Mitchell Lawler

On the hunt for disruptive tech and durable moats | Mech Engineer | Investor | Senior Investments Editor

[Mitchell Lawler @mitchell_lawler]

Reportedly 806 TB per full scan.
I think I know of a potential beneficiary...

(Pro Medicus, $PME held)

[Alex Volkov @altryne]

MidJourney just announced... a full body ultrasound! Yup... read on because it's as crazy as it sounds.

"As powerful as MRI and as casual as a trip to the spa"

They are calling it "the @midjourney scanner"

Insane details:

- First, the scale. The device uses 8,960 individual transducers arranged in a ring around your body

- The precision is the most jaw-dropping part: it resolves motion at the picometer range. It can image internal tissues finer than the width of an atom. We are talking sub-atomic level diagnostic capability

- The compute requirement is massive. The system processes 17 gigabytes of data per second.

It takes 40GB of raw data to reconstruct just one cross-sectional slice. And they are planning to scan 100 slices?

- Midjourney claims that fewer than 12 of these machines could perform more full-body scans than every MRI machine on Earth combined.

Welcome to the future of healthcare!

Not only these scanners are announced, they will exist in a "Midjourney SPA" - with hot tubs, saunas, cold plunges, and 9-10 whole body scanners.

[Naruto @NarutoNolimits]

Jensen Huang when asked whether he would rather relive his 20s or be 20 years old today.

[Mitchell Lawler @mitchell_lawler]

@gearside Bringing manufacturing back to Australia?

[Mitchell Lawler @mitchell_lawler]

My runners are made by an AI company now, apparently 😂

Making tokens can’t be that different from shoes, right?

[Mitchell Lawler @mitchell_lawler]

Until next week.

[Mitchell Lawler @mitchell_lawler]

What I love most about AI is that it lowers the barrier to entry for people who have immense determination and an idea.
AI is the great equaliser, and the person with the most to lose is now the most dangerous innovator in the room.

[vittorio @IterIntellectus]

this is actually insane

> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”

one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.

we are going to cure so many diseases.
I dont think people realize how good things are going to get

[Mitchell Lawler @mitchell_lawler]

Unequivocally, violence is not the answer.

Part of our social fabric is the ability to fight words with words. To go into the arena of ideas and verbally duke it out until one concept prevails... or at least until we can respectfully agree to disagree.

Utterly heartbreaking.

[Mitchell Lawler @mitchell_lawler]

@JessicaDAmir My thoughts are with you, Jess. I hope good health makes a swift return to you.

[Sawyer Merritt @SawyerMerritt]

NEWS: SpaceX has just released a new video of their 5th Starship rocket test flight.

[Mitchell Lawler @mitchell_lawler]

@great_martis A squiggly line doesn't tell the whole story of an entire company. Rudimentary thinking to surmise that just because line go up, line must come down.

[Mitchell Lawler @mitchell_lawler]

@elonmusk Life imitates art

[Overlap: Business & Tech @Overlap_Tech]

Brian Chesky: Why more leaders need to adopt 'Founder Mode'

"The general principle is being in the details and being very hands-on. It's this basic idea: great leadership is not absence; great leadership is presence.

'Founder Mode' was what I learned from observing Steve Jobs. Steve said: 'I'm in the details, but I'm partnering with people.' You need to work with leaders on the ground. You don't defer to them, but you don't tell them what to do." -@bchesky

[Mitchell Lawler @mitchell_lawler]

If you ever find it hard to be optimistic about the future of the human race, take a moment to watch this.

If the universe were compressed into 24 hours, we would have discovered fire only 13 seconds ago.

Now look at what we can achieve.

The future is bright.

[Sawyer Merritt @SawyerMerritt]

SpaceX has released some new footage from the tower of the first Super Heavy booster catch yesterday. Absolutely epic shot.

(Interstellar music added by me lol)

[Mitchell Lawler @mitchell_lawler]

Humility will take you far as an investor.

You might feel vindicated today when your position in XYZ company is up 150%... but this too is just a point in time.

Spend less time thinking about who's 'right' or 'wrong' and more time understanding the business.

[Mitchell Lawler @mitchell_lawler]

https://t.co/kNiYN7dvcX

$XJO is at an all-time high and the Fed cut by 0.5%.

Is 'the market' getting too big for its boots?

[Mitchell Lawler @mitchell_lawler]

It's the strategy that sowed the success of Netflix and the downfall of Kodak... counter-positioning.

What are some of the best counter-positions products/companies of the modern world?

[Mitchell Lawler @mitchell_lawler]

@TMFScottP Connect it to the 12V in the EV and I think you have a perpetual energy machine 🤔

[Mitchell Lawler @mitchell_lawler]

This is the outcome of a taxation system that favours property speculation over business creation...

Reduce the property subsidies and we mightn't need to tax corporations and individuals so highly.

[Mitchell Lawler @mitchell_lawler]

Pulse check on the personal portfolio for FY24.

No singular 12-month window holds much importance to me when it comes to performance. What’s more important is the consistency of the strategy, the temperament, and appropriate position sizing.

[Mitchell Lawler @mitchell_lawler]

@SenatorRennick Steel and concrete are inert. Plenty of iron already in Australia's soil, fairly sure some steel wouldn't be much different.