chaddykee

Healthcare

[chaddykee @chaddykee]

This is insane

[BridgeMind @bridgemindai]

Anthropic has been ordered by the US government to suspend access to Fable 5.

WTF.

[chaddykee @chaddykee]

@willahmed Hey Will! Previously churned customer wanting to restart membership, manage payment info.. and buy newest 5.0 model band. Lot of UX/UI friction to restart. If I click Shop 4.0 page is blank. No idea where to go here and give @WHOOP $250+

[chaddykee @chaddykee]

@E_Dilla Lot of moving parts now:
1. Can move Travon for 1+.
2. Where does Hendrickson go? Baltimore?
3. Wouldn't rule out Eagles/Jags decisions having an effect.

[chaddykee @chaddykee]

@E_Dilla BTJ double catch is why he dropped that

[chaddykee @chaddykee]

@E_Dilla Trevor had strange wide open there

[Matt Dratch @DratchCap]

Recently spent time updating an older analysis on where AI demand is actually going and came away still thinking we’re massively short compute (~8–50x short) on consumer inference alone. Big range (future is humbling), but even the low end makes the point.

I dropped a link to the fuller write-up for anyone inclined over a slow week. It also hits a few popular debates / my steelman AI bear case. Some of this may be optimistic (or wrong). I’m a dreamer, so be kind :)

Consumer is easiest to parameterize. If we’re massively short just on that, you start to understand why the biggest players are building so aggressively.

Framework: tokens are the kWh of knowledge work and demand scales as price drops, leading to new workloads and moving us from 100-token prompts to agentic loops + multimodal + “robotic episodes” that can consume orders of magnitude more tokens.

Supply: we’ve installed mid-teens GW of frontier compute using Jensen’s rule of thumb. Other accounts suggest it may already be closer to the mid-20s GW. Either way, it sounds huge until you realize cluster-level effective performance is ~5–10% of chip specs once you net out site power overhead, MFU, and fleet mix.

Steelman bear: AI creates massive shadow output gap, but much of it is competed away or shows up as deflation/consumer surplus rather than immediate EPS gains.

More detail in the write-up: https://t.co/9Lph4Nd6aI

Appendix (topics covered):
• TPU vs GPU
• China/Huawei
• Robotics + world models

$nvda $orcl $crwv $nbis

[chaddykee @chaddykee]

The @Ravens uniforms for Thanksgiving are the coolest I have ever seen in any sport 🔥
#RavensFlock

[chaddykee @chaddykee]

@jimwade @Jaguars @trevorlawrence 🤣

[chaddykee @chaddykee]

@LRiddickESPN Pitt is going to be so good next year. As a SMU fan that’s the one team I don’t want to play in championship.

[chaddykee @chaddykee]

@E_Dilla

[chaddykee @chaddykee]

Need @Polymarket odds he doesn't finish the protocol. 5g of mushrooms with doctors all around you is a special type of hell.

[Bryan Johnson @bryan_johnson]

Doing magic mushrooms this Sunday.

Protocol
+ dose: 5 grams
+ frequency: 1x/mo for 3 mo
+ objective: exploring longevity effects

Measurement
+ 249 independent biomarkers
+ 29 vials of blood
+ brain scans
+ urine, stool, saliva, fertility
+ multi-omics profiling (DNA, epigenetics, metabolism, hormones, microbiome, proteins, cognition)

Cardiovascular
+ LDL-C
+ HDL-C
+ Triglycerides
+ Total cholesterol
+ Apolipoprotein B
+ Apolipoprotein A-1
+ Lipoprotein(a)
+ LDL-P
+ HDL-P
+ Small LDL-P
+ LDL size
+ Large VLDL-P
+ Large HDL-P
+ VLDL size
+ HDL size
+ LP-IR score
+ Oxidized LDL
+ Lp-PLA2 activity
+ Myeloperoxidase (MPO)
+ Homocysteine
+ VEGF

Hematology
+ WBC
+ RBC
+ Hemoglobin
+ Hematocrit
+ MCV
+ MCH
+ MCHC
+ RDW
+ Platelets
+ Neutrophils
+ Lymphocytes
+ Monocytes
+ Eosinophils
+ Basophils
+ Immature granulocytes
+ Erythropoietin (EPO)
+ ABO/Rh typing

Hormonal
+ Thyroid panel with TSH
+ Free T4
+ Testosterone
+ Dihydrotestosterone (DHT)
+ 5α-DHT
+ Prolactin
+ Estradiol
+ LH
+ FSH
+ Estrone (E1)
+ Estriol (E3)
+ Androstenedione
+ Androsterone
+ 5β-Androstanediol
+ Etiocholanolone
+ Cortisol
+ Cortisone
+ DHEA
+ DHEA-S
+ Pregnenolone
+ IGF-1
+ Melatonin (6-hydroxymelatonin sulfate)

Metabolic
+ Glucose
+ Insulin
+ Hemoglobin A1c
+ α-Hydroxybutyrate
+ β-Hydroxybutyrate
+ Uric acid

Kidney
+ BUN
+ Creatinine
+ eGFR
+ BUN/Creatinine ratio
+ Cystatin C
+ Urinalysis (specific gravity, pH, color, appearance, leukocyte esterase, protein, glucose, ketones, occult blood, bilirubin, urobilinogen, nitrite, WBC [hpf], RBC [hpf], epithelial cells, casts, bacteria)
+ Albumin/Creatinine ratio

Pancreatic
+ Total protein
+ Albumin
+ Globulin
+ Total bilirubin
+ Alkaline phosphatase
+ AST
+ ALT
+ GGT
+ Amylase
+ Lipase

