Medicine needs new maps — previously @anduriltech, @regentcraft, @rainmakercorp

El Segundo
Joined October 2017
I’ve had much time for reflection over the past few weeks as my time at Rainmaker comes to an end. First, I want to thank my brother @ADoricko for giving me the opportunity to build the technology of his visions. As readily as he offered me to join the mission (sent him a slide deck of UAVs in hurricanes), he was pushing trucks out of the mud and sleeping in hangars until we figured it out. Few organizations embody this mentality and those that do ‘seem obvious’ only after a decade of hustle. Rainmaker will steward the earth and ensure that our grandchildren know the abundance that we’ve taken for granted. As for my reflections, I’ve come to realize that I am but a simple mapmaker. Spending the greater part of my time at Rainmaker exploring the frontiers of engineering, operations and science made this much clear. I am here on earth to make maps. Some less legible than others; that’s the nature of mapmaking. Medicine needs new maps
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Why I’m on X . Com
We built this in 100 days. But there are still so many statues to build. Alexander the Great, Caesar, Augustus. Galileo, Newton. Napoleon, Washington, Benjamin Franklin. The great men of the past will come back to haunt us and push us toward greatness.
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AT&T, Verizon, and T-Mobile are jointly lobbying the FCC to preserve existing rules as @SpaceX moves closer to launching its own independent cellular network that would compete directly with the three major U.S. carriers. On Oct 20th, reps from all three major U.S. wireless carriers met with FCC officials to push back against proposed changes that would give satellite companies more freedom to offer cellular service. The carriers urged the FCC to: • Block satellite companies from using certain 5G frequencies currently used by wireless carriers. • Keep rules requiring satellite companies to get permission from wireless carriers before using their licensed spectrum. • Allow wireless carriers to maintain control over these agreements, including the ability to end them. • Reconsider proposed interference limits to protect existing cellular networks. Based on all the public communications from these carriers, and the lobbying, they are clearly worried that SpaceX's @Starlink Mobile network is going to be a major competitor to them. Starlink Mobile will become the first network operator to deploy both satellite and terrestrial spectrum. The FCC recently announced that they are considering new rules that could make it easier for satellite companies like SpaceX to offer cellular service without relying as heavily on existing wireless carriers, so this is partly what the three big carriers are fighting against.
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Most medicines hit biological patterns we still do not fully comprehend As we assemble these patterns more coherently the value of a new drug will plummet and learning to use our existing toolkit will be the new game
> T cells trigger severe gut lining damage > GLP agonists directly protect against intestinal destruction > I'm going to test this on myself
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Jackson Schultz retweeted
You want robots in labs because they will improve scientific productivity. I want robots in labs because they will swamp the supply of cheap labour, uproot the abusive academic hierarchy, and eliminate the overproduction of PhDs. We are not the same. adam.rochussen.xyz/p/robots-…
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*magnetochemistry
Chemistry really is the final frontier. Or rather the first place where computationalists realize the universe is indeed not a computer.
