2/ Led by Lux partner @AGoulburn around the Nobel prize winning work of Eric Betzig who looked to the far reaches of the solar system and discovered a breakthrough imaging technique for INNER SPACE to see in REAL-TIME what is happening in cells...
3/ I mean this technique of adaptive optics x lattice light sheet microscopy gives subcellular resolution. INSANE what this means for drug discovery when you can see how drugs work inside cells!
4/ Now add as a co-founder Robert Tjian who was head of HHMI (Howatd Hughes Medical Institute) and built and exited multibillion biotech companies...
5/ And then to really kick things into bezerk biotech mode—lets recruit one of the most esteemed scientific entrepreneurs in history...as CEO:
Roger Perlmutter —ex head of all R&D at Merck, helped lead discovery for KEYTRUDA and previously ran R&D at Amgen...
6/ And let's keep it all stealth secret for as long as we can—and launch a Series A of $148M for EIKON.
This is SCI-FI x SCI-FACT with live-cell super-resolution microscopy for drug discovery.
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1/ On Feb 21 I told my boss aka my wife @LTwolfe that I had my third conviction call not yet appreciated + to buy a basket
*In 2016 it was NVDA, pitched publicly at Invest For Kids in Chicago (80x+) when Lux portfolio company Zoox was using NVDA chips and I predicted the narrative would change from gaming consoles PS4/Xbox to simulation and AI…
3/ In the fall is 2024 I pitched SK Hynix, Micron, Samsung and we bought in our pa
Mostly because I had read a technical paper about LLMs and inference on device with local flash (again changing narrative from commodity memory players to coveted attach rates on HBM AND edge)
1/ New paper from @ylecun et al on alternative approach for AI to learn more biologically...
paper basically says AI is super smart but still can't learn like a toddler can...
the main critique
the main critique...
is that top models today dont learn once deployed.
and curating data + training pipelines + filtering out noise is all done by humans in loop instead of being an intrinsic skill of the AIs...
here's Claude explaining the paper simply
3/ not quite Kahneman style but they call it System A +B
System A = learning from observation
this is self-supervised learning like predicting next word or video frame. good at making representations but passive and struggles to understand cause + effect...