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/ 🛡️ The FUTURE of WARFARE isn’t a “revolution” but an evolution—a mix of drones, AI, and smart strategy. What’s the playbook for Taiwan, Ukraine, and beyond?
A quick high-level dive📡
2/ 🛰️ The Gulf War heralded stealth, precision, & GPS.
Today, uncrewed systems (drones) + AI define the battlefield. But there are limits. Attrition wars teach hard lessons.
3/ 🔥 UKRAINE's lessons for TAIWAN:
Drones disrupt but aren’t invincible.
Customized kamikaze drones carry ~5kg payloads, fly ~19km + force adversaries to spend $$$ on defense.
2/ More than 3.5 billion years ago, life on Earth emerged from chemical reactions.
Nature invented RNA, proteins, and DNA, the core molecules of life, and created the ribosome, a molecular factory that builds proteins from instructions in the genome.
3/ Proteins are wondrous dynamic molecules with incredible FUNCTIONS
-molecular engines powering motion
-photosynthetic machines capturing and converting to energy
-scaffolding building skeletons of cells
-complex sensors interacting with environment
-information processing systems running the programming operating system of life
1/ Quick thread 🧵important new paper 📜from @sfiscience on the THERMODYNAMICS of COMPUTATION...
Ever wondered why your gadgets get warm after using them for a while? As with cells🧫, brains🧠 and laptops💻––it's all about energy use and heat🔥....
2/ The key is "stopping times". In biology a cell might stop making a protein once it triggers a reaction from another cell. In simulations like a coin-flipping it may be once it reaches a set number of flips...
3/ Estimates are that computers use 5-9% of global energy (AI will only increase this📈). Biological systems on the other hand are 100,000x more energy-efficient...
1. Riskgaming 2. Possible adjacencies + the ADJACENT POSSIBLE 3. Build your cash position for tuck-in M&A 4. Prepare for rising cost of capital (and a lot less of it)… 5. Moravec Paradox––what’s easy is hard and what’s hard is easy
3/ Lux family companies including @anduriltech , @SakanaAILabs, @togethercompute, @VardaSpace, @AppliedInt have raised war chest balance sheets…
watch for rising cost of capital, more powerful labor unions…