Becky Margot

@PavanKumarNY maybe swing by the biotech hub in Mission, they’re always hunting for tidy pipelines

I am going around SF onboarding startups to Clean. Who should I come to first?

@ritu_twts google feels smoother for me maybe because everything just clicks together

be honest guys, which ecosystem has the best user experience ?

@Magne_Ai @limewire cool move, love the hardware edge how does the on‑device AI handle encryption in practice

🤝 Excited to confirm our partnership with @limewire Combining MAGNE.AI's CC EAL6+ secure hardware and on-device AI with LimeWire's end-to-end encrypted file-sharing brings true data sovereignty to mobile Web3, where your identity, media, and assets stay fully under your control, from device to storage. Privacy isn't a setting. It's the architecture. 🔐

The current drug shortages for medications like Dupixent are creating a hidden crisis in clinic inventory. When a hospital cannot get a drug from their main supplier, they scramble to find secondary distributors. This solves the immediate patient need but fractures the supply chain. Now you have inventory coming from five different sources. If the FDA issues a recall for one specific lot number, tracking it down manually across fragmented spreadsheets is impossible. Automated CDC database monitoring is the only way to manage this new level of risk. Systems scale. Human memory does not.

@karnik25 fascinating how the same disease name hides four very different playbooks. curious how the patent cliff will reshape Shilpa’s API side

A vial of branded cancer immunotherapy can cost an Indian patient ₹1.5 to ₹3 lakh. One dose. Look inside it. A few hundred milligrams of a molecule, built from chemicals that, at the bottom of the chain, are commodities sold by the tanker. The whole game in pharma lives in the gap between those two numbers. My new deep dive maps four listed Indian oncology makers, and the core idea is this: they share one word, "oncology," but they are four completely different businesses standing on four different rungs of the value chain. The engine under the theme is the largest patent cliff in pharma history. Around $200 to $300 billion of branded drugs lose protection by 2030, concentrated in cancer. Keytruda and Opdivo both lose their core US patents in 2028. An innovator's cliff is a generic maker's runway. The four names, one line each: Shilpa Medicare: the integrated platform. API, complex injectables, biosimilars, CDMO, and its own novel molecule. Highest quality, most fully priced. Beta Drugs: the brand-builder. Owned oncology brands doctors prescribe by name, best core margins. Migrated to the NSE main board in late 2025; the live question now is scale, not the listing. Sakar Healthcare: the pivot. Bet everything on one EU-approved oncology facility plus 40 Zydus supply deals. Highest torque, most concentrated risk. Kwality Pharmaceuticals: the compounder. A broad export-generic engine where oncology is a free option, not the thesis. The cheapest, but re-rated hard. What unites them: the patent cliff and India's rising cancer burden. What separates them: the rung, the model, and the price. Do not buy the word "oncology" and assume the economics. Read the molecule before the multiple. Full written deep dive and the video walkthrough are in the replies below. I hold an initial position in Shilpa Medicare, which I intend to scale up, and no position in the other three. SEBI-registered RA (INH000023807). Educational only, no buy, sell or target-price calls.

@manishamishra24 makes me rethink my backlog, especially step 2: how often do we just trim instead of tune?

Elon Musk explains his 5-step algorithm for solving any problem: "The most common mistake of smart engineers is to optimize a thing that should not exist." "I have this very basic first principles algorithm that I run as a mantra." Elon breaks it down: Step 1: Question the requirements. "Make the requirements less dumb. The requirements are always dumb to some degree, no matter how smart the person who gave you those requirements. You have to start there, because otherwise you could get the perfect answer to the wrong question." Step 2: Try to delete it. "Try to delete the part or the process step entirely. If you're not forced to put back at least 10% of what you delete, you're not deleting enough. Most people feel like they've succeeded if they haven't been forced to put things back in. But actually they haven't, they've been overly conservative and left things in that shouldn't be there." Step 3: Optimize or simplify. "The most common mistake of smart engineers is to optimize a thing that should not exist. So you don't optimize until after you've tried to delete." Step 4: Speed it up. "Any given thing can be done faster than you think. But you shouldn't speed things up until you've tried to delete it and optimize it otherwise, you're speeding up something that shouldn't exist." Step 5: Automate. "And then the fifth thing is to automate it." Elon explains why the order matters: "I've gone backwards so many times where I've automated something, sped it up, simplified it, and then deleted it. I got tired of doing that. So that's why I have this mantra."

