tchuk frame @FrameTchuk

Joined May 2022

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unusual_whales @unusual_whales

6 days ago

Someone just bought $435,000 of CoreWeave, $CRWV, puts betting the stock keeps falling. Contract: $50 puts expiring Feb. 19, 2027 Size: 649 contracts at about $6.70 each Swept across exchanges and bought mostly at the ask, a sign of urgency Breakeven: about $43.30 by expiration The trade also triggered repeated alerts today.

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CEOInterviews.AI @CEOinterview

3 months ago

A machine learning pioneer was asked why AI has not cracked drug discovery. She did not blame the models. Daphne Koller wrote the textbook a generation of ML researchers learned from and now runs insitro. She says 90% of drugs that enter the clinic fail, and the vast majority fail for a reason that has nothing to do with chemistry. The molecule does exactly what it was designed to do. The mechanism it hits turns out to do nothing for the disease. Only 22% of diseases have any FDA approved drug at all. She calls that 22% the upper bound of what we understand, not the floor. Biology's bottleneck is knowing what to aim the model at.

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tchuk frame @FrameTchuk

4 months ago

@quxiaoyin China isn't trying to win with one superior model, it's pursuing diffusion. And the US still competes as if a frontier lead is the whole contest. But both can hold at once. What do you think the change should be?

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tchuk frame @FrameTchuk

4 months ago

@aleabitoreddit Do you think $FRMI has a shot at capturing that capacity?

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tchuk frame @FrameTchuk

4 years ago

@cochang @RTFKT I hope your house is finally in order after everything :)

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tchuk frame @FrameTchuk

4 years ago

@cochang_eth NFT-GALAXY here, Just saw your letter. Tried to message but failed. message me if you want to talk. Changing the listing price of this letter to 1 ETH as proof