Christine Peterson retweeted
Hard for me to look at these charts from the FT, especially the first one, and not see some evidence of “ROI on AI.”
Seems like a productivity surge post-Covid era overhiring that began to reverse before ChatGPT came out and then resumed its upward trend after ChatGPT.
a16z data on revenue per employee at their portfolio companies and the @EPBResearch data showing that the 3 industries that have most heavily adopted AI have gone from 2.2% productivity growth to 5% productivity growth.
And makes sense that it is showing up in the US first - America is 72% of Anthropic revenue vs. 50%ish at most application software companies.
Great stuff from @jburnmurdoch even if I disagree with his conclusion.
Seems like a productivity surge post-Covid era overhiring that began to reverse before ChatGPT came out and then resumed its upward trend after ChatGPT.
a16z data on revenue per employee at their portfolio companies and the @EPBResearch data showing that the 3 industries that have most heavily adopted AI have gone from 2.2% productivity growth to 5% productivity growth.
And makes sense that it is showing up in the US first - America is 72% of Anthropic revenue vs. 50%ish at most application software companies.
Great stuff from @jburnmurdoch even if I disagree with his conclusion.
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Christine Peterson retweeted
Andrew Huberman says his very conventional physician friends now call him asking if BPC-157 will help their knee. A week after trying it, they come back asking why nobody is selling it, studying it, or talking about it.
His answer: they are, but the medical community doesn’t He thinks the next few years will be a “bonanza of peptides.” His examples:
Pinealon, which he occasionally takes. He says you get three hours of REM that night and enriched REM on the nights after
Kisspeptin, being used to reset the reproductive system
Two BPC-157 injections for a shoulder problem: “gone, gone”
Anecdotes aren’t trials, and he admits it can go awry.
Last week the FDA started letting compounding pharmacies make BPC-157 while the formal rule is still pending. That still isn’t FDA approval, but it matters. People were already using it, and they were buying gray-market vials with no guarantee of what’s inside. A licensed pharmacy with a prescription is a lot safer than that.
His answer: they are, but the medical community doesn’t He thinks the next few years will be a “bonanza of peptides.” His examples:
Pinealon, which he occasionally takes. He says you get three hours of REM that night and enriched REM on the nights after
Kisspeptin, being used to reset the reproductive system
Two BPC-157 injections for a shoulder problem: “gone, gone”
Anecdotes aren’t trials, and he admits it can go awry.
Last week the FDA started letting compounding pharmacies make BPC-157 while the formal rule is still pending. That still isn’t FDA approval, but it matters. People were already using it, and they were buying gray-market vials with no guarantee of what’s inside. A licensed pharmacy with a prescription is a lot safer than that.
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Why the EU is a mess
Most Western democracies have been hacked. Not with code. With institutional architecture. Let me show you how it works, using the most advanced example: the European Union.
First, how it works. Once every five years, you vote for a European Parliament that cannot even initiate hat proposes laws is the Commission: 27 commissioners nobody elected, appointed after backroom bargaining between heads of state. Bills are then negotiated between the Commission, Parliament and Council in "trilogues", closed-door meetings where the real decisions get made. A law that will apply to 450 million people goes through corridors that 99.9% of them will never see.
Now look at who's in those corridors. Brussels has become the lobbying capital of the world: nearly 18,000 organizations on the transparency register, tens of thousands of lobbyists, more than 50 for every single MEP. And that's just the declared part. Add the revolving door: a former MEP only has to wait six months before becoming a lobbyist to the EU himself.
The real problem is distance. A national MP who votes for a law that ruins the farmers in his district runs into them at the market on Saturday. In Brussels, the decision-maker never meets the people who live with his decisions. But he meets lobbyists every day: at lunch, at cocktails, at conferences. So the system doesn't optimize for the wellbeing of the people. It optimizes for the interests of whoever is in the room. You don't even need corruption for that, incentives are enough. Although sometimes, as Qatargate showed, there's corruption too.
