We're getting extremely close to the day when America spends more money to build data centers than office buildings Only 5 years ago, office construction spending was 7x data center spending!

Emerging competitive landscape for oral obesity therapies. After the disappointing $LLY results it could be possible that big pharma is looking for other oral drugs in development. $VKTX $MTSR $GPCR iqvia.com/locations/emea…

Neural similarity predicts whether strangers become friends.

I analyzed Bryan Johnson’s biomarkers… and he doesn’t have the best in the world. I analyzed 65 of the markers he’s published: -44 of them I have better results -9 of them, Bryan has better results -12 of them are equal In this thread, I’m sharing the markers and comparing

Buffett criteria for investments: • S&P 500 companies trading at < 15 NTM P/E • 90% confidence in > earnings in 5 years • 50% confidence in > 7% CAGR in 5-year earnings

说一个在前司的观察：搞应用的，天天手动拼 prompt、管理上下文，去提高prompt cache 命中率，都快卷的没招了，实际就是在模拟“状态”。这全赖底层的推理 API 还是最原始的 stateless 形态。 所以我有一个强烈的预感： 下个能掀起波澜的 AI 产品，会是一个深度结合推理和应用层的怪物，把状态管理、KV

"Gold is unlike other commodities – it is not consumed; it is stored. Nearly all gold ever mined – about 220,000 tonnes – still exists, and this above-ground stock dwarfs annual mine supply" - From Goldman's primer on gold

转：各国工程专业毕业生数量对比： 中国： 博士 6万，硕士 40万，本科 150万 印度： 博士 6千，硕士 6万，本科 85万 美国： 博士 1.2万*，硕士 5万*，本科 14万 *这里的星号值得注意：在美国，超过一半的工程学硕士和博士毕业生，其实都来自中国和印度。

"Nobody" can afford a house. - Housing affordability index below 2006 lows - Median age of first-time buyer is almost 39