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Everything worth knowing about the most underrated mitochondrial peptide in the space. My SS-31 masterclass. 00:00 Intro 02:45 The FDA approval story and what it means for peptides 03:18 Why SS-31 is different from every other peptide 06:02 Nearly every chronic disease of aging involves this 10:46 How SS-31...

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Hunter Williams

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20,655 views • 2 months ago •via X (Twitter)

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MOTS-c is encoded in your mitochondrial DNA. Not your nuclear DNA. It was only discovered in 2015. Most people using it still do not understand what it actually does. Here's my full masterclass on it. Free. 00:00 Intro and why MOTS-c is misunderstood 02:48 What MOTS-c actually is 04:12 Discovery and the mitochondrial genome 06:28 How MOTS-c works: AMPK and dual action 10:40 MOTS-c vs SS-31 and humanin 11:58 Who should use it 14:18 Who should skip it 17:30 Dosing tiers and timeline 24:00 Cycling MOTS-c 27:18 Pairing with SS-31 and humanin 31:00 Reconstitution and injection 33:36 Tracking and stacking 35:48 Troubleshooting and side effects 38:10 FAQ 41:12 Where the science is heading 42:42 Final takeaways
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MOTS-c is encoded in your mitochondrial DNA. Not your nuclear DNA. It was only discovered in 2015. Most people using it still do not understand what it actually does. Here's my full masterclass on it. Free. 00:00 Intro and why MOTS-c is misunderstood 02:48 What MOTS-c actually is 04:12 Discovery and the mitochondrial genome 06:28 How MOTS-c works: AMPK and dual action 10:40 MOTS-c vs SS-31 and humanin 11:58 Who should use it 14:18 Who should skip it 17:30 Dosing tiers and timeline 24:00 Cycling MOTS-c 27:18 Pairing with SS-31 and humanin 31:00 Reconstitution and injection 33:36 Tracking and stacking 35:48 Troubleshooting and side effects 38:10 FAQ 41:12 Where the science is heading 42:42 Final takeaways

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123,933 views • 4 months ago

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BPC-157 is the peptide almost everyone starts with. Here is my full masterclass on it. 00:00 Intro and why BPC-157 01:44 What BPC-157 actually is 03:58 How it works in the body 07:32 Healing, inflammation and the brain 12:18 Who it is for and who skips it 14:20 Contraindications and cautions 15:52 Dosing tiers and timing 19:50 Cycling and time off 23:16 Pairing and the Wolverine stack 25:14 Reconstitution and injection 30:44 Troubleshooting and side effects 33:34 Legal status and FDA update 34:44 Oral vs injectable 36:20 The cancer debate 44:34 Final verdict

