Jason

Today the HHS DOGE team open sourced the largest Medicaid dataset in department history. This dataset contains aggregated, provider-level claims data for a specific billing code over time. For example, using this dataset, it would have been possible to easily detect the large-scale autism diagnosis fraud seen in Minnesota. Download the data yourself: opendata.hhs.gov

FACT: The United States operates the largest fleet of reactors in the world with 94 units providing affordable, reliable and secure power to 28 states.

Aalo is making a fundamentally new nuclear product: "Affordable, small" nuclear reactors. First, the US made "expensive, small" reactors (1950-1955). One-off, test reactors to learn the tech. Next, "affordable, large" reactors (1955-1990). Demand came from one-off, large utilities. The best way to make nuclear cheap was to make it big and bespoke. Then, nuclear stalled. We forgot how to build nuclear (1990-today). Today, the US makes "expensive, large" reactors. In the last 20 years, we've built just two. But there is one quadrant no country in the world has never achieved: "Affordable, small" nuclear reactors. What's stopped us? There was never the right type of demand. Now, AI data centers require a 100 GW build-out, of a consistent product. And small nuclear is ideal. The key difference this time: A higher willingness to pay. 15 c / kWh, at scale, in return for: speed. This opens the door for mass-production of smaller nuclear reactors to get off the ground, and come down the cost curve. As long as they can be deployed quickly. Aalo is proving this: We will have gone from founding to fission in under 3 years. Once < 10 c / kWh is achieved, this will be a world-changing technology. It will unlock entirely new markets that were not previously accessible: Industrial process heat, desalination, small utilities, EV-charging, ammonia production, and more. For all of these markets, >15 c / kWh would be too much. But below 10 c / kWh, and these are all within reach. A 1 GW-scale reactor is too big, and too slow. A 1 MW-scale reactor is too small, and too expensive. But a 10 MW reactor, mass produced, deployed in 50 MW Pods, could be the "sweet spot". That is Aalo's product. The Aalo Pod. Sodium coolant unlocks 2-5x more power than water or gas cooled reactors of the same size. UO2 fuel unlocks a 40 GW existing supply chain, avoiding TRISO or HALEU bottlenecks. A sub-12-foot vessel diameter unlocks mass transportability. Every decision Aalo makes is centered around manufacturability at extreme scale, to achieve low costs and rapid deployment. And maybe, just maybe, this product will achieve a lower cost than even the record-holding "affordable, large" reactors from the 70s, if sufficient manufacturing scale can be reached. We're going to find out just how low cost nuclear can get.

Your treadmill and smartwatch are lying to you about how many calories you burn. A Stanford study tested 7 popular fitness devices and found every single one overestimated calorie burn. The most accurate was still off by 27%. The worst? 93% off. They use generic formulas based on speed and weight not taking into account your fitness level, body composition, or how efficiently you move. Most people don't know that the fitter and more skilled you are at the activity the less calories you burn. Machines don't know that. The worst part isn't the bad data but what people do with it. They eat back those exercise calories and justify eating more because their screen said they earned it. Personally, I'd take the numbers your devices give you with a grain of salt while tracking your food intake and activity level. Do the math on your own as it will be more accurate.

DOE FY27 Budget Requests $45 Billion in Nuclear Funding zerohedge.com/energy/doe-fy2…

nano banana🍌 belongs in a canvas

Boston, we’ll see you soon! Stop by our pop-up coffee shop at Vester Cambridge this Saturday from 11AM-3PM: luma.com/8qukz62d?tk=tdKpnf ☕️📚

BREAKING: Trump reportedly briefed on operation to fly excavation equipment into Iran, build a runway, & airlift out ~1,000 pounds of enriched uranium.

Mapping the modern world: We introduce S2Vec, a self-supervised framework that transforms complex geospatial data into general-purpose embeddings for predicting population density, carbon emissions, and urban development at scale. Check out the blog: goo.gle/3PlswyF