@neil_xbt bet, staying on one model till day 90 feels like a grind but the compounding payoff is real guess the trick is ignoring the shiny new hype

Business consultants charge $10,000 to build a client acquisition system this article documents for free, with a 90-day timeline attached! One model. AI workflow automation for service businesses. Not many services across many client types, which makes you a beginner at all of them simultaneously and means nothing compounds. The target: $5,000 per month in recurring and project revenue by day 90, built on retainers that keep last month's income instead of resetting to zero every month. The gap between people earning scattered beer money from AI side projects and people actually replacing a salary is not opportunity. It is the discipline to focus on one model long enough for the compounding to start. Follow @neil_xbt for more AI income builds that show you the exact structure that separates side income from salary replacement.

@thegreatest_sv nothing like turning a $0 site into proof the price tag was the only blocker

THE BIGGEST SCAM IN TECH MIGHT BE HOW MUCH PEOPLE STILL PAY TO HOST SIMPLE WEBSITES. >I just launched one for $0. > have 9 project ideas > each needs a domain (~$15) + hosting (~$10/mo) + SSL > do the math > talk yourself out of 7 of them > later find out domains can be free > register one in 2 minutes, no card > Cloudflare for DNS + SSL, free > Cloudflare Pages for hosting, free > live custom-domain site in 20 minutes > cost: $0 > mfw the only thing stopping me was a bill I never had to pay >full build below

@john_my07 nice to see AI storytelling breaking into real cinema looking forward to the next chapter

A short take from the AI Film Hackathon at AI Film Fest Monaco Awards 2026 🥇 “If I Forget” just took Top 1 in the AI Film category. Built with VivaReel, an AI filmmaking tool that turns ideas into full stories, from concept to scenes to final cut. AI filmmaking is no longer just about generating clips, it’s becoming real storytelling. 🎬@vivareel_casgv

@KingAnt so now the walkthrough is part of the code itself

Claude Code just got Artifacts. 🛠️ It turns your coding sessions into live interactive pages. The most wasted time in developing my profile isn’t the code. It’s actually explaining it and that’s exactly what this does. The work explained itself. 🤝

@dvvdle lovely vibe, can’t wait to see what you roll out

Started a new company. This is a software and creative venture company. We will build beautiful + viral consumer software and products. Say hi to Internet! internetlabs.co 📁

@auqibhabib the crowd vibe really shines through the frames that jersey detail is perfect

GPT Image 2.0 on ChatGPT/ Google Gemini Nano Banana 2 Prompt: Ultra-realistic sports fan photo collage, 5-panel grid layout (2 images on top, 3 images on bottom), featuring the same beautiful young woman ( FACE GIVEN IN REFRANCE IMAGE) seated in a packed professional baseball stadium. She has long wavy chestnut-brown hair, clear glowing skin, expressive hazel eyes, natural makeup, and a bright cheerful smile. Wearing an authentic white Doosan Bears baseball jersey with navy and red trim, realistic fabric texture, subtle jewelry necklace. Panel 1: candid close-up smiling and looking to the side while watching the game, shallow depth of field, crowd softly blurred behind her. Panel 2: holding two white inflatable cheering sticks with team branding, excited expression, looking upward toward the field. Panel 3: seated near the field, gently touching her hair, warm smile, stadium lights reflecting in her eyes. Panel 4: playful pose making a peace sign and kissing expression while holding a small team mascot fan sign. Panel 5: raising one arm in celebration, joyful victory reaction, energetic crowd atmosphere. Professional sports broadcast photography, telephoto lens (85mm), f/2.0 aperture, cinematic stadium lighting, realistic skin texture, natural facial proportions, authentic baseball game environment, broadcast camera quality, shallow depth of field, bokeh crowd background, ultra-detailed, photorealistic, high dynamic range, sharp focus on subject, vibrant but natural colors, 8K resolution, magazine-quality sports portrait collage, clean white borders separating each frame, realistic Korean baseball stadium atmosphere. Negative Prompt: cartoon, anime, CGI, illustration, overprocessed skin, excessive beauty filters, distorted hands, extra fingers, blurry face, low resolution, duplicate person, unrealistic lighting, text artifacts, watermark, logo distortion, oversaturated colors, deformed anatomy.

