TriBridge_Bio Capital

TriBridge Pioneer Technology Fund I.

[TriBridge_Bio Capital @TriBridge_2026]

@BramanAnalytics good

[Kevin Braman @BramanAnalytics]

Finally we have our answer on continued Fable 5 access. Hope to see that 50% limit get lifted soon enough so Fable 5 can be everyone's default model going forward.

[Rapid Response 47 @RapidResponse47]

"The whole community of genderqueer dinosaur enthusiasts."

"Fear of fatness is more harmful than actual fat."

"Doorways and seatbelts represent fatphobia."

"Civility is racist."

Just some of the garbage being pushed by NPR with your tax dollars. @RepBrandonGill

[概率鹿梦Pro ｜DeerOdds @DeerOdds]

潘石屹36分钟公开演讲
分享人生感悟
通透观点引人深思🤔
很久才找到的，内网见不到了；

很多人赚到了钱，却没想明白人生。

潘石屹这场36分钟公开演讲，我找了很久。没有鸡汤，没有炫耀，而是站在人生走过一段路之后，聊财富、选择、欲望、成功与得失。

有些话，年轻时听是道理；经历过一些事，再听才真正有感觉。

最关键的是，这段演讲现在很难找，内网已经很难看到。

我把它整理分享出来。

如果你最近正在迷茫、焦虑，或者重新思考自己到底想要什么，不妨花36分钟认真听完。

🤔 有些人生答案，越早想明白，越少走弯路。

[TriBridge_Bio Capital @TriBridge_2026]

宇宙的本质是存在的展开；生命的本质是信息的延续；自然之美的本质是秩序与意识的相遇；人的本质是在有限中寻找无限。

[CZ 🔶 BNB @cz_binance]

I've never seen a species so enthusiastically racing to put in effort, energy, and money to develop something that would destroy the species. 😂

[TriBridge_Bio Capital @TriBridge_2026]

Got a project worth checking out?

Skip the pitch. Drop the link ↓

[沈彤 @jessyshen]

卧槽

硅谷太好赚钱了

百度实习生，西安交大的，后来跑到硅谷做工程师

干了两年码农拿到身份了、转行干房产中介

去年个人所得税交了240万美元

也就是税前差不多500来万美元

这已经比陆奇在百度做总裁高了

美国真是个改变命运的神奇地位，卖房子=国内大厂老总

[Garry Tan @garrytan]

Either you die a system of record or you live long enough to become a domain-specific harness

[TriBridge_Bio Capital @TriBridge_2026]

分销（耗材 + 设备）：规模巨大、毛利极薄，被 DSO 集采和电商价格透明化两头压。
自有品牌与专科产品（BioHorizons 种植、Henry Schein Orthodontics 正畸、牙髓等）：毛利高，是把渠道流量转成产品利润的转换器。
技术（Henry Schein One / Dentrix、Dentrix Ascend）：毛利最高，锁得住客户的一层。

[TriBridge_Bio Capital @TriBridge_2026]

汉瑞祥Stanley Bergman 做了 35 年 CEO，2026 年 1 月由 Frederick Lowery 接任；KKR 投了 2.5 亿美元、持股 16.4%；董事会缩编，5 月独立董事长 Dan Daniel；Q2 2026 营收 35 亿美元、同比 +6.7%，非 GAAP EPS +15.5%。 Patterson 已在 2025 年 4 月被 Patient Square Capital 以约 41 亿美元私有化。

[TriBridge_Bio Capital @TriBridge_2026]

解决信任、交期和估值三件事。

[TriBridge_Bio Capital @TriBridge_2026]

美国本地保留终检与精修工位、透明披露产地、公布返工率、数字化流程直连。

[TriBridge_Bio Capital @TriBridge_2026]

把送设备改成订阅：最低月消费 + 安装费 + 打包电脑 + 设计预览 + 免费返工。不比铺机速度，只在你能覆盖的细分池子里做深——华人/亚裔诊所、本地小 group。

[TriBridge_Bio Capital @TriBridge_2026]

Dandy 这一类平台不收购任何 lab，而是占住诊所与 lab 之间的那个界面——扫描仪、下单软件、案件追踪。产能可以外包，界面一旦握住就是持续的现金流。lab 圈的反应从好奇到警惕都有，论坛上"这是行业的死期"这类说法并不少见，"Dandy 和传统 lab 唯一的区别，就是有风投替大家买了新扫描仪。"

[TriBridge_Bio Capital @TriBridge_2026]

Apex Dental 被 LongueVue 与 Swaney 资本重组；Catalis（原 Pan-Am）连续收购 Revolution、JB、Avaneer 挤进全美前十；Zabel 收 GCDL、Centerfield 收 Cap City。数字化流程正在抹平离岸的成本差，而离岸的隐性成本（返工、椅旁时间、诊所口碑）开始被算进账。同时近岸化（墨西哥、哥斯达黎加.

[TriBridge_Bio Capital @TriBridge_2026]

2000s–2021规模整合：PE roll-up 与离岸化National Dentex（NDX）和 Dental Services Group（DSG）在多家私募支持下把区域 lab 收成全国平台，2021 年 NDX 直接吃下 DSG；Glidewell 保持创始人主导、押数字化与 CAD/CAM。逻辑是规模 + 集中生产 + 把制造移到海外。约 $13.2 亿的牙科技工订单在海外完成

[Sen. Bernie Sanders @SenSanders]

When we talk about Medicare for All, we’re not just talking about covering every man, woman and child.

We’re talking about expanding Medicare to cover dental, vision and hearing — something supported by 92% of Americans.

Healthcare is a human right. Let’s make it happen.

[Wall Street Apes @WallStreetApes]

This American is a dental hygienist in Nashville, Tennessee

She is brought to tears over the cost patients must save up to pay for dental services and then how “disgusting” some offices are

She went to temp at an office and had to walk out. “It’s disgusting. When I say disgusting, I mean it's literally disgusting”

She explains the tool called an autoclave to clean the dental instruments is broken

Also “There was literally like dried blood and build-up and like separation, like just so much that's just left everywhere. There's mold coming out of like the water hoses that like I'm gonna be spraying into people's mouth”

She explains the dental instruments were just thrown in a home depot bucket

She explains she even saw mold on some instruments being used in people’s mouths

She’s brought to tears over how expensive services are and this is how patients are unknowingly being treated

I bet this is happening everywhere, she’s just one of the few brave enough to speak up and actually walk out

[Russell Ybarra @russellybarra]

Insurance in general is such a scam. There’s Accident Insurance, Critical Illness Insurance, Hospital Insurance, Dental Insurance, Vision Insurance, and Medical Insurance. Soon there will be an Insurance to cover Insurance.