Sammy

extremely common in the american industrial supply chain to wait weeks and months new ventures will steamroll industrial incumbents by moving insanely faster attention all: become the modern american industrial supply chain go build the thing faster

WHY THE HELL DOES IT TAKE A WEEK TO GET A QUOTE FOR AN OFF THE SHELF GEAR THAT THEY HAVE IN STOCK WHY THE FUCK DO I NEED TO WAIT ON A SALES GUY TO SEND IT TO ME WHY THE FUCK IS THERE ONLY ONE MANUFACTURER IN THE USA WHY THE FUCK IS THE LEAD TIME FOR NEW ONES 6 MONTHS

autonomous surgical robots are a $10T opportunity this will be orders of magnitude bigger than anything medtech has ever seen

check out what we’re building at aleph

check out what we’re building at aleph

Wow, there is a LOT of great stuff happening in AI x bio right now. It’s like the field suddenly turned up the VOLUME. 🧵 (1/6)

Turbine Products and Industrial Bottleneck The reason turbines are increasingly becoming an industrial bottleneck is because the only turbine technology that is in mass production today is the hyper-car class of turbine technology, imagine the only car your buy was a Lamborghini, a Bugatti, or a McLaren… that’s where the power turbine market is. Nobody is mass producing the Toyota and Honda class of turbine technology. All turbine product specifications currently in mass production are maximally efficient, and maximally thermodynamically performant. The products available in the market are simply not designed for rapidly scalable production. It’s all single crystalline metallurgy, refractory ceramic coatings and laser drilling. Yes, this stuff is hard to make. No it doesn’t need to be this way. Nobody is still mass producing your grandfather’s turbine. As demand balloons, order books swell, prices surge and lead times are now blowing out to 60 months!… That is more than enough time for a new entrant to come in with a basic, low cost, short lead time mass produced offering that enters the market and quickly captures 40% market share, just by keeping product specs simple enough to scale production capacity horizontally with low lead accessible plant equipment. This is an ironic example of the highest tech sectors needing some low tech solutions. If you see things holistically and you genuinely know what you’re looking at, the world looks different and the solutions to the biggest problems are kind of obvious to you, but this type of observation is just not that common. The real bottleneck in the world is that not many people see the world this way. I guess because it’s such a hard won perspective.

If I were starting a deeptech company today, I'd pick chemicals. Again. Not AI, robotics or space. Because chemicals force you to master four different kinds of engineering problems: 1. Unit operations (mechanical). How to build a physical plant that converts raw materials into product through a sequence of mixing, heating, separating, and purifying steps. We reduced ours from the industry standard of 12 to 20 down to three. That made our plants 5x cheaper to build. 2. Reaction engineering (chemical). I found my first reaction studying pancreatic cancer. The enzyme hit 90% yield versus petrochemical equivalent of 60% for the same reaction. 3. Fluid dynamics (mathematical). A reaction that works in a flask on your bench fails in a 10,000-liter reactor. The flow regime changes, heat transfer breaks down, and dead zones form. Modeling these effects requires data you can only get by operating a real plant. 4. End-molecule chemistry (application). You need to know how your molecule behaves in the customer's actual system. Their water chemistry, reactor conditions, and downstream processes. The molecule isn't the product. It's the molecule working in their system. We started with a $7,000 reactor built with PVC pipes from Home Depot. Last year we shipped 150M lbs of chemicals. Our competitive edge is at the intersection of those four disciplines.

JUST IN: Skin exams are getting automated. SquareMind just raised $18M to build a robotic system that scans your entire body and tracks every mole over time. • Swan robot captures full-body dermoscopic images in minutes • Tracks new and changing spots across visits • Replaces spot-check exams with total skin coverage • Creates a time-series record for earlier melanoma detection • Plugs directly into dermatology clinics Robotics is going to reshape healthcare.

if you're about to give up on your startup, just read 'How not to die"

This decade belongs to science

Wow, there is a LOT of great stuff happening in AI x bio right now. It’s like the field suddenly turned up the VOLUME. 🧵 (1/6)