Makes me feel better

What I read last week... open.substack.com/pub/frayne/p/w…

Tim Brown, founder of Allbirds uses the parable of The Farmer & the Horse as a lesson in promoting the bad with the good. Find & read it to see why Blackbird #sunrise23

healthcare is having its top deck of the titanic moment what happens in the next year will define the next century of american healthcare, and basically everyone is ignoring it. here's the real story:

So sad to hear the news of Charlie Munger passing at 99. Coincidently re-read Poor Charlie's Almanack last weekend 😢

Writing Software Looks A Lot Like Morse Code frayne.substack.com/p/writing-soft…

AI in healthcare isn't just about tech. It's people and culture. In this Dermatology Times article, Plait Health co-founder Michael Rubio highlights the need for thoughtful implementation design. Humans drive innovation in healthcare well.as/ai

Reading quarterly reports for value-based care companies (majority capitated revenue). Noticing “Adjusted EBITDA” is a common fantasy metric. Ignoring actual expenses like stock comps, transaction costs, losses on debt, etc, makes the loss smaller. A smaller loss is still a loss.

Great deep dive by Mario Gabriele 🦊 on Airwallex journey at thegeneralist.substack.com/p/airwallex

Things I don't know about AI markets - a list of questions about our ever changing world :)

Exploring BAIR's insights on AI efficiency: adapting telecom-style routing to AI. Mirroring the call and retrieval of data packets, AI routers can select routes to models and tools to optimize cost, latency and quality. #aiinnovation bair.berkeley.edu/blog/2024/02/1…