CTC

People say AI will cure cancer but rarely do they talk about the TAM of curing cancer. Global cancer treatment currently costs about $250b a year: How much of that can a cure capture? Maybe 10%? If Anthropic starts a pharma company and funds the trials and go all in maybe 20-25%? we're only talking 20-50b a year if they develop a true one time cure then the TAM goes WAY DOWN. Most of the revenue in healthcare is from expensive repeat therapies. it will be impossible to protect the IP on the cure for cancer (& downright misanthropic) so you'll have foreign generics overnight, add in liability and regulatory bullshit, the cost of getting it to market and distributed, how much meat is really on the bone here? Ant's last round was $65b. A cure for cancer nets them maybe a third of that a year, on the top end. They are a decade away from a cure. If we cure cancer, what is the outcome? infiniboomers draining the govt coffers competing over limited jobs? a welfare state of old immortal mooches? I live in Florida. I've seen this world you won't like it. The AI company that wins won't cure cancer, they'll cause it. Philip Morris made $41b last year and it's increasing $3b a year. Anthropic has a fiduciary duty to start a cigarette company. Will they? Are they cut out for this game? I don't think so. Sam Altman will do it. You'll be smoking robot rolled Menthol Sammies in a double polo strapped into your goon machine. He knows what it takes to win. Anthropic will be busy curing cancer like a bunch of dweebs while Sam Altman takes over the world one cigarette at a time. Long Philip Morris. Long OpenAI.

Wish toyota dealerships in the US were staffed by actual japanese instead of old drug dealers from my high school

You know Paris Syndrome? The thing where you go to Paris and it turns out to suck? I have Tokyo Syndrome: I went to Japan and it was an even better place than I thought it'd be.

PF back to ATH, even after the -28% communist asset robbery

They'll be found 30 years from now hiding in a cave on a remote island in the South Pacific, living off of insects and small rodents, skin and bone, with boxes of pristine physical shares in JT, asking "what's the current market price" before asking for a wagu steak and sake 🤣🤣

We are living in a new golden age of industrial espionage and Japan will soon be a leader in the craft with its huge army of yankii trad spy wives who moonlight for Japan Inc. The tech billionaires of the world will be smitten and powerless to the prowess of yankii. BULLISH JAPAN

If she was yankii, she would have blown my shit smoove off. Instead foid sent me back to Nikkei trenches after telling her Putin rugged " her" NISAs. I long for enough allowance to even step into Saizeriya now.....

All these billionaires going after mid Asian women. Japan still has no idea of its hidden potential in honeypot maxxing all the world’s billionaires with its huge reserve of yankii spy trad wives

if you know, you know