Bud Light: Official Beer Sponsor of the NFL.
Draftkings: Official sports betting partner.
Shotgunning an invisible beer = Poor Taste!
@NFL
Another round: Cowboys TE Jake Ferguson was fined $13,611 for what the NFL said was his “imitation of shotgunning a beer” Sunday vs. Washington that “constituted an offensive demonstration and could reasonably could be construed as being in poor taste.”
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chaddykee retweeted
Folarin Balogun will be available to play the USMNT’s round of 16 match against Belgium with his one-game red-card ban suspended.
The 25-year-old received a straight red card against Bosnia and Herzegovina.
Multiple FIFA officials told The Athletic after the game that a team is not able to appeal against a red card or the subsequent suspension.
However, Balogun is set to be available to face Rudi Garcia’s side as his suspension has been suspended.
More from @Dan_Sheldon_ & @AdamCrafton_
🔗 nyti.ms/3QRhcLJ
chaddykee retweeted
Recently spent time updating an older analysis on where AI demand is actually going and came away still thinking we’re massively short compute (~8–50x short) on consumer inference alone. Big range (future is humbling), but even the low end makes the point.
I dropped a link to the fuller write-up for anyone inclined over a slow week. It also hits a few popular debates / my steelman AI bear case. Some of this may be optimistic (or wrong). I’m a dreamer, so be kind :)
Consumer is easiest to parameterize. If we’re massively short just on that, you start to understand why the biggest players are building so aggressively.
Framework: tokens are the kWh of knowledge work and demand scales as price drops, leading to new workloads and moving us from 100-token prompts to agentic loops + multimodal + “robotic episodes” that can consume orders of magnitude more tokens.
Supply: we’ve installed mid-teens GW of frontier compute using Jensen’s rule of thumb. Other accounts suggest it may already be closer to the mid-20s GW. Either way, it sounds huge until you realize cluster-level effective performance is ~5–10% of chip specs once you net out site power overhead, MFU, and fleet mix.
Steelman bear: AI creates massive shadow output gap, but much of it is competed away or shows up as deflation/consumer surplus rather than immediate EPS gains.
More detail in the write-up: drive.google.com/file/d/1n8W…
Appendix (topics covered):
• TPU vs GPU
• China/Huawei
• Robotics + world models
$nvda $orcl $crwv $nbis
Need @Polymarket odds he doesn't finish the protocol. 5g of mushrooms with doctors all around you is a special type of hell.
Doing magic mushrooms this Sunday.
Protocol
+ dose: 5 grams
+ frequency: 1x/mo for 3 mo
+ objective: exploring longevity effects
Measurement
+ 249 independent biomarkers
+ 29 vials of blood
+ brain scans
+ urine, stool, saliva, fertility
+ multi-omics profiling (DNA, epigenetics, metabolism, hormones, microbiome, proteins, cognition)
Cardiovascular
+ LDL-C
+ HDL-C
+ Triglycerides
+ Total cholesterol
+ Apolipoprotein B
+ Apolipoprotein A-1
+ Lipoprotein(a)
+ LDL-P
+ HDL-P
+ Small LDL-P
+ LDL size
+ Large VLDL-P
+ Large HDL-P
+ VLDL size
+ HDL size
+ LP-IR score
+ Oxidized LDL
+ Lp-PLA2 activity
+ Myeloperoxidase (MPO)
+ Homocysteine
+ VEGF
Hematology
+ WBC
+ RBC
+ Hemoglobin
+ Hematocrit
+ MCV
+ MCH
+ MCHC
+ RDW
+ Platelets
+ Neutrophils
+ Lymphocytes
+ Monocytes
+ Eosinophils
+ Basophils
+ Immature granulocytes
+ Erythropoietin (EPO)
+ ABO/Rh typing
Hormonal
+ Thyroid panel with TSH
+ Free T4
+ Testosterone
+ Dihydrotestosterone (DHT)
+ 5α-DHT
+ Prolactin
+ Estradiol
+ LH
+ FSH
+ Estrone (E1)
+ Estriol (E3)
+ Androstenedione
+ Androsterone
+ 5β-Androstanediol
+ Etiocholanolone
+ Cortisol
+ Cortisone
+ DHEA
+ DHEA-S
+ Pregnenolone
+ IGF-1
+ Melatonin (6-hydroxymelatonin sulfate)
Metabolic
+ Glucose
+ Insulin
+ Hemoglobin A1c
+ α-Hydroxybutyrate
+ β-Hydroxybutyrate
+ Uric acid
Kidney
+ BUN
+ Creatinine
+ eGFR
+ BUN/Creatinine ratio
+ Cystatin C
+ Urinalysis (specific gravity, pH, color, appearance, leukocyte esterase, protein, glucose, ketones, occult blood, bilirubin, urobilinogen, nitrite, WBC [hpf], RBC [hpf], epithelial cells, casts, bacteria)
+ Albumin/Creatinine ratio
Pancreatic
+ Total protein
+ Albumin
+ Globulin
+ Total bilirubin
+ Alkaline phosphatase
+ AST
+ ALT
+ GGT
+ Amylase
+ Lipase
Minerals
+ Sodium
