Carter Williams @jcarterwil Twitter profile

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Carter Williams

1 year

What is the difference between #foodishealth and #foodismedicine ? A great deal. #FoodisHealth is about what we need from the food system to be healthy without seeing the doctor. #foodishealth will change the course of #longevity

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Carter Williams

@jcarterwil

8 months

What would a #foodishealth economy look like to you?

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Carter Williams

@jcarterwil

2 years

AI Magic for the day. I took this raw video from a speech this summer. Converted the speech into text using "descript"

Innovation is America's Economic Superpower

iSelect Fund CEO, Carter Williams speaking at Rocky Mountain Summit

www.youtube.com

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Carter Williams

@jcarterwil

8 months

283 People died today from diabetes. But the hottest thing on Twitter is an Alaska Air flight that killed no one. #t2d

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Carter Williams

@jcarterwil

2 years

Fructose v. Tagatose feels like Uber v. SF taxi commission. US spends $1.9T per year on healthcare costs related to poor nutrition. Fructose is a contributing factor. Tagatose is cheap/healthy sugar. Time to rethink labels? #T2D @mayemusk @RobertLustigMD

FDA denies request to exempt tagatose from added sugar labeling in decision slammed as ‘contradic...

The FDA has denied a request to exempt rare sugar tagatose from the total and added sugars declaration on the Nutrition Facts panel, three years after granting the same request for rare sugar...

www.foodnavigator-usa.com

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Carter Williams

@jcarterwil

2 years

Our food system is a gateway drug for the US Healthcare system

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Carter Williams

@jcarterwil

2 years

"Highly refined sugar (and ultra-processed grain, which turns into sugar) in so many foods is the culprit that is addicting, afflicting and killing more Americans annually than fentanyl and other illicit drugs." @DrCaseysKitchen

Nutrition is the Y2K of our time

A $3.6T market in the US, and trillions more globally, is looming larger than the late 90s internet crisis.

creativedestruction.substack.com

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Carter Williams

@jcarterwil

7 months

Shrinkflation? We spend $1.9T on the healthcare cost of poor nutrition. Health cost is not shrinking. Ultra-processed food increases diabetes, cardiovascular disease, and dementia. Be more serious. #foodishealth @DrCaseysKitchen @calleymeans @BillAckman @deanbphillips

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Carter Williams

@jcarterwil

1 year

Never give up

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Carter Williams

@jcarterwil

2 years

Robert Lustig defines clearly why investing in nutrition and metabolic health will be the biggest disruptor in health care since vaccines.

Food Is Health: What’s Your Fix? feat. Dr. Robert Lustig | Crusonia...

Is the cure to spiraling health care cost more healthcare? New technology to remove a diabetic foot, or change the food system to prevent and eventually elim...

www.youtube.com

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Carter Williams

@jcarterwil

2 years

Politics is sad, Innovation is better

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Carter Williams

@jcarterwil

7 months

@Aviation_Intel V-22 is an engineering marvel. The team that worked on it when I was at Boeing was brilliant. As an engineer, it was out of my comfort zone. A few too many rotational parts moving in too many directions on takeoff/landing.

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Carter Williams

@jcarterwil

2 years

Seems like US has a unique competitive advantage h/t @AlecStapp

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Carter Williams

@jcarterwil

2 years

Is the greatest investment opportunity what you do not know?

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Carter Williams

@jcarterwil

1 year

What happens when we realize healthcare is not free?

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Carter Williams

@jcarterwil

10 months

We comment on the venture market and our strategy in AgTech/Food/Health with our investors each quarter. I pulled out an excerpt that is not confidential. Please listen and let me know your thoughts #foodishealth

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Carter Williams

@jcarterwil

2 years

@GirkinGirkin Good day for an A10

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Carter Williams

@jcarterwil

2 years

If you built an algorithm to detect the difference between good and bad waves what would it be?

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Carter Williams

@jcarterwil

4 years

1/ I have two key “Things” as big goals in my life…. Thing One is to transform the economy with persistent 4% GDP growth Here is the plan…. Step One is to remove the barriers to investing in innovation

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Carter Williams

@jcarterwil

4 years

@EricRWeinstein I was peripherally involved in this in 2001. When the national stockpile was increased after 9/11 the threat was scaled for bio terrorism. The pandemic model was still in work. Post 2009 swine, the masks were not replenished. Somewhere around 2009 good place to look.

