tell you something that most physicians won't say out loud:

AI is about to change the power dynamic between you and your doctor. Forever.

Four days ago, OpenAI's o3 model diagnosed 18 children with rare diseases that the best human specialists at Boston Children's Hospital couldn't solve — some after nearly twenty years of searching. Published in the New England Journal of Medicine.

Two weeks ago, WashU researchers proved that nine routine blood markers can calculate your biological age — and predict cancer risk years before any tumor forms. A free calculator. Available to anyone.

Last month, AI-enhanced coronary CT angiography detected inflamed arteries in patients whose standard stress tests said "normal." Patients who would have gone home reassured and wrong.
The pattern is unmistakable. The tools that used to require a specialist, a referral, a three-month wait, and a $400 copay are migrating into your phone, your bloodwork portal, and your own hands.

And I'm watching something in my practice I never expected.
Patients are walking in more informed than some of the residents I trained. They've run their PhenoAge score. They know their ApoB. They've read the study about Lp(a) before I've had time to bring it up. They come with questions so specific that the conversation starts at a level it took me years of training to reach.
This used to threaten physicians. It shouldn't. It should liberate us.
Because here's the truth about the old model: a 15-minute appointment where your doctor runs a basic metabolic panel, glances at the numbers, says "looks fine," and sends you home — that model was never good enough. It was just all we had. It missed 75% of future heart attacks. It caught cancer late. It told women with microvascular disease they had anxiety. It filed children with rare diseases as "unsolvable."

AI doesn't replace the physician. I've said this before and I mean it — the human moment, the clinical judgment, the hand on the shoulder when the diagnosis lands — that's irreplaceable.

But AI does something the old model never could: it gives you the ability to see inside your own biology with a depth and speed that was impossible a decade ago. To track your own numbers. To calculate your own biological age. To bring data to your doctor that elevates the conversation from "am I sick?" to "where exactly am I heading, and what do we do about it?"

The patient who walks in with their ApoB, their Lp(a), their hsCRP, their PhenoAge calculation, and a list of questions from the latest research — that patient doesn't threaten me.

That patient is the easiest person in my practice to keep alive.
Because they've already done the one thing most patients never do: they stopped waiting for permission to understand their own body.

I went into medicine because I wanted to help people live longer. What I've learned is that the patients who live longest are the ones who took ownership — not of my job, but of their own data, their own questions, and their own decisions.

The tools are here. The research is published. The calculators are free. The blood tests cost less than a dinner out.

You don't need to wait for your annual physical to find out what's happening inside you. You don't need permission to understand your own biology. And you don't need to accept "looks fine" from anyone — including me — when the science offers a deeper answer.

The revolution isn't coming. It's in your pocket. In your patient portal. In the published studies you can read yourself.

The only question left is whether you'll use it — or keep waiting for someone to tell you it's time.
Your body. Your data. Your life.

Take ownership. Your future self is counting on it.

[Tansu Yegen @TansuYegen]

0.7 nm chips mean 100B transistors and a new energy ceiling for AI.

📹 interestingengineering

[Lu₭₭e @Lukketex]

Me crucé con esto, Messi está casi 6 desviaciones estándar por encima de la media de delanteros de grandes ligas en cuanto a goles y asistencias en 90 minutos. Estadísticamente es prácticamente imposible que vivas para ver a alguien así

[X Freeze @XFreeze]

https://t.co/PvA8BfAAzn

[Imran @lmrankhan]

https://t.co/enI6gtoa7M

[jay plemons @jayplemons]

The great lie is that society is divided between rich and poor.
The great truth, as David Friedberg puts it, is makers vs takers.

Makers build, create, and deliver real value: houses, software, art, businesses, and everything that moves civilization forward.

Takers watch, criticize, analyze, and politic. They push the lie that the rich hoard unfairly so the poor must seize it… all while positioning themselves to rule the chaos.

As @friedberg tells his kids: “At the end of the day, if you made something and someone else valued it, you were a maker. That was an amazing achievement. That is a great day.”

Takers thrive on division. Makers drive progress.

Time to choose your side.

[Josh Kale @JoshKale]

This is big... Anthropic just announced a model so powerful they won't release it to the public out of fear over the damage it will cause 😨

Claude Mythos Preview found thousands of zero-day exploits in every major operating system and web browser...

