PJK

[PJK @pjkVision]

@realroseceline Such a powerful lesson

[PJK @pjkVision]

@natolambert interested

[Mobility Exercises | Pain Relief Workouts @FeelGoodMovez]

6 min mobility routine to feel 10 yrs younger..

[Up Workout @Upworkout]

Can you get through even 1 set in 90 seconds?! 🤔

[Michael Mauboussin @mjmauboussin]

This is the time of year when a lot of investment firms welcome interns. While our work is geared toward institutional investors, a lot of it can be useful for learning about markets and the investment process. Here are a handful of reports and how they can guide interns:

[BuccoCapital Bloke @buccocapital]

Bucco’s guide to making $400k+:

So, your dumb ass has been lucky enough to stumble into making a 1% salary. Congratulations, you’re at the doorstop of generational wealth (or early retirement). Here’s how to not fuck it up

1. Assume this isn’t permanent: The first thing you need to recognize is most people don’t keep their 1% salaries. There’s a lot of luck, and variable comp, that usually goes into that kind of paycheck. So have some humility and live like it ain’t permanent, because it usually ain’t. Which brings me to point #2

2. Live below your means: Most people who start making fat paychecks start racking up fat credit card bills. But if you follow my first rule you won’t do that. At least for the first 3 years you will live like you aren’t making a lot of money. You will save. A lot. This is a gift to future you

3. Take care of yourself: If you are making this much you are usually working very hard. So take care of yourself. Invest in your brain and your body and your health. It is a marathon, not a sprint, as they say. And one of the reasons people don’t maintain their high paychecks is because they burn out

4. Pay it forward: Fate has smiled on you. You are not only obligated to pay it forward, but it is the right thing to do. One day you may experience something bad, unlucky, and catastrophic. People will remember that you did not neglect others while it was your moment in the sun and they will come to your support. Be kind, especially when you don’t need to

5. Maintain perspective: You are not better than anyone because you make a lot of money. There are many ways to be rich. Be sure that you stay humble, and continue to invest in your friends, families, relationships and health. Or you might one day find yourself with a full bank account and an empty life

Follow these rules and I assure you that the odds of living a prosperous life will tip heavily in your favor

[Nathan Clark @nathanclark_]

it’s in gemini, just create it in ai studio. oh, that’s for your personal google one account. for workspace you need gemini business. no, not gemini advanced, that’s ai pro now. unless you need ai ultra. oh agents? you do that in spark actually. no, not gemini api managed agents, that’s different. for coding use jules. unless you mean the agentic ide, that’s antigravity. no, that’s the old antigravity, download the new one. actually gemini cli is being deprecated, use antigravity cli. no the flash model is smarter than the pro model. unless you need pro. if it’s video, use flow. no, flow uses veo. no, nano banana is images. actually that’s in gemini now. unless you’re in search, then it’s ai mode. no, research is notebooklm. anyway it’s all very simple.

[Michael Mauboussin @mjmauboussin]

...https://t.co/5ouLGuTPjj

[Cursor @cursor_ai]

Together with SpaceXAI, we’re training a significantly larger model from scratch, using 10x more total compute.

With Colossus 2’s million H100-equivalents and our combined data and training techniques, we expect this to be a major leap in model capability.

[PJK @pjkVision]

@vijaythirumalai “Make their 800k within a year” can you shed more light on how?

[Anish Moonka @anishmoonka]

Bryan Johnson spent $2 million a year for five years trying not to die. He's tested longevity drugs, gene therapies, plasma transfusions, stem cell injections, the works. His final list of what actually works is mostly stuff your grandma would have told you for free.

Johnson is the most measured human alive. Hundreds of blood tests, 30 doctors on staff, his own brand of olive oil. The 41 tips he just sent his "immortal nieces and nephews": sleep 8 hours, walk after meals, see a friend weekly, lift heavy things, floss.

Researchers estimate 80 to 90% of his health gains come from those free habits, not from the gene therapy he flew to Honduras for or the 100-plus daily supplements he takes. Johnson says the same thing himself.

Harvard ran a study on relationships that lasted 85 years and followed 724 men from their teens to their nineties. The result: how long you live depends more on the quality of your relationships than on your genes, your IQ, or your social class. A separate study of 3.4 million people found loneliness raises your risk of dying early by about the same amount as smoking 15 cigarettes a day. Tip #20, see at least one friend once a week, is doing real work.

Tip #11 says walk after meals. A 2025 study found that a 10-minute walk right after eating lowers your blood sugar spike more than a 30-minute walk done any other time of day. The spike is what wears down your heart and arteries over decades.

Tip #13 is lift heavy things. A study of about 2 million people found the strongest third had a 31% lower risk of dying than the weakest. You don't need a gym for this. Carrying groceries, lifting your kid, doing pushups in your living room, it all counts.

Sleep dominates the list with about a dozen tips. The data: under 7 hours of sleep raises your risk of dying by 14%, over 9 hours raises it by 34%. Seven to eight is the sweet spot.

Johnson dropped one of his most-hyped pills, rapamycin, this year because of side effects. He keeps simplifying. Even the guy who hired 30 doctors is landing on the boring stuff.

The longevity industry is worth around $80 billion. The advice with the strongest evidence costs zero.

[Stratechery @stratechery]

Amazon’s Durability

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.

https://t.co/U7sdDB0f50

[PJK @pjkVision]

@jbulltard1 @sp3cul8r You are likely referring to Supply Chain by Amazon announced in Sept 2023. This was an end-to-end solution primarily for Amazon sellers, helping move goods from manufacturers to customers (+ multi-channel fulfillment).
This one opens up the funnel to ALL 3P

[Speedwell Research @Speedwell_LLC]

$META history in one chart

[Priyansha @prishmish]

it’s these two pieces that I read over and over again before I left my job last year

[PJK @pjkVision]

@nachunja moneybot is GA

[PJK @pjkVision]

@emcross23 Loved it!

[PJK @pjkVision]

@SixSigmaCapital When developers and investors will realize Trainium advantage in performance and cost savings leading to more adoption and AWS revenue growth.

[Oriol Vinyals @OriolVinyalsML]

The secret behind Gemini 3?

Simple: Improving pre-training & post-training 🤯

Pre-training: Contra the popular belief that scaling is over—which we discussed in our NeurIPS '25 talk with @ilyasut and @quocleix—the team delivered a drastic jump. The delta between 2.5 and 3.0 is as big as we've ever seen. No walls in sight!

Post-training: Still a total greenfield. There's lots of room for algorithmic progress and improvement, and 3.0 hasn't been an exception, thanks to our stellar team.

Congratulations to the whole team 💙💙💙

[Ben Bajarin @BenBajarin]

Scenario costs to build a 1GW AI datacenter. I broke out all the variables in our model to create these three scenario paths.

1GW DC gets you a ~10 zettaFLOPS-class token factory.