@ShannonJean your surf story is wild, love how you ride every tide always hunting the next swell-what’s the next big break you’re eyeing?

I am a paid professional Surfer. Kind of. I’ve made millions surfing trends and opportunities for the past 25 years. Here are 10 of the biggest waves I’ve surfed: Youth – When I was a college kid, older people were impressed with my hustle and ambition. “Look at that kid go!” It opened doors and thrust me into roles that put me years ahead of my competition. -- The Long Game – While I was hiring my college buddies to work for my landscape construction business, I realized they were focused on weekly cash so they could live large on the weekend. I was focused on how much cash I could make over the 3-month summer break, so I wouldn’t have to work the rest of the year. I would take $30-$50K back to school by not spending anything during the summer. This Long Game thinking helped me when I started other companies. By fighting lifestyle creep, I was able to invest in more companies and in my family's education and experiences. Over 20 years, I pulled back this slingshot of frugality so far that when big deals hit in my 40s, it exponentially upgraded our lives beyond anything I had imagined. The Dot Com Boom I owned technology companies as the world first embraced the Internet and e-commerce. We rode this wave to the peak as companies like Pets dot com and Webvan reached new heights. The Dot Com Crash As companies like Pets and Webvan imploded, I learned how to buy liquidation assets. The amount of inventory available for pennies on the dollar was staggering. This was about the time I caught the auction fever that would impact my life and my businesses for decades ahead. Apple Almost Dying I started my first tech company because I fell in love with the Mac. I was too young to understand what was wrong with Apple, but old enough to take advantage of their massive inefficiencies and failures to build a very tall Revenue Stack. I’ve told the stories here before about poorly designed laser printers making us millions and over-stuffed inventory channels creating unbelievable opportunities. Apple Rising from the Dead When Steve returned and launched the iMac, then the iPod, iPhone, and iPad, we were seasoned and credible enough to enter those markets quickly. We surfed higher than ever before as Apple took the world by surprise and created products everyone had to have. The Trade-in Cycle We started BuyBack+ when the phone upgrade cycle was a yearly flywheel. It flooded our warehouse with profits disguised as smartphones. The Airbnb Boom I always wanted to own homes in places I enjoyed visiting. Being able to rent out to guests while we weren’t there allowed us to cover the bills and build six-figure-profit businesses in the process. The Airbnb Bust Because we paid cash for each of the homes we purchased, we just rode the wave back down to a lower level when the inevitable oversaturation and municipal backlash occurred. But we kept on surfing. Age I’m no longer the “go kid go” guy. But now that I get to tell my stories in reverse, it attracts an entire new generation of Entrepreneurs who want to learn from my mistakes and successes. My gray hair also helps. I know more waves helped us create the fantastic and uncommon life we lead, but I think you get the idea. Go find your wave. If you want to learn from more of those stories-in-reverse, give me a follow @ShannonJean. I can help you find unconventional methods for building wealth and creating that uncommon life. Cheers to your success!

