Author: itembalabantu

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Inside the AI accelerator, the rate-limiting step is no longer logic (FLOPs) but memory bandwidth and the packaging that attaches it. If Moore’s Law was a transistor-density game, the…

Computing power, now and next: a landscape map — where is the real bottleneck?

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in Perspectives

Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Computing-power debates compress into headline metrics (node nm, “N-times faster,” qubit counts, TB/s), but the step that actually blocks real use sits systematically next to those numbers. The landscape’s…

Asia is not a full importer of the CKM/SMD naming war — it selectively adopts MASLD and keeps its own diagnostic thresholds

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. Korea and Asia have not officially imported the upper-level CKM/SMD taxonomy into society guidelines. The only nomenclature they have formally adopted is the MASLD renaming (Korean…

How far does definition-setting power reach? The four-layer chain from CKM taxonomy to guideline, ICD code and drug label

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. This part traces, layer by layer, how US definition-setting power moves down a four-stage chain — definition (taxonomy) → guideline (COR/LOE) → ICD code / reimbursement…

The drug is the battleground — what GLP-1, SGLT2i and resmetirom labels reveal about who really owns the CKM/SMD taxonomy

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. Reading the actual approved labels of the CKM/SMD-defining drug classes — GLP-1 (semaglutide, tirzepatide), SGLT2i (empagliflozin, dapagliflozin), the first MASH drug resmetirom, and finerenone — against…

The European/global axis annexes the liver — how SMD and MASLD attack the missing organ in the US CKM standard, and why the glue is the drug, not the taxonomy

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. Part 1 identified the largest gap in the US CKM standard as the absence of the liver. The European/global axis attacks exactly that gap: the EAS…

Bio Foundation Models: Where the Capital Is, Where the Evidence Isn’t, and Why the Two Point in Opposite Directions

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Capital and reproducibility in biology’s foundation models flow in opposite directions: the largest raise sits behind the most closed engine (Isomorphic Labs, a $2.1B Series B in May 2026,…

Benchmark reality for bio foundation models: how data leakage, missing baselines and metric choice inflate “beats baseline” claims

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. A leaderboard number for a bio foundation model (bio-FM) is the product of model ability and how forgiving the evaluation is. Data leakage is close to the default, not…

Have cell / virtual-cell foundation models beaten the linear baseline? An honest read (Part 3)

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. This is the most skeptical axis of the bio-foundation-model series. As of 2026-07, cell / virtual-cell foundation models (scGPT, Geneformer, scFoundation, Arc STATE and others) do not yet consistently…

Genome foundation models and the “noncoding SOTA” claim: what Evo2 really beats, and where it does not

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