Kapil (Kap) Maheshwari | Strategy@Verizon

Keeping track of random stuff

[Ian Andrews @IanAndrewsDC]

Good ecosystem map

[Sundar Pichai @sundarpichai]

Well said Demis! Worth reading

[Aakash Gupta @aakashgupta]

Taiwan solved tax evasion in 1951 with a trick so cheap it should embarrass every tax authority on the planet.

The problem was an all-cash economy full of small shops. A merchant pockets the cash, skips the receipt, and the sale never existed. Auditors can't catch what was never recorded, and hiring enough of them to watch every noodle stand costs more than the missing tax.

So finance chief Ren Xianqun flipped the incentive. Print a lottery number on every receipt. Draw winners every two months on live TV. Top prize today: NT$10 million, about $310K.

Suddenly the customer and the shopkeeper want opposite things. The merchant wants the sale off the books. The customer wants the ticket. And there are millions more customers than merchants. Every transaction now carries a built-in witness demanding the paper trail.

Year one, reported tax revenue jumped 75%, from NT$29 million to NT$51 million. Seventy-five years later, roughly 70% of Taiwanese still play. Convenience stores redeem the smallest NT$200 prizes at the register, so even a coffee receipt feels like a scratch card.

The elegant part is what the audit force costs. The prize pool runs about NT$7 billion a year, roughly $20 million. In exchange, the government gets 23 million unpaid auditors working every checkout line in the country, forever. No inspector general on earth delivers that coverage at that price.

Greece, Italy, Portugal, and Slovakia all copied it. The most effective compliance tool ever built looks like a game, and that's exactly why it works.

[Chamath Palihapitiya @chamath]

https://t.co/vPrPSUjTJG

[Anish Moonka @anishmoonka]

In 2015 a writer named Tim Urban sat down and counted the days he had left with his parents. He was 34, healthy, both parents alive and well. The number came back around 300. Less time than he spent with them in any single year of his childhood.

The post is called The Tail End, on a blog called Wait But Why. The idea is to stop counting your life in years and start counting it in events. Reach 90 and you get about 4,680 weeks, and every one of them fits on a single sheet of paper. Maybe 60 more winters after that. If you read five books a year, that is 300 books, picked from every book ever written.

Those things at least spread out evenly. A third of the way through life means a third of the way through your pizzas. Time with the people you love does not work like that. Almost all of it sits at the very start. Then it is gone.

For your first 18 years you are around your parents nearly every day. Then you leave for college or a job in another city, and a normal adult sees their parents maybe 10 days a year. So the day you move out, you are already at 93 percent. Urban was living in the last 5 percent and had no idea until he drew the chart. He called it the tail end.

It does not stop at parents. His two sisters, after a whole childhood in the same house, had around 15 percent of their time together left. The four friends he played cards with most days in high school were down to their last 7 percent. Nobody had a fight. Nobody moved away angry. Life quietly spends the time for you while you assume there is plenty left.

You do not have to be old to be near the end with someone. If your parents are alive and you live in a different city, you have probably already used more than 90 percent of the days you will ever spend in the same room as them.

His one instruction is about that last stretch. When you are down to the final days with someone you love, treat that time like what it is, which is almost gone. The rest is the tail end, and it is much shorter than it feels.

[Shreyas Doshi @shreyas]

@thenanyu Indeed, few understand this.

Related:

[Alex Lieberman @businessbarista]

I stole this idea and now use it with every single employee.

It’s the best illustration I’ve seen of teaching someone to be high agency.

It says there are 5 levels of work:

Level 1: “There is a problem.”

Level 2: “There is a problem, and I’ve found some causes.”

Level 3: “Here’s the problem, here are some possible causes, and here are some possible solutions.”

Level 4: “Here’s the problem, here’s what I think caused it, here are some possible solutions, and here’s the one I think we should pick.”

Level 5: “I identified a problem, figured out what caused it, researched how to fix it, and I fixed it. Just wanted to keep you in the loop.”

Using this framework, here’s what I say to every new employee…

You will live at Level 4 from Day 1 and as we build trust you will rise to Level 5.

