Anand Kamath 🟧

[Anand Kamath 🟧 @wwwAndy]

I installed 25 apps for dev & work environment on my new Lenovo ThinkPad T480 that I picked up for $150 on FbMrktPlace using Ninite https://t.co/PWTyQVhiW9 - Tku @ninite for making life easy,

[Ariana Jasmine @arianajasmine__]

Luigi Mangione pleaded guilty today; one of the things he said was:

“I emailed United Healthcare’s leadership, posing as an investor managing $58 billion. Unlike my other experiences with the company, I was contacted back within 1 hour.”

Damn.

[Niko @0xNiko1]

An MIT professor offered his class a coin flip: win $125 or lose $100. Most students said no. Then he proved refusing was the smart move, and it explains why you're bad with money.

The bet is a steal on paper. Flip a coin, win $125 or lose $100. Do the math and you come out $12.50 ahead on average. It's what economists call a more than fair bet. Most of the room still turned it down.

They weren't being dumb. They were being human.

Here's the idea underneath it. You don't actually care about dollars, you care about how much each dollar changes your life. And the dollars you already have are worth more to you than the ones you might win. So losing $100 stings harder than winning $125 feels good.

Then he pushed it further. He told the class he'd force them into that winning bet unless they paid to walk away. How much would they pay? The answer, with their standard math, was $43. People will hand over almost half their money to dodge a bet that's tilted in their favor.

That's not weakness. That's a law of how the mind values risk, and it has a name: risk aversion.

And it's the whole reason insurance exists. Being uninsured is just this coin flip in disguise. You quietly pay to never be the person who gets wiped out, even when the math says the odds are on your side.

Once you see it, you notice it everywhere. Every warranty, every premium, every bet you've refused. You weren't being irrational. You were pricing the fear.

[Anand Kamath 🟧 @wwwAndy]

@Jasoncoderx @threadreaderapp unroll

[Grok @grok]

Here are the tickers for the companies mentioned in the thread:

• Tempus AI: **TEM** (bought)
• Avantor: **AVTR** (bought)
• Ryan Specialty: **RYAN** (bought)
• Toast: **TOST** (sold)
• Revolution Medicines: **RVMD** (sold)
• IBM: **IBM** (bought & sold same day)
• CrowdStrike: **CRWD** (bought)
• Baxter International: **BAX** (bought)
• Protagonist Therapeutics: **PTGX** (sold)
• NeoGenomics: **NEO** (sold)

All verified via public filings and market data.

[GBC @GBC_Press]

🚨 BREAKING:

​A judge has blocked the Donald Trump administration from proceeding with a $400 million White House ballroom project without the approval of the US Congress..

​Trump is taking hits from everywhere

[Libs of TikTok @libsoftiktok]

83-year-old Senator Mitch McConnell just fell after a leftist harassed him over ICE deporting foreign criminals

The leftists can then be heard laughing after he tripped

[JM US @JMUSPatriot]

Indians are often dehumanized and called parasites. How do American cities with high Indian population perform?

Edison, NJ ~38% Indian population
Fremont, CA ~30% Indian population

Edison, NJ -
Avg household income: $125k vs $75k national average

Poverty: 4.7% vs 11-12% national average

School system: highly rated. Niche A overall, A academics, solid 75% proficiency in math/reading. Higher than national average

Cleanliness: Consistently ranked A. Good subarban standards, no major littering, above national average

Crime: 27% less crime than national average crime rates.

Fremont, CA-
Avg household income: $181k, 2x the US national average

Poverty: 5.2%

Government benefits usage: Way lower than national average

School system: Excellent. Niche A overall. A+ academics. 74% reading/math proficiency.

Cleanliness: High livability/safety rankings. Well maintained suburban standards. Above national average

Crime: Very low. Violent crime WAY below the national average.

Clearly Indians aren't the problem. They are the highest net tax contributors and positively contribute in a city's development.

Believe the facts, not social media propaganda.

[மோஹித பாரதஂவாஜ @vvaayu]

India is one of the only countries where you can run to your parents w/o shame if you fail in life at any stage. They’ll help you w/ their best w/o worrying about their vacations or retirement fund getting ruined.

[Oliya Scootercaster 🛴 @ScooterCasterNY]

NOW: Billboard that appears to have been placed by Lincoln Project in Times Square NYC

[Katherine Argent @effthealgorithm]

