Shawn

AI/ML, biotech, crypto, venture

[Shawn @sdimantha]

https://t.co/l3CfMzH66p

[Shawn @sdimantha]

an activist hedge fund that buys board seats and just forces everyone to use claude code

[Alex Svanevik 🐧 @ASvanevik]

a private equity fund that buys businesses and just forces everyone to use claude code

[Vega Shah @dr_alphalyrae]

Sharing an incredible review paper-like Substack post by @sdimantha on AI led techbio companies, across data management, analytics and drug discovery platform companies. Some key insights that ring true from my observations.

1) AI-driven biotech companies can be worth more than traditional biotech companies if they can create drugs at lower costs, both in terms of investment and operations, leading to better returns than orthodox

2) the size of the opportunity for techbio SaaS platforms has a cap, and is an incredibly competitive, potentially saturated market.

3) niche analytics platforms can only survive the local maxima with product/market fit and better adoption - Shawn uses website visits as a proxy for usage here.

[Shawn @sdimantha]

@dr_alphalyrae Thanks for sharing + adding your insightful takeaways 🙂

[Shawn @sdimantha]

My first post is a reflection on spending the better part of a decade in digital health and observing how full-stack startups like One Medical and Oscar performed, and how TechBIo might learn from this model with an evolution of "AI native" biotechs: https://t.co/Mkq9hOjUGH

[Shawn @sdimantha]

Started writing again over the last month on (Tech)Bio: how to learn from digital health’s mistakes, navigating the TechBio idea maze and why we don’t have medical breakthroughs anymore

[Shawn @sdimantha]

Fun look at the future of bio(hacking), AI x bio, supplements, Quantified Self 2.0, bio DAOs and more https://t.co/eCFSTzU7Yd

[Dr. Shelby @shelbynewsad]

Biohacking will change the world sooner that what people think 🌏

@CompoundVC we've dove deep into the space from working with companies to experimenting with products to engaging with different types of communities, and more. We've taken these learnings and done an in-depth exploration into the future of biohacking.

If you're interested in learning more or spending time in this space we're hosting a Biohacker Research Day with @usv on Sept 19 in NYC (and there may be a full zine then!).

We have a few slots left so DM if you're interested in attending and enjoy A Biohacker Future research day 🦾

Thanks to all the help from the Compound team from thoughtful convo's with @mhdempsey and @mackenziejem. And for the inspo from A Crypto Future @0xsmac 🤝

[tyllen @0xTyllen]

Excited to announce @PaymanAI has raised a $3M pre-seed to pioneer AI to Human Payments! 🤖 + 🧑🏽

We’re proud to be backed by @Visa, @cbventures, @BoostVC, @deepwatermgmt, @SpartanGroup, @UntappedVC, @TheoryForgeVC and other awesome investors!

With Payman, AI can pay humans to help them complete tasks like marketing ones shown in the video.

Our Vision

We believe AI and Humans will always work together. Giving AI the capability to work with humans involves giving them access to capital, and access to humans. Payman’s platform makes it easy for AI to pay humans for what it needs. This includes information, tasks that need to be completed, and so much more.

We believe a key reason that AI Agents have struggled is because they aren’t able to ask for help from humans and incentivize them to help out. Building out the AI-Human payments infrastructure solves this and it’s why we’re so excited about what we’re building.

Today 100% of the global economy is human to human payments. AI will start to eat a big chunk of that and Payman will be the rails by which it does so.

How it’s going

Since announcing Payman a couple of months ago we have 15,000+ people on the waitlist ready to use the product. In the meantime we’ve hired a stellar team to build out the production version of the product and have started onboarding Developers and Human’s to the platform this week.

If you’re a developer and you'd like to get access, check out our website https://t.co/pjyFj8kaVS and sign up for early access.