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Why I’m on X . Com
How To: Genetically Modify a Flower 🧬🌹
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“maps only come from data”
Biotech still runs on who owns the patent and who approves the drug. That was my takeaway from @alexkesin's session at DataDrivenPharma West last week. Alex wrote one of the most widely shared analyses of China's biotech rise this year, and it has become a reference point in the policy debate. He also co-hosts @approvedfm with [@MatthewPech], a podcast on how drugs get discovered, developed and sold. He walked a room of operators through where the value sits now. Four quick hits: - 1:3. Doing the work in China costs a half to a third of the US price. - Rent, don't sell. Beijing's new export controls block the sale of biotech platforms. Licensing, partnerships and contract research stay open. - 3x. China tripled its university patent conversion rate in two years, to 10.1%. - 8% to 32%. China's share of the global early-stage pipeline, from 2015 to 2024. The first hit explains the last five years. China got cheap and fast, and the West bought what it built. Most of those deals were fast-follows on targets Western labs discovered. The West owned the original IP and rented China's speed. The other three point to the next five. The export controls dropped the same morning as the session. Read them next to the new five-year plan, which makes biotech and biomanufacturing a national priority through 2030. The strategy looks clear to me. Generate IP faster than the US, keep ownership at home, and let the world license it. Pipeline share has quadrupled. Patents are moving out of universities and into companies. Nine out of ten still sit unused, so there's plenty of room to grow. Patents are still the currency. Regulators still set the exchange rate. The FDA turned away a Chinese PD-1 copycat because its trial ran only on Chinese patients. To get paid in the US, you still need FDA approval and a partner who can launch here. What changes is who holds the paper. When the West generated the IP, licensing meant Western companies owned the value and paid for speed. As more IP is generated and kept in China, the same deal structure sends more value the other way. The West ends up renting the molecule instead of owning it. This is a gold rush for intellectual property. The question is who can generate novel IP in a specific area, and do it first. Therapeutics is the beachhead. The US market pays enough for new drugs that the long road through the FDA still earns a return. In this gold rush, anyone can be a miner. The fastest ones will have the best maps. And maps only come from data. #ddpwest26
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the post training era is glorious
Big shoutout to all of our partners for making Nemotron 3.5 Super VL their own through post-training 🙌 Here’s what they’ve built 🧵
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based and plant-pilled
Most children (and adults) can identify 100+ logos and nearly 0 native plant species This is not healthy for society Native wildlife roots us in our place and we should treat it with such reverence If we do not root ourselves in the land it is very easy to lose our ourselves
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the neural network eats human priors
Over the past month, we completely switched to frontier LLMs to control a robot in a customer deployment. By doing this, we have a classic System 1/System 2 architecture, but on steroids. For the high-level reasoning layer, we use an agent based on Opus and Astra, which are many generations more capable than any VLA. For the fast execution layer, we use computer vision code written by the model, which is fast, editable, and reliable. As a bonus, we got in-context learning, which is just a basic feature of LLMs, and continual learning, since whenever a new situation arises, the large model steps in and adapts the pipeline. And it just feels better to be on the right side of the Bitter Lesson, benefiting from the billions being invested in frontier models around the world.
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pay attention to tom. a fine llm mechanic
I'm so excited to be releasing this engine. This represents the first of hopefully a long line of work with Nvidia We didn't put comparison charts in the main post but rest assured WE SMOKED EM this is the best engine for your dgx station. its not close.
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Jackson Schultz retweeted
Ben Wilson (@BenWilsonTweets) has stage 4 cancer and 4 kids under the age of 5. I want to help him as much as possible, so I invited him on the podcast to talk about his work studying history’s greatest leaders and what it’s like getting told he’s going to die at 38. He’s a good guy, a close friend, and one of my favorite podcasters. His work has benefited millions of people all across the world. Please watch this episode and see if you can help with medicine, introductions, or donations. 0:00 What Ben has learned from making How to Take Over the World and studying history’s greatest leaders. 55:51 Living like you're dying. Ben on facing cancer.
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sir let me connect to a shared gdrive that is all, no more pelicans on a bike necessary. let argon work with my files
Gemini 4 Argon is here. It’s available globally today for developers and enterprises in the paid tier of the Gemini API and the Gemini platform, for Ultra subscribers in Google Antigravity, and Ultra and Pro subscribers in the Gemini app and Search. Hope you all enjoy it!
