Posts
Outside the Huddle: 10/9/22
1) How Covid-19 Has Evaded the Immune System A recent study out of the University of Pennsylvania gives us a new explanation as to how the SARS-CoV-2 virus evades the human immune system. DNA in our cells wraps around proteins called histones, which make it more compact, preventing cells from transcribing those DNA segments into…
Read MoreBessemer’s Steel DAO For Scouts
FSOC urges Congress to speed up crypto rules The Financial Stability Oversight Council (FSOC) issued a report on Monday in which it urges legislators to focus on passing needed regulation around digital assets. The FSOC is formed by members of top financial regulators such as the SEC, Treasury, Currency Comptroller, the Fed, and CFTC. It…
Read MoreThe Ponzi Platform
Recently there’s been a ton of talk about newsletter growth on platforms like Substack and beehiiv. There have been articles like “Substack figures it out” and coverage around their investment in growth. And there’s a real reason to believe that Substack has figured it out. When I recently read Packy McCormick’s newsletter, I noticed he…
Read MoreOwn the Pipes
Good afternoon! I have become fascinated by ‘pipes’ companies. There are a few companies out there that own the rails the world’s biggest businesses run on. Taiwan Semiconductor (TSMC), Amazon Web Services (AWS), Stripe — companies that build products so important, entire industries rely on them. Which also puts them on the shortlist of most valuable companies in the…
Read MoreAI Arrives Pt. 2
OPEN SOURCE Open Source and The Transformers There are two huge drivers propelling AI right now: 1) Access to free open-source AI models and 2) Huge technical breakthroughs in how AI models work. We’re breaking down both, starting with the center of the free and open AI world: Hugging Face. Hugging Face One Liner: The…
Read MoreBNPL’s Biggest Problem …
… is that it’s unpredictable. Now, let’s pause here and cup a hand around our ear and listen for the indignant objections of all those who work for or invest in BNPL providers … it should just be a sec … Unpredictable?!? WTF? Our product is vastly more predictable and transparent and safe to use…
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