12 Comments
Jan 25, 2023Liked by Packy McCormick, Elliot Hershberg

This is...fascinating.

Expand full comment
Jan 29, 2023Liked by Packy McCormick

Another awesome deep-dive, Packy! Just a heads up, there is a duplicate paragraph in the "Chapter 3" section:

"When it was time to go to college, Raphael decided to stay in California, attending Berkeley to study Electrical Engineering and Computer Science with a concentration in Statistical Learning. He stayed for graduate school, too, attending Stanford to get a PhD in Computer Science in the Stanford AI Lab."

Expand full comment

You omitted the biggest risk factor to this investment. The COVID mRNA vaccine was successful commercially only because it received billions in EUA government funding and was mandated by the government with no liability to the manufacturer. These are major moral hazards and human rights violations. The media gaslighted and covered up all of the side effects on behalf of Big Pharma, whose ads are a major source of revenue. CDC/FDA lied that it stopped transmission, as they are also in the pockets of Big Pharma. Moderna and Pfizer are now jacking up the prices to maximize profit. As a result, trust in public health and government has collapsed along with the "safe and effective" narrative. How many boosters are you going to take until you are "fully vaccinated"?

Expand full comment

“We’re not just finding binders, we’re finding what’s targetable in the first place." Raphael said.

But I can't find any information anywhere about how exactly this is supposed to work.

Regarding "binders": If I know the 3D structure of an RNA, I don't have a binder yet; however, the question for me is why do I need the structure when RNAi, ASO (perhaps RNA-Editing) etc. already exist? I.e. the sequence always tells me what exactly will bind; completely without ML thanks to Watson and Crick.

Regarding the targets: Usually one finds unknown targets through "genomic investigations", e.g. Crisp/Cas, GWAS, and much more. But what does Rafael mean when he says that the 3D structure of RNA leads to targets?

Expand full comment

Hi, thanks for this! Curious if you can share recommendations for further reading on common royalty structures. Specifically, sources or more in depth resources regarding: "Royalties. If a drug makes it to market, licensees can earn royalties on sales, typically in the ~5-10% range (although sometimes royalties can be much higher)." Thanks!

Expand full comment

Is there a way for us to invest in Atomic AI? I haven't seen it on any of the retail investment sites

Expand full comment

Hey Packy, wondering if you'd be willing to recommend my Newsletter A.I. Supremacy? I can send you an equal number of new readers. Most of these will be from LinkedIn, so relatively high quality readers.

Expand full comment

Hey Packy, wondering if you'd be willing to recommend my Newsletter A.I. Supremacy? I can send you an equal number of new readers. Most of these will be from LinkedIn, so relatively high quality readers.

Expand full comment

What do I need to read to bootstrap myself on this topic? Books, articles, blogs, youtube, etc. Thanks

Expand full comment