AJ

Healthtech. Markets. Investor. Most importantly - Munger enthusiast.

[AJ @iamajs]

@TheAhmadOsman Sir what hardware setup do you recommend for someone wanting to run clawbot now that Mac minis are out of stock? Beginner and non-eng

[AJ @iamajs]

@TheAhmadOsman Ahmad, big fan - what do you recommend for hardware for non-Eng who’s looking to run open claw. Super n00b when it comes to this stuff but Mac mini shortage not making it easy to find the right setup

[AJ @iamajs]

@tjparker Nicely done. Also heard your boy didn’t last there for more than 8 months…sheesh.

[AJ @iamajs]

@tjparker I guess you can say we’re early on this huh tj? Quite the reach by Hims with this one. Although sometimes in investing (at least public mkts), early is wrong?

[AJ @iamajs]

@tjparker Hilarious that X serves Ibogaine retreat ads as I open this tweet.

There should be a hall of fame for this category of COs. My personal favs - 1. NPs slinging C2 stimulants via jotform 2. Self admin Ketamine 3. Compounded GLP1s.

[AJ @iamajs]

@businessbarista Claude + @LogosPhilo

[AJ @iamajs]

@db_fink The fart whisperer

[AJ @iamajs]

@tjparker Certainly will be interesting to get rid of specialty middlemen layer that grease the wheels of the current system. Perhaps insurance co internalize & automate rather than rely these intermediary hubs

[AJ @iamajs]

@tjparker You’re a fantasy football guy? Say it ain’t so fren

[AJ @iamajs]

@mcuban @DrugChannels Can you blame the health systems? 50% of all rx volume in exchange for complete control of rx flow to the accelerators. At scale, the argument will morph into ‘price savings & superior care management’… but no mention of limited patient choice & 340b program abuse. Sad.

[AJ @iamajs]

@mcuban As @DrugChannels Adam has covered for many years now, this is just another way of milking the already seriously abused 340b program. By creating these in-house specialty rx traps & rolling them up nationwide, the PBMs will squeeze out any external pharmacies.

[AJ @iamajs]

@StuartBlitz At least they didn’t get fuzed.. @tjparker

https://t.co/qbvzWsXOHM

[AJ @iamajs]

Oh thats nice, must have missed it last week - I didn't know someone was creating an entity full of digital pharm carcasses. truepill, alto, lgc.. who's next. @tjparker https://t.co/gHRvGpMQXr

[AJ @iamajs]

@StuartBlitz All stock deal to another new VC backed co.. While Ro & Hims quickly pivoted into GLPs due to their core biz being commoditized by the likes of amzn, they were slow and this was the only exit they could find. One which reeks of investor strong arming… come on Stu.

[TodayInSports @TodayInSportsCo]

🐐

[AJ @iamajs]

Had that interview been in person, @RandPaul would have taken a swing at you Joe.. I saw steam coming out of his ears @JoeSquawk

[AJ @iamajs]

Gethcu some sir @tjparker

[Bloomberg @business]

A small but growing cadre of American sake producers are brewing inventive bottles with cult followings—and they're even exporting to Japan https://t.co/NuRgiuMbnZ

[AJ @iamajs]

@tjparker + Touch Grass

[AJ @iamajs]

Oh thats nice, must have missed it last week - I didn't know someone was creating an entity full of digital pharm carcasses. truepill, alto, lgc.. who's next. @tjparker https://t.co/gHRvGpMQXr

[AJ @iamajs]

@tjparker lol you can thank @saylor for that