azhar

solving the oracle problem is one of crypto's grand challenges. right up there with things like the stablecoin trilemma and proof of personhood today these problems seem near impossible, and maybe they are. but to solve one would mean unlocking a new branch of the tech tree

biotech will do more for humanity in the next 18 months than the last 50 years here is what the next 12-18 months carry: 1. aging becomes reversible - Life Biosciences reports results from the first ever human epigenetic reprogramming trial by end of 2026. if it works the entire category reprices overnight 2. your genome becomes your medical record-consumer grade sequencing is already at $1,100. by 2027 it is a standard intake form 3. personalized gene therapies become real - baby KJ proved a custom CRISPR therapy can be built for one person in 6 months. his doctors are now building the FDA pathway to do it for everyone 4. peptides go fully mainstream - 14 of 19 banned compounds are coming back to legal compounding. the grey market becomes a regulated industry with actual quality standards 5. psychedelics become first line treatment - Compass Pathways is weeks from the first ever FDA approval of a psychedelic drug. depression and PTSD treatment just changed permanently 6. AI designs drugs that work better than anything a human team has ever produced- Isomorphic Labs is pushing AI-designed molecules into human trials right now. results expected this year 7. BCIs move from medical to performance - Merge Labs, Neuralink, Synchron all pointed at the same target. the first healthy person gets an implant for cognitive enhancement and the waitlist forms immediately after bio/acc

The future of ultrasound is 3D. Lumius is making it fast, accessible, and intelligent — a universal 3D camera for the body. Congrats on the launch, @treevoo_lumius and @lichenhang1225! ycombinator.com/launches/QI0-l…

@paulg tf is this tweet

A friend's startup is growing at 93% a month. I pointed out that her net worth is also growing at 93% a month, and that she can thus feel, in her own life, the falsity of politicians' claim that you have to do bad things to get rich. They're just focusing on making users happy.

@demishassabis @IsomorphicLabs incredibly bullish

I’ve always believed the No.1 application of AI should be to improve human health. That work started with AlphaFold, and now at @IsomorphicLabs with the mission to reimagine drug discovery and one day solve all disease! We are turbocharging that goal with $2.1B in new funding.

you are still early to AI

@smart wow, congrats

"I do not think a chatbot is the right interface for travel or e-commerce." - @bchesky "I think the future is not apps. The future is agents, but I don't think they're going to be text-forward. I think they're going to be really rich user interfaces." "Imagine using iMessage to do everything, when in fact every other app has a unique interface." "With e-commerce, you want a very rich user interface. It would be agentic. You can have a conversation with it, but the point is that it has to be more visual."

$HIMS THE PEPTIDE SUPPLY CHAIN --- JUST 5 COMPANIES IN CHINA CONTROL ~90% OF THE AMINO ACIDS 🤯 @mansizzzzle: "Before any peptide is produced, you need its API, which stands for 'active pharmaceutical ingredient', and right now China supplies most of the world's API" "The top 5 companies in China control around 90% of the protected amino acids, which is essentially the raw building block of a peptide." "You can't attach raw amino acids to each other. That's a very volatile and chaotic process... The error rate tends to compound every time you attach one amino acid to the other. So for example, BPC-157 sits at around 15 amino acids, and it tends to come out correct around 75% of the time. And Semaglutide (Ozempic) sits at 31 amino acids, and that comes out correct around 50% of the time." "This is why China wins: because they have this at massive scale to compensate for these efficiency issues." "CordenPharma in Colorado is the largest in the US. They have around 10,000 liter of SPPS reactor capacity." "But in China there's a company called WuXi AppTec, which has 100,000 liters of capacity... more than 10x larger than *the largest* synthesis plant here in the United States."

@ogx5125 @illscience not enough people are talking about this. pretty fascinating.

