Arius Eich

Trust the Process Tesla to 10 Trillion Long $TSLA $LMND $DNA $RXRX

[Arius Eich @AriusEich]

Made a video covering $ROOT from the lease of a $LMND investor.

I go over a history of @RootInsurance, their earnings that caused the 350% move, and compare them as a company to @Lemonade_Inc

Let me know what you think!

[Arius Eich @AriusEich]

@Biotech2k1 Appreciate your insight!

[Arius Eich @AriusEich]

What do you think of Block, especially considering @HindenburgRes's findings?

[Arius Eich @AriusEich]

New video on Block AKA @Square. I go into:
Hindenburg report & response
Their journey to rule of 40
If I like the stock at todays prices

$SQ

[Arius Eich @AriusEich]

Made a video on why I sold my $NVTA stock in Q4. Also discussed the bankruptcy and my lessons learned.

Let me know what videos you would like to see in the future. Working on a Block update. $SQ

[Arius Eich @AriusEich]

@Nibbler03806358 @RecursionPharma Thanks!!

[Arius Eich @AriusEich]

Made a quick video making the case for @RecursionPharma. I go through a quick intro to the company, the best reason to think they will be successful, and a long shot future state that they have the potential to reach.

Have you looked at $RXRX and what do you think of their future?

@heydave7 @freshjiva @EmmetPeppers

[Arius Eich @AriusEich]

@LateKickJosh Any take on Alabama ONLY having the 4th best class going into signing day? Is high school recruiting becoming more competitive?

Woolwich, Maine

[Arius Eich @AriusEich]

Think about it like this:

The alg is trained to when presented noise(think like a static screen from old TVs) and some words(describing what you want), work backwards from the noise step by step until you get to what the algorithm sees as representation of the words.

You train it to do that by showing it a million picture words combos.

Let me know if that doesn’t make sense, happy to clarify

[Arius Eich @AriusEich]

@heydave7 In my humbled opinion, no way they go after this. Every time Elon is asked about fusion he redirects to solar saying there is a big fusion reactor in the sky…

[Arius Eich @AriusEich]

@EmmetPeppers Elon is very focused on the fact that cybertruck is the toughest and if there are more demos, I think it’s gotta demonstrate that.

If I had to guess:
Chainsaw to the door
(Small) Wrecking ball to the side

Low confidence in those…

[Arius Eich @AriusEich]

@Biotech2k1 I’ve been thinking of @RecursionPharma and @Ginkgo or @Invitae partnering. Glad I’m not the only one that had that idea

[Arius Eich @AriusEich]

@whatsthecraigk @jermschli @PaperBagInvest @EmmetPeppers @nerdalert Somewhere in there, sooner if everything goes well, later if not.

Lots of great discussion of this at investor day

[Arius Eich @AriusEich]

Just posted a video on $GH. They are the strongest competitor of $NVTA I have see so far. Check it out below:

https://t.co/iAHOfpu1SL

[Arius Eich @AriusEich]

@jcasddfasdf @ExactSciences @Invitae Nothing super insightful. I was pleased to see they think they found a way around the Natera patent issues.

I’ll post a video within the next week or so.

[Arius Eich @AriusEich]

This morning, I released a video comparing @ExactSciences and @Invitae.

I go over what $EXAS does, their ficnancial situation and compare how they compete with $NVTA

Check it out!

https://t.co/K4AGzNRkip

[Arius Eich @AriusEich]

Just dropped a video about @RecursionPharma going over their Nvidia collaboration and my takeaways from Download Day.

@RecursionChris @Biotech2k1

Check it out:
https://t.co/G2w45G7IkO

[Arius Eich @AriusEich]

@RecursionChris @_danielcohen @Therence_mtl @ImranSHaque @valence_ai @RecursionPharma 3. In the super long term, could you use a similar platform to look at toxicity and effectiveness of small molecules on a personalized level? If so, would it even be worth it or is there more benefit in solving for more broadly applicable treatments?

Thank you!!

[Arius Eich @AriusEich]

@RecursionChris @_danielcohen @Therence_mtl @ImranSHaque @valence_ai @RecursionPharma Hey Chris, I was wondering if you had a moment to answer a few burning questions:
1. How is the process of using AI to predict toxicity different from the drug discovery process?
2. What necessitated the pursuit of this? Is this something you always knew you'd have to do?

[Arius Eich @AriusEich]

@Biotech2k1 @RecursionPharma @RecursionPharma is a super interesting company

https://t.co/1Re2GpK1z9