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Carter Williams

@jcarterwil

2 years

@WashburneAlex @DrJBhattacharya The part I don't get is accepting the probability. Is it a fear of blame? Perhaps we need to accept that industrial accidents happen. And then work systematically avoid them.

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Carter Williams

@jcarterwil

11 months

@LHSummers @Harvard Harvard has become a Hedge Fund Manager with a pro-bono arm as a tax hedge strategy.

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Carter Williams

@jcarterwil

1 year

@0xgaut

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Carter Williams

@jcarterwil

2 years

If you increase money supply you increase inflation. MV = PY. M = money supply, V = velocity of money, P = price level, Y = real GDP.

Inflation Was Created In Washington

To investors,

pomp.substack.com

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Carter Williams

@jcarterwil

2 years

If any FTX investors want help investing $2 billion, just DM me.

How to raise $2 billion with a sloppy Excel spreadsheet

SBF's homespun FTX fundraising documents show disorganization.

fortune.com

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Carter Williams

@jcarterwil

2 years

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Carter Williams

@jcarterwil

2 years

At St. Lukes in St. Louis for Doctors appointment. Signs about diabetes everywhere. But the coffee counter seems to have another agenda. Is our food system a gateway drug to healthcare?

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Carter Williams

@jcarterwil

3 years

Got to Emergent Ventures for Fast Grants. They do not care about page margins. They care about optionality and opportunity. As should NIH @tylercowen

Joseph G. Gleeson

@jogleeson_ucsd

3 years

I just had an NIH grant rejected by CSR prior to review because a figure legend creeped into the 0.5in margin. I wish NIH had other things to focus on than page margins, but be careful!

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Carter Williams

@jcarterwil

2 years

If you can’t explain it simply, you don’t understand it well enough.

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Carter Williams

@jcarterwil

2 years

It took Amazon 13 Years to 100x its IPO price. And 24 years to 1000x. It would take you 48 Years to 100x the S&P, and 73 years to 1000x. Had you bought and held Amzn at IPO you would have done just fine without day trading. The "Option" to invest is an advantage.

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Carter Williams

@jcarterwil

4 years

@AlecStapp Singapore has market-rate govt salaries and very aggressive anti-corruption laws. Which helps attract great talent.

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Carter Williams

@jcarterwil

8 months

@Noahpinion They mostly are just trolling.

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Carter Williams

@jcarterwil

7 months

@AlecStapp Ehrlich's error was underestimating the rate of technological innovation. (note @tomfid )

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Carter Williams

@jcarterwil

8 months

@RoKhanna Boeing's failure is orders of magnitude more safe than virtually every industry in the world. Beat on them to make them better. But Boeing and FAA have collaborated for decades and made aviation safe and continue to do so. Has healthcare? Has food?

Carter Williams

@jcarterwil

8 months

283 People died today from diabetes. But the hottest thing on Twitter is an Alaska Air flight that killed no one. #t2d

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Carter Williams

@jcarterwil

1 year

What is America's Super Power? Innovation is Better

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Carter Williams

@jcarterwil

2 years

Humbling #agtwitter #foodishealth

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Carter Williams

@jcarterwil

1 year

"Never before did we have the ability to make a healthier next generation" - Travis Potter

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Carter Williams

@jcarterwil

7 months

@MarioNawfal @theinformantofc We have a guest worker program for agriculture labor. It is illegal for farms to hire non citizens without work permits. Agriculture is not trying to use undocumented workers.

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Carter Williams

@jcarterwil

6 months

@RetsefL @BillAckman @MIT @Princeton As an MIT alum, their short fall is new. MIT accepted jews when no other university would. Never had a quota. Never limited Jewish professors. The other ivys did in the 20s, 30s, even 60s. Harvard did not want Einstein when he emigrated.

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Carter Williams

@jcarterwil

4 years

@paulg I spent many years in aerospace. It is a cool idea, but practically the future is bits not atoms. Speed has little economic marginal value. Airforce 1 should be a 777 with standardized systems, not a 747.

