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Milan Račić
14.7K posts
Milan Račić
@CallMeMilan
2x Robotics Founder | Dad to 6 Kids | Angel Investor | Music Nut
Katılım Mayıs 2012
1.5K Takip Edilen850 Takipçiler
Milan Račić retweetledi
Charlie Munger explained why AI will solve diseases faster than anything in human history. He did it two weeks before he died, at 99.
In 1954, his eight-year-old son Teddy was diagnosed with leukemia. There was no treatment. The survival rate for childhood leukemia in the 1950s was close to zero. Munger was 31, freshly divorced, nearly broke. His friend Rick Guerin said Munger would go to the hospital, hold Teddy, then walk the streets of Pasadena alone, crying. Teddy died in 1955 at the age of 9.
A reporter asks how he got through it. He says, "You can't bring back the dead. You can't cure the dying child. You have to soldier through. If you have to walk through the streets crying for a few hours a day, it's part of soldiering. You go ahead and cry away. But you can't quit."
Then he says, "In those days, the fatality rate with childhood leukemia was 100%. That's gone away. Now the cure rate is way up in the 90s."
He's right. The five-year survival rate for the most common childhood leukemia (called ALL, acute lymphoblastic leukemia) was close to zero before 1950. By the 1960s, it was under 15%. Today, it's about 90%, according to the American Cancer Society. It took 70 years of researchers running clinical trials and developing combination drug therapies to get there.
That was without AI. Human researchers work on one hypothesis at a time.
There are now over 170 AI-discovered drug programs in clinical trials. AI is compressing early drug discovery timelines by 30 to 40%, turning what used to take three to four years of preclinical work into 12 to 18 months. No AI-discovered drug has yet received FDA approval, but the first is expected in 2026 or 2027. The pipeline is real and growing fast.
What took seven decades for leukemia, AI could compress into years for diseases we haven't cracked yet.
Munger said it plainly: "What mankind did, what civilization did, was soldier through those tough years that took away my cousin Tommy from meningitis, and then took away my son Teddy from leukemia. Imagine pretty well fixing that disease for families who came into life later. It's a huge achievement."
He lost his son 68 years before this interview. He watched civilization solve the thing that took his boy. He died two weeks later, at 99. AI is about to make civilization progress much faster.
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Milan Račić retweetledi
The biggest fumble in business ever might be Philips spinning off ASML, TSMC and NXP
Philips co-founded ASML in 1984, then co-founded TSMC in 1987, then they founded NXP
They sold each of them for short term profits in the 2000s
ASML is now worth $545B
TSMC is worth $1.76T
NXP is worth $50B
Philips today is worth just $27B
If they'd never sold, Philips would be the largest company in the EU today, worth $650B
Philips CEO Cor Boonstra called it "making money with the success of the past"
🤡
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Milan Račić retweetledi
I was trying to explain to someone yesterday why women defend single-sex spaces.
“Imagine you were forced into an enclosed space with a strange man and told to take your top off in front of him. No choice. No opting out.”
“That’s different,” they said. “That’s basically sexual assault.”
“Exactly,” I replied.
“Now imagine the man is wearing women’s clothes - but you still know he’s a man.”
You could literally see the penny drop.
This is the grown-up version of being plied with cider at a party, shoved into a cupboard with a boy - then being told you’re frigid if you don’t do what he wants.
Only now, frigid has been replaced with bigot.
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Milan Račić retweetledi
Milan Račić retweetledi
I support negotiations, but we should not act like referees between two equal sides. Ukraine is a democracy under attack. Russia is the aggressor, bombing cities, killing POWs, and kidnapping children. There is a right and wrong here, and we should be clear about it.
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Milan Račić retweetledi
🧵 1/14: Just days after Paul Ehrlich (the man whose 1968 book “The Population Bomb” predicted billions would starve) passed away, it’s the perfect moment to celebrate the scientist who proved Ehrlich and other doomsayers spectacularly wrong.
Meet Norman Borlaug, the Iowa farm boy who launched the Green Revolution and quite literally saved a billion lives. This is the ultimate story of human ingenuity triumphing over scarcity.
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Take care of your kids, as the institutions certainly won't.