Being high agency doesn’t just mean tackling problems in this way. It means your entire way of working should be oriented to being a Level 4+ employee.

Plz feel free to steal it as well.

And ty @stephsmithio for the framework!

[Azeem Azhar @azeem]

The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.

These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.

We are releasing this research today in our first The State of the AI Economy report.

https://t.co/cJwZb0T99C

[Afshine Emrani MD FACC @afshineemrani]

I'm a cardiologist. After 40, stop guessing about your health. These numbers tell you whether you're building a long, vibrant life — or quietly declining without knowing it.

I run these on myself. I run them on every patient I care about. Most are cheap bloodwork. All are available now. And together, they paint a picture no standard annual physical will ever give you. Print this. Bring it to your next appointment. Your 60-year-old self will thank you.
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𝗙𝗮𝘀𝘁𝗶𝗻𝗴 𝗜𝗻𝘀𝘂𝗹𝗶𝗻
Target: below 5 μIU/mL. Ideal: 3-4.
This is the 10-year warning bell your standard panel completely misses. Your glucose and A1c can look "normal" for a decade while your pancreas is working overtime to keep them there. Fasting insulin catches insulin resistance 5-10 years before your A1c moves. By the time A1c rises, the damage is already extensive.

𝗛𝗢𝗠𝗔-𝗜𝗥
Target: below 1.0.
Calculated from fasting insulin and fasting glucose. The single best measure of insulin sensitivity. Above 1.0 and your metabolism is already under strain. Above 2.5 and you're insulin resistant — even if every other number looks fine.

𝗛𝗯𝗔𝟭𝗰
Target: below 5.4%.
Not below 5.7% — that's the threshold where medicine calls you "prediabetic." By then you've been metabolically compromised for years. Optimal is below 5.4%. Blood sugar mastery is longevity mastery.

𝗧𝗿𝗶𝗴𝗹𝘆𝗰𝗲𝗿𝗶𝗱𝗲 : 𝗛𝗗𝗟 𝗥𝗮𝘁𝗶𝗼
Target: below 2. Ideal: below 1.
Your metabolic health crystal ball. This ratio predicts insulin resistance, cardiovascular risk, and metabolic syndrome better than any single lipid number alone. A ratio above 3.5 is a red flag regardless of what your total cholesterol says.

𝗔𝗽𝗼𝗕
Target: below 80 mg/dL for moderate risk. Below 60 for high risk.
I've written about this extensively. ApoB counts every atherogenic particle hitting your artery walls. A 2024 analysis found 54% of patients had dangerous levels that standard LDL testing completely missed. If you only know your LDL, you're driving with one eye closed.

𝗟𝗽(𝗮)
Test once in your lifetime.
100% genetic. 1 in 5 Americans are elevated. Triples heart attack risk independently of everything else on this list. Diet and exercise cannot lower it. The 2026 ACC/AHA guidelines now recommend everyone be tested. Most never have been.

𝗵𝘀-𝗖𝗥𝗣
Target: below 1.0 mg/L.
You can have perfect cholesterol and inflamed arteries silently preparing to rupture. hs-CRP measures the fire behind the plaque. The JUPITER trial proved that finding and treating inflammation saves lives — even when lipids look fine. If this number is elevated, your mouth, your gut, your metabolic health, and your visceral fat are the first places to investigate.

𝗩𝗶𝘁𝗮𝗺𝗶𝗻 𝗗
Target: 50-80 ng/mL.
Not the bare minimum of 30 your doctor accepts. Suboptimal vitamin D is linked to higher inflammation, weaker immunity, increased cardiovascular events, worse mood, and poorer outcomes across nearly every disease I treat. Supplement D3 with K2 — without K2, calcium deposits in your arteries instead of your bones.

𝗧𝗲𝘀𝘁𝗼𝘀𝘁𝗲𝗿𝗼𝗻𝗲 (𝗧𝗼𝘁𝗮𝗹 + 𝗙𝗿𝗲𝗲)
Men: optimal range 600-1000+ ng/dL total.
Declining testosterone is an independent predictor of cardiovascular death in men. It's tied to insulin resistance, arterial stiffness, visceral fat accumulation, and systemic inflammation. DHEA-S drops 10-20% every decade after 30. Tracking these isn't about vanity — it's evaluating your body's systemic resilience.