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Carter Williams

@jcarterwil

1 year

Any questions

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Carter Williams

@jcarterwil

7 months

@DrCaseysKitchen Food is Health

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Carter Williams

@jcarterwil

7 months

@politicalmath @DrJBhattacharya Since when is science a process of voting?

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Carter Williams

@jcarterwil

1 year

A good education is essentially free, at your public library. A degree however will cost you.

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Carter Williams

@jcarterwil

2 years

Why 4% GDP Growth Matters: The path to better, is reducing tradeoffs. Innovation is deflationary. It allows everyone to access productivity and grow.

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Carter Williams

@jcarterwil

2 years

What is the evolutionary reason my German Shephard does not need a haircut, but I need one every month?

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Carter Williams

@jcarterwil

8 years

Entrepreneurs are the single greatest force for economic growth the world has ever known - Retweed if you agree

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Carter Williams

@jcarterwil

1 year

@matthewstoller Does the security detail also protect him from AI?

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Carter Williams

@jcarterwil

4 years

@BuckSexton @Barnes_Law They do this because they do not understand how to lead. They simply understand how to apply authority.

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Carter Williams

@jcarterwil

2 years

Based on my time working in Defense, I can imagine several military and benign reasons for the balloons. I can not find really any news that comes close to what I think the truth is. Instead, articles are about politics. The press is failing. Get to facts.

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Carter Williams

@jcarterwil

1 year

There is a new ETF, symbol $FDA. It invests in US CPGs who are experts in ultraprocessed food and drug companies that produce GLP-1. It donates 50 basis points to a PAC that funds pro-rentseeking politicians. The Sacklers were simple amateurs. #painkiller

Almost 100 Million Americans Eligible For New Weight Loss Drug

The impact could be huge.

www.sciencealert.com

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Carter Williams

@jcarterwil

2 years

Fed flooded market with cash, savings rates went up, banks did not have enough loans, so bought bonds in low-interest environment, market overheated, raised interest rate, reduced bond portfolio value, triggered run. I sort of feel like an idiot not to see it coming.

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Carter Williams

@jcarterwil

4 years

@nntaleb Democracy is a firewall to all other failed forms of government. Done well, it does not make a country great through politicians, it allows people to achieve greatness by curtailing the heavy hand of government.

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Carter Williams

@jcarterwil

2 years

How many doctors or T2D patients understand that diet can lead to remission? #T2D

Dr David Unwin

@lowcarbGP

2 years

We looked at cardiovascular risk factors for 186 people with T2D advised on a low carb diet over 33 months AND THEY ALL IMPROVED SIGNIFICANTLY. Serum triglycerides by a third! Look 👀 We published here Low carb it’s not just about blood sugar 👍

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Carter Williams

@jcarterwil

2 years

@tszzl What does it mean if I can't

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Carter Williams

@jcarterwil

7 months

@AlecStapp Rudy was incredibly effective as mayor.

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Carter Williams

@jcarterwil

8 months

@calleymeans and @DrCaseysKitchen are an inspiration. When my mother died, 5 minutes before falling into a final coma, she admitted, "I guess I should not have smoked". We had spent decades trying to get her not to smoke. When I die, I expect to say "I guess I should not have

Calley Means

@calleymeans

8 months

In a burst of energy before she died, my mom urged us to take her to where she'd be buried. Cupping my dad's face, she talked about how magical their life was together. It was the most profound moment of my life, and it wouldn't have happened if we listened to her doctors.

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Carter Williams

@jcarterwil

2 years

When things get heated in the news, look for data. It might bring sanity to the conversation.

Michael Paulauski

@mike10010100

2 years

This morning I compiled a complete list of yearly train derailments over time directly from the Federal Railroad Administration Office of Safety Analysis. We are, in fact, at an all-time low in terms of train derailments for as long as this agency has data (since 1975).

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Carter Williams

@jcarterwil

1 year

@clintwfischer Every farmer has 40 to 50 seasons. Each one an opportunity to do a little better. Each a unique life.