Matt Van Swol@mattvanswol
🚨#BREAKING: A South Carolina mother just shared one of the most disturbing school gender transition stories I've read in a long time. Her 14-year-old son attended Beech Springs Middle School in Spartanburg SC. For OVER A YEAR, he was changing into girls' clothing at school, and changing back before his mom picked him up. It was apparently a daily operation, coordinating with another student to bring the clothes, multiple bathroom trips, and deliberate concealment from his parents every single day. Multiple staff members at school had to have seen this. You don't pull off daily clothing changes in a middle school without teachers noticing. But NOBODY called home to tell his parents. Nobody except one teacher. One teacher the previous year did her job, she noticed, she called the mom, and she followed South Carolina law H.4624, which explicitly requires school staff to notify parents when a student expresses gender identity confusion. That call is the only reason the family found out at all. They got their son into gender-related counseling over the summer of 2025. They were engaged, they were involved, they were actively trying to help their kid navigate something difficult. Then the school went silent again. The pattern continued into the next school year and nobody said a word. Fast forward to February 2026. The mom gets her son's hair cut. He cries in class. His teacher sits with him for 10 minutes while he tells her everything, that he wants long hair like a girl, that his parents won't affirm his gender identity, all of it. Again, South Carolina law H.4624 exists for exactly this moment. When a student expresses gender identity distress to a school employee, the law says the school SHALL notify the parents. But the teacher didn't call the mom. She called DSS. That same day, February 13, 2026, she filed a child protective services report against this family for "medical neglect..." Medical neglect because A) the boy allegedly coughed up blood and wasn't receiving care. B) Mental injury because the parents won't affirm a gender transition. And... I'm not even kidding C) making him do "manly chores." The mom asked her son what that meant. He said "cutting the grass." DSS showed up at their home on Valentine's Day weekend. Two days later, the family took their son and got a chest x-ray. His lungs were completely clear. He never coughed up blood. The allegation was fabricated. On February 19th, five days after the report was filed, DSS closed the case. Unfounded. No evidence of medical neglect. No evidence of mental injury. Nothing. So just to recap... A teacher had a 10-minute conversation with a 14-year-old, decided his parents' refusal to affirm a gender transition constituted child abuse, invented or wildly exaggerated a medical claim to make the report actionable, violated state law by never calling the parents, and weaponized DSS on a family over Valentine's Day weekend. And the school's response? The principal wrote back defending the teacher. Called the DSS report "appropriate based on medical neglect suspicion." The report that was closed completely unfounded in five days. The report based on a medical claim that was disproven with a chest x-ray. That report. Appropriate The principal also mentioned that staff had received "gender identity training" and that the school followed "applicable South Carolina statutes." But the H.4624 violation, the actual law that was actually broken, was never addressed. Not once. The superintendent promised a full investigation by a Chief Administrative Officer. Instead, the principal, the direct supervisor of the teacher in question, provided the only written response, and used it to defend her own employee. This school watched a student secretly change genders during the school day for over a year and chose not to tell his mother. That's not an accident. You don't miss daily clothing changes in a middle school. They saw it. They allowed it. They made a decision, collectively and repeatedly, that the parents didn't need to know. Then when that same family's values came up in a conversation, the response wasn't to pick up the phone and call mom like the law requires. The response was to report them for child abuse. The silence for a year and the DSS report aren't two separate events. They're the same event. They both reflect the same institutional decision: we know better than these parents, and we will act accordingly, whether that means hiding things from them or weaponizing the state against them. This family did everything right. They got their son counseling. They stayed engaged. They were present. They got a chest x-ray to disprove a fabricated allegation. DSS came into their home, looked at how they parent, and walked out five days later with literally nothing. But the school is STILL calling it appropriate. The mom has filed complaints with both the school and the South Carolina Department of Education. The school defended the teacher. The state has been silent for over a month. Her son is now homeschooled, by the way and she says he's thriving. The school literally weaponized the state against a family for cutting their son's hair. Let that sink in.
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Milan Račić retweetledi
This is what grade inflation looks like. AP exams suddenly became easier.
So when your local school, district, or state touts record AP participation and passage rates ... now you know why.
Source:
fordhaminstitute.org/national/comme…
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Milan Račić retweetledi
This is probably the most important article of the month: an op-ed by Oman's Foreign Minister, who mediated the talks between the U.S. and Iran, in which he writes that the U.S. "has lost control of its foreign policy" to Israel.
He repeats that a deal was possible as an outcome of the talks (something confirmed by the UK's National Security Advisor, who also attended: x.com/i/status/20341…) and that the military strike by the U.S. and Israel was "a shock."