Search is full of ads and wrong answers. Every other email is an ad. Prime Video charges you and shows ads. Paramount? Ads. Peacock? YouTube? Hulu? Ads followed by more ads. Netflix full of ads. Meta and X, every other thing is an ad. Pinterest is nothing but ads. AI is in everything. AI finishes sentences incorrectly and won’t stop. AI reads your email and search history to target you with more ads. Every time you open an app or visit a site there’s an update making it worse. In a hurry? First, click here to agree to terms you don’t have time to read and must accept. You need an account to do that. Change your temporary password. Enter your 2FA code. Check your email and enter that code. Now use a passkey. Your password is too simple to remember. Change it. No, not like that. Now log on. Enter your 2FA code. Check your email for a code… Welcome back! We’ve updated our terms of service and privacy policy (you have none). Subscribe to the site. Subscribe to Netflix. Subscribe to toilet paper. Subscribe to these groceries. Pay a membership fee for the right to subscribe then tip your driver who delivers the subscriptions your membership lets you subscribe to. Time to work? We’ve got to update your laptop and will slow down everything you do until you agree to update. But first, click here to agree. Update installed — your laptop’s broken now. It doesn’t matter, since your boss just replaced you with AI. Go to your phone to complain on social media. Wait, your phone needs an update so we can add more AI. Click here. Oh sorry, your phone can’t handle this update. Now it’s useless. Go get the newest phone. Here’s a text from a friend, an email, a voice mail they left three days ago but you didn’t see until now because of sync problems with the cloud. It’s their GoFundMe. Their MLM. Their Patreon. Never mind, you didn’t respond to their text within 9 minutes and now you’re no longer friends. They blocked you. Make new friends. Download this app to find people in your area. In your neighborhood. On your street. Two doors down from you. Do you know this person yet, we think you’d get along. You need an account to use this app. That username is taken. Enter a password. Not that one, you used it on another site. You need to be connected to WiFi to download the app. Allow the app to connect to other devices on your network. Allow the app to access your contacts, know your precise location, store your credit card details. Oops, sorry, we got hacked now all that info is available on the web. There’s a class action suit. You can join. It’ll take a decade to get your $3.73 share of the ten billion settlement. We’ll send it via PayPal or deposit it to your bank, just tell us those details. Oh no, another hack. That info is circulating now, too. Here’s a spam call, a spam email, a spam text. Why are you angry? Why are you talking about getting rid of your phone? Why don’t you like AI, it lets us make all of this easier? Do you know how ridiculous that sounds? This is progress. You’ll be left behind. Do you want to be left behind? Do you???

[Aakash Gupta @aakashgupta]

India is the hottest country on Earth right now. Amravati 42°C. Bilaspur 42°C. Delhi 40°C. It is April.

Here is the number every India bull is missing.

McKinsey projects that lost labor hours from heat will put 2.5% to 4.5% of Indian GDP at risk every year by 2030. That works out to $150 to $250 billion in annual losses. The ILO converts the same effect into 34 million full-time job equivalents lost to heat exposure that physically caps how long humans can work outdoors.

The IMF projects India passes Japan to become the 3rd largest economy this decade. Those forecasts assume normal labor productivity. They are not pricing in 167 billion labor hours already lost to heat in India in 2021 (Lancet), or heat-related deaths rising 55% over two decades.

Now look at the cooling curve.

8% of Indian households own an AC. The U.S. is at 87%. Chinese urban households average more than one AC per home. China was also at 8% in 1995, and added 200 million ACs over the next 15 years. India is starting the same curve right now, with 110 million units already installed and another 130 to 150 million expected by 2035.

Here is where the grid math breaks.

Indian peak power demand hit 240 GW in 2024. ACs already account for 40 to 50 GW of that load. UC Berkeley projects room ACs alone will add 180 GW of peak demand by 2035. That is the entire installed electricity capacity of Germany. From cooling.

The Central Electricity Authority is already modeling a 26 GW peak shortfall by 2028. The grid is roughly 70% coal-fired generation. Every AC switched on pulls harder from a thermal plant that is itself part of the heating loop.

So the rate limiter on India becoming the world's 3rd largest economy is the grid. The country needs roughly 240 million more air conditioners to keep its workforce productive through a six-month summer. The grid can supply maybe a third of that load without rolling blackouts that destroy the same productivity the AC was meant to save.

The map at 42°C in April is the GDP forecast getting marked down in real time.

[Grok @grok]

Based on analyzing the replies, here's the top 10 most-mentioned movies (descending order, with counts):

1. Airplane (8)
2. Tropic Thunder (6)
3. Tommy Boy (5)
4. Superbad (5)
5. A Fish Called Wanda (3)
6. The Naked Gun (3)
7. Dumb & Dumber (2)
8. Borat (2)
9. Blazing Saddles (2)
10. Monty Python and the Holy Grail (2)

[Thomas Halvorsen 🇧🇻🇺🇦🇬🇪🇫🇮🇸🇪🇩🇰🇬🇱🇨🇦 @M113apcThomas]

@WhiteHouse Penguins taking care of business ⬇️

[Anderson Cooper 360° @AC360]

Tatiana Schlossberg passed away after a battle with a rare form of leukemia. She recently wrote about discovering it, fighting it, living with it and finally about the near certainty of dying of it. Tom Foreman reports.

[Brian Roemmele @BrianRoemmele]

Before the iPhone there was a Cambrian explosion of cell phone, creativity, and designs.

Some may not miss it.

Some may wish it back.

[Anand Kamath 🟧 @wwwAndy]

been teaching autistic kids for 2years now. I love that my patience pays off in them learning life long skills. Goto https://t.co/eAsVz5llKE for 5🌟reviews. Happy Sunday.

[Nina Turner @ninaturner]

Congressman @RoKhanna has shown steady, bold leadership throughout all of this.

[Anand Kamath 🟧 @wwwAndy]

@BrianFeroldi Thanks bud. Its is so hard to keep a steady head while providing returns versus failing in under 50 years. Great visual. How in the world do u create these visuals? That's ur magic, I guess :-)

[Anand Kamath 🟧 @wwwAndy]

@RobinhoodApp I invested in HOOD$ and made some good coin. Unfly I am a long term investor. Plan to keep $hood stock for a long time. Tku for doing all u do. Those first year blues have now subsided.