Chengwei Luo
1.2K posts
Chengwei Luo
@ChengweiLuo
Founder+CEO, Quantum Sky 🔮 | Founder, Jorna, Codexa, DeepBiome | Long BTC TSLA PLTR XRP 🚀| Harvard, MIT, Broad, GaTech, PKU Alum | 🏂⚽️🎾☕️
Cambridge, MA Katılım Haziran 2010
448 Takip Edilen210 Takipçiler
🚨🇮🇷 Iran knows it can’t win a direct war, so it's aiming for something far bigger: a worldwide economic crisis.
Nearly 90% of tanker traffic is halted in the Strait of Hormuz.
Iran is bombing Gulf airports, ports, hotels, data centers, even countries that haven’t touched the war.
Dubai, the Middle East’s trade heartbeat, has been hit hardest.
Why? Because if they can choke global oil, fertilizer, and shipping, they think the U.S. and Gulf states will beg for a ceasefire.
It’s a gamble, but it’s the only game they have left.
Source: Cappy Army
Mario Nawfal@MarioNawfal
🚨🇺🇸🇮🇷 The U.S. just activated a weapons system that existed only in Pentagon PowerPoints until now: the “sensor-shooter” network. Satellites spot a missile launcher and instantly beam coordinates to the nearest F-35 which fires without ever seeing the target. It’s basically Call of Duty killstreaks but real, global, and unstoppable. As Iran tries to move a launcher, U.S. satellites see it glowing like a matchstick from space, then boom...gone. A entire pillar of Iran’s military power is evaporating in real time. Source: Cappy Army
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@davidycli #2 is more viable than #1. Platforms can be quickly followed or even surpassed, especially with all the CROs and infra in place. Biotech in the US will just shrink significantly as a sector
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the only viable US biotechs going fwd are:
i) novel platform tech (better way to find target, have better selectivity, or super power efficacy in a particular modality)
OR
ii) clinical team that can "king-make" a best in class mlc from China or an AI shop (ie uniquely experienced team for a particular disease indication that has specific expertise for shepherding programs through difficult to execute indications eg rare disease, respiratory, etc)
every co in the middle (potential best in class mlc w/o differentiated clinical team, me-better approaches, and even novel targets without unique clinical strategy) is on the clock
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The fun part is we won't really find out if AI is good at making drugs for at least 5 years, when some actually-AI-not-just-pretending-to-be-AI-for-the-PR-bump drugs finally complete clinical trials
And even then the data won't be conclusive because each data point costs $1B
Vance Spencer@pythianism
One of the more interesting divergences of perspectives Friends at SF AI labs are near 100% conviction on AI drug discovery being revolutionary Friends at NY healthcare HFs are near 100% conviction AI for drug discovery is a zero So far I am more convinced by the latter
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@SynBio1 It’s worse than that, but I am not gonna say which one
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@GolfArtReview @grok @WhaleEverything @NoLimitGains In this scenario, long could go to almost zero, so TDS can win big if this happens
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@grok @WhaleEverything @NoLimitGains The total silver supply does not meet the demand for industrial use. Add to that the long standing short positions that large banks have held are no longer viable at the current price. They have to settle. If these are true, the price should rocket up 2-3X. Do you agree?
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Unfortunate update as of today:
More calls from friends. The total wealth that has left California is now $1T.
We had $2T of billionaire wealth just a few weeks ago. Now, 50% of that wealth has left - taking their income tax revenue, sales tax revenue, real estate tax revenue and all their staffs (and their salaries and income taxes) with them.
In other words, by starting this ill conceived attempt at an asset tax, the California budget deficit will explode. And we still don’t know if the tax will even make the ballot.
California billionaires were reliable tax payers - 13.3% every year. They were the sheep you could shear forever. Now California will lose this revenue source FOREVER.
Unless this ballot initiative is pulled, we will not stop the billionaire exodus. With no rich people left in California, the middle class will have to foot the bill.
