Amarinder Sidhu

Owner @ Innowaring Labs | Author

[signüll @signulll]

a ton of ppl in tech & in the broader power structures simply do not understand the tsunami that is coming from the democratic party, particularly as it relates to younger ppl who have been left out of the economic upsides due to power law outcomes & women who are now turning left at a rate that would baffle even the most liberal of peeps.

this will be a huge shift in american politics that is being dismissed right now by many ppl as simply a fad.

[Amarinder Sidhu @amarsidhu]

@ramit You guys have kids?

[Amarinder Sidhu @amarsidhu]

@dezgoldie @grok who is the person talking in this video?

[Amarinder Sidhu @amarsidhu]

What about the paranoia though…

[Patrick Collison @patrickc]

I'm lucky enough to have a great doctor and access to excellent Bay Area medical care. I've taken lots of standard screening tests over the years and have tried lots of "health tech" devices and tools.

With all this said, by far the most useful preventative medical advice that I've ever received has come from unleashing coding agents on my genome, having them investigate my specific mutations, and having them recommend specific follow-on tests and treatments.

Population averages are population averages, but we ourselves are not averages. For example, it turns out that I probably have a 30x(!) higher-than-average predisposition to melanoma. Fortunately, there are both specific supplements that help counteract the particular mutations I have, and of course I can significantly dial up my screening frequency. So, this is very useful to know.

I don't know exactly how much the analysis cost, but probably less than $100. Sequencing my genome cost a few hundred dollars.

(One often sees papers and articles claiming that models aren't very good at medical reasoning. These analyses are usually based on employing several-year-old models, which is a kind of ludicrous malpractice. It is true that you still have to carefully monitor the agents' reasoning, and they do on occasion jump to conclusions or skip steps, requiring some nudging and re-steering. But, overall, they are almost literally infinitely better for this kind of work than what one can otherwise obtain today.)

There are still lots of questions about how this will diffuse and get adopted, but it seems very clear that medical practice is about to improve enormously. Exciting times!

[Aakash Gupta @aakashgupta]

The investor list tells you exactly what WHOOP is now.

$10.1 billion for a company that gives away a screenless rubber band. The device has no screen. No buttons. No display. The hardware is free with every subscription. WHOOP charges $199 to $359 per year for the right to look at your own biometric data in an app.

2.5 million members. $1.1 billion bookings run rate. 103% year-over-year growth. Cash flow positive. Those are SaaS metrics from a company that started as a wristband for CrossFit athletes.

Now look at who wrote checks. Qatar Investment Authority. Mubadala. Abbott. Mayo Clinic. Sovereign wealth funds and two of the largest healthcare institutions on Earth. QIA manages over $500 billion. Mubadala manages $300 billion+. These are the same funds buying stakes in global hospital networks, pharmaceutical pipelines, and biotech platforms. They did not invest $575 million because they think recovery scores are cool.

WHOOP sits on 24 billion hours of continuous physiological data. Heart rate variability, respiratory rate, skin temperature, SpO2, sleep architecture, blood pressure, ECG, and now blood biomarkers through Advanced Labs. From 2.5 million people wearing the device 24/7, generating data every single second.

Abbott makes glucose monitors, diagnostics equipment, and cardiac devices used in hospitals worldwide. Mayo Clinic runs one of the largest clinical research operations in medicine. When both of them invest in the same wearable company in the same round, they're buying a distribution channel for continuous patient monitoring outside the clinic.

The athlete investors are the packaging. Ronaldo, LeBron, Rory McIlroy, Virgil van Dijk. Their names make the fundraise go viral. Their actual function is keeping WHOOP positioned as a performance brand while the cap table quietly fills with healthcare infrastructure capital.

Previous valuation: $3.6 billion in 2021. Today: $10.1 billion. A 2.8x jump in five years, with the entire delta coming after WHOOP got FDA clearance for ECG and blood pressure monitoring. The regulatory moat is the valuation inflection.

Will Ahmed built a fitness tracker. The cap table says he's building the consumer front-end for the next generation of preventive medicine. The $10.1 billion bet is that the hospital of the future starts on your wrist.

[Amarinder Sidhu @amarsidhu]

@jspujji GA

[Amarinder Sidhu @amarsidhu]

Couldn’t agree more.

This hyper emphasis on building a sweet context layer is flawed. It assumes meeting notes, status decks , etc. feature heavily in enterprise decision making. They don’t. They are more for CYA, not decision making aids.

Real value will come from deploying AI workflow by workflow, and would need actual workflow transformation in most cases.

[Amarinder Sidhu @amarsidhu]

Guru Nanak laid the foundation of this institution when he used the money his father gave him to make a business deal to feed a group of needy. When his father questioned him, he said that he made a “true deal.” It is only flourished since then.

Golden temple is obviously at an unbelievable scale. But I have seen it work at Gurudwaras around the world. Everyone is welcome and fed, and food doesn’t run out. It really is a miracle inspired by Guru’s true deal.

[Amarinder Sidhu @amarsidhu]

This is nothing new. This is how all jewellers in India get rich.

[RWB_American @RWB_American]

This jeweler recovered 200 grams of pure gold from his shavings.
Congratulations.

[Amarinder Sidhu @amarsidhu]

@ankurnagpal Sounds great. Please send.

[Ankur Nagpal @ankurnagpal]

I wrote a 30,000 word Notion guide on every single tax saving strategy I wish I knew 3 years ago

Includes strategies for startup founders, business owners, freelancers, W-2 employees, side hustlers

Want a free copy? Like / RT and leave a comment and I'll DM you

[Amarinder Sidhu @amarsidhu]

If only it was possible to understand the mind with more data…

Something things are beyond data. You understand them by learning to see the wholeness.

Through synthesis, not analysis.

[Atlas @atlasmankind]

We track steps, heart rate, sleep…

But nothing has ever helped us understand the mind,

our most vital organ.

Until now.

[Amarinder Sidhu @amarsidhu]

No wonder the air in the periphery of an airport smells so noxious.

[STEM @stem_feed]

The fuel consumption of a Boeing B747-8 during take-off

[Amarinder Sidhu @amarsidhu]

@rameshananth @parrysingh But then I would lose my marketing niche. 😀

[Amarinder Sidhu @amarsidhu]

@parrysingh I had thought of a similar idea and thought a good name would be “Sardarbucks”.

[Amarinder Sidhu @amarsidhu]

@dvassallo Congrats!

[Amarinder Sidhu @amarsidhu]

@PawelHuryn @sama Actually the most followed humans (the types around whom major religions started) were smart enough to know the limits of their smartness.

This GPT response and the person highlighting fail that test miserably.

[Amarinder Sidhu @amarsidhu]

Why? Feels like a lot of work (and expense) for basic experiences of a home that are much simpler at home.

[Massimo @Rainmaker1973]

Car camping with adaptable tent

[📹 linmeimeiyyds]

[Amarinder Sidhu @amarsidhu]

Nothing relieves anxiety better than hard physical exertion.

[Amarinder Sidhu @amarsidhu]

The ailments of excess comfort can only be cured with controlled and consistent periods of discomfort.