A thread on the snippets (paragraphs & quotes) from the book ‘Lifespan’ by David Sinclair @davidasinclair
‘The clock is ticking’
This thread will be updated as I read further & further.
1/ “Every death is violent.” ~ Holocaust documentary filmmaker Claude Lanzmann.
2/ That scene from the film ‘Dead Poets Society’
3/ And Nothing was ever the same again.
The author is talking about 50 extra years of Health-span being the norm.
4/ 400crore years ago, we started with a 2 genes in a single cell with this mechanism👇 to survive, now we are at 21000 genes & 30Trillion cells.
5/ We are the great survivors.
6/ Car T-cell therapy explained: Expected to grow at 45%+ for the next 7 years 🚀
7/ Consuming products filled with antioxidants does no good. It’s a marketing gimmick.
8/ How the scientists will push back death.
9/ There are 2 types of information in our cells: Digital (Genome) & Analog (Epigenome)
Simpler explanation for Epigentics: explains how nuture (not nature) leads to changes in your DNA.
Simply, how 2 twins which have the same genes can have diametrically opposite lives.
10/ Why people who exercise or fast seem younger: Hormesis.
11/ That’s what is humbling about nature: something like yeast that is used in brewing beer can also help cure cancer.
12/ Why Yeast? 😉
13/ epigenome’s design.
14/ Simplest explanation of the epigenome: its melodious.
15/ A caterpillar can’t transform to a human, but only into a butterfly: Why the genome is equally important.
16/ “Studies of identical twins place the genetic influences on longevity at between 10 and 25 percent which by any estimation is surprisingly low.”
Our DNA is not our destiny.
17/ From learning from yeast to learning from trees. I am sensing a pattern here.
18/ Real Life terminators.
19/ Aging is a disease.
20/ This is what being old feels like physically.
21/ We are living longer, but at what cost.
22/ Cigarette smoking increases chances of developing lung cancer by 5x. Here’s how it works 👇
23/ “Though smoking increases the risk of getting cancer by fivefold, being 50 years old increases your cancer risk hundred fold. By the age of 70, it’s a thousand fold.
Not just cancer, valid for heart disease. And Diabetes. And Dementia. The list goes on & on.”
24/ It’s that simple.
25/ The 1st & most probably the last genuine Self Help guy.
26/ Intermittent fasting (IF) works.
“Go hungry for an entire week every quarter.” ~ @PeterAttiaMD
27/ Your diet probably needs to look a lot like a rabbit’s lunch than a lion’s dinner.
28/ Something in which protein shake drinkers be interested in.
29/ Wear one less sweater to live longer.
30/ Once you understand how cells actually work, they are the most amazing things.
31/ The possibilities with Gene Therapy 🧬 are 🤯
32/ ‘Precision medicine’ is catching up.
Not just what works for most people most of the time.
33/ The power of precision medicine & why do we need it.
34/‘It won’t be long before prescribing a drug without first knowing a patient’s genome will seem medieval.’
Enter Pharmocoepigenetics: We all don’t respond to medicines in the same way.
35/ The book predicted the current Pandemic.
36/ “Epidemiologists say a fast moving airborne pathogen will kill more than 30 million people in less than a year and they say that there is a reasonable probability that the world will experience such an outbreak in the next 10-15 years.” ~ Bill Gates in 2017.
37/ Be careful what you wish for.
38/ Even Nobel Laureates & Billionaires can underestimate compounding. The thing that differentiates us & them is that they are quick to change lanes.
39/ Reminds me of Anton Ego’s speech in the Pixar movie ‘Ratatouille’:
40/ Start working on getting rich if you want to live longer.
41/ All the age related advances in the next decades will be expensive.
42/ This will happen when we face a population explosion 🚀
43/ “In 1800, the global literacy rate was 12%, by 1900 and it was 21% & today it’s 85%. We now live in a world where more than 4 out of 5 people can read, the majority of whom have instant access to essentially all the world‘s knowledge.”
44/ This is something to watch out for: the working age population crisis in most countries could be solved.
45/ If you think extending your lifespan isn’t for you, Read this.
46/ A dab of optimism goes a long way in the discovery of the new 💫
Wish I read this book earlier.
Time to make some changes to the epigenome.
Aging is a disease. (X9999)
End of Thread.
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They play the role of the Orchestrator: A platform that connects to & finds synergies among 1000s of local networks across the world to create collective value for the network & its stakeholders
H/T @Chins1729 👑
2/ It's hard for a traditional firm to move towards being a Network Orchestrator
X | From thinking about their firm → The whole Network
Y | From Management control → Empowerment
Z | Shift in Value Creation through Specialisation → Integration
High Entry Barrier 🚧
3/ X
Two retail stores in New York City may appear to be direct competitors, but this is an illusion.
Each store has a supply chain stretching from its shelves out to the world
Before a customer walks into the store, often the game is over based on the superior supply chain.
A Regulated Monopoly Lender with zero NPAs & growing faster than HDFC & ICICI Banks
I authored this on Dec 2021 when the stock was barely talked about, posting it today to improve my engagement numbers on Twitter ✨
A Thread 🧵👇
1/ History.
IRFC was established in 1986 as a dedicated market borrowing arm of the Indian Railways, registered with the RBI as an NBFC (Systematically Important)
But why do Railways need them, can't they directly ask for funds from the Ministry of Railways (MoR)?
2/ Here, enters the Government according to whom raising money from the open market is not the duty of MoR, it is the duty of the Ministry of Finance (MoF)
which didn't want to act as an intermediary & thus IRFC was born to raise money& fund the capital needs of Indian Railways.
Real estate stocks have taken a tiny hit due to the interest rate hikes
Zoom Out. This is just a minor blip in this cycle
If the cycle goes the way it has in the past, most of the companies can become 5-10x larger in the next 5 years
If it doesn't, you still double your money.
1/ From Godrej Properties Q2FY23 concall
Price acceleration (across all markets) is driven by the end consumer & not just investors. Interesting.
2/ Continuing on the above... Mr. Godrej is quite bullish on the real estate cycle picking up in the next 4-5 years. That's why they are doing a lot of asset-heavy deals these days & did massive QIPs.
Later, we might see a downcycle again. Still, good times are probably near.
Strong execution from Sunteck Realty: Targeting a 1800crs TTM Pre-sales by FY23 end.
- $ 3.8 billion (30K crores+) is Est. Gross Development Value (GDV) of the upcoming project pipeline in the next 7-8 years
- 37 million sq ft Across 7 projects
Very Interesting!
1/ They have nearly 2000 crores unsold inventory as of the date
They are also planning to launch 6000 crores worth of projects in the next 18 months
If the demand scenario stays robust, the targets above should not be hard to meet
Target: Double Pre-sales every 2-2.5 years 🚀
2/ "Sunteck has grown in the last 15 years with all the headwinds in the industry. We have been able to grow at a time when most other players have not been able to survive." ~ Kamal Khetan, Chairman & MD.
1. R&D Spends >>> Marketing Spends (The opposite is unsustainable, the last year was a bubble) 2. They have always followed an organic process of building deep capabilities over time which allows them to build great products
3. They are investing in medical technology, EVs, Robotics, Network Equipments, AI & ML 4. Future of SaaS? The market is great, however, too many people are chasing it (We need a period of consolidation as no business wants to work with 10s of thousands of companies, only 5-10)
5. Microsoft is 200x our size, and Salesforce at 40x; those are the milestones we want to reach (Global Leadership) 6. What he needs in investments? I look for problems to be solved