The result: the system has a structural incentive to accept things the people would never vote for.
Take Mercosur. Twenty-five years of negotiations. France votes against it in the Council in January 2026 and gets outvoted. To keep national parliaments from blocking it, the Commission splits the deal into two texts, including a trade agreement that only needs a vote in Brussels. The European Parliament itself writes, in black and white, that this split circumvents the right of national parliaments, and refers the deal to the EU Court of Justice. The Commission's response: it has been applying the agreement provisionally since May 1, 2026, without waiting for the Court's opinion. Farmers were protesting outside Parliament. They lost anyway.
And remember the one time the people were actually asked about Europe directly: in 2005, France and the Netherlands rejected the European Constitution. The text came back two years later as the Lisbon Treaty, ratified by parliaments. No more referendums.
But the worst of it is immigration. In 2015, relocation quotas were imposed by qualified majority on countries that had voted against them. Since June 12, 2026, the Pact on Migration and Asylum applies across the entire Union, with its "mandatory solidarity" mechanism: you take people in, or you pay. Not a single European people has ever been consulted directly on this, even though it's the issue that is transforming our societies most profoundly.
And this is where we have to talk about the most sophisticated piece of the machine: George Soros.
Soros understood before anyone else that you don't need to win elections if you shape the ecosystem around the people who make decisions. His network, the Open Society Foundations, describes itself as the largest private funder of advocacy groups in the world. In Brussels, it runs its own lobbying arm aimed at EU institutions, the Open Society European Policy Institute.
Here's what we know from internal documents leaked in 2016: a document titled "Reliable allies in the European Parliament" listed more than 200 MEPs. Strategy papers described building "inside-track groups" to caucus "internal allies" who could advance their goals in their daily work. Training sessions were organized for MEPs on how to counter so-called populist parties.
The mechanism is brutally elegant. Think tanks produce the "expertise". NGOs produce the "demand from civil society". Legal NGOs litigate in the courts. Funded media outlets produce the narrative. The Brussels decision-maker, cut off from the population, hears the same message from every direction and ends up believing that this is what people want.
And the craziest part: the institutions fund the loop themselves. Between 2021 and 2023, the EU paid around €7.4 billion to NGOs, and the European Court of Auditors found the use of that money insufficiently transparent. It even came out that the Commission had funded NGOs to lobby MEPs in favor of its own Green Deal legislation. The institution pays "civil society" to ask it to do what it already wanted to do.
All of this is legal. That's exactly what makes it a hack and not a crime. The system works exactly as designed, except nobody designed it for the people anymore.
The patch is simple to state and hard to impose: bring decisions back closer to the people who bear them, hold referendums on issues that change a civilization, create a mandatory register for every influence actor, NGOs included, with their funding sources, and shut the revolving door. Until that happens, European democracy will remain what it has become: a user interface sitting on top of a system that runs for someone else.
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Thrilled for Vibecamp team
I don't even have the words for this but
VIBECAMP HAS BEEN AWARDED A $300k GRANT FROM LIGHTCONE COMMONS 😭😭😭😭😭😭
This is a life changing amount of money for us. We've often have to pause paychecks, which were small to begin with, to make sure the org can pay its bills
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Christine Peterson retweeted
THANK YOU lightconecommons.com - everyone who built this grant program, and everyone who contributed to it. Thank you everyone who's supported Vibecamp along the way, in person or from a distance, from within the org and from outside of it.
I LOVE ALL OF YOU SO MUCH
I LOVE ALL OF YOU SO MUCH
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Yet more joys of Internet of Things. So obvious for years that this was coming
SITUATION DETECTED: The EU refrigeration cyberattacks have escalated to medical infrastructure. Hackers breached Coolworld, a French national blood bank contractor, changing transfusion plasma deep-freeze temps from -30°C to 110°C. It was caught before the blood was boiled.
