I love that we’re the new Rome. Peace with Persia in the afternoon and a gladiator fight in the evening, all on the Emperor’s birthday. Another 1,000 years.
The mission statement SpaceX adopted when it absorbed xAI in February reads: "scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars."
This is, depending on how you read it, either the most ridiculous thing a serious company has ever put on its mission page or the most honest. We think it’s the latter.
If you squint at the org chart, SpaceX is a launch provider with an internet subsidiary and a recently-acquired AI lab.
If you squint at the technology roadmap, it’s the only company on Earth assembling the full prerequisite stack for the post-scarcity transition.
If you squint at the mission statement, it’s a serious attempt by one of the most operationally capable founders of our time to push humanity through the bottleneck that ends with us either as an interplanetary species sharing the cosmos with intelligent machines we built, or as a footnote on one rocky planet that didn’t make the leap.
SpaceX & the Sentient Sun, by @mikemcg0 and @pmarca: https://t.co/0CkG3Dvyi6
My conversation with Alex Sacerdote, founder of Whale Rock Capital Management.
Alex runs more than $17B and has been one of the best performing tech investors for years, though he keeps a low public profile.
As you'll hear, he is singular in how he thinks about investing through technology cycles.
For over 25 years, he has built his entire investment framework around a single idea, the S-curve.
We discuss:
- The AI L-Curve
- When to buy into an S-curve and when to sell out
- The de-commoditization of data center hardware
- Why he went net short software
- His two models for tech adoption
- Finding alpha
Enjoy!
Timestamps
0:00 Intro
9:55 AI's L-Curve
19:31 Whale Rock's S-Curve Playbook
26:14 Spotting Inflection Points
32:02 Finding AI Winners
40:04 AI vs Software
48:13 The Hardware Renaissance
58:04 Why Investors Miss AI
1:05:18 Whale Rock's Research Machine
NEW ARTICLE: CANCER RESEARCH: IVERMECTIN in MULTIPLE MYELOMA - 2023 Study (China) - Ivermectin synergizes with Bortezomib
Ivermectin Cancer Revolution continues...😃
This time, new research in Multiple Myeloma!
Paper: 2023 Luo et al - Combinations of ivermectin with proteasome inhibitors induce synergistic lethality in multiple myeloma
Multiple myeloma is an incurable plasma cell neoplasm that accounts for 10% of hematological cancers.
Bortezomib is a proteasome inhibitor used in treatment of Multiple Myeloma
Bortezomib (often sold as Velcade) is a targeted therapy that starves multiple myeloma cells by blocking proteasomes—the cell's "trash cans" that break down unwanted or misfolded proteins. This causes proteins to build up to toxic levels, ultimately triggering cell death.
"In this study, we investigated the anti-MM activity of Ivermectin alone or in combination with Bortezomib in vitro and in vivo."
RESULTS
Ivermectin inhibits multiple myeloma cell proliferation
Ivermectin induces DNA damage in multiple myeloma cells
DISCUSSION:
Ivermectin synergizes with Bortezomib in inhibiting proteasome activity and inducing DNA damage in MM cells.
The nuclear ubiquitin‒proteasome system in cancers plays an important role in DNA repair
"Our results indicated that IVM targeted MM cells through two main mechanisms of action: inhibition of nuclear proteasome activity and induction of DNA damage"
Our data suggested that synergism between IVM and BTZ occurred through dual inhibition of proteasome activity, especially in the nucleus.
MY TAKE:
Once again a paper showing that Ivermectin has anti-cancer activity in Multiple Myeloma that's comparable to a very expensive Oncology drug - Bortezomib.
"One year of bortezomib (Velcade) therapy costs between $5,000 and $15,000 for the medication alone. However, the total treatment cost can reach $90,000 to $100,000+ when combined with the clinical administration, supportive drugs, and required doctor visits"
However, when you combine Ivermectin + Bortezomib, you get far superior results than Bortezomib alone.
And I mean FAR superior - you can see the cancer cell killing in the graphs.
So why would Oncologists attack Ivermectin instead of happily use it to enhance the results of their extremely expensive drugs? 🤔
You'll have to ask your Oncologist 😉
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I have helped over 9000 Cancer patients with Ivermectin, Mebendazole, Fenbendazole in the largest Ivermectin Cancer Project in the world!
Now moving to FLORIDA! 😃
Article link in first photo at the top to avoid shadowbanning on X, just retype the URL into your browser to access.
So here we go …the year of the fire horse and reveal of 15 years of exciting execution of ..”imagine if ….”
Over the next few months I will reveal the breakthrough technologies we have been developing in stealth mode at NANTWORKS ( over a dozen privately funded companies with over a billion dollars ) that may impact how we live, work and play. Some will involve healthcare, some climate change and others deep AI. Many will act synergistically with each company in helping us address life threatening and chronic diseases such as cancer, sepsis, auto immune diseases, diabetes. Deconstructing and activating every component of the immune system. The time has come in the year of the fire horse to unveil! Stay tuned.
Today it was NantPhotonics to move data at the speed of light and drive AI for un-imaginable discovery at light speed.
Imagine if we re-considered how Antibodies work and used AI to target every expressed and even intra cellular protein ? Then allow NK and T cells do their work? Stay tuned