Without further ado: The Logos LP X is now The Inflection Economy.
Same high-conviction framework. New focus on structural breaks.
Our first deep dive drops this weekend: “The Structural Case for Post-Acute & Managed Care”.
Subscribe below:
https://t.co/Z2x8R2FsY7
@SixSigmaCapital It’s looking like a race for capital. There’s only so much and $GOOG jumped the cue….each day it’s looking more complicated for these mega IPOs…
AI should earn its keep. Introducing the AI Productivity Guarantee.
If Devin delivers less engineering value than you’re paying for, Cognition will fund your usage until it does, up to $10 million.
It’s time for the AI industry to stop maximizing tokens and start maximizing productive output.
May Portfolio review out. The goal was never to own everything. It was to own the right things in enough size that being right actually showed up in returns.
@compoundpapi The recently dropped AI strategy was a movie tho.. “ensure AI reflects Canadian identity, culture and inclusion”. Cant make this stuff up.
Gene editing may mean a one-time treatment for heart disease will be available soon. Seems more important than a lot of other news but not getting a lot of attention.
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx
The very positive impact of AI in biotech/genomics seems a market narrative in its infancy today. It could grow much louder for the remainder of the year