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You know what happens now
holy shit scientists found actual blood cells inside a 115 million year old dinosaur bone.
a team led by Curtin University looked at the leg bones of Aratasaurus, a meat-eating dinosaur from Brazil.
they found red blood cells sitting in the bone's blood vessel canals and heme he part of haemoglobin that carries oxygen.
people have seen blood-cell-looking shapes in fossils before, but this is the first time anyone chemically showed the blood molecules are really there.
it's published in PNAS today.
honestly i never thought anything from inside an animal's body could last for 115 million years.
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Plausible
.@dylan522p explains his position that the first trillion dollars of AI spend won't be used to replace white-collar work:
"Replacing white-collar work is something that will happen, but that's not going to drive the first trillion dollars of AI spend. Those are not industries se AI capabilities quickly. It's going to take them quite some time to reorder how their OpEx is spent. Because companies have a lot of inertia with regard to people's jobs, changing how their compensation works, how many people work on what, etc."
"There are areas where we think that intelligence is very, very important, though. These include areas like chip design, cybersecurity, financial services, life sciences, materials science, software engineering. You can absorb unlimited intelligence [in these areas]. And there are two reasons for that."
"One is that it's a domain where humans aren't anywhere close to the frontier and there's just so much to discover. Think materials science, chip design, anything in the scientific realm. We figure out new stuff, we deploy it, we make everyone's lives better."
"And there's the other world which is adversarial. Specifically, finance and cybersecurity. It's human vs. human, and we're constantly going to be leveling up, either trying to arb each other like quants do, or trying to hack each other and then play defense. So there's this constant demand for intelligence because when you have more intelligence than the other parties in the market, you win."
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The joys of the Internet of Things. We've only been warning about this for...many years
Obviously all recent cyberattacks are greatly aided by AI, but I really wish it were easier to tell which ones if any were done just by AI, or how much AI made the attack possible, or faster, or more effective. Would be cool to see more work on this.
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Hear hear @MIT
MIT needs to offer David Sabatini his job, lab, and tenure back—with some financial compensation for what they put him through.
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So dysfunctional! What a mess
31% of the EU budget is farm subsidies.
Defense gets 1.2%.
Borders get 2%.
Farm handouts get 25x what defense gets and 15x what borders get.
Europe faces a land war on its eastern flank and years of uncontrolled migration. The response is a giant welfare machine, while red.
They’re not preparing for the next decade.
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Cool if true
today, we introduce a little mischief to the world.
for four years, we’ve been brewing real brain cells on electrodes to understand how they compute. now, we’ve turned those discoveries into a video model anyone can use.
from 0.5¢ a second, mischief 1 is at least 5x faster than st image-to-video model on @fal and @OpenRouter. soon to be on @awscloud marketplace.
it’s not a delusion anymore. biocompute is real, commercial and this is just the beginning.
happy halloween.
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Gosh what happened?
Downtown Seattle's decline is impossible to ignore...
The city's PLUMMETING commercial real estate valuations tell the story
Just look at these recent deals:
Roosevelt Commons: Bought for $157M in 2019, sold for $27M - an ~83% discount
901 Fifth Avenue: $304M in 2019, sold ount
Plaza 600: Valued at $97M in a 2019, sold for $12.5M - a MASSIVE ~87% decline
And it's not just office buildings. Retail centers and hotels have been DECIMATED over the last several years
Seattle was truly one of the great American cities but has been destroyed in recent years due to obvious reasons
How does downtown Seattle recover from this?
Stay tuned and follow for more commercial real estate deals trading at massive discounts
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I have found this poster to be credible on medical matters. I’m guessing this is probably true
Dr Ralph Baric and the Wuhan Institute of Virology published a fully functional SARS-CoV-2 prototype capable of invading humanized respiratory tracts of animals. So it was able to dock with ACE-2 and had the furin cleavage site in the code--never revealed in the Menachery uent events flow from this primordial strain and work that started circa 2012 by Baric, NIAID, DARPA, and WIV. @Baric_Lab @NIH @DARPA @johnsearsleake
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