(Re)Share # 59 - Tatooineage dirtbag - 🤡 EQ for AI - ☢️ Nuclear deregulation - 🚰 Moisture farming - 🧬 Biomed agents - 🚘 Embodied driving intelligence - 🥼 Self-directed labs - 🦾 Fine dexterity robotics - 🥊 Quantum vs AI mattwichrowski.substack.com/p/reshare-59-t…

(New post) A work-in-process investment thesis on Automated Labs. Maybe the most interesting applications of robotic manipulation. The level of economic activity being held back by the manual nature of lab testing is massive. mattwichrowski.com/thesis-repo/au…

One area I really need to build is my ability to assess product intuition in founders. W/ past AI waves leaning into technical expertise was pretty sound. With AI maturing, many startups’ right to win will come down to design, UX, integration mix and branding / community.

The last two episodes of Dwarkesh Patel on China growth / policy / debt structure have been fire: dwarkesh.com/p/arthur-kroeb…

The least compelling AI science narrative is “we discover insights”

Best cold pitch of the week: “…. I’m not building a web-based interface for drag-and-drop protocols. That looks like shit.”

Last month I did turn 39 but this feels antagonistic

The 4-part deep dive on Founders Fund by The Generalist is an exceptional read. Highly highly recommend. But the best quote by far goes to delian: "My Twitter filters away uncourageous communists, and it turns out uncourageous communists don’t typically generate returns.”

(Re)Share # 60 - Protocol Me Maybe - 🧬 1M+ base pair prediction - 🧠 Reanimated human brains - 💱 HTTP-native payments - 🥼 MoE science collab - 🥸 AI anti-prevention - 🗣️ Real-time BCI speech - ✂️ Unjammable fiber-optic drones mattwichrowski.substack.com/p/reshare-60-p…

Classic Matt Levine

Consensus in bio venture is basically, “Worst in 30+ years! Everything is terrible! Send help!!” Drivers remain unclear to me. We’re still getting older, medication costs are absurd and the current administration is default low reg. This is a new take: shorturl.at/bHBDl

It's not consulting, it's forward deployed engineering…

Doing some DD on mining tech. My job is fun: youtu.be/PM82Rlz5lww?si…

Journalism, like most mature markets, inevitably bifurcates into a barbell structure: wsj.com/business/media…

🛬 🇬🇧