Kate Moreland

“It is the mark of an educated mind to be able to entertain a thought without accepting it”Aristotle.

[Kate Moreland @Kmorefive]

Potential Growth: with AI capabilities, the global longevity market is projected to reach $44 trillion by 2030, according to the Global Wellness Institute. One of the most attractive features of longevity-focused platforms is their scalability. Whether it’s AI-driven diagnostics, digital biomarkers, or full-service health optimisation clinics, these models are designed to replicate across regions, populations, and payer systems. This is a paradigm shift.

[MisterSpread @MisterSpread]

@RaoulGMI Imagine when they will realize the power of AI in healthcare 👀

[Thomas Dayspring @Drlipid]

Here is what many have been waiting for: Peter and I take a deep dive on Brain lipidology: understanding APOE, cholesterol homeostasis, Alzheimer’s disease risk, and the effects of lipid-lowering therapies on brain health https://t.co/CUmA21tmVN @nationallipid @society_eas @atherosociety @escardio @ASPCardio @FamilyHeartFdn

[Melissa Chen @MsMelChen]

Florida had an election meltdown back in 2000 and they ripped the entire system apart and fixed it.

California has had decades to fix this garbage and deliberately chooses not to. It’s an ongoing, intentional middle finger to every honest voter. The voting system is such a corrupt clown show disaster that drags on for weeks while the rest of the country is done counting in hours.

This mess is an insanely stupid but deliberate policy choice and we should treat it with escalating contempt until they fix it.

If a bunch of conspiracy theories about all those harvested ballots and 3 am vote dumps lights a fire under their asses, then GOOD. Whatever it takes to stop this stupid circus.

Oh, and obviously the current voter records and rolls should be abolished and redone from scratch. Clean the house up.

[Angus Taylor MP @AngusTaylorMP]

To read Richard Scolyer’s “final farewell” letter is to recognise that our nation has lost a truly great and gracious Australian.

In that goodbye, Professor Scolyer said that “cancer does not define us.” Yet Professor Scolyer’s more than three decades of work has defined cancer research and treatment – inroads that ultimately will help humanity defeat this dreadful disease.

Professor Scolyer will be remembered for his breakthroughs in melanoma treatment, including immunotherapy, and being the first patient to receive brain cancer treatment based on what he helped develop. Among his many achievements was his nurturing of young doctors and researchers who will carry on his work.

If Professor Scolyer was driven by a responsibility to try and “change the future for others and leave the world a better place”, he did just that. He was brave, bold and challenged the status quo. He was an Australian of the Year, yet Australians will honour him for all the years to come.

Our heartfelt thoughts are with Richard’s wife Katie, his children Emily, Matthew and Lucy, his wider family, his colleagues in medicine, and all those whose lives he changed for the better.

May Richard Scolyer rest in peace.

[Shabbos Kestenbaum @ShabbosK]

Im sorry but President Trump is absolutely correct.

The way California conducts their elections is a legitimate, credible threat to democracy:

1. Ballot harvesting is LEGAL, meaning 3rd parties are allowed to deliver thousands of completed ballots themselves with ZERO supervision or timeline.

2. There is ZERO requirement to show ANY type of ID when one comes to vote.

3. There are thousands of UNATTENDED drop boxes for ballots. There are DOZENS of examples of them being lit on fire, stolen, or bombarded with fake ballots.

4. The homeless are regularly paid to vote. The are given illegitimate addresses and coached through the process.

5. About 13 million of the approximately 16 million votes cast in 2024 were cast using vote-by-mail ballots. However, mail-in ballots are sent to every registered voter, whether you request them or not. California almost never updates their voting rolls, so ballots are REGULARLY sent to people who no longer live in the state, wrong address, or different person. My building alone had half a dozen such cases.

6. India had 660 million voters last election and counted the vote in one day. California has about 16 million and counting takes at least 30 days. This is a national embarrassment.

[Handre @Handre]

Marx lived his entire adult life as a dependent. The capitalist system funded his "research" through Engels, whose family wealth came from textile factories. The irony cuts deep: capitalism's profits subsidized its most famous critic.

Marx never held a real job. Never met payroll. Never risked capital or faced bankruptcy. He spent decades theorizing about labor value while avoiding actual labor. His insights into production came from library books, not factory floors.

The parasitic intellectual tradition he spawned continues today. Academic Marxists collect taxpayer-funded salaries while denouncing the market system that creates the wealth they consume.

It's time to get rid of these people.

[Peter H. Diamandis, MD @PeterDiamandis]

The same country that put humans on the Moon in 1969 now takes an average of 4.5 years to approve major infrastructure permits.. longer than it took to build the Panama Canal. 

Transmission lines average 10 years from permitting to completion. The bottleneck to abundance is not technology, but BUREAUCRACY!

[Kate Moreland @Kmorefive]

@mark_lauritano @TheAliceSmith As in Caucasian/European-descended.

[Kate Moreland @Kmorefive]

@mark_lauritano @TheAliceSmith I beg to differ. I can assure I am white. While my skin can be olive in summer (tan easily) and of Mediterranean decent—I am white.

[Kate Moreland @Kmorefive]

G’d. How do I get that 5 seconds back? Who educates these kids?