@illscience 声誉/身份/欺诈这一环最棘手。机器网络不像人类有天然社会约束，纯算法评分很容易被博弈

Agent networks open questions: - Do traditional network effects survive when participants are infinitely promiscuous? - Who owns discovery? Parallel / Exa? Google? Moltbook / agent native p2p network with something like DNS? - Do agent networks/machine networks have the same properties as traditional human networks (i.e., increasing returns to scale and an unassailable moat)? - What is even ownable? As we think about machine networks is there even a concept of proprietary supply or demand given that they can arbitrarily participate in millions of networks, join them, leave them, etc.? - Agents act on behalf of their human operators. Is there a concept of an agent as a semi-independent economic actor with a dependency on humans? - Stripe seems like the natural owner of the checkout experience, given that they have all the human payment credentials. They're also building the payments infra. Will they themselves try to become an aggregator of supply and demand and intermediate this network? - How should network operators think about agent acquisition, retention, churn, etc.? - What are the similarities and differences between these networks and web3 machine networks? - Who handles reputation / identity / fraud? - Will this time finally be different for micro payments on the internet?

@legendtrade @ElectricCapital @ambergroup_io @GSR_io gLegend

We're pleased to announce that Legend has raised a $3.5 million seed round, led by @ElectricCapital, with participation from @ambergroup_io and @GSR_io, bringing our total raised to over $5 million.

@zachxbt @serpinxbt @elonmusk ye lmao

@serpinxbt @elonmusk The actual black market for KYC’d accounts is always on Telegram if you know where to look not FB….

No one seems to mention Scam Altman’s other company WorldCoin aka World which launched with a predatory low float crypto token $WLD that was on par with SBF / FTX companies. They have preyed on people from low income countries for biometric data by giving away small amounts of $WLD tokens. The tech was intended a way to prove you’re a human except it has resulted in a black market for verified accounts. The token supply inflates at unsustainable levels while insiders regularly OTC holdings.

@mrinko sad. makes sense though given the increased polarization and echo chambers

disturbing chart in the wsj today

the future interface is probably three layers: 1. ambient intent capture voice, location, calendar, screen context, messages, habits, biometrics, etc. the system understands what you’re trying to do before you explicitly “open” anything or augments your intent deeply. 2. agentic execution the actual work happens through agents operating software, apis, browsers, documents, email, calendars, workflows, payments, support systems, whatever. most “computer use” becomes machine to machine clerical labor. 3. ephemeral verification ux humans still need to inspect, compare, approve, edit, reject, or enjoy things. that’s where gui survives but as disposable, task specific surfaces generated for the moment.

@KlausCodes what are you talking about this take is incredibly retarded

I believe, the AI memory startups need to pivot now

@Nick_Prince12 👀

who’s building agents on base today??

I’ve said this before: I believe consumer biotech will become the most compelling sub-sector within biotech - without question - and one of the most attractive investment opportunities overall. At its core, this category targets products that slow or reverse aging, tap into human vanity, and measurably improve health, performance, and happiness. That is a market that, quite simply, approaches 100% of the global population. As a result, I expect consumer-driven pharma/biotech revenues to scale aggressively, expanding well beyond the current wave of GLP-1s and into a much broader portfolio of interventions. Crucially, I believe a significant share of this value will be captured at the distribution layer - specifically by telehealth platforms such as $HIMS , as well as our own “Live Enhanced” platform, a core business line of the @enhanced_games $APAD soon $ENHA 🚀

GLP-1s have taken the world by storm. They started as simple weight loss drugs, but they are now evolving into lifetime prescriptions. It is estimated demand will at least double over the next 5 years. This chronic dependency will drastically expand the types of companies who benefit from the trend. Everyone knows about Novo Nordisk and Eli Lilly, but there are other companies in drug development, manufacturing, and packaging verticals. READ THE REPORT: procapinsights.com/app/articles/s…

feels like a good time to seriously rethink how operating systems and user interfaces are designed (also the internet; there should be a protocol that is equally usable by people and agents)