Luis Hernandez

Removing a little bit of my ignorance every day

[SK Hedge @swishseb]

$HIMS has no bear case

[Chad Wahlquist @chadwahl]

The AI moat isn’t access to the same models and cloud services as everyone else.

It’s owning the intelligence that compounds:
your models,
your ontology,
your data,
your workflows,
your operational knowledge that makes your business one-of-one.

[Luis Hernandez @LuisGH2020]

@amitisinvesting What a clown!

[@jason @Jason]

Good book… not fade away, Peter Barton.

“IF I HAVE ANYTHING AT ALL to teach about life, it probably comes down to these two simple but far-reaching notions”

[James DiNicolantonio @drjamesdinic]

Strength isn’t about looking better.

It’s about living longer.

Every workout is an investment in
the decades ahead.

Every pound of muscle is armor
against aging.

Looks fade.
Strength pays dividends for life.

[Antonio Linares @alc2022]

Patience is important

The average investor throws a thesis away if it takes more than a year to materialise

But being patient can change your life

[andrewdudum @AndrewDudum]

The best consumer companies of the last decade don’t just provide a product. They provide an experience that can be tailored to how you want to live your life.

That’s the vision at Hims & Hers: not just a solution for a single condition, but an entire health ecosystem that gets you healthy, keeps you healthy, and adapts to the way your health evolves over time, both on and off the platform. We're making it easier and more affordable to sleep better, eat better, move better, and recover better.

That’s why we’re building Hims & Hers Member Benefits and adding more value over time. Very grateful to these brands, who believe in this vision and want to be a part of making it real for our millions of customers.

Once you get started, tag me and let me know how you’re stacking your benefits!

https://t.co/UbOmZXHhKg

[Reads with Ravi @readswithravi]

Two Thoughts from Naval Ravikant:

[Hims House @himshouse]

🚨 BREAKING: $HIMS CTO Mo Elshenawy publishes new article, "Building Better Health: AI as the Operating System for Care"

Hims wants to embed AI across intake, triage, clinical documentation, follow-up, and adherence -- with clinicians always in the loop

In the coming months, Mo says Hims will ship several new AI features. Some working quietly behind the scenes to make the experience more seamless, others front and center: smarter intakes, deeper biomarker insights in Labs, and personalized weight loss care companions.

Mo closes the article by saying: "We'll share more soon."

[andrewdudum @AndrewDudum]

Customer access should move at the same speed as innovation. When the healthcare industry works together to reach individuals, it does.

Since last week, thousands of people have signed up for our Wegovy® waitlist. Starting today, eligible Hims & Hers customers can start their journeys with @novonordisk’s FDA-approved Wegovy® Pill & Wegovy® Pen and partner with their provider on a comprehensive weight loss program designed to help them achieve their goals.

We take our role as the largest global consumer health platform seriously, and I can’t wait to keep finding ways to make sure everyone can access the tools they need to feel great.

Read more below from Dr. Craig, our Head of Weight Loss, on what’s available today. (And if you’re starting your Wegovy journey with us today, tag me and tell me how it’s going!)

More details, including important info, here: https://t.co/zBQXvwHnIt

[Elon Musk @elonmusk]

Accurate

[Dustin @r0ck3t23]

Jensen Huang just told every college student on Earth the one thing that determines whether they get hired.

It is not their GPA.

It is not their degree.

It is not their internship.

Huang: “If I have a choice between two, I would hire the one who’s expert in using AI.”

He did not say prefer. He said hire.

One gets the job. One does not. The only variable is whether you learned to use the machine.

Then he went down the list.

Accountant. Hire the one who uses AI.

Lawyer. Hire the one who uses AI.

Marketing. Supply chain. Sales. Customer service.

Every function. Same answer.

The person who can command the model does not have an edge. They are the only candidate in the room.

Everyone else is applying for a job that no longer exists.

Huang: “If you’re a carpenter, if you’re an electrician, go use AI. If I were a farmer, I would absolutely use AI.”

That line should demolish every assumption about who this technology is for.

This is not a Silicon Valley tool for software engineers.

This is infrastructure for anyone who builds anything with their hands or their head.

A farmer who uses AI to optimize soil, predict weather, and manage yields is not competing with other farmers.

They are operating at a level that used to take an entire department.

An electrician who uses AI to model loads, simulate wiring, and quote jobs in seconds does not compete with other electricians.

They compete with firms.

One person with the model replaces the output of a team without it.

That is not a prediction. That is Tuesday.

Huang: “Every college student should graduate and be an expert in AI.”

Not familiar with it. Not aware of it. Expert.

The university system is still training students to execute the work.

The market already moved. It wants the person who directs the machine that executes it.

