Two things about ultra-processed food 1) It's not a scientific category. UPF refer to category 4 foods, under the NOVA classification system, which was proposed by some food researchers at the University of Sao Paulo almost 20 years ago, and it's wild that nobody has come up with anything better. Category 1 is raw stuff (olives), Category 2 is minimally processed (olive oil), Cat 3 is stuff you can easily make at home (say, basic olive oil cake), and Cat 4 is stuff made by food industry (a smoothie w/ whey protein ... or Lay's potato chips). The evidence is weak to non-existent that UPFs are universally and intrinsically bad for you. Whole bread with one preservative, or thickened greek yogurt is "ultra-processed." A lot of UPFs are just fine. 2) There is one dominant reason why UPFs are bad for you. They get you to eat more calories. That's like 90% of the problem. Foods w/ higher caloric density are over-consumed bc eaters don't feel full. It's the "holy shit I can't believe I ate all those potato chips without thinking" effect. People tend to not mindlessly over-eat raw olives. Nutrition is complicated, and there's a lot we don't know, but practically everything we know with a high degree of certainty points toward one conclusion: People in chronic caloric surplus gain weight. Eat fewer calories.

enjoyed reading this 10 year old piece from @JDVance theatlantic.com/politics/arc…

Cape Verde btw

Coming to July 4th—contrast the idealism, courage and sacrifices of the founding generation with the willful blindness of current pols who won’t risk anything to call out corruption and extremism in plain sight in their own party. Where is the revulsion?? Are we inured to it?

finally! Model Y Long wheelbase for real 3rd row seating 7" longer, 1.7" taller Launch version starts at $62k. I think it'll be popular

MSFT putting $2.5B and 6,000 engineers in “Frontier Co” Now Microsoft, Amazon, OpenAI and Anthropic are all in the Palantir-like deployco business.

I saw this and got excited ($MU holder) but Micron is not up 9 points, it was announced yesterday and the stock was down 10.5%. Any idea where the 9 points came from?

TIL you can do a day-trip sightseeing flight over Antartica on a Qantas 787 Fly from Australia, look out the window at Antarctica for 3-4 hours, fly home, never leaving the plane. Priced from $790-$6000 depending on where you sit, they rotate seating so everyone gets a view.

From @WSJopinion: Foreigners are being led to believe they can buy American goodwill or favors if they cut the Trumps in on the action. Americans deserve better from this or any President. on.wsj.com/4gc9fuN

This is wild Give 5% of your company to the US Govt for less oversight It will probably work

Bar owner friend told me he tries to keep alcohol costs in cocktails at ~10%, the costs on mocktails and cocktails are closer than you think. You’re mostly paying for labor and rent, not booze

Fable is back!

Credit card points are a $30B annual transfer from Americans who are bad at spreadsheets to those who are good at them. if you don’t use a rewards card, you’re paying a tax on every purchase that goes to people who do use one

To close the inaugural Vertical AI Summit, I moderated a panel on the economics of AI growth w/ @vxanand, Co-Founder of @Clay, @davidneckstein, CFO of @WeAreLegora Both companies went from $1M to $100M in run rate in < 2 yrs. They also agree on almost nothing, and told me so right before we walked on stage, which made it the most fun I've had moderating in a while! My main takeaways: - Control the controllables - you can't move the lab-level constraints you sit downstream of, so spend your energy on the levers you own. - Reprice around value - pricing on tokens makes you a reseller of inference that gets commoditized as models get cheaper, so charge for the value you create. - Finance is now proactive and a much more strategic function in the org. - We are in an arms race, act accordingly. If you want to read more about what we discussed, link below better-tomorrow-ventures.gho…

Japan has an aging population It’s been shrinking for ~20 years: not enough ppl to do the work, so they recruit from india, Vietnam and elsewhere. Excited to eat the food in 20 years :) The US has low fertility too, but immigration kept us from Japan’s demographic path.