[LeeKuanYewRespecter @LeeRespecter]

The best thing about these podcasts is they have on activists who didn’t get the memo says the quiet part out loud.

Anti-Poverty Centre activist Kristin O’Connell thinks the Greens’ tax campaigns are wrong because they do not go far enough.

She wants to tax billionaires and fossil fuel companies “out of existence” and tax income more.

We know, Kristin. That’s what they also want to do. They are just clever enough not to say it out loud.

The thing about that is upper tail of wealth tends to follow a Pareto distribution. You can reshuffle the deck, but over time unequal outcomes re-emerge because people differ in talent, aptitude, discipline, risk appetite, timing, luck and the ability to create value.

A society with rule of law, property rights and entrepreneurs will create rich people. It will also create wealth for everyone else.

The only way to tax billionaires “out of existence” is to remove the conditions for any wealth creation at all.

How many times do we have to learn that lesson?

[Milk Road AI @MilkRoadAI]

Bill Ackman was asked how he would underwrite SpaceX at $750 billion and his answer was the most honest thing anyone has said about the biggest IPO in history (Save this).

"You underwrite SpaceX the way you underwrite a venture capital investment."

His business school professor taught him a framework that has guided his entire career, it's people, opportunity, context, deal.

On all three of the first criteria, People, Opportunity, and Context Ackman's verdict was the same, SpaceX is one of one, and nothing else in the market comes close.

He even acknowledged feeling bad for Blue Origin before noting that their being so far behind is not harmful to SpaceX but rather a structural tailwind that leaves SpaceX with a near monopoly on low cost orbital access for years to come.

And at $1.75 trillion, the number SpaceX is actually targeting on June 12, the question is no longer whether this is the best business on earth, but what the present value math looks like when you extend it five years forward and stress test every assumption about Starlink, launch economics, and AI compute revenue.

He said that even Amazon is going to have to become a bigger SpaceX customer, because Blue Origin is so far behind that Amazon has no real alternative for low-cost orbital access.

He also said something that almost no one is giving enough weight heading into Thursday's listing: "Time has become increasingly valuable in the AI era. You lose a month, you lose a couple months today, and it means a lot."

The Colossus and Macro Hard facilities are compounding infrastructure assets where every month of operational delay means less contracted revenue, less negotiating leverage with customers like Google and Anthropic, and a progressively weaker moat against the hyperscalers who are now racing to build competing compute capacity.

Come join Milk Road Pro for our full SpaceX IPO breakdown, how we're stress-testing the Deal leg of Ackman's framework at $1.75 trillion, what our five-year revenue model actually looks like, and our full AI thesis.

Link below.

[Gary Sinise @GarySinise]

Thank you to all who fought and sacrificed in freedoms defense all those years ago. Incredible footage here. Blessed that both my uncles survived and will never forget the over 400,000 who did not come home.

[Kate Moreland @Kmorefive]

Simon, this post is misleading without context.
The CEO’s filing is not a discretionary sale. It follows a pre-arranged Rule 10b5-1 trading plan adopted on May 7, 2024, to satisfy tax withholding obligations from stock vesting—arrangements made approximately two years ago. These plans ensure compliance and prevent insider trading. Full details and footnotes are in the SEC filing: https://t.co/CWkICQBPby… do better.

[Gray Connolly @GrayConnolly]

As California “counts votes” in a manner befitting a fourth world country, the Economist’s resident hack thinks Trump is the real problem

[Kate Moreland @Kmorefive]

The right’s smartest sociopaths chase carried interest. The left’s smartest sociopaths chase administrative authority. Same software. Different user interface. You are welcome. 🧐

[ℜ𝔞𝔢 @dystopiangf]

Part of why the right struggles to seize institutional power is that most of their high iq, cutthroat sociopaths go into fields like finance & corporate law instead of government. It really has been a blessing for the left that their sociopaths dream of bureaucracy

[Kate Moreland @Kmorefive]

@eurofounder @AMP_analyst 😂

[Kate Moreland @Kmorefive]

I do love the humour behind the way you think Andreas. 👍

[Andreas Steno Larsen @AndreasSteno]

They measure the return of CapEx in the year it was undertaken.

Its like measuring the return on your house while you are still building it

[Kate Moreland @Kmorefive]

Just a friendly reminder, you are a drip. Please place one on your bio.

[Simon Banks @SimonBanksHB]

Just your friendly reminder

Today, the LNP voted against income tax cuts

For every Australian worker

Again

[Kate Moreland @Kmorefive]

Big deal? What has he done since then? Selling his prediction, and shorting the market? C’mon!

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

THE MAN WHO PREDICTED 2008 CRASH, MICHAEL BURRY, JUST SAID:

"NOTHING IN $SPCX S-1 SUGGESTS IT IS WORTH $1T LET ALONE $2T. ANY MOVE UP WILL BE ON HYPE."

HE ALSO HAS A $1.1 BILLION AI SHORT SINCE 2025: $912M IN $PLTR AND $187M IN $NVDA

HE KNOWS THE AI BUBBLE WILL BURST...

[Kate Moreland @Kmorefive]

@AndreasSteno It’s old news to us whom remain loyal.

[Kate Moreland @Kmorefive]

@LynAldenContact A must read. Take your time reading it. A great newsletter Lyn. @LynAldenContact