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perhaps the most useful feature is defunct. i am relegated to copy pasting and dragging into shared drives
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electric when the doc spontaneously flows together after hours of intense scrutiny
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A love of mine ❄️
Scientists are decoding the secrets of how water freezes. quantamagazine.org/the-endur…
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Jackson Schultz retweeted
Alright. Andersen just finished his talk. It was slick and persuasive. If I hadn't asked my question, I'm sure most audience members probably would've come away thinking zoonotic spillover was definitely how COVID started. Brief summary of his case and why I didn't find it convincing: Andersen began his talk by setting out that he wanted to ask how COVID began, but then the entire talk was focused on a different question: where COVID began. This is a rhetorical sleight of hand that I was happy to point out to the audience afterwards. Andersen convincingly showed that early cases of COVID were clustered around the Huanan Wet Market in Wuhan. Interestingly, all of the maps on his slides (taken from a WHO report) had an inset that blocked where the Wuhan Institute of Virology is on the map. So audience members would have had no idea that it is a half-hour drive away. Andersen then showed images that his colleague had taken in 2014 of a racoon dog in a cage. WHO had originally stated that there was no evidence of illegal animal trading at the market. Andersen said that this is a lie and that they covered it up. Interesting that this is an example of a conspiracy theory that he believes in (I think he's right!) He then spent most of the rest of the talk showing spatial maps of the market and showing where SARS-CoV-2 sequences were found—pinning it down to a single cage where a racoon dog was thought to be held based on his friend's photo from 2014 and on mtDNA sequences detected in the same places as the SARS-CoV-2 sequences. His other point was to suggest that there were two zoonotic spillovers because there were two independent COVID lineages sequenced from the market. What Andersen showed convincingly was that the epicentre of the pandemic was probably this wet market. I don't think anyone disputes this fact. Thousands of people pass through that market every day. What Andersen didn't show, but implied and hinted at through innuendo, was that infected animals were the source of the disease. I got to the mic first after the talk and pointed this fact out. He was receptive to it. I mentioned to the audience that we are talking about environmental swabs that were sampled by the Chinese CDC based on where they thought the human cases originated—sampling bias is obviously a potential issue here. Many of the samples were also taken from mobile objects (carts, tools, etc). A key point that refutes the zoonotic spillover case is that nobody has ever found an infected animal. I think audience members were not aware of this fact when I shared it. I also pointed out to the audience that these samples were not simply a binary case of [SARS-CoV-2 + racoon dog DNA found together]. The raw data (which Anderson didn't show) show that there was a mishmash of a bunch of species' mtDNA and the SARS-CoV-2 sequences were *incredibly* sparse. One of the areas was labelled as SARS-CoV-2-positive due to a single molecule of viral RNA among over 200 million reads. And qPCR of the same sample came out negative. This is in the realm of technical false positive for the RNA-seq! There were other things I wanted to say, but others were queued up behind me at the mic, so I had to cede. I finished by saying that none of what Andersen presented is inconsistent with a lab leak: a lab worker could easily have gone to the market after work for dinner, infected some other people there, and then it spread rapidly thereafter. This is what I think really happened. Andersen's view is that the double lineage and the distance between WIV and the market refute this. I disagree with the latter (see map), and the former has been shown to be a statistical artefact (michaelweissman.substack.com…). Sadly I didn't get to tell the audience that the two lineages differ by a couple point mutations and that the original Bayesian phylogenetic analysis was fudged—reanalysis showed that a single original lineage is almost as likely as two distinct lineages. I also never got to mention Jesse Bloom's reanalysis of the same data that Andersen uses (pmc.ncbi.nlm.nih.gov/article…) which didn't bias the mtDNA search to just mammals. Bloom found that the highest correlation of SARS-CoV-2 genomes was with catfish mtDNA. Catfish cannot be infected with SARS-CoV-2. This fact shows clearly that spatial coincidence of these samples does not mean any animal was ever infected. I enjoyed Andersen's talk and I think I offered pretty normal, respectful scientific pushback in the Q+A. Hopefully audience members reconsidered the strength of his claims in light of the points I got to make. It was nice to have a forum to discuss an overly politicised issue in a very scientific, open manner.
This is excellent. I find it baffling that some of the voices that criticised COVID-era censorship and anti-lab leak propaganda are now the ones giving Jay flack for this. He's demonstrating principled leadership here imo. Andersen is also speaking tomorrow at a conference I'm attending at Salk. I think he has been scientifically and morally in the wrong re COVID origins, but I am nonetheless excited to hear what he has to say!
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someone should really figure out how to measure this dimension of biology
Here's a cool new drug that just dosed its first patient in China. It targets the cancer antigen, B7-H3, and 'desialylates' - removes surface sialic acids that suppress immune responses. In experiments, this activates tumor killing, mainly by NK cells and macrophages. The trial is in China, run by Shanghai Henlius - the tech itself originated from the US biotech, Palleon Pharma. This desialylation mechanism is independent of PD1: in other words, a potentially new cancer immunotherapy.
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