Freedom Maximalist. Builder, Investor, Tinkerer.
Pale Blue Dot.
Joined December 2008
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lprsd retweeted
Growing up in the United States, NYSE was synonymous with the story of American capitalism. I vividly remember learning about the Buttonwood agreement in 9th grade history class. 24 stockbrokers met under a tree on Wall Street and formed the beginning of what would become the world's financial center. From pits to computers to now onchain markets, America has always led the way in innovating markets to improve price discovery and capital formation. Today the next chapter begins with ICE, trade[XYZ], and Hyperliquid.
ICE started as an electricity-trading platform in 2000, growing to acquire NYSE itself in only 13 years. It is a key infrastructure provider of America’s energy, bond, and mortgage markets. ICE is a rare story of exponential growth of a financial giant over decades, continually embracing innovation and technology.
trade[XYZ] was the first HIP-3 deployer and responsible for spearheading the flourishing global RWA perpetual market today. Only a year ago, trade[XYZ] launched its first RWA perpetual markets. They took a bet on HIP-3, which had just launched after months of tireless development. Having followed their journey from day 1, I cannot overstate how much Shoku and the team have poured into growing these markets to a genuine source of price discovery for the most important assets in the world.
Over the past three years, Hyperliquid has pioneered onchain infrastructure to house all of finance. Hyperliquid is nothing without its world-class builders. I am honored that trade[XYZ] and ICE have chosen to build on Hyperliquid to bring perpetual contracts to America.
When I first spoke to Jeff Sprecher around a year ago, he asked what success looks like to me. I thought for some time and joked that it would be seeing ICE building on Hyperliquid's technology. I could never have predicted the progress that we've made as a community in a single year to make this come true. Excited to see what we can build together next.
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally.
In this structure:
+ Hyperliquid serves as the underlying technology infrastructure via HIP-3*
+ trade[XYZ] designs and implements the markets
+ ICE operates the regulated market and clearing structure
Existing trade[XYZ] HIP-3 markets will remain unchanged.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
lprsd retweeted
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
lprsd retweeted
“Religions are true for ordinary people, false for intellectuals, and useful for those in power.”
— Seneca
lprsd retweeted
holy shit, it’s him.
Surprise 1: Anthropic acquired a one-person biotech
.
.
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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
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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
lprsd retweeted
Maybe important to repost this now that everyone is getting hacked
If you have a VPS, I recommend you to get if off the public internet and into a Tailscale network and Cloudflare Tunnel ASAP
It doesn't matter you have SSH key login, this is about exploits and vulnerabilities AI is finding
There's 2 ways into a VPS:
- via your site/app (like the PHP exploit of this week with a file upload hack)
- via your server (like hacking into SSH or some open port)
The site/app side you put on a Cloudflare Tunnel and then with the default Free Plan it has WAF security enabled by default and they jump on new security exploits fast, it means that the only way to reach your website is via the Cloudflare Tunnel, your server does not respond to port 80 or 443 anymore
The server side you put on a Tailscale network which is like your own private network that nobody can access but your own devices (like your laptop, your phone and your VPS) kinda like a VPN
Then you switch off ANY regular access to your VPS on the firewall, in my case I use Hetzner and you create a new firewall then empty it and that blocks everything (test it)
How do Tailscale and Cloudflare Tunnel get in then? They don't. They go outbound. They make a tunnel to outside which sends and receives
Now you've reduced your attack vector to Tailscale and your Cloudflare Tunnel, much safer, not perfect btw, but nothing is
When I set up a new Hetzner VPS first thing I do install Tailscale and once I'm in via Tailscale lock down the firewall to only accept web traffic on HTTPS 443 for Cloudflare IPs and SSH 22 for Tailscale IP
That way nobody can get in
I know I keep repeating this but it should be basics of setting up a new VPS
So basic IMHO it should be part of any VPS service to default install Tailscale and enable it so it's the only way to get in
Why?
A VPS server is just like your laptop or destop computer but now imagine if it's connected to the entire internet with 8 billion people that can access it and try hack it
You want to only have it accessible to you
And if you want to host a website on your VPS (like I do), you should only let Cloudflare access your VPS so it can stand in front and block any hack attempts
Never expose a VPS to the world wide web which realistically is the world WILD web
lprsd retweeted
If you hang out with happy, optimistic, and ambitious people, it'll rub off too. That's why pruning your social media algorithms is so key. Don't psyop yourself into a depressive hole.
lprsd retweeted
If your company refers to engineers as the IT department, you have nothing to worry about. You were already breached last week.
lprsd retweeted
Across all human time periods, saying what you actually think has always been a pure demonstration of courage.
lprsd retweeted
the emudhra thing is insane when you actually think about it
a private key is supposed to be a number so big no computer on earth can guess it. 116 digits.
emudhra's was 4
not 4 digits. four.
this is india's biggest certificate authority. govt sites, PSUs, banks all run on their trust. and for a year and a half anyone who looked could've forged certs for any website on the planet
a random guy found it on a saturday and had the keys in milliseconds
no hack. no leak. they just never checked their own output
lprsd retweeted
AI will be able to compute the perfect delta of what you understand and don't, helping you progressively learn any idea and unravel any mystery.
If you so desire, you'll reach the maximum of your capability and intelligence. The ultimate education. For free.
lprsd retweeted
Holy shit we might be cooked 🤣
Anthropic CEO, Dario Amodei: "If revenue grows 10x a year, one bad guess on compute could bankrupt you."
"I could assume that the revenue will continue growing 10x a year."
"It'll be 100 billion at the end of 2026 and 1 trillion at the end of 2027."
"Actually it would be like 5 trillion dollars of compute, because it would be a trillion dollars a year for five years."
"If my revenue is not a trillion dollars, if it's even 800 billion, there's no hedge on Earth that could stop me from going bankrupt."
"I can't buy a trillion dollars a year of compute in 2027 if I'm just off by a year."
he smiles as he explains why one wrong year of compute spending could end a company :)
lprsd retweeted
3/ China & East Asia (biggest creditors) are buying basically no US bonds; a little US equities; access to global commodities; and enough gold that China's surplus including gold is flat last 12 mths.
There are the actions of people that understand only way out for US is devalue
lprsd retweeted
I set a Claude loose on a Hetzner box, told him he's free to do anything on that machine and to build a startup to generate revenue, gave him an empty Stripe account and told him to use a loop every 30 minutes to keep track and improve something
He built this tiny app! (1/4)
lprsd retweeted
the physics behind the roadster - roadster.pplx.app/