James

Founder @ VO2 & Data Stars | Abundant Intelligence | Longevity: Biological Age is -14years | Hermes

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[Max Marchione @maxmarchione]

New study of 111,646 women: GLP-1 use was linked to about 30% lower breast cancer incidence.

For scale, tamoxifen (the drug we prescribe to prevent it) runs about 38%, minus the endometrial cancer and clot risk.

Not proof yet, but looks very promising.

[James @abundantintel]

@zeroxkyle Cafés increase dwell time. For every 1% increase in time in-store, there is 1.5% increase in revenue. Similar to Ecom, the longer a customer hangs around, the more they buy. https://t.co/QkJxWFnQdK

[David Sacks @DavidSacks]

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?

A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.

AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases.

We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy.

Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

[zerohedge @zerohedge]

Nvidia now has a larger market value than the entire healthcare sector of the S&P500.

[James @abundantintel]

@ericosiu @YPO I'd ask @juliafanli.

https://t.co/PWzq0GXoNv

[Watcher.Guru @WatcherGuru]

JUST IN: 🇯🇵 Japan to tokenize government bonds on blockchain.

[a16z @a16z]

The majority of new jobs created since 1940 didn’t even exist in 1940.

There is no fixed "lump of labor". Again and again, new technologies create new jobs.

a16z's David George dismantles the "AI job apocalypse" myth: https://t.co/0gL5mdffKD

[Alexander Whedon @alex_whedon]

Introducing SubQ - a major breakthrough in LLM intelligence.

It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA),

And the first frontier model with a 12 million token context window which is:

- 52x faster than FlashAttention at 1MM tokens
- Less than 5% the cost of Opus

Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention).

Only a small fraction actually matter.

@subquadratic finds and focuses only on the ones that do.

That's nearly 1,000x less compute and a new way for LLMs to scale.

[Calley Means @calleymeans]

The top queries to ChatGPT are advice about nutrition, fitness, mental health, and wellness.

There is an opportunity for Ai to demolish our existing sick-care incentives if we get this right.

[James @abundantintel]

@Bratt_world If only BC was situated next to the world's 4th largest oil reserves

[James @abundantintel]

The AI impact on entrepreneurship

[Patrick Collison @patrickc]

Stripe Atlas just hit 100,000 all-time incorporations.

Q1 2026 is +130% Y/Y.

[James @abundantintel]

@martypartymusic Fascinating. What's the high end?

[zerohedge @zerohedge]

GDP Shocker: 75% Of US Growth In The First Quarter Was Due To AI https://t.co/S7uCRwhDKJ

[Ritwik Pavan @ritwikpavan]

JUST IN: Skin exams are getting automated.

SquareMind just raised $18M to build a robotic system that scans your entire body and tracks every mole over time.

• Swan robot captures full-body dermoscopic images in minutes
• Tracks new and changing spots across visits
• Replaces spot-check exams with total skin coverage
• Creates a time-series record for earlier melanoma detection
• Plugs directly into dermatology clinics

Robotics is going to reshape healthcare.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Yesterday, I spoke with the CEO of a mega fleet, who said most of his truckload business was doing well, except for one segment: food & beverage.

He called the lack of volume from this segment "unusual."

I told him we believed GLP-1s were causing a significant slowdown in food and beverage shipments, as we had just completed a market study on GLP-1's impact on freight shipments.

Our study, now published in a SONAR Sitrep, available online, estimates that 851k truckloads have been removed from the market due to GLP-1s, and this number could ramp to 1.95m by 2030.

Not only are Americans getting skinnier. Their truckloads are as well.

[Todd Goldberg @toddgoldberg]

Last year we backed an early company to explore a few ideas. They've now built a piece of infra for agents that's been growing ~10% a *day* for the last month entirely through agents discovering them and recommending them to other agents.

Haven't seen anything like this.

[David Sacks @DavidSacks]

Concerning. As I’ve said many times before, the biggest risk of AI isn’t James Cameron’s The Terminator, it’s George Orwell’s 1984.

[Flo Crivello @Altimor]

Insane that we'll end up producing 99% of our energy from space, and send it down as intelligence. Literally no other way to send this much energy back — intelligence ended up being the densest form of energy we discovered.

[James @abundantintel]

@devjoshstevens @Polymarket You should run a SUI test if you haven't already.