Additional Rockstar Investors

In addition to the above investors we’re also proud to be backed by @protofundvc, Systemic Ventures, @MetropolisDAO, and our awesome angel investors, Paris 2024 Olympic Gold Medalist @ViktorAxelsen, @devinawalsh, @nkennethk, @eek637, and many more!

[Shawn @sdimantha]

The Counting House, by Gary Sernovitz, is the best business fiction book I've read this year, perhaps alongside Situational Awareness, by @leopoldasch. If you read @matt_levine's Money Stuff and/or work anywhere near the investment industry you will probably enjoy it too.

[Matt Levine @matt_levine]

this was much funnier before he talked about the stock

[Shawn @sdimantha]

@devonzuegel Weekend 2 for longevity, AI, biotech and jazz!

[Shawn @sdimantha]

@LauraDeming Maybe the @FutureHouseSF folks (@andrewwhite01 et al) can suggest how to adapt WikiCrow prompts (https://t.co/ybWXQunC1N) on top of PaperQA? Been testing it over the last couple of weeks in their community Discord and it has some pretty good results for a broad set of questions

[Shawn @sdimantha]

I wonder what the best acquisition funnels are for consumer AI products? Many start with X (awareness), however app stores and token leaderboards like GPT Store (gated by $20/mo sub) & OpenRouter (some likelihood to pay) may drive a subset of high converting / monetizing traffic

[Shawn @sdimantha]

Big swing in AI x Bio by ARCH @ForesiteCapital @Lux_Capital on top of Baker Lab RFdiffusion protein design algos. For those wondering why Marc Tessier-Lavigne as CEO, check out this excellent 2023 fireside w/@rtnarch https://t.co/CQ5litU2I6 (tldr it has been a long courtship)

[Andrew Dunn @AndrewE_Dunn]

BREAKING: With over $1 billion & a star-studded cast, a new AI bio called Xaira Therapeutics is launching with massive ambitions to remake R&D, its leaders exclusively tell @RLCscienceboss and me.

A lot to unpack in this scoop — read it only @endpts:
https://t.co/0dFx10hZba

[Shawn @sdimantha]

I've seen the future at the @AGIHouseSF hyperstition hacknight w/ @NousResearch @karan4d @websim_ai @RobertHaisfield @infinitefun_ @Plinz across jailbroken LLMs, base model simulated worlds (in CLIs & web apps), theories of machine consciousness - lots of ideas to build on!

[Shawn @sdimantha]

Congrats to @vincentweisser @johannes_hage on the @PrimeIntellect fundraise, we're excited to partner with them via @metropolis_dao as they democratize access to AI development!

[Vincent Weisser @vincentweisser]

Today, @johannes_hage and I are excited to introduce @primeintellect – democratizing AI development at scale, from compute to intelligence.

We’ve raised $5.5m, led by @DistributedG @coinfund @CompoundVC, @Collab_Currency @ProtocolLabs @ClementDelangue @dylan522p and others.

[Shawn @sdimantha]

Check out @metropolis_dao member @ChrisF_0x 's insightful essay on the magic and potential of @websim_ai, a project that has captured our imagination over the last few weeks!

[ChrisF @ChrisF_0x]

In today's essay, we go 20 Minutes Into the Future and talk about @websim_ai 🧵

https://t.co/I0ldxIST7i

[Shawn @sdimantha]

@zoink @websim_ai @AGIHouseSF @chrx_h No, but I’m definitely following along now!

[Shawn @sdimantha]

loom -> worldsim -> @websim_ai -> biosim?

may test out some bio x AI x sim ideas next weekend @AGIHouseSF

[Shawn @sdimantha]

@websim_ai makes sense. my mental model is you send past history as a JSON dictionary/list, where each site is stored with a unique id, to a function call. This also revealed to me that I used "https://t.co/rpQnibx3Vj" as a prompt which lays my initial conjecture to rest 😂

[Shawn @sdimantha]

going down a @websim_ai rabbithole, and mulling fun conjectures like your username is (probably?) injected as a personalization prompt to the Claude web app generations