Minerals
+ Sodium
+ Potassium
+ Chloride
+ CO₂ (bicarbonate)
+ Calcium
+ Magnesium
+ Iron
+ TIBC
+ UIBC
+ Iron saturation
+ Ferritin
+ Zinc

Vitamins
+ Vitamin B12
+ 25-hydroxy Vitamin D
+ Coenzyme Q10
+ α-Tocopherol
+ β-Carotene
+ Glutathione
+ Total glutathione

Amino Acids
+ Cysteine
+ Methionine
+ Taurine
+ Glycine
+ Serine
+ Threonine
+ Alanine
+ Valine
+ Leucine
+ Isoleucine
+ Phenylalanine
+ Tyrosine
+ Tryptophan

Inflammation
+ Interleukin-6 (IL-6)
+ Interleukin-10 (IL-10)
+ Tumor Necrosis Factor-α (TNF-α)
+ Rheumatoid factor (RF)
+ ANA by IFA
+ Calprotectin (GI inflammation),
+ Secretory IgA (mucosal immunity)

Neurology
+ P-tau217
+ Epinephrine metabolites (metanephrine, normetanephrine)
+ Homovanillate (HVA)
+ Vanilmandelate (VMA)
+ 5-Hydroxyindoleacetate (5-HIAA)

Toxicology
+ Lead
+ Lithium

Urology
+ PSA total

Fertility
+ Total Motile Count
+ Sample Volume
+ Concentration
+ Motility
+ Morphology
+ Count

Metabolomics
+ Citrate
+ cis-Aconitate
+ Isocitrate
+ α-Ketoglutarate
+ Succinate
+ Fumarate
+ Malate
+ Pyruvate
+ Lactate
+ 2-Hydroxyglutarate,
+ Hydroxymethylglutarate,
+ 3-Methylglutaconate,
+ 2-Methylsuccinate
+ Formiminoglutamate (FIGLU),
+ Methylmalonate (MMA),
+ Xanthurenate
+ Kynurenate,
+ Quinolinic acid
+ Glucarate,
+ 8-Hydroxy-2′-deoxyguanosine (8-OHdG),
+ Pyroglutamate
+ 3-Hydroxyphenylacetate,
+ 4-Hydroxyphenylacetate,
+ 2-Hydroxyphenylacetic acid
+ 4-Cresol,
+ p-Hydroxybenzoate,
+ Benzoate,
+ Hippurate/Hippuric acid
+ Phenylacetate/Phenylacetic acid,
+ Indoleacetate/Indoleacetic acid
+ Arabinose,
+ Citramalic acid,
+ α-Hydroxyisobutyric acid

Microbiome
+ Bacteroides fragilis
+ Bacteroides vulgatus
+ Faecalibacterium prausnitzii
+ Akkermansia muciniphila
+ Roseburia spp.
+ Eubacterium rectale
+ Lactobacillus spp.
+ Bifidobacterium spp.
+ Escherichia coli
+ Clostridium difficile
+ Enterococcus faecalis
+ Candida albicans
+ Saccharomyces boulardii
+ Prevotella copri
+ Ruminococcus spp.
+ Methanobrevibacter smithii
+ Blautia spp.
+ Proteobacteria spp.
+ Firmicutes/Bacteroidetes ratio
+ Beta-glucuronidase
+ Butyrate
+ Propionate
+ Acetate

Aging & Epigenetics
+ Telomere length
+ Relative telomerase activity
+ DNA methylation age
+ DNA methylation levels at CpG sites associated with biological aging
+ Glucocorticoid receptor methylation (NR3C1)
+ SIRT1 methylation
+ MTOR methylation
+ Oxidative stress response genes (NFE2L2 promoter methylation)

Cognitive
+ Brain age score
+ Functional connectivity strength
+ Global connectivity index
+ Hemodynamic response amplitude
+ Hemodynamic response latency
+ Resting-state oxygenated hemoglobin (HbO) concentration
+ Resting-state deoxygenated hemoglobin (HbR) concentration
+ Total hemoglobin (HbT) concentration
+ Oxygen saturation (O₂Sat)
+ Cerebral blood volume (CBV)
+ Cerebral blood flow (CBF)
+ Neurovascular coupling index
+ Prefrontal cortex oxygenation
+ Parietal cortex oxygenation
+ Temporal cortex oxygenation
+ Occipital cortex oxygenation
+ Task-evoked hemodynamic response (HbO/HbR)
+ Temporal autocorrelation of hemodynamics
+ Functional brain network modularity
+ Inter-regional coherence
+ Brain lateralization index
+ Oscillatory power (slow cortical fluctuations)
+ Phase synchronization index
+ Mean reaction time (during cognitive tasks)
+ Reaction time variability
+ Heart-rate variability (HRV)
+ Resting heart rate

[chaddykee @chaddykee]

@BillyEmbody can we get a list of recruits that were on campus today?

[chaddykee @chaddykee]

@DUVAL_DOOM I just tried to cancel... and got this. Have to continue paying sunday ticket.. but lose access to Sunday ticket 🤣

[chaddykee @chaddykee]

@E_Dilla @E_Dilla What about BTJ for MHJ + sweetener?

[chaddykee @chaddykee]

@Stuckey2 What in the world was that. One of the worst I’ve seen

[chaddykee @chaddykee]

Hear me out: Youtube multiview with one window for your partners content choice (Love Island etc)

[Stuckey @Stuckey2]

Best drive of career for Lawrence. Jags are officially back.

[chaddykee @chaddykee]

@J5_Sports1 Delete!!!!!!!!!!

[chaddykee @chaddykee]

@Stuckey2 Think he was more scared of 3 and out.. and mahomes gets ball back.. staring at 17-7 with Chiefs getting the ball at 2H

[med @med_904]

Please don’t embarrass me in front of my friends @Jaguars