deepstink

[FranciscoSpace5🚀🔬🦛 @FranciscoSpace5]

$RKLB @RocketLab Rocket Lab was very busy this week. People probably didn't notice because it was mostly space systems and Rocket Lab doesn't make announcements on Space Systems components launching on other companies. Here are some highlights from the week:

[Arnaud Bertrand @RnaudBertrand]

I was having dinner last night with a friend working in the chicken industry and I learned something that blew my mind.

Where do chicken farmers get their chickens? Most of us would say "from their existing chickens obviously, they breed and lay eggs."

That's what I thought too, but turns out I was dead wrong.

The reality is that the immense majority of meat chicken farmers in the world get their chickens from one of 2 companies: Cobb-Vantress, owned by Tyson Foods, or Aviagen, controlled by Germany's EW Group (the Wesjohann family).

They have a concept specific to the industry called grandparent stock: what you buy from these 2 companies is - essentially - a bunch of chickens with planned obsolescence.

The way it works is that each company keeps "pure" bloodlines on its own farms. Let's label them A, B, C and D. Those are the crown jewels - these companies' IP - and they never leave the building.

What they sell you are the "grandparents": chicks from those four lines, but each line in only one sex. You get A roosters but no A hens, B hens but no B roosters, C roosters but no C hens, D hens but no D roosters. Which means you can never breed more A, B, C or D birds yourself.

What you can do is cross them. A roosters with B hens give you the fathers, C roosters with D hens give you the mothers - these are the "parents". The parents then give you the chickens that actually end up on our plates, slaughtered at around 6 weeks.

And that's the end of the road. If you tried breeding those chickens, their chicks would be a complete genetic lottery: still chickens, sure, but without the genetic properties that make them commercially viable. They'd grow slower and less evenly, you'd have to sell them for way more than your competitors, and your business would be dead.

So you have to go back to Cobb or Aviagen for new grandparents. Forever.

Why buy grandparents at all, and raise 2 generations just to sell the third? The answer is scale. If you buy say 100 grandparents, each of them gives you around 50 parents, and each parent hen then gives you around 150 chicks: from those 100 grandparents, you have yourself some 600,000 chickens whose meat you can sell.

It makes no sense for these 2 companies to sell the final chickens directly. They'd have to hatch tens of billions of chicks a year and ship them all over the world. Much easier to simply sell the grandparents and let farmers do the multiplying and pay for the farms, the feed and the labor.

And, you knew this was coming, there is also a China angle here: as you can imagine, China isn't too pleased to be dependent on foreign companies for such a basic food item as chicken.

So China did what China does best: long-term planning. The Ministry of Agriculture and Rural Affairs launched a plan for "national broiler genetic improvement" (2021-2035), which aims for domestically bred breeds to make up at least 60% of the domestic market by 2035 (https://t.co/INHrS7YUpD).

And, of course, they're ahead of the plan. As of 2025, homegrown breeds held more than 30% of the market: halfway to the 2035 goal in just four years (https://t.co/hF0HvB6Q5y).

Can you escape all this as a consumer? Sure, you can buy organic or Label Rouge chicken, from slower-growing breeds raised for at least 81 days instead of 6 weeks, for two to three times the price.

Except, plot twist: the genetics behind most of those slow-growing birds come from a French company called Hubbard... which has belonged to Aviagen since 2018 (https://t.co/URsRSI3gI0)���

And even if you could truly escape, you wouldn't want everyone to: we'd need vast new swathes of farmland, both for the chickens and their feed. Ironically, advocating for organic free-range chicken for everyone is one of the worst positions one can take for the planet's resources.

If you want to minimize your environmental footprint, the counterintuitive answer is to buy the cheapest supermarket chicken - or eat less meat, of course.

As my friend was saying last night, you may not like the way this industry works but, at the end of the day, it's what puts affordable protein on the plates of billions of people, using proportionally fewer resources than any other way of raising chicken.

[Vig @vig_says]

Ray Dalio said the quiet part about the AI trade on Bloomberg.

A $1B valuation isn't $1B of money. Someone put in $50M, the market marked it to a billion, and now it counts as "wealth." But you can't spend wealth - you have to sell it first.

That's the trap: a mountain of paper valuations sitting on a puddle of actual cash. Bubbles don't burst because the story dies - they burst the moment everyone reaches for money at once. And the exit only fits so many.

The vig? The house books your paper gains as real, right up until you try to withdraw them.

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

How to bootstrap a Bloomberg terminal (2026 update):

[Sahil Bloom @SahilBloom]

Underrated life advice: Become a beginner again. Join a run club. Learn the piano. Take up painting. Try woodworking. Plant a garden. Teach yourself to cook. Whatever. It slows you down. It’s a small rebellion in a world that wants you to do everything with some purpose in mind.