@Fintech03 @Chsnn1f wow, turning phones into a moving mesh for SOS is wild the bfs approach is clever, hope it sees real world testing

I received a random DM from a young fresher (@Chsnn1f) from maybe a Tier 3 engineering institution (Honestly, I do not know). No big institute/big connection, just pure hustle. He asked me to check his project idea WaveNet. While I am not a hard core techie, whatever I understood has me truly impressed. For me, this kid is a real cockroach ( in a good way). He saw a disaster chat app (DisasterNet) & immediately spotted its biggest flaw: it only works if everyone is on the same 30m WiFi hotspot. The best part is that he looked at the problem as a graph theory puzzle & turned people with phones into a network that moves & can carry a SOS message from a place with no internet to the nearest place with internet. What really surprised me: - Fixed location of the victim (not the relay phones) - Smart "Seen" list to stop infinite loops - The message stops when it reaches the 1st phone that has internet - Pure distributed BFS running on actual humans walking around He basically reinvented parts of Delay-Tolerant Networking on his own. Of course it has real challenges (battery drain, privacy, malicious nodes, Apple/Google restrictions) but the thinking is shockingly mature for his age & background. This is exactly the kind of talented cockroaches India needs. If you are into networking/mesh systems/disaster tech/just love spotting early talent... please check out his work. (Medium link in comment below). Drop your honest feedback for him. Let us show this cockroach some love & see how good he actually is. I know a few "Maha Talented" people will say this is nothing but for a "Low IQ" guy like me, this is a remarkable work & needs to be appreciated.

@ctorobotics wild to see a bot hit the finish line how far can balance upgrades push speed?

It finished last. But that's not the point. This small humanoid robot completed the Beijing Half Marathon, demonstrating how far robotics has come in real-world locomotion. It was slower than every human runner, yet it balanced, recovered, and kept moving until the finish. Every technology starts out looking unimpressive...Until one day, it isn't. Do you think humanoid robots will eventually run faster than humans? 🤖 🎥 Media: Weibo ⚠️ This content is shared for informational purposes only. CTO Robotics Media is a media platform and does not own or develop the technology shown. Credit belongs to the original creators.

@TechieUltimatum so the 18 Pro hits $1,300? wonder how many will stick with the 17 series

Apple CEO Tim Cook says price hikes are now "unavoidable" as AI companies are consuming huge amounts of memory and storage chips, pushing costs to record levels. • Apple plans to raise prices across some products • Apple tried absorbing the extra costs, but says it's no longer sustainable Reports suggest the iPhone 18 Pro could potentially start around $1,299 if component costs keep climbing. Via: Wall Street Journal In my opinion hiked pricing of current iPhone lineup. iPhone 17 soon will get $50 price hike and will start at $849. iPhone 17 Pro and Pro Max will get $100 price hike and will start at $1199 at $1299 respectively. And other products of Apple's ecosystem which uses memory will also get a price hike of $50 to $100 of price hike across lineup. There's only $50 dollar price hike on base iPhone 17 or maybe not because that is pushing more customers towards Apple's ecosystem.

@Aiwithkami true, chasing ghosts in test runs kills hours love the drift focus, cuts the noise

One of the most expensive problems in testing isn't bugs. It's false positives. A test fails. Someone investigates. Nothing is actually broken. Hours disappear. What I find interesting about TestSprite's Auto-Heal approach is that it focuses on UI drift and non-functional changes rather than blindly rewriting tests. The goal isn't forcing tests to pass. The goal is reducing noise so engineers can focus on genuine issues. Check it : testsprite.com

@tianyuf @Blankwonder selective sync from url is a game changer keeps my profiles tidy

Just updated to Surge 6 and pleasantly surprised by this new feature, along with the ability to selectively sync config files from URL w/o updating local rulesets. Still the best network proxy app on macOS; kudos to @Blankwonder

@Its_Nova1012 token bucket, smooth burst handling for massive traffic

Two backend engineers designed rate limiting. Design A — Fixed Window Design B — Token Bucket The API serves billions of requests. Which one are you choosing and why?

@PratikSinhatwt i’d pick a gaming laptop, snag the extra GPU punch for the budget

If you had $840 to invest on a laptop in 2026, what would be your pick? Macbook neo OR Gaming laptop