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ProfitsOverWages 🧼🇩🇴

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#명재현 댄스 챌린지 모음 zip 00:00 Candy 00:26 특 00:51 # menow 01:20 최애의 아이 01:36 NIGHT DANCER 01:57 Seven 02:21 Cream Soda 02:47 RINDAMAN 03:23 In Bloom 03:41 ALOHA 04:12 해금 04:29 Killin' Me Good 04:56 Bubble 05:19 블루체크 05:36 Ready or Not 05:49 Perfume 06:04 겐토 06:29 ビートDEトーヒ 07:00 3D 07:41 Worth It 07:52 B.O.M.B 08:28 첫 눈 08:43 War Cry 08:58 Perfect Night 09:37 Like I Do 09:48 Honey 10:05 DASH 10:27 Standing Next To You 10:46 Hype Boy 11:13 첫 만남은 계획대로 되지 않아 11:41 사랑스러워 12:07 때깔 12:22 Legit 12:51 Water 13:04 Two of Hearts 13:12 EASY 13:32 Smoke Remix 14:09 TAP 14:46 Martini Blue 15:03 BODY 15:26 PICK IT UP 15:41 LIGHTHOUSE 16:00 EENIE MEENIE 16:22 Nectar 16:45 C'est La Vie 17:07 쩔어 17:26 꿈빛 파티시엘 17:56 Impossible 18:14 포켓몬 18:29 SWEAT 18:51 빠나나날라 19:41 SPOT! 20:05 포철고 20:28 빛 20:56 MAESTRO 21:21 Girls Never Die 21:45 KICK IT 22:12 Armageddon 22:39 Taxi Blurr 23:00 Nothin' on You 23:20 Feel the POP 23:39 Shooting Star 24:00 진격의 방탄 24:16 ZOMBIE 24:30 LIKE THAT 24:45 ABCD 25:01 Boom Boom Bass 25:16 Yo Bunny 25:31 BADVILLAIN 25:51 올드스쿨 뉴스쿨 26:08 Supernatural 26:31 How Sweet 27:08 내일에서 기다릴게 27:31 Peaches 27:46 GOOD SO BAD 28:13 별별별 28:41 CRAZY 29:03 슈퍼슈퍼 29:32 껌 29:52 I Need A Girl 30:14 SAD SONG 30:32 네모네모 30:51 옴브리뉴 31:12 반가워, 나의 첫사랑 31:33 혀끝 32:00 Hit the Floor 32:16 기억사탕 32:34 Cherish
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#명재현 댄스 챌린지 모음 zip 00:00 Candy 00:26 특 00:51 # menow 01:20 최애의 아이 01:36 NIGHT DANCER 01:57 Seven 02:21 Cream Soda 02:47 RINDAMAN 03:23 In Bloom 03:41 ALOHA 04:12 해금 04:29 Killin' Me Good 04:56 Bubble 05:19 블루체크 05:36 Ready or Not 05:49 Perfume 06:04 겐토 06:29 ビートDEトーヒ 07:00 3D 07:41 Worth It 07:52 B.O.M.B 08:28 첫 눈 08:43 War Cry 08:58 Perfect Night 09:37 Like I Do 09:48 Honey 10:05 DASH 10:27 Standing Next To You 10:46 Hype Boy 11:13 첫 만남은 계획대로 되지 않아 11:41 사랑스러워 12:07 때깔 12:22 Legit 12:51 Water 13:04 Two of Hearts 13:12 EASY 13:32 Smoke Remix 14:09 TAP 14:46 Martini Blue 15:03 BODY 15:26 PICK IT UP 15:41 LIGHTHOUSE 16:00 EENIE MEENIE 16:22 Nectar 16:45 C'est La Vie 17:07 쩔어 17:26 꿈빛 파티시엘 17:56 Impossible 18:14 포켓몬 18:29 SWEAT 18:51 빠나나날라 19:41 SPOT! 20:05 포철고 20:28 빛 20:56 MAESTRO 21:21 Girls Never Die 21:45 KICK IT 22:12 Armageddon 22:39 Taxi Blurr 23:00 Nothin' on You 23:20 Feel the POP 23:39 Shooting Star 24:00 진격의 방탄 24:16 ZOMBIE 24:30 LIKE THAT 24:45 ABCD 25:01 Boom Boom Bass 25:16 Yo Bunny 25:31 BADVILLAIN 25:51 올드스쿨 뉴스쿨 26:08 Supernatural 26:31 How Sweet 27:08 내일에서 기다릴게 27:31 Peaches 27:46 GOOD SO BAD 28:13 별별별 28:41 CRAZY 29:03 슈퍼슈퍼 29:32 껌 29:52 I Need A Girl 30:14 SAD SONG 30:32 네모네모 30:51 옴브리뉴 31:12 반가워, 나의 첫사랑 31:33 혀끝 32:00 Hit the Floor 32:16 기억사탕 32:34 Cherish

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$HIMS 🚨 THE FDA PEPTIDES VOTE IS DAYS AWAY Peptides insider Jesse Morse, M.D. expects approval We discuss the FDA briefing document recommending *against* the 7 peptides, what the odds of approval are for each of the peptides under review (including BPC-157) and why U.S.-made API could be a major advantage for $HIMS 01:37 - FDA briefing document 03:24 - Getting peptides back in front of the FDA 08:58 - Prescribing peptides back in 2017 12:42 - Peptides safety data 16:08 - BPC-157 deep-dive and odds for approval 22:56 - TB-500 deep-dive 26:15 - Approval odds for the other 5 peptides 31:02 - Peptide efficacy data 34:40 - FDA politics and final decisions 40:30 - Peptides market size 42:48 - Training the doctors 47:20 - Shipping hurdles and gray-market risk 53:25 - Why peptides could reshape healthcare Not financial, legal, or medical advice
1:01:13

$HIMS 🚨 THE FDA PEPTIDES VOTE IS DAYS AWAY Peptides insider Jesse Morse, M.D. expects approval We discuss the FDA briefing document recommending *against* the 7 peptides, what the odds of approval are for each of the peptides under review (including BPC-157) and why U.S.-made API could be a major advantage for $HIMS 01:37 - FDA briefing document 03:24 - Getting peptides back in front of the FDA 08:58 - Prescribing peptides back in 2017 12:42 - Peptides safety data 16:08 - BPC-157 deep-dive and odds for approval 22:56 - TB-500 deep-dive 26:15 - Approval odds for the other 5 peptides 31:02 - Peptide efficacy data 34:40 - FDA politics and final decisions 40:30 - Peptides market size 42:48 - Training the doctors 47:20 - Shipping hurdles and gray-market risk 53:25 - Why peptides could reshape healthcare Not financial, legal, or medical advice

