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Publisher, @hntrbrkmedia. Co-founder @HealthMayday. NYT best-selling author. Winner @NYKnicks. See disclosures below. Opinions are my own!

New York, NY
Joined June 2011
Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)Photo by Sam Koppelman (@SammyKoppelman)
This investigation took a year — and includes some of the craziest facts we've ever found. And / also: May Hunterbrook always be a place where both @mcuban and @PabloTorre can help break big stories.
NEW: Insurance giants are hiding billions meant to lower Americans’ drug costs. Our year-long investigation details how CVS, UnitedHealth, and Cigna created shell companies to evade reform efforts and hide payments received from drugmakers. Cc: @mcuban
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When people called the AI build out a circle jerk, I had no idea they were being literal
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Cuda woulda shoulda
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Just as a reminder, Nvidia is: *Anchoring the Anthropic IPO *OpenAI’s big investor *Backstopping neoclouds like Coreweave *Guaranteeing Stargate data centers Deals negotiated by Jensen personally. The idea that this problem can be isolated to one company is absurd.
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!
The leather jacket was what you call a tell.
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Kind of galaxy brain based for $CRWV to host earnings the night before an Equity Markets Open / Bond Markets Closed day… So they could print a solid q without the bond vigilantes immediately protesting. Then, with stock up on volume, easier to use ATM & spreads can tighten.
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Based on Wachtell's Ballmer report, can't even imagine how many draft picks they're gonna take away from Nvidia.
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As people reflect on lessons to take from the election, I think it’s worth noting that food prices skyrocketed the month before. It wasn’t just gas. So the “cost of living” message from Dems was especially resonant - right as people headed to the polls.
Food prices surged in October
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The saddest thing about Sable is that this was essentially the best case scenario—a war, a POTUS intervention, high oil prices. Proud of the dogged reporting from @hntrbrkmedia… genuinely hope @PhilMickelson & the $SOC group chat are okay. Exxon better clean this thing up…
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For no reason at all, bumping the @hntrbrkmedia piece from this week: The Comprehensive Guide to the Bank of Nvidia. By @bethanymac12. An interactive look at just how many companies Nvidia has promised to backstop — with extraordinary graphics: hntrbrk.com/investigations/n…
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Never met the team at @CulperResearch but shouted them out in today’s @BearCaveEmail. They did intrepid investigative reporting here on Huang and Huang — before anyone else — and it should be recognized as such!
Breaking News: Nvidia opened an investigation into Jensen Huang, its CEO, after he acknowledged to the company’s board that he had been intimate with a business executive who U.S. intelligence determined to be a Chinese spy. nyti.ms/3ViPMAt
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Arguments it’s going to be hard to comms to voters at the same time: 1) AI could kill everyone 2) We must accelerate anyway to arrive at RSI before China 3) The most powerful man in AI wants to sell GPUs to China & is smashing a Chinese spy
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The leather jacket was what you call a tell.
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We cut together a video of Jensen defending selling chips to China — and on the bright side, he looks like a man in love ♥️
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Credit to @dwarkesh_sp who doggedly asked Jensen follow ups about this when his answer just didn’t make any sense.
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There’s a word for Jensen cheating on his wife with a Chinese spy — while lobbying the U.S. government to allow exports of his chips to CCP outfits. It starts with a T.
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This energy has not been felt since kids were wearing rhinestone Obama t-shirts to their bar-mitzvahs
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This is, like, the number one post designed for me in the history of the world.
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Give them all rings
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with mary peltola finishing things up tonight, all I hear from the GOP is... crickets. fitting!
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watch this
(m.i.s.s.i.s.s.i.p.p.i) (people don't realize yet.)
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(m.i.s.s.i.s.s.i.p.p.i) (people don't realize yet.)
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