David Phillips

deal szn.

[David Phillips @davidpco]

good motion - millions will be saved every year if we can safely accelerate trials in america across the board

[Ruxandra Teslo 🧬 @RuxandraTeslo]

There are ways we can learn from China (& Australia): streamlining the regulatory process for getting Phase I trials. This was an item in this year’s President’s budget. Yesterday, the FDA submitted a request for information regarding an expedited pathway for Phase I trials.

This is the earliest stage of the rulemaking process. The FDA is essentially asking "how should we design this pilot program?" before drafting any actual rule. There is a long road ahead, but the fact that this is moving forward is a very positive sign.

[David Phillips @davidpco]

@davefontenot @nicmeln

[David Phillips @davidpco]

novel compound creation and drug discovery are becoming easier and easier

a brilliant kid in his basement, given tech, can make meaningful progress in treating a disease with no cure

the bottleneck to explosive health progress is trials. who's fixing?

[David Phillips @davidpco]

@sanlsrni @TaglesTopGuy this is my personal gospel

[David Phillips @davidpco]

@pet3rpan_ if saylor sells, #1 is up for grabs lol

[David Phillips @davidpco]

'oh your face started twitching? yea it do that sometimes. goes away a month or so after you calm down'

[David Phillips @davidpco]

the number of founders sub 35 i know with heart issues is pretty crazy

[David Phillips @davidpco]

the number of founders sub 35 i know with heart issues is pretty crazy

[David Phillips @davidpco]

@mspringut hahaha - this one flew under the radar

[David Phillips @davidpco]

this is something beautiful about this era

there are so many dead simple ideas that will just work

i dont know if i was just overthinking everything before, or if the world actually reverted back to this state.

either way, the simple stuff just works again

[AGU @FTDAGU]

@orrdavid so many dead simple ideas that work, product of risk premium more than inefficiency i imagine

[David Phillips @davidpco]

saas just doesn't hit the same anymore

[Norgard @BrianNorgard]

I am still trying to process the magnitude of this achievement.

[David Phillips @davidpco]

remarkably bold, unrelenting focus

keep going.

[Ben Nowack ☀️🌎🪞 @bennbuilds]

Not a wrinkle in it! The 15th of its’s kind to ever be built! All by @reflectorbital.

[David Phillips @davidpco]

every one of the first 100 employees at spacex is making more than $100m in the ipo this week

woj is greatness in the making

[Wojciech Kulikowski @wojventures]

I'm hiring btw

[David Phillips @davidpco]

dating a fashion model and buying the ugliest shirt imaginable to see if she actually loves me

[Adam @Rhynotic]

ive been seeing this interior designer and im worried if i buy the wrong dining room chairs she’ll never come over again

[David Phillips @davidpco]

.hl virus finding a new uninfected cohort

the cult grows; and the cult is right

[Peter / 1k(x) @pet3rpan_]

The IPO moment for hyperliquid is what the elections were for Polymarket. Something new the world hasn’t seen before.

[Paul Graham @paulg]

No investor has any right to push you to get acquired if you don't want to. The company is your project, not theirs.

[David Phillips @davidpco]

@Shtihmas11 i cant tell if this is ai or not

[David Phillips @davidpco]

pov: eu snowflakes having a meltdown because israel is allowed in the song contest

(and winning)

[Patryk Spaliński @spalinskipatryk]

Uważam, że ta zgraja Eurowizji, która nadaje się do pchania taczki na karuzeli, fałszuje wyniki głosowania widzów.

To jest niemożliwe, że te mendy żydowskie dostają tyle punktów. A to, że my do tego dołożyliśmy cegiełkę powoduje, że zbiera mnie na wymioty.

[David Phillips @davidpco]

@wikihejter < 3

[David Phillips @davidpco]

@wojventures breach the fourth wall

[David Phillips @davidpco]

it has never been easier to simply make money

[Brett Caughran @FundamentEdge]

A big pivot from Ken Griffin on AI:

“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.

And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days.

These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society.

When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.”

This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.