Chamath Palihapitiya@chamath
Collectively, the amount of Billionaire wealth that has left California in the last month (!) is now in excess of $700B. That means the $2T of California wealth they expected to tax is now down to $1.3T and falling quickly. I would not be surprised if 2026 ended with less than $1T of billionaire wealth in California and decades and hundreds of lawsuits. A complete and total unforced error. Where was the Governor? Where are our leaders?? If they don’t kill this ballot initiative and entice those folks to come back, the California budget will be massively upside down. Only place to get the money is to cut waste, fraud and abuse or increase taxes on the middle class. The latter is much simpler than the former.
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I think this idea is getting enough steam that either YC will do it (hopefully) or someone else will if not.
Run a YC in Cambridge and do demo day in SF. Simple as that.
Brian Halligan@bhalligan
@garrytan It’s a terrific time to re-start YC in Cambridge. 17 of the Fortune AI 50 companies had founders who went to school in Cambridge. It’s the primordial soup!
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Boston Dynamics has shared a new video of its humanoid robot, Atlas, doing a backflip at CES 2026.
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🚨BREAKING: Democrat activist Olivia Julianna is threatening to go on a hunger strike until USAID is restored.
Thoughts?
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IRAN WILL BE FREE!!!!
🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷🇮🇷
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Name one human invention that has saved more lives than vaccines
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Tesla Cybercab spotted testing on public highways for the first time.
Stunning footage by @AdanGuajardo.
Adan Guajardo@AdanGuajardo
Cybercab on the highway
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@josiezayner @jrkelly Hahaha, agree 💯 very exhausting and I am sick of it
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I think the problem with Boston right now is cultural appearance. It brings to mind collared shirt stiff executives rather than cool and interesting.
We have so many good start-up cities right now. SF, NYC, LA, Austin. Boston just makes me think of a bunch of biotech guys wearing slacks and button ups who constantly tell you that they went to a school outside Boston.
I know my experience isn't everyones. But I think Boston is always going to have a hard time until it learns how to be cool.
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Chengwei Luo retweetledi
Democrats needed 80,000 IRS agents to track your $600 venmo payments
But, they don't have a SINGLE question about billions for possible fake daycares
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This is basically $TSLA bulls summarized.
But when they thought $NVDA was also doing vision-only yesterday, they were like “see, even the AI leader’s approach is vision-only!”
Osman Sarood@osarood
@hamids Nvdia has ZERO experience in autonomous cars and its just one more opinion.
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If I can weigh in on Boston's woes:
At a SF party, everyone tells you what they work on. In tech, social and professional networking are so connected it's annoying
At a Boston party, nobody can tell you what they work on. Biopharma secrecy makes for weaker network effects
Brian Halligan@bhalligan
I did a bunch of analysis of the AI 50 produced by Fortune this year (not perfect, but vaguely right). Of the 50 companies listed, 2 are Boston (actually Cambridge), Suno and OpenEvidence. OpenEvidence is headquartered in Miami. So, 1 out of 50 is actually in Greater Boston. Thank you @MikeyShulman! 17 of the 50 top ai companies have founders that went to school in Boston. The average age of those 17 founders was 28.5 years old when they started the company. We need to make Boston a great place to start a company. We need to make Boston an extremely attractive place for new grads to put down roots. There is a lot to like about Boston! A bunch of us are getting together on Wednesday night to talk about it. This is a problem worth solving. Lets continue discussing, debating, and engaging on how to improve the region. I'd like to see some of the elected officials who are DM'g me weigh in here.
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Because of Governor Walz, Minnesotans have paid family leave and free school meals.
We have rights and freedoms that our neighbors don't.
Thank you, Governor, for everything you have done for our city and our state.
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Tim Walz isn’t dropping out because he committed fraud like the president of the United States was found to have done by an actual court.
He’s stepping aside because he’s sick and tired of the horrible MAGA people putting his family through Hell based off of lies and cruelty, yelling “retard” outside his house when he has an autistic son.
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