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flâneur

Phoenix, AZ
Joined July 2013
Photo by Padiwind (@PadiWind)Photo by Padiwind (@PadiWind)Photo by Padiwind (@PadiWind)Photo by Padiwind (@PadiWind)Photo by Padiwind (@PadiWind)Photo by Padiwind (@PadiWind)
The most important briefings of the day. Karl Deisseroth, professor of bioengineering and of psychiatry and behavioral sciences, shares the news of his Nobel Prize with his kids.
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You need to stop and read this again… Warren Buffet’s final words of advice from his very last annual letter 🥹 "One perhaps self-serving observation. I’m happy to say I feel better about the second half of my life than the first. My advice: Don’t beat yourself up over past mistakes – learn at least a little from them and move on. It is never too late to improve. Get the right heroes and copy them. You can start with Tom Murphy; he was the best. Remember Alfred Nobel, later of Nobel Prize fame, who – reportedly – read his own obituary that was mistakenly printed when his brother died and a newspaper got mixed up. He was horrified at what he read and realized he should change his behavior. Don’t count on a newsroom mix-up: Decide what you would like your obituary to say and live the life to deserve it. Greatness does not come about through accumulating great amounts of money, great amounts of publicity or great power in government. When you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless. Whether you are religious or not, it’s hard to beat The Golden Rule as a guide to behavior. I write this as one who has been thoughtless countless times and made many mistakes but also became very lucky in learning from some wonderful friends how to behave better (still a long way from perfect, however). Keep in mind that the cleaning lady is as much a human being as the Chairman." And then today, his last letter to shareholders as chairman…
Warren Buffett is stepping down as chairman of Berkshire Hathaway $BRK.B, effective immediately - CNBC
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Padiwind retweeted
Replying to @BasedMikeLee
I have stock in SpaceX and Tesla, not some big pile of cash. As my companies do more and more useful things, their value increases proportionate to their projected usefulness. All shareholders benefit along the way, including most retirement programs.
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I’ve spoken with several other donors who share the belief that the best investment we can make is in our children. More gifts are coming that will reach tens of millions of American children. Every child already has an account. Check the app. You may be surprised to see funds already there, with more on the way in the days and weeks ahead. trumpaccount.com/ 🇺🇸
So proud to hear that our gifts are now showing up across the entire country in all 50 states. Susan and I are humbled to be part of something so meaningful and much bigger than any one family. 🫡🇺🇸
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Padiwind retweeted
.@TuttleCapital says the real winners are the beneficiaries of AI spending — not the spenders. Here are the names he’d buy here:
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Nvidia is prepaying Amkor $1.5B under a multi-year deal to expand advanced packaging capacity at its Arizona campus. Advanced packaging is the bottleneck in the AI compute stack, and prepaying secures the capacity money alone can't rush into existence. $AMKR
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I have known 7 MDs who committed suicide (6M, 1F) 300-400 doctors kill themselves/year in USA. Suicide attempts 250% higher among ♀ docs & 70% higher among ♂ We are used to helping, not needing help In USA, call/text 988 for help 24/7 #medx #MedTwitter #gitwitter Please RT
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Unless @Apple's decision to terminate @craigraw's Apple Developer account is reversed by June 30, all new installs of Sparrow will fail, and development on macOS will end. If you value Sparrow, a repost would help. @AppleSupport
My attempt to protect users from scam apps on the @AppStore has gotten my Apple Developer account flagged for termination - ironically, for "dishonest activity". Unless it's reversed by June 30, all new installs of Sparrow Wallet will fail, and development on macOS will end. The context: since 2023, more than a dozen fake "Sparrow" apps have appeared on the App Store, as recently as April this year. Users have contacted me after losing their savings, in some cases their life savings, to these impersonators. I'm the developer of the real Sparrow Wallet, a desktop app, and I hold the registered US trademarks for the name and logo. I have publicly warned @Apple and the community about these fake apps from early 2024, but they keep appearing. The app @Apple flagged was a placeholder that was never published. Its only purpose was to warn users that Sparrow is desktop-only and that other "Sparrow" apps aren't mine. This approach may have been misguided, but there was nothing dishonest about it. I'm confident this is an automated misclassification that Apple would reverse on review - but I may be terminated before a human ever looks at my appeal. The cost would fall on @Apple's own users: blocked installs and no updates for a tool people rely on, which opens the door for more fakes. If you value Sparrow, a repost would help. @AppleSupport
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Padiwind retweeted
It’s Econ 101: Prices are high … because we’re not paying them enough.
Half of all families live in child care deserts. How did we get here? It’s Econ 101: Prices are high because lots of families need care, but there’s nowhere near enough child care providers. And there aren’t enough providers, because we’re not paying them enough.
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$GOOGL and $NVDA are reportedly considering $INTC as a backup manufacturer for advanced AI chips as $TSM capacity remains tight. Major AI chip designers are exploring Intel foundry as demand overwhelms leading-edge supply
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Eli Lilly just ran a trial of their new oral GLP-1. Upside: Lower all-cause mortality! Lower risk of cardiovascular events to the same degree as earlier trials! Downside: The latter result was not significant in this cohort. But I bet it still helps hearts.
I love this. These researchers took participants from two trials, where the people in either trial would have been eligible to be in the other, making it possible to compare tirzepatide to placebo shots for heart attacks. Tirzepatide lowered all-cause mortality *39%*. HUGE!
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Padiwind retweeted
Try to remember this as you get older - advice from one of the greatest thinkers of all time
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Padiwind retweeted
The invisible Glass experiment Scientists once placed a transparent glass barrier inside an aquarium. On one side was a fierce pike, and on the other side were several smaller fish swimming freely. When the hungry pike saw the smaller fish, it immediately rushed forward to attack. Bang. It slammed straight into the glass and bounced back. Confused, the pike kept trying again and again, but every attempt ended the same way. The repeated collisions injured its head and knocked off some of its scales. Eventually, the pike became frightened and retreated to a corner of the tank. After some time, the scientists quietly removed the glass barrier. The smaller fish now swam freely throughout the aquarium, even brushing against the pike’s mouth. But the pike never tried to eat them again. Even though it was hungry, it refused to attack. In its mind, the invisible wall was still there. A few days later, the pike reportedly died of starvation, surrounded by food. This phenomenon is often referred to as the Pike Effect or Pike Syndrome. It’s often used as a metaphor for how repeated failure can create invisible limits in the mind.
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$PLTR CEO Alex Karp says the company’s platforms still integrate with Anthropic for now but will transition if the DoW phases it out. Karp added Palantir is committed to delivering the most advanced AI technology to the U.S. military by sourcing the best tools from partners like $NVDA, $GOOGL, Anthropic, OpenAI & xAI.
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Padiwind retweeted
Staying silent makes you equally guilty.  #InternationalWomensday @StayWrogn
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Stanley Druckenmiller sat down with Morgan Stanley to discuss how he’d build a portfolio from scratch today. He also explains why contrarianism is overrated and which stock he regrets selling too early.
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Padiwind retweeted
"The term [provider] should not be used to describe physicians, nor should physicians use it to describe themselves, their team members, or their trainees." acpjournals.org/doi/10.7326/… @AnnalsofIM @ACPIMPhysicians
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