Advanced Macro Trend Analysis and Trade Ideas | Not financial advice.
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“Everything is open source now.”
Reverse-engineering is a fast-growing trend and will likely emerge as a financial threat. Just this week the entire PlayStation catalog was posted for free, and hobbyists made open-source software for LG TVs and Mitsubishi air conditioners.
As we discussed in our Apple iPhone launch preview, more signs Apple will emphasize devices with little to no RAM in a push to support tighter margins:
Bloomberg: Apple developing new fitness tracker to rival Whoop
bloomberg.com/news/articles/…
Trend Thesis retweeted
Half of $SPX has already lost 200-day. The index is still 6% above it. Nonstop deterioration in market breadth.
Frontier labs pushing into drug development is very supportive for biotech infrastructure buildout in the US. Lots of microcap / nanocap opportunities in this space. @majgeoinvesting
ANTHROPIC BUILDS BIOLOGY LAB TO PUSH AI INTO DRUG DEVELOPMENT
Anthropic has quietly established a Bay Area wet lab, moving its life-sciences ambitions beyond computer simulations and into physical biological experiments.
The company wants Claude to direct laboratory robots with limited human intervention, potentially accelerating research into rare and traditionally “undruggable” diseases.
Anthropic says it will focus on preclinical research rather than clinical trials, avoiding direct competition with pharmaceutical companies.
New from us: The Foldable iPhone Launch Hits a Margin Wall
trendthesis.substack.com/p/t…
Transformer efficiency is about to dramatically improve:
DeepSeek looks to offload simple LLM tasks to save billions of parameters
'Conditional memory' concept moves simple lookups from expensive GPU memory to cheaper CPU RAM
sdxcentral.com/news/deepseek…