[沈彤 @jessyshen]

云巨头的一位副总，在新加坡倒卖B300，一个月赚5亿人民币

他从新加坡马来西亚申请到NVDA配额

发货到新加坡，雇佣工人吹风机卸掉设备的SN序列号和原厂标识

最牛逼的来了

一般人接下来就是申报工控零件进口中国、或者找水客拆散了夹在衣服带进国内

人家认知不一样，他直接申请“入境维修”，这个业务不���犯美国法律，因为美国禁止出口到中国、但没写不能去中国修

中国的法律，维修入境，不管是设备还是黄金，必须原样退回境外

这里面就有名堂了，他退回去的是外壳、板卡直接就从入境维修的开发区、流入国内了

简单手法，4个固定员工，20万美元启动成本，他一年半赚了10亿美元，退休移民新加坡了

整个链条，国内和NVDA知道吗？

呵呵，您说呢？

[Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) @teortaxesTex]

Full transcript of Wenfeng's investor conference call. He's a lot more forceful here. He is insistent that open sourcing is *the* agenda. If you're not on board, go buy more Zhipu.
And crucially, he says restraint is *the only way to survive*. World-eating labs will be culled.

[Michael Guo @Michaelzsguo]

https://t.co/DRO96gylNN completed a massive 1-gigawatt data center in China that runs entirely on domestically produced AI chips. The facility, capable of drawing the power equivalent to roughly 750,000 homes, was built to train the company's GLM foundation models without relying on restricted western hardware. Not a single Nvidia chip.

Worth taking a look at https://t.co/DRO96gylNN’s compute, cloud, and chip partners to see how it built a domestic AI infrastructure stack without relying on Nvidia.

UCloud / 优刻得 provides large-scale cloud compute and helped https://t.co/DRO96gylNN build a 1,000-plus-card inference cluster with unified scheduling and integrated training and inference.

Capital Online / 首都在线 supplies GPU clusters, IDC capacity, and regional compute delivery. It also connects https://t.co/DRO96gylNN to domestic accelerators through commercial deployments.

Sugon / 中科曙光 provides the hardware foundation, including AI servers, storage, supercomputing systems, networking, and data-center infrastructure.

Huawei Ascend / 华为昇腾 is https://t.co/DRO96gylNN’s clearest domestic training platform. https://t.co/DRO96gylNN used Ascend systems for the end-to-end training of GLM-Image.

Enflame / 燧原科技 has the strongest documented domestic inference link, with its chips deployed for https://t.co/DRO96gylNN services through Capital Online.

https://t.co/DRO96gylNN has also adapted GLM models to other Chinese chip platforms, including Cambricon, Moore Threads, MetaX, Kunlunxin, and Hygon.

Note https://t.co/DRO96gylNN is not replacing Nvidia with a single Chinese vendor. It is assembling a multi-vendor stack across chips, servers, cloud operators, and data-center infrastructure.

[The SEA Analyst @TheSeaAnalyst]

The AI test boom is quietly shifting to Southeast Asia.

Penang anchors it. Bac Ninh is the bet. Singapore is the new test floor.

Here is where it is landing, and which listed names run each step. From our OSAT survey. Link in the comment.

[CN Wire @Sino_Market]

🇨🇳🚀China's Long March-10B rocket makes maiden flight, achieving controlled first-stage recovery for first time

[Jukan ✈️OCP 2026 @jukan05]

I don’t understand why supporters of Chinese open source keep pretending not to see what is happening right now: even Chinese “open-source” players are raising prices or gradually shifting toward more closed models.

I think China’s token dumping has already bottomed.

Just look at Zhipu, the company behind GLM-5.2. Even Zhipu has raised prices several times this year.

Chinese LLM developers cannot ignore ROI forever.

Open source is not the same thing as cheap API pricing.

[Ted Ryce @ted_ryce]

Myth:

You need to be in the gym for 60 minutes 4-5 times a week to see results after 40.

You don't.

What you need to do is just ONE SET for each major muscle group and take that set to failure.

This will take you 20 minutes or less.

And you can do it 2-3 times a week.

Will you look like a Men's Health cover model? No.

But what you WILL do is reverse the muscle loss that's happening right now if you continue to do nothing.

If you can't implement this, then you don't have a time problem.

You have an execution problem.

You're already in the habit of skipping workouts and making excuses.

And this is a HARD pattern to break.

This is the type of situation where, if you don't find a way to create the drive to get this handled, you'll only take action when you hate what you see in the mirror or get a pre-diabetes warning from your doctor.

Don't let it get to that point.

[Alvin Foo @alvinfoo]

The greatest thief of childhood and life, isn’t time. It’s distraction.

A thousand irreplaceable moments lost to “just a second.”

The brutal truth: Your kids won’t stay little. Your parents won’t stay young. The scroll, the notification, the “quick check”, they don’t just steal time. They steal presence. They steal the version of you your family actually needs.

Put the phone down. Look up.

