tclarke142

All the SPACS, the NKLA (truck rolling down a hill) stuff, GME/AMC, Zack Morris crypto pumpers, SAVA (fake Alzheimer's drug) and investigations of shorters was a total disgrace. Truly the golden age of fraud. I don't think we'll see a market that insane for another 20 years.

Genosys Bio - we're a London based (SF soon!) startup. We teach our models the regulatory language of DNA and use it to make synthetic 'volume controls' that let us make more of an antibody and less of a toxin.

The cool thing is since we don't change the structure/activity of an antibody it doesn't require the usual 1B + 13 years of clinical trials. Instead we cut down on the amount of times it takes and also increase production yields.

Do add me me on linkedin (Taiga Clarke) if there might be some synergy there :)

This is what I've built my current startup on. We find that ideas, structures and molecules are cheap and actually making them in cells is the issue. Obviously this doesn't apply to small molecules but as groups like Anthropic move closer to Phase I I'm guessing we'll see a lot of frustration with existing CDMO providers like Wuxi or Lonza just like we see with Apple and their woes with Micron etc.

What I increasingly see at my Biotech is more and more AI assisted drug candidates but no corresponding improvement in the capacity or ability to manufacture and scale them. I think it's a problem that groups like Anthropic will encounter in a few months/years and one that will annoye them a lot because it's not as simple as throwing more compute, people or money at it.

Sell side research exists to get deals and sell securities. The main reason Morgan Stanley gets so much business from Musk is because Adam Jonas (probably Musk's No.2 fan after Cathie Wood) loves insane upgrades and price targets on TSLA.

But to be fair to Musk he is probably the GOAT at executing unlike Cathie who incinerates money by the tonne.

I had a GoPro Hero 7 and 8. In the -10c snow they battery wouldn't even last for 5 minutes. It's a bad product and just like with cars and solar the Chinese are ruthlessly out-engineering the west.

A ramjet drastically increases range against maneuvering targets. The 'maximum range' quoted for missiles like the AIM-120D (Likely 140-170km) is normally for a front on shot at extremely high altitude (10-15km+) with no evasive actions. With an evading target the No Escape Zone (where a target likely can't kinetically evade the missile) will only be 15-25km.

The Meteor has a longer sustainer and a terminal boost meaning that the No Escape Zone is though to be upwards of 60km. Qatar might have used Meteors to shoot down Iranian Su 24's just a few months ago based on the range they were shot at.