Hims House

185,254 views • 1 month ago

this is a lecture on how to hunt for investors, cofounders & new hires complete breakdown: 00:00 8 billion people don't know you exist 00:24 No one knows you. No one cares. 01:09 Stop being a farmer 01:51 The one thing all great hunters share 02:10 How I got my co-founder in 30 seconds 03:30 You + them = 3 people 05:36 Missionaries vs mercenaries 10:31 Why you have to be generous with equity 12:35 The right vesting schedule 13:17 Always trial before you commit 14:19 The 9-to-5 specialist red flag 15:05 Why logos mean nothing 17:46 Hunt them on GitHub 19:37 Niche Discords and subreddits 20:58 Why paid referrals work 22:10 Hiring friends: the trap 24:39 Why advisors are bullshit 31:29 Should you raise at all? 35:06 Investors only buy growth stories 35:58 Fundraising is running an auction 37:36 The luck factor (and Twitter lies) 39:33 Angels vs VCs 47:21 The hierarchy: inbound > warm > cold 48:00 Never ask a VC for intros if they pass 48:59 The double opt-in rule 52:32 Fundraising is a full-time job 53:33 Why a 4-week VC chat is a "no" 56:22 The leverage trick 01:00:24 Fundraising advisors = scam 01:02:21 The one trait of every great founder 01:03:18 Your homework: a list of 100
1:04:08

this is a lecture on how to hunt for investors, cofounders & new hires complete breakdown: 00:00 8 billion people don't know you exist 00:24 No one knows you. No one cares. 01:09 Stop being a farmer 01:51 The one thing all great hunters share 02:10 How I got my co-founder in 30 seconds 03:30 You + them = 3 people 05:36 Missionaries vs mercenaries 10:31 Why you have to be generous with equity 12:35 The right vesting schedule 13:17 Always trial before you commit 14:19 The 9-to-5 specialist red flag 15:05 Why logos mean nothing 17:46 Hunt them on GitHub 19:37 Niche Discords and subreddits 20:58 Why paid referrals work 22:10 Hiring friends: the trap 24:39 Why advisors are bullshit 31:29 Should you raise at all? 35:06 Investors only buy growth stories 35:58 Fundraising is running an auction 37:36 The luck factor (and Twitter lies) 39:33 Angels vs VCs 47:21 The hierarchy: inbound > warm > cold 48:00 Never ask a VC for intros if they pass 48:59 The double opt-in rule 52:32 Fundraising is a full-time job 53:33 Why a 4-week VC chat is a "no" 56:22 The leverage trick 01:00:24 Fundraising advisors = scam 01:02:21 The one trait of every great founder 01:03:18 Your homework: a list of 100

Founders Inc

19,492 views • 3 months ago

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives
46:57

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives

Matt Turck

35,253 views • 5 months ago

🚨 Emergency Pod 🚨 RFK announces peptide reclassification! what does this all mean? will the technology brothers finally be able to source peptides not of the sketchy chinese kind? is this legalization or a different thing? are the technology brothers going too far with peptides? Max Marchione and i covered all of this and more 00:00 - RFK announce peptide reclassification again 02:31 - Secretary Kennedy reaction 06:18 - What peptides are we likely to see be legalized? 07:41 - Could this affect what peptides are banned or approved by WADA? 08:32 - Are peptides bigger than AI? 09:27 - Do you think it’s a one-off reclassification or will there be a continuous review of peptides from now on? 12:16 - Should I get bloodwork before starting a peptide protocol? 13:27 - What does this mean for Superpower? Will you be the first on the market for peptides? 15:56 - How will you compete with $HIMS? 16:32 - What’s your stack? 18:30 - The tech bros are taking it too far
20:37

