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Surprise 1: Anthropic acquired a one-person biotech . . . Surprise 2: that person is me Surprise 3: I’m here to tell you all about it Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post …and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline ------- Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere. The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases. Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat. In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally. Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants). In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model. From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team. Why join Anthropic? Three reasons. (1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work. (2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter. (3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing. Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit. Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest). Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI. Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have. It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way. But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember... Gotta Cure 'Em All

ETH-USDT · OKX · 5m ethereum:native 5m: post-impulse range 2355–2368, neutral Trading range · Forming Support 2355.00 · Resistance 2368.00 · Resistance 2391.94 What to watch: 5m close above 2368 that holds on retest moon.holdings

ZEC-USDT-SWAP · OKX · 5m ZEC Perp 5m: False Break of the Low Inside a Falling Channel Awaits… Falling channel · Confirmed Resistance 1309.98–1310.82 · Support 1286.48–1291.35 What to watch: 5-minute close holds above 1295 and reclaims 1304 moon.holdings

Binance上线AI Pro，小伙伴们有用过吗？ 如果没有，强烈推荐你去试试！相信用过后，你就会和我有一样的感觉 —— 作为一家拥有深厚交易背景的平台开发的产品，真的太懂我们了。 如果把我们常用的ChatGPT、Claude等通用大模型比作一位知识渊博的研究员，那么AI Pro更像是一位熟悉交易系统，能够按照我们的要求构建和执行策略的好帮手。 比如，我希望AI Pro给我一套合适的BTC定投策略。 只给了“用100万USDT，在60天内完成定投”的要求。但这不是简单地把100万除以60，还需要能根据剩余预算和剩余天数动态调整基础定投金额。 如图所示，AI Pro 并非像其他大模型那样给我一段代码，而是直接生成了一套可视化策略工作流。 从定时触发、读取行情、检查余额、计算当日买入金额，到执行市价买入、记录累计投入，每一步都有清晰的逻辑关系。 我在电脑端演示的场景，可以并排查看对话与策略工作流。点击工作流中的任意步骤，可以提问、修改、新增或移除元素。也可以继续用自然语言要求AI修改，完全不需要自己懂Python。 它在检查策略逻辑时，还发现了模拟下单时可能因手续费导致余额不足的问题，自动补充手续费缓冲和执行日志，并重新测试。 说实话，这样的体验，让我对金融AI的价值有了更直观的认识。 在过去，只有具备编程能力的量化交易者才能完成的策略构建，现在只要通过自然语言，就能让更多普通投资者参与进来。 它不再是一个只能回答各类金融问题的聊天机器人了。 在这个市场，投资者之间存在两种能力差距： 一种是认知差，即能不能找到有效的交易逻辑；另一种是技术差，即能不能把自己的逻辑转化为可持续执行的程序。 我认为，Binance AI Pro或许不能消除前者，但一定可以大幅缩小后者。

孙宇晨的这个采访反响强烈，但是这个视频最大的Alpha其实是主持人。你难道不好奇，是谁让孙哥瞬间变了一个人，收起薄肌黄毛的嬉皮笑脸，这么严肃认真地输出？ 他叫金明 William Joy，圈内叫他仙道。很低调，连 X 账号都没有。但他绝对是一个T0级的人类，我觉得能放到一起对标的大概只有谷爱凌了。他的履历第一眼看离谱到像编的： - 现役自由潜水国家队，世界冠军，两项世界纪录，59 项国家纪录，打破了欧美33年开赛以来对自由潜水所有世界纪录的垄断 - 本科进哈佛学数学计算机，学生时代创业，入驻Harvard Innovation Lab，拿哈佛真理基金投资 - 极链科技创始人，27 岁拿到包括阿里在内的 10 亿元投资 - 湖畔大学四期，最年轻的创一代学员 - 从 2010 年持有特斯拉至今，加拿大持有 Tesla 最早的自然人 - 投资人，掌舵908HOLDING家办，前几天Token2049 Coinbase 全球交易赛获得第三，亚洲第一，为中国队拿到唯一的奖牌 仙道今年7月在本末社群的香港活动上做过一个精彩的压轴演讲，我推荐X上的大家如果没有看过，一定不要错过。覆盖面涉及到投资、卡牌、健康抗衰biohacking、美学、人生哲学、运气、社会责任，信息密度极高。在这个一天薄肌黄毛复读机的时代，已经很少能看到这么有深度+inspiring的内容了。 孙哥对话的视频，我只是2倍速看了一遍而已，仙道的这个视频，我1.5倍速看了两遍，甚至还在不断回去看细节。不要看AI总结，这个视频值得你的时间，看完你会来谢我。

我操。。。。。这车多少带点牛逼啊。。。。 马斯克还是牛逼的，以后开车就不会翻车了吧。。。。 几十米悬涯都能直冲下去。。。。

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