The real wealth isn’t in the next deal, like, or dopamine hit. It’s in the eyes across the table, right now, before the next blink turns them into memories.

Stop trading presence for pixels.
Be there. Fully. While you still can.

[Chicken Little @Chicky_Think]

Final verdict — leverage vs leverage:

Levered S&P 500 wins theoretically (11–13% vs 9.0% CAGR).

Property wins practically — 5× leverage at 2.8%, no margin calls, no forced selling, passive hold through every crisis.

Property's edge isn't price appreciation. It's uniquely cheap, crisis-proof leverage. [6/6]

[Andrew Lokenauth @FluentInFinance]

Gene editing is finally here.

And it's targeting the biggest killer in the world. Heart disease.

Eli Lilly $LLY just released data for a gene therapy called VERVE-102.

It completely changes how we treat high cholesterol.

Instead of taking a pill every day, you get one single IV infusion. The medicine travels directly to your liver. It permanently turns off the specific gene that causes high LDL cholesterol.

The early trial results are incredible. Patients experienced a massive 60% drop in their LDL cholesterol.

Think about what GLP-1 drugs did for obesity.

Five years ago, Ozempic was "just Phase 2 data." People said the side effects were unclear. The long-term outcomes were unknown.

Now it's a $50 billion/year drug that changed how we treat obesity.

GLP-1s rewrote obesity. VERVE-102 could rewrite heart disease.

Medicine is moving faster than most people realize.

[Grummz @Grummz]

China is now shipping it's own GPUs. This is the Lisuan LX 7G1000. But everyone is missing the point.

- You can get 88fps in Cyberpunk 2077.

- It has no dedicated ray-tracing hardware.

- On rasterization it performs better than a 3060 in synthetic benchmarks.

- Real work game perf put it lower than a 5060 which beats it by about 30% and costs $300 instead of $485.

The issues isn't that China shipped a so-so card at a high price point, it's that they shipped one at all.

The previous barriers to their design, software and hardware capabilities are dropping fast.

We might see competitive GPUs out of China sooner than we think.

[signüll @signulll]

your only goal should be to believe in something before many other ppl do, one time for each parts of you life. that’s the only skill that matters if you want to escape orbit.

e.g. you have to believe in a person before others do (your wife), you have to believe in whatever you're working on or even where you're working before the rest of zietgiest does (like everyone wants to work at the labs right now, that will make it difficult), & you have to find a city/neighborhood that you can afford but still has upside/potential for a house etc.

developing asymmetric skillsets like these is more important now than ever before cuz the market liquidity in every area is limitless & the competition is global.

[Big Brain AI @realBigBrainAI]

Former U.S. presidential candidate Andrew Yang on why "learn to code" went from the safest career advice to the worst in just 4 years:

Yang recently returned from an AI conference out west and what he heard alarmed him.

"They said to me that what we're going to see in the next 6 months outstrips what we've seen in the last 10 years cuz the rate of change is on a hockey stick and heading up. And I got to say I'm pretty up to date on this stuff and it blew my mind on some of the stuff I was seeing."

One example stuck with @AndrewYang.

"There was one company that is selling autonomous coding for enterprises to big businesses and their revenue is up 100-fold in the last 12 months."

The implication is significant:

"If that continues, it's going to eat a lot of the tech budgets from major corporates that used to go to humans. And so you're seeing the employment of recent computer science graduates fall off a cliff from a lot of programs."

Yang points out the irony of how quickly the advice has flipped:

"If you rewind what 4 years ago, what would we tell young people for a secure career, learn to code? And now the opposite of that is true."

On where this is heading long term, Yang cites Anthropic's CEO:

"Dario Amodei, the CEO of Anthropic, laid it out very clearly and he's been doing so repeatedly, saying we're going to automate away up to 50% of entry-level white collar jobs in the next several years. And I believe him."

His reasoning for why entry-level roles get hit first is blunt:

"The easiest people to fire are the people you haven't hired yet, which again is why you see the hiring of recent college graduates heading down."

And the data backs it up:

"The underemployment rate over 50%, the unemployment rate among college graduates is now the same or higher than non-college graduates for the first time in history."

[Gavin Tan @MoatOwl]

Imagine a stock that compounded at 17.7% per year for 56 years!!

That is $1295.KL (Public Bank), Malaysia's third-largest bank at $22.9B, built by a founder who personally accounted for every toilet roll the bank consumed.

This is what 56 years of obsessive cost discipline buys you. (1/10)

[Sahil Bloom @SahilBloom]

Something I know (but still underestimate): Your environment shapes your entire reality. The people you surround yourself with determine your outcomes. Surround yourself with people who are constantly talking about the past, you'll be stuck in it. Surround yourself with people thinking big about the future, you'll build a bright one. Spend time with people who encourage you to think bigger. Who believe you’re capable of more. A person is either holding you back or pushing you forward. There is no in between.