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Introduction to Part II: Program, Control, and Create

Mackenzie Morehead

21 Nov 2023
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The 2-Sigma Problem: The 1:1 Tutor

The 2-Sigma Problem: The 1:1 Tutor

The Promised Land for education has been 1:1 tutoring since Aristotle tutored the young prince Alexander the Great. The only technology in history capable of delivering it arrived. VCs preached ad nauseam about that utopian application while they funded literally anything else instead. And still, no one’s building
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A Quantitative Look at Biotech Platforms

A Quantitative Look at Biotech Platforms

While plenty of great writing on platform biotechs has emerged over the years including from our team, we believe the conversation misses a quantitative framing. We sought to precisely answer what successful platforms have tended to look like as they scale.  Our team used a whole lot of GPT Pro
25 Mar 2026 11 min read
The Fickleness of Scaling Laws

The Fickleness of Scaling Laws

Or, the Foundations of Foundation Models Nothing has defined tech in the last five years more than scaling laws. LLMs demonstrated consistent returns to scaling to dumbfounding sizes and cracked the positive feedback loop of scale to larger size to make a more useful product to raise and make more
19 Feb 2026 24 min read
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