Four years of tuition. Thousands of hours of lectures.

And if you walk out the door without mastering the one tool that redefines every industry you could enter, you burned all of it.

Huang: “I want to see what it could do to elevate my job, so that I could be the innovator to revolutionize this industry myself.”

That is the part most people miss.

AI does not replace ambition. It multiplies it.

The carpenter who learns the model does not lose their craft. They scale it.

The pharmacist who learns the model does not become redundant. They become dangerous.

One person. Deep skill. Full command of the machine. That used to be called a company.

The question is no longer what do you know.

It is what can you build with the machine that knows everything.

And the people who cannot answer that are not falling behind.

They already fell.

[Farzad 🇺🇸 🇮🇷 @farzyness]

Elon Musk Unveils Insane New Project (Terafab)

This edit improves audio and is edited down to save time.

[Elon Musk @elonmusk]

Rapid recursive improvement

[amit @amitisinvesting]

$PLTR

"All I've done for 16 years is deploy Palantir's software. That's literally all I've done. What I've seen in the last 6 months feels alien to me. It's a completely different paradigm with how customers are using our product."

I sat down with Global Head of Commercial at Palantir, Ted Mabrey, to discuss the change in how he's seeing customers engage, adopt, and build on Palantir's software.

In a world in which software is not only changing but being questioned for the very existence of it's value proposition, Ted has a counter-narrative to how software is being used with Palantir customers and why the past few months have seen a step-change in the level of usecases, impact, and overall momentum customers have seen because of implementing Palantir.

Thank you to Ted @MabreyTed for taking the time!

[Dustin @r0ck3t23]

NVIDIA CEO Jensen Huang just delivered the strongest possible endorsement of Elon Musk’s xAI.

The traditional market evaluates an investment based on quarterly spreadsheets.

Huang evaluates it based on the velocity of the founder.

Huang: “The only regret I have about xAI, we’re an investor already, the only regret I have is I didn’t give him more money.”

When the architect of the global AI hardware monopoly decides where to deploy his own capital, he doesn’t scan for safe, incremental returns.

He scans for the one founder on Earth who treats impossible timelines as personal deadlines.

Musk compressed a four-year supercomputer build into 19 days.

The only mathematical error you can make with that track record is under-allocating.

Huang: “Almost everything that Elon’s part of, you really want to be part of as well. He gave us the opportunity to invest in xAI, I’m just delighted by that.”

Musk doesn’t operate in a single vertical.

He systematically removes planetary-scale bottlenecks across every industry he enters.

Rockets. Electric vehicles. Neural interfaces. Robotics.

And now the most aggressive AI deployment on the planet.

When one founder builds a portfolio that reads like a civilizational infrastructure stack, he stops being an entrepreneur.

He becomes the gravitational center of the entire next economy.

Standard investors wait for market validation before they move.

The ones who build generational wealth recognize what Musk actually represents and position behind it before the rest of the market even understands what’s forming.

The only regret is not fueling the engine faster.

Huang: “That’s an investment into a really great future company and I’m excited about that.”

NVIDIA already holds the monopoly on compute hardware.

But true dominance requires alignment with the team that can push that hardware past every threshold the industry assumed was permanent.

This isn’t a standard corporate venture deal.

This is strategic fusion.

The company manufacturing the physical compute grid locking arms with the fastest, most relentless deployment operation on Earth.

They aren’t competing against the rest of the market.

They’re building the infrastructure the rest of the market will be forced to rent.

[Palantir @PalantirTech]

Mobilize by Palantir CTO Shyam Sankar and Defense Lead Madeline Hart is out.

America is in an undeclared state of emergency. Mobilize is a bold call to arms—to resurrect our industrial base and win the defense technology race that will define the twenty-first century.

[Shyam Sankar @ssankar]

1/ Today is the last day to preorder my book Mobilize: How the Reboot the American Industrial Base and Stop World War III.

Mobilize tells the story of American defense innovation that won the 20th century. It shows how bureaucracy broke the Pentagon—and how a Defense Reformation led by heretical heroes is bringing speed, mass, and deterrence back to our military.

This book couldn’t be timelier. The mission couldn’t be more urgent.

Join the ranks of the heretical heroes. It’s time to mobilize.

[Farnam Street @farnamstreet]

Brookfield Asset Management oversees over $1 trillion in assets, making it one of the largest alternative asset managers in the world.

When asked about how they think about growth, new CEO Connor Teskey said most people are asking the wrong question entirely:

[Antonio Linares @alc2022]

It’s fair enough that everyone is excited with $HIMS now.

But what’s coming is way, way bigger than it seems.

Longevity as a service is the most valuable subscription service on Earth.