STB

learning

[STB @stoolbasket]

@sharbel Does it actually make $ tho?

[STB @stoolbasket]

@BoringBiz_ What about after 2 years of IB

[STB @stoolbasket]

@schnellreece007 why potatoes?

[STB @stoolbasket]

@StuartBlitz I mean this is the most basic / uneducated take ever … obviously it’s being built, if you looked into it for 30 mins you would find tons of information

[STB @stoolbasket]

@GrantHesser @realjoshwallis How can UNH even optimize for MA target margins at this point?

[STB @stoolbasket]

@mateow99 @Drago_Nite_149 @zerohedge the day one of these paywall removers start working on Substack articles, that'll be a great day. Fails for 95%+.

[STB @stoolbasket]

@Borlaug_ Got it - makes sense, thanks for clarifying!

[STB @stoolbasket]

@mateow99 @hyhieu226 Training frontier models with experts via expert interviews and getting them to craft unique problems + solutions for the LLM to learn? No longer just text based training using what’s already on the internet. Or is that already happening?

[STB @stoolbasket]

Thought this was an interesting read...

https://t.co/2kD9wcMSiF

[STB @stoolbasket]

@tclaugus2 Any updates views on CPAY? Do you buy the mix shift to Corp Payments?

[STB @stoolbasket]

@madhavkkkkk @TheIcahnist @BrettKPG @AduenamCap Could I also see the deck? Thank you!

[STB @stoolbasket]

Have recently been thinking about the FTC non-compete ban and a business like DaVita. Doctors have expressed wanting to leave DaVita clinics but lack the ability to due to 2 year non-competes. Is this a potential structural headwind? $DVA

[STB @stoolbasket]

Who are your top/go-to SS analysts covering the HC space? Particularly interested in CROs, Medtech, Hospitals, and Managed Care.

[STB @stoolbasket]

@Biotech2k1 What are you reading?