Drift Operator (@driftoperator) header
Drift Operator (@driftoperator) profile picture

Building mental models for AI, biotech, and markets.

United States of America
Joined December 2024
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How to become expert at thing: 1 iteratively take on concrete projects and accomplish them depth wise, learning “on demand” (ie don’t learn bottom up breadth wise) 2 teach/summarize everything you learn in your own words 3 only compare yourself to younger you, never to others
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Replying to @GrantHesser
Can’t wait to see the PBM numbers as they show how lucrative it is to be a middleman with 0 added value.
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Replying to @EricTopol
Glad to read you are accepting other options vs mostly plant based
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Replying to @HedgieMarkets
Way to go. There will be fearmongering from companies that want you to not do this.
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Replying to @ClaudeDevs
Cool, thanks! When in cowork?
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Replying to @jacob__titus
Can't paint SaaS on the cover and make it amazing. Because hardtech is real AND amazing. That's why it looks fantastic on a cover.
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Replying to @vkhosla
This is vagueposting at its best. We don't know: - What the company does - Who buys - What domain Very good for boasting funding.
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Replying to @nateparrott
Is this claude design but native in claude code?
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Watching in case I missed something. Nothing new?
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Replying to @claudeai
This isn't new. or is it?
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Replying to @HedgieMarkets
It's a figure of speech. My point is treasuries are backed by a (seemingly) too big to fail organization, the US government. Ballooning debt is a hell of a drug to play with.
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It's a hyperbole, referring to 'At those rates, a 5.2% Treasury loses the fight for capital every time', which obviously in absolute terms is less risky (hence lower yield) Although treasuries are backed by faith in a competent macroeconomic strategy. Not sure if there is one...
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Replying to @HedgieMarkets
Funny that a META, MSFT or AAPL bond is now less risky than a US treasury.
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Replying to @unusual_whales
There has, is and always will be someone willing to take the other side of someone 'doing whatever it takes'. Soon in Theaters: the man that broke the Fed
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Donchian channels for the win. Long DC though
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Replying to @SynBio1
Absolute dogcrap.
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Replying to @unusual_whales
No wonder it's doing so well: Oscar is hiking premiums like crazy.
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Replying to @AndrewYNg
Most technical people can now do 3 with AI doing the 4th. The future is bright.
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Replying to @fleetingbits
Very cool. How does it register your changes to feed to Claude? I have struggled with my node chart to get the changes fed
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