building payments tech at Etogy, previously @visa and @globalpayinc, former lawyer, runner, father of 4
Alpine, UT
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- Following 4,359
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GLP-1s are very, very good
In the phase 3 TRIUMPH-1 trial involving patients with obesity, retatrutide, a triple hormone receptor agonist, resulted in substantial weight reduction and a decrease in knee osteoarthritis pain and obstructive sleep apnea events. Full trial results: nej.md/4ycgSHz
ALT A graph from an Original Article published in the New England Journal of Medicine article titled "Retatrutide, a Triple Hormone Receptor Agonist, for Treatment of Obesity." The graph shows effect of retatrutide on body weight. The trial name, TRIUMPH-1, is in parentheses after the title. The NEJM identity sits at the bottom.
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Morning soundtrack, one of the albums I discovered at the library as a teenager. Getting access to albums for free was a big score back then.
Thank you Salt Lake County library system, you have always been there for me🙏
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Scott Wessman retweeted
8% of the air freight entering the US from Asia is components for data centers.
30 full freighters per day just in chartered volume, a lot more shipping less than plane loads at a time.
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It’s fine to eat the popcorn that rises above the top of the bag before the movie starts, that’s the Baron’s Delight. But you must be weary of digging too greedily into the popcorn inside the bag before the previews even end, that is the Duke’s Lament
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Instinct: I'm a guy you can message anytime and it'll do stuff. I'm free.
Muse: I'm a cute animal you can message anytime and it'll do stuff. I'm free.
Grok Bot and OAI Dots: We are a phalanx of specialists, each defined in unique ways with different strengths and weaknesses. If you roll a 7 while your Chief of Staff agent is on a red square, you lose a turn, but you can counter that with your Watchman as long as they are not sending an email at that moment. We are only available to paid users.
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Scott Wessman retweeted
Every three out of five ads in this playoff baseball game is for a gambling or gambling-type product.
I can’t say enough how grateful I am that A- this wasn’t a thing in my 20’s in my peak sports-following years and B- Utah lawmakers have kept this from being legal here.
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Scott Wessman retweeted
The extent to which America has outlawed housing flexibility is nuts
"Renting a single room in a boarding house or residential hotel was once an ordinary way to live in an American city, but in the decades after World War II those rooms became shorthand for poverty and vice, and cities responded by banning new ones and paying landlords to get rid of the old."
Cities spent decades banning cheap rooms for rent. Now a possible Supreme Court case and 'Golden Girls' bills are trying to bring them back.
I wrote about who's behind the push, from conservative legal orgs to progressive YIMBYs and the @AARP.
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kicker on the football team while coach is talking about the other team’s key skill players for the next game
Overly Trev’s Future
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When they tell you they broke the Chalice from the Palace, so now you have to remember that the Pellet with the Poison is in the Flagon with the Dragon and the Vessel with the Pestle has the Brew that is True.
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If I were @noahrshinn or @alexandr_wang I would spend 50% of my demo time talking about managing 17 kid apps across school, sports, dance, church, etc. The busy mom use case is the path to the sea.
Very clearly we’re optimizing a lot of agent use cases for issues experienced mostly by coastal DINKs
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Hypothesis: the closer your business and product is to being objectively the best value for customers, the better the agentic era will be for you
Costco CFO on AI search volume and intent:
"Traffic to our site from AI search grew triple digits for the second consecutive quarter and continues to show the highest conversion rate of all site traffic"
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Given Jeff Bezos's obsession with the topic, it would be a rich irony if Amazon's ads revenue (which IMO is mainly earned by distorting/degrading the shopping experience) is what catches them in the innovator's dilemma for the agentic era.
Amazon started showing this popup to anyone shopping with Meta's Muse, and I'd bet more than $50 billion a year in ads had something to do with it.
I think there are two lenses on this.
First, big businesses don't want to be disintermediated from their customers.
Most people will end up interfacing with digital content and information through an assistant. So they'll go to websites a lot less.
A human won't bother with six shopping carts on six different websites. Agents don't care, they'll run 100 carts across 100 websites to get a cheaper price.
If other stores have the same items for less, the agent will just shop there.
Once you're disintermediated, you also can't push as much to the user.
Second, the ads.
Sponsored listings on Amazon[dot]com bring in $80 billion a year, at very high margins.
If people stop visiting the site, nobody would see those ads, and that business would go to zero.
Amazon can afford to push back and say no.
What happened a few days later was the interesting part. Meta announced partnerships with Walmart and a bunch of other retailers.
So now an agent can say, I can't do Amazon, but I found it at Walmart.
Some of Amazon's lost sales will go to other merchants.
Plenty of people will keep going to Amazon[dot]com. But some people will buy things through an agent on their phone now, and those purchases will go wherever the agent can shop.
Amazon can hold the line because they're Amazon.
Resy took a similar stance this month. @jbahrdestefano, a VC, in New York asked his assistant to get him a table at 4 Charles, one of the hardest reservations in the city. The agent pinged Resy hundreds of times an hour, and Resy locked him out of his account.
Yes, the agent was abusing Resy.
But most people just want their reservation. They don't care whether they get it via Resy or some other service. They use these services because they are the convenient way to book.
If OpenTable let agents do bookings and Resy didn't, agents would just go to OpenTable.
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trump admin keeps cooking on nuclear energy
HISTORIC: We just approved the first-ever U.S. commercial small modular reactor construction permit, completed ahead of schedule in just 14 months, through efficient, safety-focused review. The future of advanced nuclear starts now. nrc.gov/about-nrc/news-relea… #NRCNews
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