Ben retweeted
They’re all so close to getting it
I sold my Apple stock over this
Dear @Apple, I really wish “Delete and Report Spam” meant they wouldn’t text me again
Buffett and Abel definitely buying the dip.
Greg Abel on why he like $GOOGL $GOOG
“We have a lot of visibility from within our companies as to how we're using AI, what type of benefits it's delivering, so that brought incremental interest, and then we saw Google as a significant player.”
Nothing on competitve advantage, moat, valuation, ROIC, earning power.
Ben retweeted
It is completely insane to subject yourself to paying for health insurance when @crowdhealth exists.
I pay $725 per month for a family of five. We’ve been members since 2021, have had two babies, multiple health events, and couldn’t be happier.
We’re paying less than $10,000 a year and never have a problem. Free yourself from the extortion of health insurance and become a member.
Ben retweeted
The anti-ai grift is highly profitable today.
The media will have on anyone who hates AI.
Doesn’t matter what their credentials are, how inaccurate their previous predictions have been, or if there’s any resemblance of truth to anything they say.
If you hate AI and are willing to say it’s bad. You will get as much air time as you want.
Ben retweeted
Bullish $GOOGL signal
I'm getting more concerned about $GOOG because they need an answer to personalized bots.
Three key topics for earnings tonight:
1. Cloud growth outlook. Expect 92% growth in September and 95% in December. I think they guide to a slight step-up in growth in December.
2. Capex. Street at $201B in CY26 and $312B in CY27. I think that's the right number.
3. How do they win with personalized bots? Can Google have an AI Overview and AI Mode encore to direct search traffic into personalized bot usage?
Ben retweeted
Many of you don't understand how serious this is, so let me break it down.
In computer science there is a famous kind of puzzle called 3-SAT. You are given a long list of yes-or-no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the number of possibilities, so a puzzle with a few hundred switches would take longer than the age of the universe to brute force.
For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall: the time required kept exploding as the puzzle grew.
About 25 years ago, two computer scientists, Russell Impagliazzo and Ramamohan Paturi, working with Francis Zane, turned that wall into a formal idea.
They proposed the Exponential Time Hypothesis, which says this explosion is not a failure of human cleverness but a law of nature. No algorithm, however brilliant, will ever solve 3-SAT without the time blowing up exponentially. Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science.
Researchers used it as a measuring stick. If you could show that solving some other problem quickly would also crack 3-SAT quickly, you had shown that problem was hopelessly hard too. Hundreds of papers, across scheduling, graphs, logic and much more, rest on this one assumption.
Now an internal AI model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification system called Lean.
And here is the remarkable part: the very people who proposed the hypothesis, Impagliazzo and Paturi, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea.
So what happens next? If the disproof holds, a large part of theoretical computer science has to be revisited.
Every result that said "this problem cannot be solved faster, assuming ETH" loses its foundation, and researchers will have to work out which of those walls were real and which were simply where we stopped looking. It does not mean everything becomes easy. The new algorithm is still slow in absolute terms and this is not the famous P versus NP problem being solved.
But it means our map of what is possible was wrong in a place we were very confident about, and it was an AI that redrew it. If the disproof fails, the hypothesis survives and the field breathes out, but we will still have watched an AI produce serious, checkable work on one of the deepest questions in the discipline, closely enough that the founders of the idea had to take it seriously. Either way, something has shifted.
Ben retweeted
I remember my first time waiting for the check in a European restaurant too
This quoted post is unavailable.
Ben retweeted
AI really is not that useful. Like all it's good at is a few work applications.
It's only really good at excel, spreadsheets, coding, design, animation, engineering, robotics, math, science, law, contract review, medical development, marketing, note-taking, taxes, accounting, shopping, financial preperation, inventory, reconciliation, etc.
So I don't get the big deal with AI, it's only good at that type of stuff.
For the average folk that just wants to go home and sit on the TV, what do they even need AI for.
Ben retweeted
If DeepSeek was an American company:
Ben retweeted
Simple breakdown:
We’ve had this cancer drug for years. We just kept saving it for when cancer was already advanced.
Someone tried giving it first instead and in one type of rectal cancer, ~70% never needed surgery, radiation or chemo.
Ben retweeted
Wife needs MRI for a painful lump she found recently. Went to the hospital. She’s self employed, marketplace insurance pretty high deductible. Asked them what it would cost if she did self pay. Went from $16,000 to $895. This was comical. Health insurance is truly one of the biggest scams in the country right now. They make it confusing with the inflated initial charges, the codes, denials, appeals, more denials, so we, as customers, don’t even know the right questions to ask and finally just give up trying to get a claim paid if it is denied. At this point, may as well just ask for self pay on EVERYTHING. And yes, the $895 includes the radiologist’s assessment of the MRI as well.
Maybe Women Aren’t Crazy substack.com/@unwellwellness…
Trying to document the insanity of perimenopause to those who are in the thick of it
Ben retweeted
I threw my first semi-complex task at Muse (renamed Zark) & it executed flawlessly. It involved a contact lens rx in a PDF, finding the lowest price/box online & negotiating a price match from 1-800 Contacts. Very little prompting required which was impressive. $META










