+ Potassium
+ Chloride
+ CO₂ (bicarbonate)
+ Calcium
+ Magnesium
+ Iron
+ TIBC
+ UIBC
+ Iron saturation
+ Ferritin
+ Zinc
Vitamins
+ Vitamin B12
+ 25-hydroxy Vitamin D
+ Coenzyme Q10
+ α-Tocopherol
+ β-Carotene
+ Glutathione
+ Total glutathione
Amino Acids
+ Cysteine
+ Methionine
+ Taurine
+ Glycine
+ Serine
+ Threonine
+ Alanine
+ Valine
+ Leucine
+ Isoleucine
+ Phenylalanine
+ Tyrosine
+ Tryptophan
Inflammation
+ Interleukin-6 (IL-6)
+ Interleukin-10 (IL-10)
+ Tumor Necrosis Factor-α (TNF-α)
+ Rheumatoid factor (RF)
+ ANA by IFA
+ Calprotectin (GI inflammation),
+ Secretory IgA (mucosal immunity)
Neurology
+ P-tau217
+ Epinephrine metabolites (metanephrine, normetanephrine)
+ Homovanillate (HVA)
+ Vanilmandelate (VMA)
+ 5-Hydroxyindoleacetate (5-HIAA)
Toxicology
+ Lead
+ Lithium
Urology
+ PSA total
Fertility
+ Total Motile Count
+ Sample Volume
+ Concentration
+ Motility
+ Morphology
+ Count
Metabolomics
+ Citrate
+ cis-Aconitate
+ Isocitrate
+ α-Ketoglutarate
+ Succinate
+ Fumarate
+ Malate
+ Pyruvate
+ Lactate
+ 2-Hydroxyglutarate,
+ Hydroxymethylglutarate,
+ 3-Methylglutaconate,
+ 2-Methylsuccinate
+ Formiminoglutamate (FIGLU),
+ Methylmalonate (MMA),
+ Xanthurenate
+ Kynurenate,
+ Quinolinic acid
+ Glucarate,
+ 8-Hydroxy-2′-deoxyguanosine (8-OHdG),
+ Pyroglutamate
+ 3-Hydroxyphenylacetate,
+ 4-Hydroxyphenylacetate,
+ 2-Hydroxyphenylacetic acid
+ 4-Cresol,
+ p-Hydroxybenzoate,
+ Benzoate,
+ Hippurate/Hippuric acid
+ Phenylacetate/Phenylacetic acid,
+ Indoleacetate/Indoleacetic acid
+ Arabinose,
+ Citramalic acid,
+ α-Hydroxyisobutyric acid
Microbiome
+ Bacteroides fragilis
+ Bacteroides vulgatus
+ Faecalibacterium prausnitzii
+ Akkermansia muciniphila
+ Roseburia spp.
+ Eubacterium rectale
+ Lactobacillus spp.
+ Bifidobacterium spp.
+ Escherichia coli
+ Clostridium difficile
+ Enterococcus faecalis
+ Candida albicans
+ Saccharomyces boulardii
+ Prevotella copri
+ Ruminococcus spp.
+ Methanobrevibacter smithii
+ Blautia spp.
+ Proteobacteria spp.
+ Firmicutes/Bacteroidetes ratio
+ Beta-glucuronidase
+ Butyrate
+ Propionate
+ Acetate
Aging & Epigenetics
+ Telomere length
+ Relative telomerase activity
+ DNA methylation age
+ DNA methylation levels at CpG sites associated with biological aging
+ Glucocorticoid receptor methylation (NR3C1)
+ SIRT1 methylation
+ MTOR methylation
+ Oxidative stress response genes (NFE2L2 promoter methylation)
Cognitive
+ Brain age score
+ Functional connectivity strength
+ Global connectivity index
+ Hemodynamic response amplitude
+ Hemodynamic response latency
+ Resting-state oxygenated hemoglobin (HbO) concentration
+ Resting-state deoxygenated hemoglobin (HbR) concentration
+ Total hemoglobin (HbT) concentration
+ Oxygen saturation (O₂Sat)
+ Cerebral blood volume (CBV)
+ Cerebral blood flow (CBF)
+ Neurovascular coupling index
+ Prefrontal cortex oxygenation
+ Parietal cortex oxygenation
+ Temporal cortex oxygenation
+ Occipital cortex oxygenation
+ Task-evoked hemodynamic response (HbO/HbR)
+ Temporal autocorrelation of hemodynamics
+ Functional brain network modularity
+ Inter-regional coherence
+ Brain lateralization index
+ Oscillatory power (slow cortical fluctuations)
+ Phase synchronization index
+ Mean reaction time (during cognitive tasks)
+ Reaction time variability
+ Heart-rate variability (HRV)
+ Resting heart rate
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Hear me out: Youtube multiview with one window for your partners content choice (Love Island etc)
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chaddykee retweeted
Please don’t embarrass me in front of my friends @Jaguars
Honestly @Upwork is amazing. I had a DNS/Dmarc email issue.. and was troubleshooting on Zoom within no joke 5 minutes.
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I have a theory that @MarkCuban sold the Mavs and supports Kamala because he wants to run for president. If Kamala wins, guarantees Rep president next term. Runs on pro business.. and empathetic to crowd who disagrees with Kamala’s policies but hate Trump as a person. Now but especially 4 years from now there’s a place for a candidate who is fiscally conservative and socially liberal. His pharma company has been part of his agenda to run on. Cheaper healthcare. Good for business. Pragmatic foreign policy. What’s more to it than that? Pretty smart.
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