𝗕𝗹𝗼𝗼𝗱 𝗣𝗿𝗲𝘀𝘀𝘂𝗿𝗲
Target: below 120/80. Aim closer to 110/70.
Every point above optimal is cumulative arterial damage. Buy a home cuff. Measure morning and evening, seated quietly for five minutes, arm at heart level. White-coat readings in the office miss what's really happening. The smartest $40 investment in cardiac self-care.

𝗩𝗢𝟮 𝗠𝗮𝘅
Men over 40: above 40 mL/kg/min. Women over 40: above 35.
Cardiorespiratory fitness is the single strongest predictor of all-cause mortality — stronger than smoking, diabetes, or heart disease as individual risk factors. A landmark study in JAMA found that extreme fitness was associated with the lowest mortality with no upper limit of benefit. You can estimate VO2 max with a timed mile, a rower test, or a wearable. Get faster every year.

𝗡𝘂𝗺𝗯𝗲𝗿 𝗼𝗳 𝗠𝗲𝗱𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
Target: as few as possible.
Every medication you're on should be earning its place. I just wrote about five commonly prescribed drugs that do more harm than good with long-term use. Bring your full medication list to every appointment. Ask: "Do I still need this?" Deprescribing is one of the most powerful and underused tools in medicine.
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Thirteen numbers. Most available through cheap bloodwork and simple tests. Get them once or twice a year. Here's what I want you to understand: these numbers don't just tell you where you are. They tell you where you're heading. A fasting insulin of 8 today becomes diabetes in five years. An ApoB of 120 today becomes a heart attack in ten. An hs-CRP of 3 today means your arteries are inflamed right now — regardless of how healthy you feel. The standard annual physical checks a fraction of these. It was designed to find disease that's already there. This panel finds the disease that's coming — years before it arrives.

What gets measured gets improved. Optimize with the foundation I write about every week on this platform:
Zone 2 cardio plus resistance training 3-4 times per week. High-protein whole-food nutrition. Sleep 7-9 hours — non-negotiable. Morning sunlight. Stress management. And the targeted supplements I've covered in detail — creatine, magnesium, CoQ10, D3+K2, glycine, omega-3, psyllium husk.
The breakthroughs coming in the next decade — gene editing for cholesterol, cellular reprogramming, senolytics that clear senescent "zombie" cells driving inflammation and aging, GLP-1 drugs rewriting metabolic medicine — will be most powerful for people who've already built the metabolic foundation to receive them.

The future of medicine is personalized. But it starts with knowing your numbers today. Print this list. Book the bloodwork. Own the data. Prevention isn't passive. It's the most aggressive thing you can do for the decades ahead.

[Cassandra Unchained @michaeljburry]

I am a fan of midjourney, but wow. Read until the end.
This is indeed how medicine and health care can be reimagined in this new paradigm of untold processing power.
https://t.co/8mSGxt5fnA

[Roman Sheremeta 🇺🇸🇺🇦 @rshereme]

Happy Father’s Day

Age 5 – Dad knows everything!
Age 7 – Dad knows a lot.
Age 10 – Maybe Dad doesn’t know everything?
Age 12 – Dad doesn’t know anything.
Age 14 – Dad lost his mind!
Age 16 – I can’t take Dad seriously.
Age 18 – What does Dad even know?
Age 22 – Dad talks nonsense!
Age 24 – I know more than Dad!
Age 26 – Turns out, Dad actually knows a few things.
Age 30 – I should probably ask Dad about this…
Age 40 – How did Dad make it through all of that?!
Age 45 – Dad was always right.
Age 50 – If only Dad were here… I’d have so much to learn.

[Shreyas Doshi @shreyas]

So much truth in this one, though one can only understand it through personal experience and suffering.

[Paul Graham @paulg]

I haven't read this for about 10 years, but I just looked at it after someone linked to it and I was surprised how many of these things are starting to happen. Still no next Steve Jobs yet though.

https://t.co/YQU7ZxOTwN

[Sahil Bloom @SahilBloom]

Everyone should read this...

