paraphrand

Yeah, for sure. But I think we both know how some technology manages to stick around surprisingly long.

Even so, this is different. Spectrum use is a different animal from fax machines, COBOL and Windows CE.

I think things like commercial and high end home automation. And security stuff. I might be mistaken tho.

And it might sound like that’s old and out of date. But it stuck around cuz it was reliable.

I’m glad you got some feedback out of it. I think that’s where they have the most value right now. But they are too expensive and too inconsistent for the sort of mass rollout RFK wants here in the US. They need to improve a lot to move away from the style of use you got out of an OTC version.

Pressure lows are a known thing. I recently learned there is a new type of device that lasts 365 days, but it involves surgically inserting the sensor under the skin and removing it at the end. The sensor is then powered by a rechargeable external device. They claim this technique is basically immune to compression lows.

But this isn’t available over the counter, and requires a specific diagnosis to qualify.

I feel like I’m a Stelo unicorn. I’ve had good luck, and when I check with a finger prick it’s always close. I don’t use insulin. So it’s fine for my needs.

I suspect my body/arm/skin is ideal for the technique these use. And I think a large subset of people never have as good of luck. If you look on Amazon, you see the CGMs always have 2.5-3 stars. And in a broken place like Amazon where reviews are somehow always 4-4.5, this really shows how much you are rolling the dice with the OTC ones. But like I said, it’s been working for my needs.

It’s clear this market is proven and is valid. I hope breakthroughs in tech can happen to improve reliability, and longevity. If someone like Apple figures out how to do it with a watch style device, it’ll be really fantastic.

RAM sold separately.

For more context for people who don’t know. You can buy CGM devices over the counter from places like Walmart and Amazon.

They attach to your body and monitor your blood glucose via a small “thread” that goes into your skin when it’s applied. They typically cost $50 for two weeks.

The OTC version has been around for a shorter period of time than the ones that require a prescription, but work the same way. The OTC ones tell you they are not for diagnosing diseases. Or for people who rely on insulin.

And Dexcom, the company in the article, is the most prominent vendor for these sorts of things. “A Dexcom” is the “Kleenex” for CGM in the type 2 diabetes world. From what I’ve seen.

RFK has been talking about wanting all Americans to use CGM for a long time now. This is part of that. The MAHA people talk about metabolic stuff like it’s the solution to our fucked up food culture in the US.

I use a CGM. But I can’t help but be suspicious of RFK.

Rumors are that Apple has been dumping money into figuring out how to make the Apple Watch do CGM. They have been chasing it for years.

Well, it wasn’t AI.

Front boot or back boot?

ICOs are the same.

Mitch is missing out.

Brendan Carr is a dummy.

Interesting. I didn’t consider it might be a cover story. But that lines up with how Sam Altman does things.

I see. Yeah, I think the problem is that they can’t insulate themselves from the overall production timeline constraints. Because even if their chips are unique, they don’t have their own private production lines. They only get a share of available production capacity.

And as I understand it. Buying out a memory production facility is something they are not interested in. They don’t want to be in that part of the supply chain. And getting in now, only for memory supply chain constraints to go back to “normal” in 2 years isn’t a strategy they want to take.

Apple would rather have a diverse supply chain, and have the ability to pit different vendors against each other.

Some of this is similar to why just building a new facility isn’t a solution in the near term either. Because by the time it’s online, the situation is likely to have passed. And then you are back in a commodity market that’s historically difficult to compete in.

Yes, you are missing something. You are assuming they get their memory from a different supplier than the rest of the industry.

For some reason lots of people assume this.