Author: Andrew
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I just heard Varda proved “space-made” drugs work — but there’s a big catch
Varda returned ritonavir crystals from orbit and sells a launch-driven pharma model. Here’s what changes for launch economics, pharma R&D, and regulatory…
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I’ve spent three years on ChatGPT—here’s the wake-up call
Three years after ChatGPT’s debut, AI power is concentrated, costs are spiking, and governance looms. Read my 5-step playbook for leaders.
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I just read the NYT on David Sacks — his 449 AI stakes change urgent policy risks
NYT finds David Sacks holds 449 AI-linked investments of 708 tech stakes while advising Trump on AI, chip exports and crypto — a governance and…
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I just watched Wolt, Manna and Huuva start drone food deliveries — and there’s a catch
Manna, Wolt and Huuva began operational drone deliveries in Espoo. Fast, cheaper per drop on paper, but payload, weather, regulation and winter readiness…
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I just read TechCrunch’s thread on LLM bias — and yes, this should worry product leaders
TechCrunch logs show LLMs dismissing a Black woman’s quantum research. This is a systemic bias problem — here’s what changed, why it matters, risks, and…
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I just read New York’s new rule forcing sites to say “This price was set by an algorithm”
New York’s Algorithmic Pricing Disclosure Act requires an on‑price notice and fines up to $1,000 per violation. Here’s what product, legal, and AI teams…
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I just tracked a $250M bet on women’s sports — and there’s a real catch you need to know
Monarch Collective’s $250M fund takes concentrated operational stakes in women’s teams. Big upside, governance risk — here’s what operators should do next.
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Supabase hit $5B — I can’t believe they turned down million‑dollar deals
Supabase raised $100M at a $5B valuation and declined large enterprise contracts to protect product direction. I explain the tradeoffs, risks, and next…
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I dug into Meesho’s $606M IPO—Here’s what’s at stake
Meesho’s $606M IPO raises ₹42.5B at a ₹501B valuation. SoftBank and Prosus don’t sell, but widening losses and murky unit economics pose risks.
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I’m watching Washington try to stop state AI laws — and it’s a risky shortcut
Congress, the White House, and industry are pushing to preempt state AI laws while Rep. Ted Lieu readies a megabill — here’s what operators should do.