- Jason Kelly on X: The crisis in biotech startups is not just “biotech being cyclical” - you can see clearly that the rise in Chinese startups is not cyclical over the last 25 years - it’s spiking up in the last 10 years (see chart below from @AsimovPress). This is in response to a post from Bruce Booth arguing that the rise in Chinese biotech is not just a threat for the US but also an opportunity, and one that should be a cause for optimism. Booth responded in turn. I am close to finishing Apple in China and based on that alone I tend to side with Kelly. Riding dragons is a dangerous business, as both Apple and Tesla have found out in their respective industries. There are, of course, a few ways in which biotech is significantly different from cars and phones that requires some more thinking, but that is for a different post.
- Cory Doctorow on Mastodon: On December 28th, I delivered a speech entitled “A post-American, enshittification-resistant internet” for 39C3, the 39th Chaos Communications Congress in Hamburg, Germany. This is the transcript of that speech. Not just post-American but post-Chinese Internet as well, so this is a talk about robustness and dare I say antifragility through decentralization, not anti-imperialist rambling (although this being Doctorow there is some of that sprinkled in too). A video version is also available.
- Matthew Dowd on X: Pickle Expose: Sliced and Diced. Engrossing article in the form of a full-blown X post, with links, in-line images and half-decent typography. (ᔥJohn Gruber))
- Katyayani Shukla on X: Warren Buffett literally gave a free 1-hour masterclass on business. I saw the video and thought that Mr. Buffet was looking unusually spry for a 95-year-old! Well, the speech is from July 18, 2001 and is available in both YouTube video and transcript form, so there was no need for contextless X posts with worse quality video and audio. This particular one got 7.5 thousand likes and 2 thousand reposts in less than two days. I guess not everyone appreciates context and citation as much as I do. (ᔥJohn Mandrola, also on X)
Note: Despite three of the four links being from X, I have to admit that I am finding Mastodon more and more enjoyable and the superior of the four post-Twitter offerings, at least for me and my tastes. I am still vacillating on whether I should just use my micro.blog account to follow all non-X users, but then Ivory is too good of an app not to use. Advice appreciated.