RK

i manage probabilities …

[Negligible Capital @negligible_cap]

DeepSeek is becoming more popular among US enterprises as companies look for cheaper alternatives to Anthropic and OpenAI

“DeepSeek takes top spot on 'trending' list as companies look for alternatives to OpenAI and Anthropic, spending tracker's report says Chinese artificial intelligence start-up DeepSeek took the top spot on a major US business spending index in June, surging as more companies swap out expensive American options like OpenAI and Anthropic in favour of more affordable alternatives.”

Nothing to see here

[Arpit Gupta @arpitrage]

SpaceX is simultaneously three things

- An extremely profitable and promising space launch and telecom business
- A highly speculative and capital intensive AI firm
- A massive grift using exchanges and retail for exit liquidity

[InfoGram @_InfoGram_]

Epic moment 🔥

🇺🇸Trump at 5:00 PM — “No President has done this. We got Iran to talk nukes. Maybe even give them up. This is First time ever.”

🇺🇸Obama at 6:00 PM — “Did it already. No missiles fired. Moved 97% of their enriched uranium out. We didn't have to kill a whole bunch of people or shut down the Strait of Hormuz like you.”🔥👏

[Julie Roginsky @julieroginsky]

I’m sorry… WHAT? Did the Ellisons buy the public access station in Monroe, Michigan also or do they have some sort of 5,000 year contract on Stephen Colbert? This is unacceptable, @YouTube. Restore our video.

[Aaron Levie @levie]

CEOs are uniquely prone to AI psychosis because they’re sufficiently distant from the last mile of work that still has to happen to generate most value with AI.

So when they play with AI, they see the happy path results, often not considering the next 10 or 20 things that have to happen to get sustainable results from agents.

“Look I made this awesome product prototype”. Yes but you didn’t have to review the code before it went into production and fix a bunch of issues.

“Look I generated a contract”. Yes but you didn’t verify all the terms before it goes out to the counterparty and didn’t have to wire up all the past contracts to work with.

The best thing you can do as a CEO is to use AI a *ton* to figure out the real implications of agents in the enterprise, and come out the other side with an appreciation for both the upside and the real work that goes into them.

[The Daily Beast @thedailybeast]

“The first lady knows that Jeffrey Epstein didn’t act alone,” Thomas Massie said as he vowed to name names from the Epstein files. https://t.co/fgB6FPjxQP

[BuBBliK @k1rallik]

🚨 do you understand what happened to Stephen Colbert..

24 hours after his final Late Show, Colbert hijacked a tiny public access channel in Monroe, Michigan with Jack White, Eminem, Jeff Daniels and Steve Buscemi.

Now Paramount - the company that just cancelled his show - is mass-blocking every reupload worldwide via Content ID. And the deeper you dig, the worse it looks:

- The finale pulled 6.74M viewers - a weeknight record over 11 years
- Eminem cameoed as "Marshall, the fire marshal" to greenlight torching the set
- The same day Trump posted an AI video of throwing Colbert into a dumpster, Colbert aired footage of himself burning a real one
- Mayday Network and verified journalist Matthew Keys both got blocked globally - for sharing a community access show

Paramount cancelled his show to silence him. Instead they handed him a Streisand-effect comeback 10x bigger than the show ever was.

[Rebecca Aguilar (on Blue Sky & LinkedIn) @RebeccaAguilar]

Everyone COPY this video, share it far and wide. Paramount Skydance billionaire baby David Ellison can’t handle that Stephen Colbert is getting millions of views . @Youtube we will cancel our subscription as we did when we dumped @paramountplus.

[Matthew Keys @MatthewKeysLive]

Paramount is apparently trying to suppress copies of "Only in Monroe" from appearing on other social platforms by filing frivolous copyright notices, even though the show was produced by a public access TV channel and doesn't use their intellectual property...

[RK @kosrich]

FULL SHOW: Stephen Colbert Hosts Public Access Show "ONLY IN MONROE" https://t.co/gLGMIaHSH7 via @YouTube

[daz @MetamateDaz]

AMERICA COULD HAVE HAD STUDENT LOAN FORGIVENESS BUT INSTEAD THEY HAVE INSURRECTIONIST FORGIVENESS

[Covie @covie_93]

If you took a shit on the floor of the US Capitol on Jan.6, you might be entitled to compensation.

[Headquarters @HQNewsNow]

He's right. Hitler did it first

[Acyn @Acyn]

CNN split screen of Trump saying he doesn’t think about Americans’ financial situation and Vance claiming that Trump didn’t say that.

[Justin Wolfers @JustinWolfers]

So you're telling me that cutting tariffs leads to lower prices?

Fascinating.

[RK @kosrich]

@Alan_Couzens @hjluks Honestly trying to understand this. I thought VO2Max was highly heritable and was only improvable by maybe 20%ish. I would assume that the 70 year old triathletes were those that had high VO2Maxes in the first place. What am I missing?

[Dividend Growth Investor @DividendGrowth]

I love this so much

[Brian Roemmele @BrianRoemmele]

Bob Fosse in Little Prince movie, 1974 had a massive influence on Michael Jackson.

[Eric Topol @EricTopol]

At @JAMA_current today, 2 radiologists publish what should be the consent form for a total body MRI in healthy people
Note: "no major medical society recommends whole-body MRI screening in the general population because it is unproven, and the harms likely outweigh the benefits."
https://t.co/TRSkxDwb6K