Nicole
@elocinationn
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After being many kinds of investor (biotech, VC, macro) I have decided to branch out by sharing my unrestrained thoughts on the internet
Palo Alto
Joined July 2023
What does ‘curing cancer’ even mean? The goal is thrown around so much that it’s losing its meaning. Is cancer one thing? Can we treat the ‘cause?' Where will the next wave of therapies that work come from? Overall, it feels like we���re confused. As many of you know, I’m part of
Biology is likely to undergo a shift like Kuhn describes. Computer science types come into bio and bring their frameworks, without being conscious of how much their thinking is influenced by believing biology is just a ‘more complex computer.’ They’ll say, ‘It’s just like a
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996 is extremely lame—way to demonstrate you’re a sexless automaton grinding out low IQ ops tasks, anyone with a brain knows you need grass touching time for good ideas
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I have a suspicion that VC is ripe for disruption in quite the same way that legacy enterprises can be disrupted by startups. one of the problems of falling behind in a structural capability is that you not only lack the talent, you lack the talent to identify the talent. this
There’s a belief in SF that with enough money you can solve anything. For a lot of technical companies, VCs are therefore looking for a charismatic founder who they believe will be able to get that money. In the first few rounds, they care less about the actual technical
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Major case in point and this is not even the example I’m referring to. This is everywhere.
I've just written a new post raising a series of concerns about Nucleus Genomics, a company that offers embryo selection services based on polygenic scores for couples undergoing IVF. I was shocked by the degree to which Nucleus's work is obviously plagiarized or simply wrong.
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Argh many caveats but I’ll leave for another post. If heterodox, then maybe seeking ‘expert’ opinions is less valuable, but most of these companies I’m referring to are not actually doing much new which anyone with experience will see immediately.
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Some may read this and think “Oh they were just randomly investing before they figured out computers mattered.” IMO, what it shows is the risk appetite of the original venture capitalists. Tandem was an associate-led incubation experts said wouldn’t work. Genentech was the same.
The first 3 Kleiner deals were 1) failed semiconductor company 2) resoling expensive tennis shoes 3) turning a motorcycle into a snowmobile. The fourth was Tandem Computers and the next Genentech. OG venture capitalists were built different.
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There’s a belief in SF that with enough money you can solve anything. For a lot of technical companies, VCs are therefore looking for a charismatic founder who they believe will be able to get that money. In the first few rounds, they care less about the actual technical
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Many people seem to like podcasts because subconsciously it makes them feel like they’re ‘in’ the conversation, which adds even more confusion. Don’t want to take that extra step and actually BE in one?
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Odd tension between the broad distaste for voice notes and the overarching theme of humanity moving back towards an oral culture. If people like podcasts so much, why don’t they like voice notes?
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Going to be interesting to see how quickly the key details of these Epstein files spread now that people are just going to feed them into LLMs. In the WikiLeaks era we didn’t have this kind of rapid semantic search tool.
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sometimes i go a few days without tweeting and it feels like the urge disappears, no tweet-shaped thoughts enter my brain. then i tweet once and suddenly twenty more arrive. what is going on here
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Feed is so dead. Comment the best posts you’ve seen in the past few weeks!
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A good way to measure if any relationship is genuine and/or built to last is if it can make it through a bit of tough love
I don’t think I realized that tough love childrearing was a class marker versus a generational one until I reached adulthood. But I predict it will make a comeback for the middle and striver classes because of how exhausting and absurd the alternatives are.
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Please follow us and share this around to keep up! This is only part 2 of a 5 part series. Much more exciting news to come. @coherenceneuro @WoodingtonBen @Elise__Jenkins
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The real bottleneck for AI in biology is continuous, patient-specific human data. To date, we’ve trained models on static snapshots months to years apart. It’s not translating to the clinic because life isn’t static. Neurotechnology is the missing data layer.
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If you use LLM to think then what did you expect would happen? Retardation on a scale we’ve never seen before
just read this in an investor update "older engineers who graduated from college pre-GPT are actually the best-suited for our purposes. They have fundamental programming ability that's lost amongst most of the current-gen." the AI-induced thinking/skills decay has begun wild
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We did it, folks. We replicated the typical economic sentiment response set:
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She knows
intuitionmaxxing so hard im deriving things from last principles
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I can’t believe the new DMs are preventing me from abusing the group chat with voice memos
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There is some hilarious character to this Von Neumann debate that I can’t quite put my finger on but has something to do with the topic being argued about not really mattering much at all
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