DJD880

this is HUGE news. $2.75 billion ai-powered drug discovery with 14 drugs already in clinical trials and 10% of the cost! can you imagine how many lives this could save? the tech stack is also sick: - 42 ai models generate novel molecular cures from scratch. millions of potential cures in days - PandaOmics model helps target the exact protein to attack / cure a disease. - Google’s alphafold AI helps structure the drug so it’s most effective. - a prediction AI then simulates the probability that drug will succeed - they already discovered a drug that treats fibrosis, accelerated it to clinical trials in 18 MONTHS (usually 4-6 years) 14 drugs are now in trials and this new deal will accelerate even more. im personally a HUGE fan of targeted designer drugs + affordable healthcare this is so cool to see. i give it < 10 years till we have cures to 90% of diseases.

the line outside katz deli at 2am, lower east side nyc

Had lunch with a friend who works at a private equity group invested in the residential HVAC space Multiples for small add-ons are still strong at 6x - 8x+ Champions trading for 18.5x, Redwood for 17x+, and Sila 17x, all validate private equity’s investment thesis in rolling up these small HVAC companies But he confirmed what I’ve seen from other PE-backed HVAC platforms - buyers are very selective now PE will pay a strong multiple for 100% residential with 0% construction Anything with 10-15%+ construction or <85% residential, and the buyer universe shrinks quickly And multiples contract quickly for an HVAC or Plumbing company that doesn’t fit the ideal profile

Normies have no idea what is coming next… 🛢️📈📈📈📈

Billionaire WeWork founder Adam Neumann shares with Rick Rubin how starting each morning with meditation and wrapping tefillin has transformed his life. Rubin responds with a powerful line: “Prayer is talking to God. Meditation is listening.”