We’re 1 hour into November and I already hear Christmas ads on the radio :/

Minnesota Covid numbers look terrible

What is up with The Oncology Institute? No analyst coverage (because SPAC) and trading at cash holdings. $TOI has about 60 oncologists which alone have $240M in intrinsic value to a health system with 340B pricing. Seems like a 3x from here? #MedTwitter

Seems like Lex Fridman needs to add Fooled by Randomness to his reading list. Lex Fridman Nassim Nicholas Taleb

What does #MedTwitter think of the lecanemab approval for Alzheimer’s? $BIIB $ESALY

Congrats to Martin Shkreli for coming up with the idea of developing sparsentan (Filspari) for kidney disease. $TVTX

Mark Cuban spotted at Asembia

This should solve the debate once and for all Benjamin Englard

Um…

I could obviously wreck both Elon and Zuck but I'll let them fight for second place

Everyone is complaining about Asteroid City's plot, but it's really a fantastic tribute to early David Lynch and Ed Wood. Asteroid City #AsteroidCity

BREAKING: The U.S. Supreme Court rules colleges and universities must stop considering race in admissions, putting an end to affirmative action in higher education. apne.ws/IPmvUPv

You can frequently read articles referencing VC "dry powder" and inferring that these large dollar amounts are "burning a hole" in someone's pocket & will imminently find their way to the market. I totally understand the assumption, but things don't really work this way. [cont]

We remain committed to our partnership with OpenAI and have confidence in our product roadmap, our ability to continue to innovate with everything we announced at Microsoft Ignite, and in continuing to support our customers and partners. We look forward to getting to know Emmett

Breaking news: The OpenAI drama is real. We checked our data and last night, SF saw a spike in low-quality sleep. There was a 27% increase in people getting under 5 hours of sleep. We need to fix this. Source: Eight Sleep data

We've already gotten rid of certain SaaS products like Bill.com using AI. Hopefully integrating it in our Gmail soon

Just like we drew it up.

How to torture me. Show me the future coming next Christmas but keep me from talking about it. Joining my two loves: AR + AI. Spatial computing. San Francisco is such a cool place right now.