The High Shoulders Theory

(a visual thread)

[Lee Roach @leevalueroach]

I have read approximately 3,000 10-Ks in my life. I have read my wife’s emotional state correctly maybe 11 times. This is troubling because the skills should transfer. Both require you to look past the headline. Both require you to read the footnotes. Both require you to notice what was said last quarter that is not being said this quarter.

I can spot a goodwill impairment from 40 pages away. I cannot spot that my wife has been quietly furious since Tuesday. In a 10-K I notice when management changes the word “challenging” to “dynamic” and I correctly interpret this as a warning. In my marriage my wife changed the word “fine” to “fine.” and I did not notice the period. The period was the entire disclosure.

I missed it. I read a footnote last week in a packaging company’s annual report that disclosed a related-party transaction worth $400,000 and I caught it in 90 seconds. My wife told me three times this month that she was tired and I interpreted this as “tired” when in fact it was a Level 3 disclosure requiring immediate management response. I have a system for 10-Ks. I read the MD&A first, then the risk factors, then the cash flow statement, then the notes. I have no system for my wife. She is a company that does not file. She reports continuously and without warning and the format changes every quarter. Her risk factors are not enumerated.

Her MD&A is delivered through sighs of varying length and I have not yet developed the ear. Last week she said “do whatever you want” and I did whatever I wanted and it turns out the correct interpretation of “do whatever you want” was “do not do that specific thing” and I have no idea how I was supposed to know that, and yet, looking back, the signals were all there. The signals are always there. I have been trained to find signals. I find them in companies I will never meet. I miss them in the person I have lived with for nine years. My wife has started saying things like “you would notice this if I were a stock” and she is correct. She is correct. If she had a ticker I would have already built a 6,000-word model on her. I would know her seasonality.

I would know her capex cycle. I would know which quarters historically run hot. Instead I treat her like a private company and I am surprised every time the auditors arrive. I am going to bed now. She said good night in a tone. I do not know what the tone meant. I will find out in the morning. Or I will not. The 10-K of my marriage is filed in real time and I am, as always, three quarters behind.

[Anatoli Kopadze @AnatoliKopadze]

Karpathy just said the people who don't use LLMs are already losing

he spent 4 minutes explaining why smart people are still going to fall behind

not only the people who refuse AI, but also those who think signing up for Claude counts as using it

typing a prompt and reading what comes back isn't the skill, anyone can do that

the real shift is going from asking AI things to building something that runs without you

that's exactly why I wrote an article on Claude features most people don't even know exist

read the article below and you'll already be ahead of 99% of people

[rari @0xwhrrari]

Google Deepmind CEO Demis Hassabis just explained the real AI skill gap:

"The next generation will do things that used to take teams of 10, 20, 30, 50 people"

Most people hear that and think AI just makes them faster

Wrong

It changes what one person can become

> researcher
> designer
> developer
> marketer
> analyst
> support
> ops

All wired into one workflow

Agents research
Tools write
Automations publish
Memory compounds

This is not prompt engineering

This is leverage

The next 5 years won't belong to better prompt writers

They'll belong to better workflow builders

Bookmark and watch the full intreview

[Natalia Emanuel @NataliaHEmanuel]

Published an op ed in @nytimes: remote work hurts mental health.

Let me explain why
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[Tony Otoa @Comrade_Otoa]

I always come back to this presentation.

[0xDipper @Dipper_pol]

Nassim Taleb: pick two people at random

If their combined height is 4.1m, it's basically 2.05 + 2.05.
If their combined wealth is $36M, it's almost never 18 + 18 - it's ~$1,000 and ~$36M.

Height lives in "Mediocristan," where the average tells you everything.
Wealth - and markets - live in "Extremistan," where one event dominates the whole picture.

Ruin there never comes from a string of bad days.
It comes from a single one.

~1hr lecture, free. The Black Swan author at Cambridge on why the statistics you were taught break exactly where it matters.

Being right on average means nothing if one tail empties the account.