Jamie Thingelstad

With a market cap of $4 trillion the 5% move in NVDA shares led a $200 billion increase in market cap — double the $100 billion investment.

Nvidia, a chipmaker, signed a deal to invest as much as $100bn in OpenAI, an artificial-intelligence firm, to build data centres with a capacity of 10 gigawatts. Nvidia will reportedly receive equity in OpenAI in return. The firms said the deal would power advanced AI. More than 700m people use OpenAI each week. Shares in Nvidia were up nearly 5% on Monday. — The Economist, The World in Brief, September 23 2025

You gotta spend money to make money?

We were in the area and finally got to visit Kyiv Cakes in Lakeville today. I’ve wanted to come here for a while. They have a broad menu of Ukrainian as well as traditional baked goods. We got a slice of Honey Cake with raspberries and it was light and delicious! Recommended. 🇺🇦

We found ourselves with some open time this weekend and decided to check out the Lakeville Art Festival this morning. We’ve been to many art fairs but this was our first time to this particular one and we thought it was great. They had a great selection of art from artists in Minnesota and connected states. It was setup very nicely on grass instead of walking on blacktop.

It was great that they sectioned a stage with music and food into an entirely adjacent area with a good amount of picnic tables. It wasn’t hard to find a spot to sit a delightful lunch of Pizzeria 201 from Montgomery, MN (we drove there once to have their pizza) followed by some HomeTown Creamery ice cream. We also brought home some Groveland Confections chocolate.

Overall it had a nice and relaxed vibe.

Some artists that caught our eyes:

• Tin Cat Studio
• Amanda Pearson
• Pleasant Street Pottery
• Dan Wiemer
• Mya Austin
• Platypus Builds: We very nearly came home with a super cool lamp made entirely from wood.
• Reiko Uchytil
• Barret Lee
• Wenwen Liao
• Shane Anderson: Very “guy art” but I dug the concept and he had a bison painting that was interesting.
• Tyler Maddaus: His bison painting caught my eye.
• Burly Babe Woodworking
• Noah Sanders: We very nearly came home with one of his fox paintings. It may still happen.
• Ed Lefto: We purchased one of his birdhouses. (the URL is there, but no website)

We are having the stucco redashed on our house and I decided it was a good time to say goodbye to the grape vine that the previous owners had planted. Now a blank slate for something different next year. And the new stucco will go on very easy. Before and after photo.

Government censorship the “easy way or the hard way”.

ABC, a television network owned by Disney, suspended Jimmy Kimmel’s late-night chat show indefinitely after the Federal Communications Commission’s chairman implied ABC’s broadcast licence was at risk. On Monday Mr Kimmel suggested that Charlie Kirk’s alleged killer was a MAGA sympathiser, sparking an outcry from conservatives. “We can do this the easy way or the hard way,” Brendan Carr, the head of the FCC, said on Wednesday. Critics fear that free expression over Kirk is being silenced by firings and threats. — The Economist, The US in Brief, September 18th 2025

ABC pulled Jimmy Kimmel’s talk show following comments the American comedian made about the murder of Charlie Kirk. Mr Kimmel said the “MAGA gang” was scoring political points over the shooting of the right-wing activist, and pretending the murderer was “anything other than one of them”. Mr Trump–who is increasingly targeting what he considers left-wing organisations–congratulated the Disney-owned network for its action. — The Economist, The World in Brief, September 18th 2025

We wrapped up the 10th anniversary of SPS TechJam 2025 today. TechJam is our internal “unconference” led by members of our team that volunteer to give talks. We had so many great presentations and tons of learning. All of it wrapped around an AI focused Hackathon. It was incredible.

A delightful evening to mark 20 years of the CIO Wine Tasting organized by Dee Thibodeau of Charter Solutions. Chuck Kanski of Solo Vino always brings an incredible selection and takes us on an amazing journey through the different wines.

Tasty Fox in the Woods coffee from Grayfox Coffee. The images they put on their coffee makes me almost wish I had a Ripple Maker to do the same at home. 🤩

I don’t run the public betas for Apple OS releases — and days like today are the fun when I get to jump into the new release. Updated macOS, iOS, tvOS, watchOS, and lastly visionOS to 26! Having fun and it is cool to see all the apps updating with Liquid Glass. 🤩

I’ve started working with a Doctor focusing on overall health and wellness. Think of it a bit like the things that Peter Attia does with patients, but significantly less famous, less expensive, and in my zip code.

I thought it would be worth capturing my current supplements that are based on a comprehensive set of blood tests that we did.

1. Premium Insurance Caps: I’ve taken these on and off for decades and had not been taking them recently. My Dr. wasn’t familiar with them but after looking them up his comment was “Those are some of the best overall general vitamin I have seen in long time.” I take 3 a day.
2. Elite EPA Gems: These are the same Omega-3 supplements that Attia takes. I’m taking two a day, one with breakfast and one at dinner. My Triglycerides were slightly elevated in my test. I will be switching to O.N.E. Omega when I run out since it also has DHA.
3. Vitamin D3: My Vitamin D was low and going into winter this will get harder. Taking three tablets each morning.
4. DHEA: My testosterone levels were low and DHEA is a hormone that can boost production. Taking two of these in the morning.

I’m likely going to add Curcumin to this program as well. In 2 to 3 months I’ll be getting the comprehensive blood tests again. This will be the first time I’m getting a real before and after. I’m curious to see how things react.

These bicycle themed demitasse cups are still some of my favorites ever. Felt like an afternoon espresso.

Nice morning at Country Blossom Farm! Bakery, Apples, Games, Bouncy Pillow, Corn Pit, and more!

Tetris on the ModRetro Chromatic is my favorite implementation ever. So good.

Driving into the sunset. 🌅