🚨 Emergency Pod 🚨 RFK announces peptide reclassification! what does this all mean? will the technology brothers finally be able to source peptides not of the sketchy chinese kind? is this legalization or a different thing? are the technology brothers going too far with peptides? Max Marchione and i covered all of this and more 00:00 - RFK announce peptide reclassification again 02:31 - Secretary Kennedy reaction 06:18 - What peptides are we likely to see be legalized? 07:41 - Could this affect what peptides are banned or approved by WADA? 08:32 - Are peptides bigger than AI? 09:27 - Do you think it’s a one-off reclassification or will there be a continuous review of peptides from now on? 12:16 - Should I get bloodwork before starting a peptide protocol? 13:27 - What does this mean for Superpower? Will you be the first on the market for peptides? 15:56 - How will you compete with $HIMS? 16:32 - What’s your stack? 18:30 - The tech bros are taking it too far

atlas

44,226 views • 4 months ago

How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts
50:38

How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts

The Wolf Of All Streets

207,917 views • 1 month ago

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts
1:07:34

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts

MR SHIFT 🦁

95,002 views • 7 days ago

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today
58:00

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today

Matt Turck

80,718 views • 4 months ago

🚨 NEEDHAM ANALYST RYAN MACDONALD: PEPTIDES COULD BE A $30+ BILLION MARKET AND $HIMS IS POSITIONED TO WIN A BIG SHARE This is most thorough deep-dive we've done on the business side of peptides: We discuss the latest peptide news, how the FDA / PCAC process actually works, the size of the peptide opportunity, $HIMS' potential share, the Novo partnership, branded vs compounded economics, short interest, competition, valuation, and more. 🔥 01:58 - FDA briefing document breakdown 04:15 - The timeline of peptide approval 09:50 - Category 1 vs 503A Bulks List 11:34 - When will telehealths start to sell peptides? 14:25 - Sizing the peptide market 19:31 - Hims’ peptide share 21:55 - Peptide pricing & margins 24:45 - Peptides likely a 2027 revenue story 29:58 - Hims-Novo deal check-in 32:11 - Branded vs compounded GLP-1s margins 35:27 - Pills vs injectables 40:43 - International 42:04 - Hims' moat 46:22 - 2030 targets and valuation models 50:32 - Shorts, insiders, and catalysts Not financial, medical, or legal advice
1:00:30

🚨 NEEDHAM ANALYST RYAN MACDONALD: PEPTIDES COULD BE A $30+ BILLION MARKET AND $HIMS IS POSITIONED TO WIN A BIG SHARE This is most thorough deep-dive we've done on the business side of peptides: We discuss the latest peptide news, how the FDA / PCAC process actually works, the size of the peptide opportunity, $HIMS' potential share, the Novo partnership, branded vs compounded economics, short interest, competition, valuation, and more. 🔥 01:58 - FDA briefing document breakdown 04:15 - The timeline of peptide approval 09:50 - Category 1 vs 503A Bulks List 11:34 - When will telehealths start to sell peptides? 14:25 - Sizing the peptide market 19:31 - Hims’ peptide share 21:55 - Peptide pricing & margins 24:45 - Peptides likely a 2027 revenue story 29:58 - Hims-Novo deal check-in 32:11 - Branded vs compounded GLP-1s margins 35:27 - Pills vs injectables 40:43 - International 42:04 - Hims' moat 46:22 - 2030 targets and valuation models 50:32 - Shorts, insiders, and catalysts Not financial, medical, or legal advice

Hims House

85,085 views • 1 month ago

Dave Smith on the fall of empire. (0:00) Who's Telling the Truth and Who's Lying? (9:12) The Massive Decline in Support for Israel (13:10) Is It Possible for Trump to Stop This? (20:16) The Myths of WWII (36:26) What We Can Learn From the Iran War (48:33) The Oncoming Police State (56:31) The Real Reason Antisemitism Is on the Rise (1:05:19) The Israel Lobby (1:11:34) Why Every Politician Fears Israel (1:25:51) Is Democracy Dead? (1:29:46) Are There Upsides to This War? (1:38:14) The Democrat Takeover (1:45:55) How Boomers Destroyed the US (1:54:17) The Spiritual Awakening (2:03:07) Trump's Strange Relationship With Douglas Murray and Mark Levin (2:11:31) We Still Don't Know What Happened in Butler (2:22:17) How Did the Never Trumpers Take Over the Trump Coalition? (2:31:16) The FBI's Epstein Cover-Up
2:40:56

