Venture Builder @diagramventures | Ex-Growth @Lighthouse_Meta | Surfer & Triathlete | 🇨🇦
Montréal, Québec
Joined January 2022
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time to incorporate myself
In Budget 2026, we’re cutting Canada’s marginal effective tax rate on new business investment from 13% to 6.4% — the lowest of any major economy in the world.
That means businesses, large and small, can deduct the full cost of most new investments.
Making Canada the best place in the world to build.
Benjamin Couture retweeted
US voters just rejected data centres everywhere they got the chance.
That investment has to land somewhere.
Clean hydro. Open land. Cold winters.
That's Canada 🇨🇦
This is a massive opportunity for us. Generational.
how should I ride this thesis on public markets?
this might be my last normal tweet before biotech goes vertical
i'm not a whistleblower. I don't work at Lilly, Novo or any of the big labs
but there is a massive shift happening in human biology right now.
it's sitting in press releases and almost nobody reads them
the last 6 months alone:
- a once-daily pill roughly doubled median survival in metastatic pancreatic cancer (13.2 vs 6.6 months)
- a one-time gene editing infusion cut hereditary angioedema attacks 87%, and 62% of patients stayed attack-free and off all other prevention for 6 months
- a one-time gene edit for cholesterol dropped LDL up to 62%, and it held for over a year
- a personalized mrna vaccine beat keytruda alone in a 1,137 patient melanoma phase 3
- retatrutide hit ~28% weight loss in a phase 3
- an ai-designed drug entered phase 3
- a pill that regrows hair passed its second phase 3
- an immunotherapy that could let some rectal cancer patients skip surgery, chemo and radiation just got fda approved
- a man lived 271 days off dialysis on a pig kidney
- human cells were caught passing chromosome-sized chunks of DNA to their neighbors, and it changes how the neighbors behave
we are on the verge of an era where the human body is a software problem and the update cycle gets shorter everyday
stick around, it's going to get weird
bio/acc
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this is bullish
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
nitter.cf/AnthropicAI/status/211…
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Benjamin Couture retweeted
please if you're talented and ambitious do not work on saas. pick a physical problem in the world and take it on, the models are too good not to