Interestingly, given he is one of Iran's neighbors and given that Oman has been struck multiple times by Iran since the war began (en.wikipedia.org/wiki/2026_Iran…), he writes that "Iran’s retaliation against what it claims are American targets on the territory of its neighbours was an inevitable result" of the U.S.-Israeli attack. He describes it as "probably the only rational option available to the Iranian leadership."
He says the war "endangers" the region's entire "economic model in which global sport, tourism, aviation and technology were to play an important role." He adds that "if this had not been anticipated by the architects of this war, that was surely a grave miscalculation."
But, he adds, the "greatest miscalculation" of all for the U.S. "was allowing itself to be drawn into this war in the first place."
In his view this was the doing of "Israel’s leadership" who "persuaded America that Iran had been so weakened by sanctions, internal divisions and the American-Israeli bombings of its nuclear sites last June, that an unconditional surrender would swiftly follow the initial assault and the assassination of the supreme leader."
Obviously, this proved completely wrong, and the U.S. is now in a quagmire. He says that, given this, "America’s friends have a responsibility to tell the truth," which is that "there are two parties to this war who have nothing to gain from it," namely "Iran and America."
He says that all of the U.S. interests in the region (end to nuclear proliferation, secure energy supply chains, investment opportunities) are "best achieved with Iran at peace."
As he writes, "this is an uncomfortable truth to tell, because it involves indicating the extent to which America has lost control of its own foreign policy. But it must be told."
He then proposes a couple of paths to get back to the negotiating table, although he recognizes how difficult it would be for Iran "to return to dialogue with an administration that twice switched abruptly from talks to bombing and assassination."
That's perhaps the most profound damage Trump did during this entire episode: the complete discrediting of diplomacy. If Iran was taught anything, it is: don't negotiate with the U.S., it's a trap that will literally kill you.
The great irony of the man who sold himself as a dealmaker is that he taught the world one thing: don't make deals with my country.
Link to the article: economist.com/by-invitation/…
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Milan Račić retweetledi
1/5
Where Is the Demand Destruction?
tl:dr - Asia because they are reliant on Middle Eastern Crude oil, and it is now over $150/barrel.
This is keeping (for now) the American and European grades "only" ~$100.
(% gain since the war)
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Milan Račić retweetledi
I'm going to make some obvious points.
(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war.
(2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East.
(3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked.
(4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy.
(5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately.
(6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty.
That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area.
(7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people.
[a]: reuters.com/business/energ…
[b]: alfalaval.com/industries/ene…
[c]: reuters.com/sustainability…
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Milan Račić retweetledi
The Vatican has called for an end to surrogacy worldwide, saying that it risks reducing children to “commodified products” and women to “service providers”.
churchtimes.co.uk/articles/2026/…
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Milan Račić retweetledi
I met an 84-year-old woman who was offered euthanasia at a Canadian hospital practically upon arrival.
Miriam didn’t want to die. She recovered well and travelled to Cuba, Mexico, and Guatemala.
Stop offering death to people who have adventures to lead!
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British Columbia Teachers Federation leadership meeting, leadership priorities for 2026/27. Not a word about kids. All about the agenda.
Your kids are being held hostage by these folks:
Jim McMurtry@JimMcMurtry01
Photo smuggled out of BCTF Politburo Meeting—#1 priority for teachers… decolonization/Indigenous struggles
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Milan Račić retweetledi
3 courts. 3 losses.
District court. Supreme Court. Now the 9th.
The 9th Circuit rejected California’s attempt to sidestep a Supreme Court ruling blocking schools from hiding student “gender transitions” from parents.
Courts are sending a clear message: the state does not replace parents.
Gays Against Groomers@againstgrmrs
🚨BREAKING: The U.S. 9th Circuit has rejected California’s attempt to narrow Mirabelli v. Bonta. Class-wide permanent injunction restored. California's schools cannot hide students’ gender transitions from parents!
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Milan Račić retweetledi
The word 'hospice' comes from the medieval Latin 'hospitium', a Catholic shelter for pilgrims and the dying
The first hospices were run by Catholic religious orders, and were free to anyone
Cicely Saunders founded the modern hospice movement in 1967
She spent seven years training at St. Joseph's, a Catholic hospice in Hackney run by nuns
She named her own hospice St. Christopher's after the patron saint of travellers
Modern palliative care is secularised Catholic charity
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Milan Račić retweetledi
The Archbishop of Canterbury has said that legalising DIY abortions up to the point of birth is “legally, morally, and practically complex”.
It isn’t ‘complex’.
It’s WRONG.
Killing a 39 week old baby is morally indefensible. No Christian should find that hard to say.
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