Dave Smith on the fall of empire. (0:00) Who's Telling the Truth and Who's Lying? (9:12) The Massive Decline in Support for Israel (13:10) Is It Possible for Trump to Stop This? (20:16) The Myths of WWII (36:26) What We Can Learn From the Iran War (48:33) The Oncoming Police State (56:31) The Real Reason Antisemitism Is on the Rise (1:05:19) The Israel Lobby (1:11:34) Why Every Politician Fears Israel (1:25:51) Is Democracy Dead? (1:29:46) Are There Upsides to This War? (1:38:14) The Democrat Takeover (1:45:55) How Boomers Destroyed the US (1:54:17) The Spiritual Awakening (2:03:07) Trump's Strange Relationship With Douglas Murray and Mark Levin (2:11:31) We Still Don't Know What Happened in Butler (2:22:17) How Did the Never Trumpers Take Over the Trump Coalition? (2:31:16) The FBI's Epstein Cover-Up

Tucker Carlson

2,762,050 views • 4 months ago

DROPS E15: CUDIS : The Decentralized Operating System for Health Data Edison , the Founder of Cudis, closed his $20M crypto fund at Bitcoin's peak in 2021 and invested 90% of his life savings into a $349 smart ring that pays users for their health data. Timestamps 0:00 - Introduction 1:00 - Welcome to DROPS 1:38 - Believer in Ethereum? 3:11 - That Person for Solana 6:31 - What Do You Do 10:24 - Who Are You 11:05 - What Sparked Conviction 13:10 - Last Project Sold, Discipline? Luck? 15:48 - Finding Next Calling 18:08 - Big Successes With Problems 20:32 - Why Do We Need Web3 24:55 - Pay to See Data, Why? 27:31 - Explain Cudis to Mom 30:38 - Why a Ring Specifically 33:11 - Cudis the Centralized Wearable 36:53 - Why Not Become a Partner 38:14 - How Many Own Cudis Ring 39:15 - How to Participate in Community? 41:02 - What Must Happen Now 43:12 - Cudis as a Luxury Brand
46:21

DROPS E15: CUDIS : The Decentralized Operating System for Health Data Edison , the Founder of Cudis, closed his $20M crypto fund at Bitcoin's peak in 2021 and invested 90% of his life savings into a $349 smart ring that pays users for their health data. Timestamps 0:00 - Introduction 1:00 - Welcome to DROPS 1:38 - Believer in Ethereum? 3:11 - That Person for Solana 6:31 - What Do You Do 10:24 - Who Are You 11:05 - What Sparked Conviction 13:10 - Last Project Sold, Discipline? Luck? 15:48 - Finding Next Calling 18:08 - Big Successes With Problems 20:32 - Why Do We Need Web3 24:55 - Pay to See Data, Why? 27:31 - Explain Cudis to Mom 30:38 - Why a Ring Specifically 33:11 - Cudis the Centralized Wearable 36:53 - Why Not Become a Partner 38:14 - How Many Own Cudis Ring 39:15 - How to Participate in Community? 41:02 - What Must Happen Now 43:12 - Cudis as a Luxury Brand

MR SHIFT 🦁

73,885 views • 11 months ago

He just quit. He was a primary editor for Diary of a CEO. So I asked him to tell all of his secrets for how he helps the Diary of a CEO be the number 1 podcast on YouTube. 00:00:00 Why Trailers Are Essential for Podcast Growth 00:03:30 Why Most People Are Doing Trailers Wrong 00:06:36 From Film and TV to Diary of a CEO 00:11:48 Retention Rates and What They Actually Mean 00:14:52 What Actually Makes a Podcast Good 00:17:00 Why the Guest Is 50% of Everything 00:22:59 What Makes a Great Podcast Host 00:26:31 Red Flags in Podcast Trailers 00:30:33 The Jefferson Fisher Hook Breakdown 00:34:16 The Louis Tomlinson Hook Breakdown 00:42:35 The 15 Point Checklist for the Perfect Trailer 00:45:28 The Oz Pearlman Hook (41 Second Rule) 00:48:06 The Laughter Track Hack 00:54:11 Sound Design and Visual Details 00:57:04 How to Choose Music Like a Film Director 01:00:02 Disney Imagineering Lesson 01:02:46 The Vanessa Van Edwards Hook Breakdown 01:07:02 The Kevin Hart Narrative Arc Breakdown 01:16:40 The A-B-C Storytelling Framework 01:20:13 The Easiest Win You Can Implement Right Now 01:22:36 How Diary of a CEO Uses AI
1:30:01