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Carter Williams

@jcarterwil

1 year

@calleymeans Eisenhower's Fairwell address was not limited to the military industrial complex. It also included big pharma.

Eisenhower's farewell address - Wikipedia

en.wikipedia.org

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Carter Williams

@jcarterwil

1 year

@tszzl Does GPT4 (or 5) make weaker programmers better? Are we at peak programming? When Uber entered the market, people thought there was no more demand for taxi. Maybe if the programming cost goes down, we will need 10x as much code. More prompt engineers.

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Carter Williams

@jcarterwil

1 year

@AlecStapp People took advantage of fuel efficiency to move further from city centers and buy cheaper homes, still using the same volume of gas each week.

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Carter Williams

@jcarterwil

2 years

The most underrated skill in life is grace

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Carter Williams

@jcarterwil

1 year

@AlecStapp I never thought they would. Copy Cat economies can't beat fundamental product innovation.

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Carter Williams

@jcarterwil

1 year

@AlecStapp The best time to start an environmental impact statement is 20 years ago. The second best time is 19 years ago.

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Carter Williams

@jcarterwil

2 years

The person who tries something and fails is infinitely better than the person who tries nothing and succeeds. — Unknown

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Carter Williams

@jcarterwil

1 year

@Aviation_Intel F-15 may live forever

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Carter Williams

@jcarterwil

4 years

The path to better healthcare is better food. As part of @CrusoniaOrg @RobertLustigMD , a leading endocrinologist, and I discuss the toxicity of sugar and its related healthcare cost. It is a challenging topic, please share the video

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Carter Williams

@jcarterwil

2 years

We could use some systems thinking - Paper straws, plastic wrappers.

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Carter Williams

@jcarterwil

2 years

If you rethink grocery as a nutrition business, how would you change merchandising and store offerings?

Dr David Unwin

@lowcarbGP

2 years

@kevtharris @75snach @saaiyer @JayneReesBuxton @jen_unwin @DebandezScott @BrianLenzkes @FructoseNo @BelindaFettke @LoreofRunning1 Low carb and weight loss: The reduced carb content specifically reduces appetite, being less hungry enables a weight loss that is easier than anything I have seen with other diets in 40 years of medicine. Carbs + insulin make you HUNGRY and heavier

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Carter Williams

@jcarterwil

3 years

@AlecStapp This journey goes back to 1990. And we should ask why NIH kept denying them grants and how that impacted tenure for the founding scientists. Bob Langer also played key role in 2009 time frame figuring out the encapsulation.

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Carter Williams

@jcarterwil

2 years

This is dystopia?

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Carter Williams

@jcarterwil

7 months

@jonatanpallesen @BillAckman But fructose has gone up.

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Carter Williams

@jcarterwil

2 years

If you have time to complain, then you have the time to do something about it

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Carter Williams

@jcarterwil

2 years

“Every time you eat or drink, you are either feeding disease or fighting it.” ~Heather Morgan, MS

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Carter Williams

@jcarterwil

2 years

I'm back on bike for the first time since my bad bike accident in October. Should have done this ride in 43 mins. Never expected an accident to cause that much apprehension.

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Carter Williams

@jcarterwil

2 years

@Chris_Said @ATabarrok Is there a business model for curing the falsification of research? Like bug hunts in code? Or some other motivation or reward for whistle-blowing? Perhaps a deep after-action review of why researchers cheat or why they make gross errors. #replicationcrisis

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Carter Williams

@jcarterwil

7 years

Innovation Is Hard: Why We’re Still Waiting for the Next Silicon Valley

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Carter Williams

@jcarterwil

8 months

@drvolts There are 100k flights every day. Occasionally a malfunction. In this case, an engine made by GE. On a plane likely manufactured 10 years ago. Probably 45k hours of flight time. A fire can occur from something as simple as sucking a screw off the tarmac. Millions of details.

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Carter Williams

@jcarterwil

2 years

This could make me vegan.

