Snapshots That Wow!

Made in China, ek model chahiye that’s made in China

“This is a pretty striking shift toward Chinese models by American AI startups since the start of the year. “

Source: Prof G Media

Who is China’s astrologer?

“The size of the Chinese strategic petroleum reserve is mind blowing: larger than US + Japan + the whole of Western Europe combined.”

Source: EIA

Have we solved the misery of chemo?

Scientists developed a CRISPR-Cas12a2 system that can recognize cancer specific RNA signals, including mutations in genes like TP53 and EGFR, then shred the cancer cell's DNA/chromatin from the inside.

The exciting part. It could target cancer mutations that have been extremely hard or impossible to drug before. Are the dreadful side effects of chemo solved?

Source: Nature

The world’s leading paper ditches paper, and gains!

“In 2000, The New York Times Company made $3.3B in revenue. All of it from print.

By 2009, advertising had fallen 35% in two years. The company carried $1.1B in debt, had $46M in cash, and took a $250M loan from Carlos Slim at 14% interest to stay solvent.

In 2011, $NYT put up a paywall. 20 free articles, then pay. Within three weeks, it had 100,000 subscribers.In 2025, digital subscription revenue hit $1.4B, up from $44M in 2011, now more than 50% of a $2.8B top line. EBIT margin reached 15.7%, the highest in years. “

Source: Quartr

Gen AI, generating entrepreneurs

“New business formation is inflecting! GenAI might be the catalyst. Mostly likely so. This is an effect that we had discussed in our quarterly letter to investors as well”

Source: COATUE

It’s all about risk management, honey!

“In the long run risk management helps distinguish outcomes of investing vs. gambling”

Source: Michael Mauboussin