Jackson Matysik
@JacksonMatysik
Acetaldehyde accumulater; circle of competence ai, scaled economies shared and platform aggregators stream of consciousness: $HIMS $LMND $NBIS $TSLA etc.
I like a ruthless founder—when it benefits customers. Look at $UBER vs $LYFT. Lyft played nice, got lapped. Uber executed, fought, settled lawsuits—now worth 25x more. Same playbook unfolding with $HIMS vs $NVO. Hims moving fast, breaking molds. Novo is being defensive.…
Openai and Lemonade symbiosis: Lemonade generates real-world benchmarks, evals, and datasets from its own customer service bottlenecks These represent high-signal, unsolved edge cases that legacy insurers haven't even reached yet OpenAI uses these datasets for reinforcement…
The higher the velocity of execution the better the culture
New: Rocket Lab has five oversized Neutron shipments headed to Wallops starting in September, but no approved permanent channel to get them there. It’s asking regulators to let it “kedge” barges through shallow water to stay on track for a 2025 launch. Link in reply.
But you haven't disproven that. All the evidence says that genes control maximum IQ - we know this from separated-twin studies, in which children raised in enriched environments tend to revert to the average IQ of their biological kin at puberty. The simplest explanation of the…
Openai engineers mentioning Lemomade again: "They focused on establishing evaluations, guardrails and feedback mechanisms for their team early on. The speakers noted that even though these methods weren't immediately scalable, this approach helped them to move much faster in the…
Prediction: $HIMS will launch personalized AI doctors within 6 months. – 24/7 access and real-time diagnosis – Fully integrated with wearables, labs, and health history – More accurate than most human doctors (99.7%) – More trusted than traditional health systems Forget waiting…
Why is everyone getting so emotional? Investing is a spectrum, from deep value types like Warren Buffett to Peter Thiel investing in moonshots. Same with lemonade; some are successful with technical analysis and active position management, while others prefer dollar-cost…
We are seeing the early building blocks of personalized care based on your genome. Why don't we have it today? It costs too much to trial every outlier, so medicine is optimized for the average/median. $HIMS is building a profitable data flywheel on how personalized…
Excited to welcome Shankar! We’re obsessively focused on building what I believe will be one of the most impactful applications of AI. Reach out, we’re hiring and what we’re working towards will fundamentally change how all of us approach our health.
We are seeing the early innings of the scale advantage over Waymo.
Just expanded our service area …
Chinese character is true tokenization, and it's highly effective.
Here @elonmusk proves once again that his methods work. Assemble a small team of world-class engineers who work at a hardcore pace. An excerpt from the Elon Book (coming soon!)
We just unveiled Grok 4, the world’s smartest artificial intelligence. 🧵 Grok 4 outperforms all other models on the ARC-AGI benchmark, scoring 15.9% - nearly double that of the next best model - and establishing itself as the most intelligent AI to date.
Moat created by speed Speed created by team Team crated by culture. Exciting times.
Andrew Dudum strikes me as Bezosian. People who trusted the optionality of Bezos saw Amazon transform from just a online book store to what it is today. I trust Andrew's execution.
Explanation of solution to sun glare for cameras: Breaking it down from first principles — step by step Light is just a stream of individual packets called photons. A bright scene (e.g., the Sun) sends many photons each second; a dark scene (e.g., a moon‑lit road) sends far…