He just quit. He was a primary editor for Diary of a CEO. So I asked him to tell all of his secrets for how he helps the Diary of a CEO be the number 1 podcast on YouTube. 00:00:00 Why Trailers Are Essential for Podcast Growth 00:03:30 Why Most People Are Doing Trailers Wrong 00:06:36 From Film and TV to Diary of a CEO 00:11:48 Retention Rates and What They Actually Mean 00:14:52 What Actually Makes a Podcast Good 00:17:00 Why the Guest Is 50% of Everything 00:22:59 What Makes a Great Podcast Host 00:26:31 Red Flags in Podcast Trailers 00:30:33 The Jefferson Fisher Hook Breakdown 00:34:16 The Louis Tomlinson Hook Breakdown 00:42:35 The 15 Point Checklist for the Perfect Trailer 00:45:28 The Oz Pearlman Hook (41 Second Rule) 00:48:06 The Laughter Track Hack 00:54:11 Sound Design and Visual Details 00:57:04 How to Choose Music Like a Film Director 01:00:02 Disney Imagineering Lesson 01:02:46 The Vanessa Van Edwards Hook Breakdown 01:07:02 The Kevin Hart Narrative Arc Breakdown 01:16:40 The A-B-C Storytelling Framework 01:20:13 The Easiest Win You Can Implement Right Now 01:22:36 How Diary of a CEO Uses AI

Grant

205,444 views • 19 days ago

The Crazy Life Story of Gajesh — just read the timestamps: 00:00 - Turning 18 02:31 - Spending Ages 7–12 Coding Every Day 08:31 - Mahabharata, RadhaKrishna & Realizing There’s More Than Money (Moha) 12:35 - Growing Youtube Channel to 1M Views & 15k Subs in 3 Months 14:10 - Detach From Money & Status 15:27 - How Gajesh Got Into Crypto at 12 18:31 - Building a DeFi App With $7M TVL at 13 20:17 - Why He Didn’t Get Corrupted by Money 22:42 - How Gajesh Moved to the Bahamas with FTX at 14 (pt 1) 25:44 - “Dropping Out” in Middle School 26:52 - Becoming a Micro-Celebrity in India 28:11 - Handling Hate, Trolls & Jealousy as a 13-Year-Old 33:36 - How Gajesh Moved to the Bahamas with FTX at 14 (pt 2) 37:13 - Daily Life in the FTX Penthouse (Wake, Code, 2 A.M. Sleep) 38:09 - FTX’s Wild Portfolio: 7% of Robinhood, 10% of Anthropic 40:36 - Why Gajesh Stayed in Crypto After FTX & Chose EigenCloud 42:54 - Building Humanity’s Coordination Engine & Trust Marketplace 51:02 - Leaving ~$5M of Equity, Not in Crypto Just for Money 54:02 - Does Gajesh Regret Not Doing AI Early? 54:56 - Bearish on College Dropouts?? 01:00:52 - Epistemic Humility 01:16:02 - You Get Creativity Is Through Freedom, Reflections on India 01:18:03 - What Life Success Means, Who Inspires Gajesh, Life Paths to Emulate
1:28:30

The Crazy Life Story of Gajesh — just read the timestamps: 00:00 - Turning 18 02:31 - Spending Ages 7–12 Coding Every Day 08:31 - Mahabharata, RadhaKrishna & Realizing There’s More Than Money (Moha) 12:35 - Growing Youtube Channel to 1M Views & 15k Subs in 3 Months 14:10 - Detach From Money & Status 15:27 - How Gajesh Got Into Crypto at 12 18:31 - Building a DeFi App With $7M TVL at 13 20:17 - Why He Didn’t Get Corrupted by Money 22:42 - How Gajesh Moved to the Bahamas with FTX at 14 (pt 1) 25:44 - “Dropping Out” in Middle School 26:52 - Becoming a Micro-Celebrity in India 28:11 - Handling Hate, Trolls & Jealousy as a 13-Year-Old 33:36 - How Gajesh Moved to the Bahamas with FTX at 14 (pt 2) 37:13 - Daily Life in the FTX Penthouse (Wake, Code, 2 A.M. Sleep) 38:09 - FTX’s Wild Portfolio: 7% of Robinhood, 10% of Anthropic 40:36 - Why Gajesh Stayed in Crypto After FTX & Chose EigenCloud 42:54 - Building Humanity’s Coordination Engine & Trust Marketplace 51:02 - Leaving ~$5M of Equity, Not in Crypto Just for Money 54:02 - Does Gajesh Regret Not Doing AI Early? 54:56 - Bearish on College Dropouts?? 01:00:52 - Epistemic Humility 01:16:02 - You Get Creativity Is Through Freedom, Reflections on India 01:18:03 - What Life Success Means, Who Inspires Gajesh, Life Paths to Emulate

sracha

39,361 views • 8 months ago