Ryan | Loading... 🇺🇸

Just waiting till the rest of world realizes that retail activity is literally all that matters and this entire industry has been focused on the wrong user demographic for years

HANG IT IN THE LOUVRE "A digital commodity may be native to a crypto system that is decentralized. For purposes of this release, a crypto system is “decentralized” if the crypto system functions and operates autonomously with no person, entity, or group of persons or entities having operational, economic, or voting control of the crypto system."

Unbelievably radicalizing exchange The fact that Newsom (correctly?) thinks this will gain him points is horrific Any competent politician (forgive the oxymoron) would tighten budgets at every turn To openly mock those exposing the disgusting fraud and abuse ... Insane.

Every time you get a cancer biopsy, the lab makes a tissue slide that costs about $5. It shows the shape of your cells under a microscope, and every cancer patient already has one on file. There’s a much fancier version of that test called multiplex immunofluorescence (basically a protein-level map showing which immune cells are near your tumor and what they’re doing). It costs thousands of dollars per sample, takes specialized equipment most hospitals don’t have, and barely scales. But it’s the kind of data oncologists need to figure out whether immunotherapy will actually work for you. Right now, only about 20 to 40% of cancer patients respond to immunotherapy, and one of the biggest reasons is that doctors can’t easily tell whether a tumor is “hot” (immune cells actively fighting it) or “cold” (immune system ignoring it). Microsoft, Providence Health, and the University of Washington trained an AI to analyze the $5 slide and predict what the expensive test would show across 21 different protein markers. They called it GigaTIME, trained it on 40 million cells in which both the cheap slide and the expensive test coexisted, and then turned it loose on 14,256 real cancer patients across 51 hospitals in 7 US states. The results landed in Cell, one of the most selective journals in biology. The model generated about 300,000 virtual protein maps covering 24 cancer types and 306 subtypes. It found 1,234 real, verified connections between immune cell behavior, genetic mutations, tumor staging, and patient survival that were previously invisible at this scale. When they tested it against a completely separate database of 10,200 cancer patients, the results matched up almost perfectly (0.88 out of 1.0 agreement). Nature Methods named spatial proteomics (mapping where specific proteins sit inside your tissue) its Method of the Year in 2024, and specifically cited GigaTIME in a March 2026 update as a model that “democratizes” this kind of analysis. The full model is open-source on Hugging Face. Any cancer research lab with archived biopsy slides, and most of them have thousands, can now run virtual immune profiling without buying a single piece of new equipment.

How AI empowered Paul Conyngham to create a custom mRNA vaccine to cure his dog’s cancer when she had only months to live. The first personalized cancer vaccine designed for a dog:

It's interesting that the only overblown market reaction to AI thus far has been to the downside - i.e. the "SaaSpocalypse" - which is the opposite of what we've seen from public markets historically, and the opposite of what bears predicted. (side note: thank you C.C. Wei and Oracle bond investors for putting a temporary cap on public market exuberance) Anything can happen in 10-20 years, especially to incumbents during a business model & platform shift. But on timeframes that we can actually reason about, the TAM of SaaS is exploding, which should drive aggregate tech sector market cap higher. This should benefit both startups *and incumbents*, as addressable areas of the economy are increasing due to LLMs and scaling laws. Startups can tackle the SaaS frontier (e.g. legal and healthtech today), whereas incumbents can solve the long-tail of edge case features that their installed base has been begging for for years & expand their bundle. Incumbents that embrace AI and take pain on margins will be rewarded. We've seen this play out in tech before (i.e. hyperscalers). Take a look at the top 20 holdings in IGV. What do you see? Network effects, bundled products with extraordinarily high switching costs, and, most importantly, business *context*, which, funny enough, AI startups & foundation model companies do not have. Yes, the cost of producing software is dropping dramatically. But writing code is far from the most important part of building a successful SaaS company. Always has been. There are some obvious areas to be bearish on (e.g. ticketing software or single feature calendar products). But I am *not* bearish on the vast majority of incumbent SaaS here, and believe the current re-rating is in many cases an opportunity. And one more positive - any irrational move to the downside extends the economic cycle and pushes the inevitable bubble further into the future. "SaaSpocalypse" headlines & podcasts are welcome.

Seattle’s socialist Mayor Katie Wilson has officially declared war on grocery chains. She claims she will unilaterally BAN grocery stores from closing down in her city, arguing that food access is a human right that overrides business decisions. She said : "We cannot allow big grocery chains to close stores at will!" The Plan: If a private business tries to leave due to theft, taxes, or safety concerns... the government will step in. Her allies in the state legislature have even introduced a bill (HB-2313) allowing the city to use Eminent Domain to SEIZE grocery store properties and turn them into government-run shops. Mayor Katie Wilson calls it "protecting the community." Critics call it "holding businesses hostage." Thoughts?