Zhang Meifang

@CGMeifangZhang

2 years

Profitable high tech farm: $4 billion RMB to build a 26 story building to raise 600,000+ pigs 🐷! #technology #FridayVibes #China

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Carter Williams

@jcarterwil

3 years

The leaked IRS data is not news. If you invest in appreciating assets, hold them long-term, and rarely sell, you build wealth and do not pay a lot of taxes. Those investments create innovation. That innovation lowers the cost of all products for everyone. H/T @Mark_J_Perry

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Carter Williams

@jcarterwil

1 year

@AlecStapp Israel and its immediate region has a similar disparity. Your chart is a good control case for effect of global intervention.

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Carter Williams

@jcarterwil

2 years

@Carnage4Life They could not screen scrape AWS startup credit discounts from the web?

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Carter Williams

@jcarterwil

3 years

@AlecStapp Not the kind of pro-nuclear you are looking for

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Carter Williams

@jcarterwil

4 years

6/Step Five: Economic Education - Innovation is deflationary. Innovation lowers cost. Make “Good” cost less than “Bad.” Use innovation to drive so much deflation the Fed can never catch up. Policymakers watch in amazement.

Chart of the Day.... or Century?

As I wrote last summer on CD, I’ve probably created and posted more than 3,000 graphics on CD, Twitter, and Facebook including charts/graphs, tables, figures, maps and Venn diagrams over the last 12...

www.aei.org

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Carter Williams

@jcarterwil

3 years

@iSelectFund first Unicorn. Our portfolio company Benson Hill is going public. We started investing in Benson in 2014, and every step along the way. We find opportunity before its obvious. $STPC

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Carter Williams

@jcarterwil

6 years

Prescient words from the 90s

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Carter Williams

@jcarterwil

2 years

The thing startups need most is customers. More so than money. VCs spend a lot of time on diligence. What would it look like if our firm spent as much time building a network of early adopter customers? And would the result be better?

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Carter Williams

@jcarterwil

5 years

We have Two Food Systems, Time for a Third

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Carter Williams

@jcarterwil

4 years

@AlecStapp His use of the term "Proof Positive" suggests he needs a better thesaurus rather than a new word processor.

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Carter Williams

@jcarterwil

2 years

"If you can't explain it to a six-year-old, you don't understand it yourself." - Albert Einstein

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Carter Williams

@jcarterwil

2 years

Few things more than reading can improve our lives. You do not need permission to learn.

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Carter Williams

@jcarterwil

2 years

Food innovation will disrupt the market in ways you do not yet understand. Great CEOs lead the market with a clear vision and execution, quarter by quarter. In time, the new vision becomes obvious. The $bhil team will disrupt the market: read how

2021 Letter to Shareholders - Benson Hill

Fellow Benson Hill Shareholders, The last year brought tremendous change and opportunity. In this first shareholder letter as a public company, I’ll frame some perspectives on why we are here and...

bensonhill.com

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Carter Williams

@jcarterwil

3 years

@RepWeinstein @PeterSchiff @elonmusk The selective application of the loan program disrupted the natural evolution of the market, delaying direct-drive wind and other EV firms who failed to get in line quick enough. Doing more damage than good to renewables market. You follow?

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Carter Williams

@jcarterwil

7 months

@AlecStapp This is also a good but different strategy for Taiwan. If China attempts to move on Taiwan, send 500 airplanes and move key talent to California. US greatest geopolitical strength/weapon is our economic power and immigration of talent.

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Carter Williams

@jcarterwil

11 months

@MacConwell We had to do this on a board. The sexuality question upset people a great deal. Perhaps because it is a private matter.

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Carter Williams

@jcarterwil

2 years

@pmarca Do what was done for computers in all other industries

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Carter Williams

@jcarterwil

2 years

"Exponential growth is the key to overcoming the challenges and obstacles that we face as a society. It allows us to create solutions that were previously unimaginable." - Ray Kurtzweil #innovation #exponentialgrowth

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Carter Williams

@jcarterwil

4 years

3/Step Two: A Network - What does every startup need? A Customer. What drives disruption? A network. Build the largest network in the world of early adopter customers, domain experts and investors

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Carter Williams

@jcarterwil

4 years

@jbarro Why do people think people around him would fail to follow the constitution? I get people are upset with many of his decisions, but is there an example of him just ignoring the law of substance without consequence? Why do we waste our time on these nutty ideas?

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