Jason

[Chamath Palihapitiya @chamath]

Step 1. Everyone experiments.

Step 2. The leaders start commoditizing features and make them much better for themselves.

Step 3. Turn the crank on costs and make each capability high margin.

As goes Databricks, others will follow. As a result, token consumption will explode but cost per token will crater because these companies won’t tolerate rent seeking behavior from models on performing generalized tasks that can be done by many providers.

[Ali Ghodsi @alighodsi]

@databricks has the fastest and lowest latency on Kimi K3 (max)! Great job by Databricks AI team!

https://t.co/Q3Zw2oNGHE

[Jason @jviel1104]

@DOGE @DOGE_USDA @DOGE_SSA Look at Medicare PBM contracts-

- Cancer Medicine Imatinib costs $7 to buy. They add $10, so you're out the door for $17
- With Medicare IT COSTS THEM $2,400 - This drug was filled 250,000 costing Medicare $600M

- 3 PBM control 90% of market

[Factory @FactoryAI]

INTRODUCING FACTORY

Factory is the Command Center where developers and agentic AI collaborate to understand, plan, and build enterprise software.
Our enterprise platform combines advanced engineering system indexing, state-of-the-art retrieval and search, and reliable agentic systems powered by frontier LLMs. In your Factory,

• 🤖 Droid Mode unlocks cutting-edge agentic capabilities. Accelerate your development with AI that autonomously pulls in tickets, reads error logs, retrieves relevant context, executes code, and solves complex, long-running tasks.
• 🪡 Threads let you jump into deep work with all relevant context dynamically surfaced in front of you. No more crawling through Github, Slack, Google Drive, Notion, Jira, Slack, or context-switching between them.
• ⚡ Workflows transform and centralize your organization’s best practices into executable, AI-powered processes. Automate repetitive tasks like building integrations, bug-fixing, PRD creation, release notes, version updates, and more.

We're working with some of the most innovative organizations in software — from AI-forward enterprises like @MongoDB to high-growth organizations across the world. Our enterprise platform combines advanced engineering system indexing, state-of-the-art retrieval and search, and reliable agentic systems using frontier LLMs like o3 and Claude 3.7 Sonnet

1/7

[Bill Ackman @BillAckman]

Is this true @elonmusk @DOGE?

[Jason @jviel1104]

@DOGE take note….this at a base level is the definition of fraud, waste, and abuse.

[Wall Street Apes @WallStreetApes]

🚨 US Pharmacist has another message for Elon Musk and DOGE for saving Medicare money

“DOGE $1.4 billion wasted on 1 drug”

- Drug name Aripiprazole, Medicare is OVERPAYING BY 1633% PER PRESCRIPTION
- Aripiprazole was dispensed 7.2 million times in 2022 at an average of $208 each
- That makes the total that Medicare spent $1.5 billion in one year on only 1 drug
- At a pharmacy that doesn’t take insurance, “That medication costs 12 bucks”

- If we filled all 7.2 million of those, the total cost would be $86 million. That means that of the $1.5 billion that they spent more than $1.4 billion of that was wasted

The healthcare industry is a racket

[Jason @jviel1104]

@WallStreetApes This is true definition of fraud, waste, and abuse! @cap_rx

[Wall Street Apes @WallStreetApes]

🚨 To Elon Musk and the DOGE team looking at Medicare:

Pharmacist says

- Cancer Medicine Imatinib costs them $7 to buy. They add $10, so you're out the door for $17
- When Medicare pays for this drug, IT COSTS THEM $2,400
- This drug was filled 250,000 times in 1 year costing Medicare $600 million

“If every one of those scripts was filled at our pharmacy instead of through Medicare, it would've cost $4 million. That means that we are $596 million cheaper than the insurance. That's crazy.”

“So why are they paying this much for that medication? Well, insurance companies pay a middleman, the pharmacy benefits manager, and that person decides how much that medication's gonna cost”

- 3 Pharmacy Benefits Managers control over 90% of all prescription pricing in America
- Pharmaceutical companies bought all 3 Pharmacy Benefits Managers

They set their own pricing, Medicare pays ASTRONOMICAL prices and taxpayers pick up the bill. This is a racket.

[Elon Musk @elonmusk]

What is a “pharmacy benefit manager”?

[Jason @jviel1104]

@chamath How about something related to anxiety and depression in 2 distinct pockets women between 16-25 (social media driven) and men over 50 tied to changing society norms.

[Jason @jviel1104]

@jaminball My personal thought are thr data intelligence platform companies such as Databricks and others will ultimately benefit the most due to open source and multi-cloud approaches.

[Ali Ghodsi @alighodsi]

Today we released an open source model, DBRX, that beats all previous open source models on the standard benchmarks. The model itself is a Mixture of Experts (MoE), that's roughly twice the brains (132B) but half the cost (36B) of Llama2-70B. Making it both smart and cheap. Since only 36B expert parameters are used live, it's close to twice the speed (tokens/seconds) of Llama2-70B. We're excited to build custom versions of this for organizations that have proprietary data! Check it out!

https://t.co/KA5rLaCnQx

[Brad Gerstner @altcap]

Pods up. 👊🚀
Apple:
https://t.co/2s5KeTNGYF
Spotify:
https://t.co/qN0oVijyzj

[Chamath Palihapitiya @chamath]

We built the world's first nuclear bomb in the 1940s in just over five years.

We are the same country that just took more than 10 years to approve an ETF to buy an imaginary coin made up of letters and numbers.

[Jason @jviel1104]

A chilling and poignant song that transcends all races and nationalities. Cuts to the bone on so many levels.

[Michael Antonelli @BullandBaird]

This is the kind of stuff we need more of. Positivity. Optimism. Understanding how lucky we are.

[Jesse Myers @Croesus_BTC]

@chamath @business And it’s still not too late for people to listen

In fact, with the Bitcoin halving in 11 months… the price could soar.

Here’s how high it could go next year… https://t.co/T241Pzc3XC

[Jason @jviel1104]

This is an absolutely spot on for a generative AI creative use case

[Jason @jviel1104]

@altcap @CNBC @Downtown @ScottWapnerCNBC @nvidia @sama @altcap had a chance to meet you at the All In Summit last year. Always respect your first principle approach to investing when following secular trends. #data #ai

[Eleanor Terrett @EleanorTerrett]

🚨BREAKING: Governor @RonDeSantis on how he would treat #crypto if he becomes president:

“People in Washington don’t like it because they don’t control it. And they’re central planners and they want to have control over society, so Bitcoin represents a threat to them and so they want to regulate it out of existence.

For the bureaucracy to just do it on their own, that’s what we mean when we say we have to return the government to the people who are our voice. As president, I’ll protect the ability to do things like Bitcoin. I just do not have an itch to control everything they may be doing in this space and I think that the current regime clearly has it out for Bitcoin and if it continues for another 4 years they’d probably kill it.”