LAUNCH DAY 🚀 Today I’m launching a new podcast, Hard Drugs, with Jacob Trefethen (Jacob Trefethen) Our first episode is about lenacapavir — a new HIV drug that blocks infections with an efficacy rate of nearly 100%, and which could completely change the fight against HIV worldwide.

people are notoriously bad at predicting these kinds of technology trees. 140 characters, web 2 led to giant adtech monopolies that built ai research divisions that led to the transformer. video gaming led to the company that creates H100 matmul machines at industrial scale

Today, Ramp raised $500M at a $22.5B valuation. Finance is at an inflection point. How does an industry change? Gradually, then suddenly. Decades where nothing happens; months where decades happen. Now, we’re teaching software to think like people. Exciting times

Microsoft and Meta crushed earnings... adding ~$500B+ in market cap in pre-market trading. They've added more value in a single morning than the value of every Big Pharma except LLY. Or like adding 5 BMS's... 2.5 Merck's... or more than every publicly-traded biotech that has

It was great speaking with Ryan Flinn about RNA and some of this year’s biggest stories cc RNAV8 Bio

Updated for Tesla, Rivian, Lucid, and Ford EV Q2 2025. Key observations: 1. The EV business s*cks. 2. Only Tesla manages to generate positive free cash flow. 3. Ex Tesla, the shown companies accrued $88 billion in cash burn (net negative cumulative free cash flow). 4. In

Principle 1: "Hardship is your greatest teacher" Young Rockefeller faced crushing poverty and constant rejection. His response? "I'm grateful for the struggle—it built the character that built the fortune." Success requires deliberate suffering.

What do Larry Page, Beyonce, Sergey Bring, Jeff Bezos, Taylor Swift, George Clooney, and Prince Harry have in common? They all attended Montessori schools. You need to be Montessori Maxxing!

As predicted

Master inventor Dean Kamen dropped by the office. He has 1,100 engineers at DEKA. We focused on vaccines and better delivery methods 💉🦠 One of the risks with the standard intramuscular delivery mechanism occurs on rare occasion, where by bad luck, the delivery ends up in a

Too many still think of China as it was decades ago instead of the accelerating peer it has already become. China has immense second-mover advantage and they are not afraid to take on the big, bold projects that once defined America...they built a 16 GW dam in 4 years, rapidly

𝐓𝐡𝐞 𝐒𝐭𝐮𝐝𝐢𝐨 𝐚𝐭 𝐊𝐞𝐧𝐝𝐚𝐥𝐥 𝐒𝐪𝐮𝐚𝐫𝐞: Two experts in genetic medicines, Devan Shah and Michelle Lynn Hall, discuss the recently announced federal funding cuts for mRNA research and what the implications are for science. Full video: biotechtv.com/post/devan-sha…

ITS A COMPLETE FUCKING CRIME WHAT THEY DID TO THREE GENERATIONS OF KIDS — ESPECIALLY BOYS THEY MADE UP A DISEASE TO SELL THE CURE — AND THE CURE WAS *speed* AND THEY’RE NOT STOPPING

Wow John Maraganore 🇺🇸🇬🇷🇺🇦🇮🇱 🫡

In one of my favourite Cheeky Pint episodes to date, Brian Armstrong brings us behind the scenes at Coinbase 🛡️: their battles against North Korean hackers, war stories from breakneck early scaling, confronting people who won’t use AI to code, Coinbase becoming people’s primary

GPT-5 just casually did new mathematics. Sebastien Bubeck gave it an open problem from convex optimization, something humans had only partially solved. GPT-5-Pro sat down, reasoned for 17 minutes, and produced a correct proof improving the known bound from 1/L all the way to

I would say that mRNA technology is hilariously misunderstood except for the fact that it's really not very hilarious. I just hope it is available to me if I am ever diagnosed with a difficult cancer! Just to be super clear because, again, there seems to be some confusion here

CAR-T drugs can eradicate cancer, but most patients don't get them. The problems are complex, but in vivo versions could greatly help - by providing instructions for the body to make the medicine internally. I covered this trend for AJMC: ajmc.com/view/how-in-vi…