Oracle's massive AI data center build-out faces investor doubt due to off-balance sheet financing and uncertain training workload demand, highlighting systemic risks in AI infrastructure.
Chinese AI models at lower costs will trigger a market correction, while the AI infrastructure bubble faces infeasibility due to massive energy demands.
Tether's stablecoin fuels global financial inclusion, Google's Gemini 3 challenges Nvidia's AI chip dominance, and mastering fear is key to high-stakes success.
Google's $4.75B energy acquisition fuels AI data center expansion, while Ellison's guarantee reshapes media deals amid evolving AI regulation and chip market dynamics.
US trade policy shifts to protect domestic industry, prioritizing jobs over consumer prices, while AI's growth offers investment opportunities in infrastructure and data-driven companies.
"Awareness" by Anthony de Mello - A book recommended by Tim, focusing on core truths applicable to practice and meditation.
"Stop Fixing Yourself Wake Up All Is Well" by Anthony de Mello - A book that discusses self-awareness and finding peace, with some overlap with "Awareness."
"The Mind of a Mnemonist" by A.R. Luria - A study exploring the inner world of a man with an extraordinary memory, detailing his strengths and weaknesses.
"Why We Sleep" by Matthew Walker - A book about sleep science, referenced in the discussion about DORAs.
"The End of Alzheimer's" by Dale Bredesen - A book discussing dementia and a protocol for stabilizing and reversing cognitive decline.
"Excellent Advice for Living" by Kevin Kelly - A compilation of pithy quotes and advice from Kevin Kelly.
"Fierce Intimacy" by Terry Real - An audiobook recommended for its insights into relationships and communication.
"Nonviolent Communication" by Marshall Rosenberg - A book offering frameworks and principles for effective communication in relationships.
Videos & Documentaries
"Searching for Bobby Fischer" - Mentioned as the basis for a book and movie about chess prodigy Josh Waitzkin.
Research & Studies
Dual Orexin Receptor Antagonist (DORA) research - Discussed in relation to sleep medication and potential preventative strategies for Alzheimer's.
Accelerated Transcranial Magnetic Stimulation (aTMS) research - Investigated for its effects on anxiety and depression.
D-cycloserine (DCS) research - Studied for its potential to enhance cognitive function and treat neuropsychiatric conditions, particularly in conjunction with aTMS.
Tools & Software
Magventure Device - A device used for accelerated transcranial magnetic stimulation (aTMS).
Oura Ring - A wearable device for tracking sleep and health metrics like HRV.
Notion - Software that has added AI features for note-taking, transcription, and querying documents.
Gemini (built into G Suite) - Google's AI suite that can transcribe meetings and create notes.
NotebookLM - A tool from Google where users can input documents and ask questions of the content, or create podcast primers.
Obo.fyi - A platform that creates custom learning courses based on user input.
The Way App - A meditation app offering guided sessions.
Elgato Wave 3 - A travel microphone with a sleek design and good noise cancellation.
Elgato Prompter - A small teleprompter controlled by an iPhone or iPad.
Tank M3 Push Sled - A high-quality, versatile sled for physical training.
Rubs Ball - A small ball for rolling out feet to aid relaxation and reduce tension.
Bonsai Nano Blocks - Small, detailed building blocks used to create bonsai tree models.
Maistri House Rechargeable Milk Frother - A high-quality, rechargeable milk frother for coffee and other beverages.
Alpha Ball by Tune Up Fitness - A softball-sized ball for rolling out hips and other body parts.
Articles & Papers
P Tau test - A blood test to detect elevated levels of tau proteins, indicative of potential dementia.
People Mentioned
Anthony de Mello - Jesuit priest and psychotherapist, author of "Awareness" and "Stop Fixing Yourself Wake Up All Is Well."
Dr. Kevin Tracey - Interviewed regarding legitimate vagus nerve stimulation.
Nolan Williams - Developer of accelerated TMS, sadly deceased.
Josh Waitzkin - Chess prodigy and author, known for his unique learning frameworks.
Matthew Walker - Scientist and author of "Why We Sleep," an expert in sleep science.
Dale Bredesen - Scientist studying dementia and author of "The End of Alzheimer's."
David Bazay - Co-founder and CEO of Roblox, whose foundation funds research in metabolic therapies.
Kevin Kelly - Founding editor of Wired magazine, author of "Excellent Advice for Living."
Rumi - 13th-century Persian poet, whose poetry is compiled in the book "Gold."
Hala Eliza Ghafuri - Translator and poet of Persian descent, responsible for new translations of Rumi's poetry.
Henry - Creator of The Way App, a Zen Master.
Chris Saka - Mutual friend and founder of Obo.fyi.
Marshall Rosenberg - Author of "Nonviolent Communication."
Terry Real - Author and therapist specializing in relationships, author of "Fierce Intimacy."
Organizations & Institutions
Caledonia Spirits - Producer of Barr Hill Gin.
Stanford University Brain Stimulation Lab - A lab where research has been funded.
Sisy Foundation - Kevin Rose's foundation that funds research.
Anthropic - AI company.
Google - AI company.
OpenAI - AI company.
Meta - AI company.
Perplexity - AI company.
Nvidia - Company producing GPUs.
AMD - Company producing GPUs.
Microsoft - Company involved in AI and data centers.
Amazon - Company involved in AI and data centers.
Salesforce - Company implementing AI mandates.
Exploding Kittens - Game company that collaborated on the game Coyote.
Eight Sleep - Company producing sleep technology products.
ClosI - Company producing prescription eye drops.
Tune Up Fitness - Company producing fitness accessories like the Alpha Ball.
Braun - Design company known for its aesthetic.
Websites & Online Resources
Barr Hill Gin (barrhillgin.com) - Producer of the gin mentioned.
ClosI.com/tim - Website to find an eye doctor and learn about ClosI.
eightsleep.com/tim - Website for Eight Sleep products, offering a discount.
davidprotein.com/tim - Website for David protein bars, offering a discount.
coyotegame.com - Website for the card game Coyote.
tim.blog/friday - Website for Tim Ferriss's Five Bullet Friday newsletter.
sanbar.com - Website for Sanbar, a company developing AI companion devices.
obo.fyi - Website for Obo, a platform for creating custom learning courses.
thewayapp.com/tim - Website for The Way App, offering free meditation sessions.
Other Resources
2-2-2 Rule - A personal rule for alcohol consumption: maximum two drinks on any given night, never two days in a row, and two days a week.
Aphantasia - The inability to voluntarily visualize mental images.
Hyperphantasia - The ability to visualize mental images with extreme vividness.
Synesthesia - A condition where stimulation of one sense leads to involuntary experiences in a second sense.
GLP-1 agonists (Tirzepatide, Mounjaro, Ozempic) - Medications mentioned in relation to reduced desire for caffeine and alcohol.
Ketogenic diet - A diet focused on high fat, moderate protein, and low carbohydrate intake.
Exogenous ketones - Ketone supplements used for potential cognitive benefits.
Type 3 Diabetes - A term sometimes used for Alzheimer's disease due to its connection with metabolic dysfunction.
Coyote (card game) - A card game developed by Tim Ferriss and Exploding Kittens.
AI Stack - A personal collection of AI tools and services used for various tasks.
Nothing Phone - A smartphone that pairs with Sanbar's AI features.
Hinge - A dating app.
Rapa (Rapamycin) - A drug mentioned in relation to potentially increasing lifespan in dogs.