Shawn

an activist hedge fund that buys board seats and just forces everyone to use claude code

Sharing an incredible review paper-like Substack post by @sdimantha on AI led techbio companies, across data management, analytics and drug discovery platform companies. Some key insights that ring true from my observations. 1) AI-driven biotech companies can be worth more than traditional biotech companies if they can create drugs at lower costs, both in terms of investment and operations, leading to better returns than orthodox 2) the size of the opportunity for techbio SaaS platforms has a cap, and is an incredibly competitive, potentially saturated market. 3) niche analytics platforms can only survive the local maxima with product/market fit and better adoption - Shawn uses website visits as a proxy for usage here.

@dr_alphalyrae Thanks for sharing + adding your insightful takeaways 🙂

My first post is a reflection on spending the better part of a decade in digital health and observing how full-stack startups like One Medical and Oscar performed, and how TechBIo might learn from this model with an evolution of "AI native" biotechs: shawndimantha.substack.com/p/techbio-at-a…

Started writing again over the last month on (Tech)Bio: how to learn from digital health’s mistakes, navigating the TechBio idea maze and why we don’t have medical breakthroughs anymore

Fun look at the future of bio(hacking), AI x bio, supplements, Quantified Self 2.0, bio DAOs and more abiohackerfuture.com

Excited to announce @PaymanAI has raised a $3M pre-seed to pioneer AI to Human Payments! 🤖 + 🧑🏽 We’re proud to be backed by @Visa, @cbventures, @BoostVC, @deepwatermgmt, @SpartanGroup, @UntappedVC, @TheoryForgeVC and other awesome investors! With Payman, AI can pay humans to help them complete tasks like marketing ones shown in the video. Our Vision We believe AI and Humans will always work together. Giving AI the capability to work with humans involves giving them access to capital, and access to humans. Payman’s platform makes it easy for AI to pay humans for what it needs. This includes information, tasks that need to be completed, and so much more. We believe a key reason that AI Agents have struggled is because they aren’t able to ask for help from humans and incentivize them to help out. Building out the AI-Human payments infrastructure solves this and it’s why we’re so excited about what we’re building. Today 100% of the global economy is human to human payments. AI will start to eat a big chunk of that and Payman will be the rails by which it does so. How it’s going Since announcing Payman a couple of months ago we have 15,000+ people on the waitlist ready to use the product. In the meantime we’ve hired a stellar team to build out the production version of the product and have started onboarding Developers and Human’s to the platform this week. If you’re a developer and you'd like to get access, check out our website paymanai.com/forms/contact-… and sign up for early access. Additional Rockstar Investors In addition to the above investors we’re also proud to be backed by @protofundvc, Systemic Ventures, @MetropolisDAO, and our awesome angel investors, Paris 2024 Olympic Gold Medalist @ViktorAxelsen, @devinawalsh, @nkennethk, @eek637, and many more!

The Counting House, by Gary Sernovitz, is the best business fiction book I've read this year, perhaps alongside Situational Awareness, by @leopoldasch. If you read @matt_levine's Money Stuff and/or work anywhere near the investment industry you will probably enjoy it too.

this was much funnier before he talked about the stock

@devonzuegel Weekend 2 for longevity, AI, biotech and jazz!

If you're coming to Edge Esmeralda, share in this thread what dates you'll be there! That way you can coordinate with other friends to try to overlap as much as possible 😊

@LauraDeming Maybe the @FutureHouseSF folks (@andrewwhite01 et al) can suggest how to adapt WikiCrow prompts (github.com/Future-House/W…) on top of PaperQA? Been testing it over the last couple of weeks in their community Discord and it has some pretty good results for a broad set of questions

I would so love an LLM that could tell me whether a paper was considered 'coherent' by field insiders - like a small score next to each paper in google scholar for subfields I'm not familiar with I would guess clustering papers by syntax -> ranking by citation would clearly tell you what signals insiders look for? This feels like it's already solved somewhere but idk how to easily do it, does anyone use a model for this currently?

I wonder what the best acquisition funnels are for consumer AI products? Many start with X (awareness), however app stores and token leaderboards like GPT Store (gated by $20/mo sub) & OpenRouter (some likelihood to pay) may drive a subset of high converting / monetizing traffic

Big swing in AI x Bio by ARCH @ForesiteCapital @Lux_Capital on top of Baker Lab RFdiffusion protein design algos. For those wondering why Marc Tessier-Lavigne as CEO, check out this excellent 2023 fireside w/@rtnarch youtu.be/VD1sPcLp0CY (tldr it has been a long courtship)

I've seen the future at the @AGIHouseSF hyperstition hacknight w/ @NousResearch @karan4d @websim_ai @RobertHaisfield @infinitefun_ @Plinz across jailbroken LLMs, base model simulated worlds (in CLIs & web apps), theories of machine consciousness - lots of ideas to build on!

Congrats to @vincentweisser @johannes_hage on the @PrimeIntellect fundraise, we're excited to partner with them via @metropolis_dao as they democratize access to AI development!

Check out @metropolis_dao member @ChrisF_0x 's insightful essay on the magic and potential of @websim_ai, a project that has captured our imagination over the last few weeks!

@zoink @websim_ai @AGIHouseSF @chrx_h No, but I’m definitely following along now!

@sdimantha @websim_ai @AGIHouseSF Have you seen @chrx_h’s work?

loom -> worldsim -> @websim_ai -> biosim? may test out some bio x AI x sim ideas next weekend @AGIHouseSF

@websim_ai makes sense. my mental model is you send past history as a JSON dictionary/list, where each site is stored with a unique id, to a function call. This also revealed to me that I used "ShaqNFTs.com" as a prompt which lays my initial conjecture to rest 😂

@sdimantha we turn the temperature high and our prompt is designed to get Claude out of its shell, but there’s a balance between letting it be imaginative / delightful and bringing you to the site you actually want. We’re still iterating on that, will likely provide multiple experiences

going down a @websim_ai rabbithole, and mulling fun conjectures like your username is (probably?) injected as a personalization prompt to the Claude web app generations