The numbers are hard to believe:
> $50 to find a 27-year-old bug in OpenBSD, one of the most security-hardened operating systems ever built

> Under $1,000 to find AND build a fully working remote code execution exploit on FreeBSD that grants unauthenticated root access from anywhere on the internet

> Under $2,000 to chain together multiple Linux kernel vulnerabilities into a complete privilege escalation exploit

For context: these are the kinds of findings that previously required elite security researchers working for weeks.
Anthropic engineers with no formal security training asked Mythos to find exploits overnight. They woke up to working code the next morning.

The results were so impressive Anthropic assembled Apple, Google, Microsoft, Amazon, NVIDIA, and seven other organizations into Project Glasswing:

A $100M defensive coalition. They're not releasing this model publicly. Instead, they're racing to patch the world's infrastructure before models like this proliferate.

[MΛRC VIDΛL @marcvidal]

🚨 TODO EL MUNDO IA PATAS ARRIBA

En Claude dicen que su nuevo juguete, Claude Mythos, encontró miles de vulnerabilidades en los sistemas operativos y navegadores principales.

Ha localizado bugs que llevan décadas considerados como los sistemas más seguros del planeta. De hecho aseguran que no lo han entrenado específicamente para que sea bueno en ciberseguridad, sino que es un efecto colateral.

La cuestión es que Anthropic creó un modelo de IA tan potente que decidieron no lanzarlo en abierto, sino que se han unido a Apple, Google, Microsoft, Amazon y NVIDIA a fin de "proteger" el mundo antes de que sea tarde.

A este plan le llaman "Project Glasswing"

[Ken Cao-The China Crash Chronicle @KenCao_onChina]

China’s EV Bubble Is Breaking - The Industry China Bet Everything On Is Now Failing.

China already survived one massive bubble: real estate. Now it’s walking straight into another one, and this time, the consequences could be far worse.

In this video, I break down why China’s electric vehicle boom is starting to crack beneath the surface. From overcapacity and brutal price wars to collapsing profit margins and hidden systemic risks, this industry may not be the growth engine everyone thinks it is.

This isn’t just about cars. It’s about what happens when a country bets its entire economic future on one sector and that sector starts to fail. If the EV bubble bursts, the impact won’t stay in the auto industry. It will ripple through jobs, infrastructure, and ultimately, confidence in China’s entire economic model.

[Jota @jota_snchez]

Carlos Sainz: “Cuanto más en forma estés, menor será tu frecuencia cardíaca. Cuanto menor sea tu frecuencia cardíaca, menor será tu estrés. Cuanto menos estrés sientas, mayor será tu capacidad de pensamiento”.

“Es mucho más fácil tomar decisiones a 130 pulsaciones que a 170”

[Chamath Palihapitiya @chamath]

Chinese growth is falling off a cliff. The CCP just announced its official growth target of between 4.5% and 5%.

This is the lowest growth in China in 30 years.

At the same time, with Venezuela and Iran off the chess board wrt energy supply, they are increasingly challenged in getting the atoms they need to sustain themselves.

It makes for a very constrained set of decisions over these next few years, especially wrt Taiwan.

[Jeff Velez @JeffVeleze]

@Wise Si trato de hacer giros en USD usando el Swift code de Bancolombia, me dice que no soportan pagos a este destino. Hay alguna manera de hacer giros a Colombia desde Wise?

[Jeff Velez @JeffVeleze]

@GobernacionSai El transito de SAI reporta una sanción para mi vehículo hace 2 años. Vivo en Medellin y mi vehículo nunca ha estado en SAI. Claramente se "equivocaron" de placa. El PQR de su página no funciona. Qué hacer?

[Jeff Velez @JeffVeleze]

@jzavala 🙏

[Jeff Velez @JeffVeleze]

@jzavala escuché tu historia de Jorge el dev en el taller de startups, podrías compartir su twitter? ;)

[Jeff Velez @JeffVeleze]

@jzavala Hablaste en un video de taller de startups de un developer que sabía js y luchó hasta que consiguió un trabajo en svalley. Tienes su contacto/Twitter? Me encantaría preguntarle muchas cosas! 🙂

[Jeff Velez @JeffVeleze]

@jm_agudelo @iAlejandroCh Estas muy conspirador pueeeee