Active equity funds, those that actively invest in stocks not just buying into indexes, have seen a record amount of withdrawals (outflows). People see a crash coming and are pulling their money out of the stock market.

Another $3.5 M added by ark invest.

Is Recursion Pharma up for acquisition? [COPY] JPM25: Recursion $RXRX open.substack.com/pub/albertvi...

Ark Invest buys a few million dollars worth of Recursive Pharma $RXRX

[email protected] on 2025 state of LLMs

From @maxrobinson the #biotech news in December 2025

Added DAF-seq www.nature.com/articles/s41... to the list of #SingleCell #Methods

Added scRR-seq to the list of #SingleCell #Methods www.nature.com/articles/s41...

.@meta announced SAM Audio: an AI model that allows you to isolate and edit sound from complex audio mixtures. about.fb.com/news/2025/12...

[email protected] on cell size vs cell count in the human body. Lots of white blood cells in number, lots of adipocytes (fat) in volume.

Dislocation between oil and US interest rates in recent times

[COPY] JPM25 Exact Sciences $EXAS: this is my post from JPM Healthcare last year. What will JPM26 bring for Exact Sciences, recently acquired by Abbott? open.substack.com/pub/albertvi...

From @semianalysis.com.web.brid.gy, Nvidia $NVDA acquires SchedMD, makers of SLURM, a widely used open source workload scheduler. Many AI companies such as Mistral, Thinking Machines, parts of Meta's FAIR division, university academic labs use SLURM.

@rohitsingh8080.bsky.social USHER: Guiding Foundation Model Representations through Distribution Shifts Aditya Pratapa, Purushothama Rao Tata, Rohit Singh bioRxiv 2025.11.20.689462; doi: doi.org/10.1101/2025...

In #NGS sequencing news, @dnae initiates early access program for their Lidia-seq technology

@weili from @blackrock showing how Oracle $ORCL is now in negative free cash flow #FCF

.@weili from @blackrock on 2026 outlook

The posts by Michael Burry on @Substack have been one of the most exciting things happening this year. Lots to learn from someone who has been in the markets for a long time.

A post by @artificialanlys on the new OpenAI chatGPT 5.2

Notes about Substrate, the U.S. semiconductor startup that made headlines last month for claiming it can produce 100% Made-in-America chips comparable to TSMC’s — a bold goal in an industry dominated by entrenched players like TSMC and ASML.

OpenAI to release GPT-5.2 Thinking

Natera $NTRA aims to boost #Signatera sensitivity and expand into the hematological oncology market with the $274M acquisition of Foresight Diagnostics

A cladogram of the biscuits family as published in 2005. A cladogram is a branching diagram, like a family tree for species, that shows evolutionary relationships by grouping organisms (clades) based on shared, derived characteristics.

. @semianalysis.com.web.brid.gy on the Apple iPhone chip fabrication

#JWST observations: One theory suggests the entire universe may have been born rotating, possibly within a larger, spinning black hole (Schwarzschild cosmology).

[email protected] reports on the BillionToOne Q3 results, more than doubling revenue growth compared to last year

. @patrickoshag.bsky.social discusses data centers on space with @gavinsbaker

Post from @citrini.bsky.social on @substack on the use of gas to power the #AI datacenters www.citriniresearch.com/p/power-stru...

. @semianalysis.com.web.brid.gy on the growth of the semiconductor industry

30 years ago today, Netscape announced a new programming language, one that emerged from a frantic, week-and-a-half-long sprint. It ended up sticking around far longer than anyone could've expected.

Even though the highest-profile names in today’s corporate Cambridge are in biotech and software, the influx of defense startups hearkens back to an earlier era — which, in 1922, saw the birth of Raytheon, now synonymous with the old guard of defense contractors. www.thecrimson.com/article/2025...

Will Danaher $DHR acquire Oxford Nanopore $ONTTF? And will it happen in December 2025 or in 2026? What will be the premium paid? open.substack.com/pub/albertvi...

From @genomeweb.bsky.social early adopters of Spatial Biology developing standards, resources and QC tools.

@semianalysis.substack.com.web.brid.gy on the OpenAI custom chip

Another "let them eat cake" plot showing how bad things are in Consumer Sentiment terms...

Benefits of drinking orange juice www.euronews.com/health/2025/...

. @jeffdean.bsky.social On Google's Gemini 3 Deep Think: now available for Ultra users, making available our IMO & ICPC Gold Medal-winning technology. Deep Think shows improved generalization on difficult benchmarks like ARC-AGI-2, and outperforms Gemini 3 Pro on HLE & GPQA Diamond.

Nvidia cash flow projection over the next 3 years via @The_AI_Investor

.@dnystedt on Google's ramp up TPU output, TSMC bottleneck.

More on AI and the challenges of scale: Only three companies—NVIDIA, Amazon Web Services (AWS), and Google—have managed to build very large, tightly connected computer systems (called rack-scale systems) that work as a single giant machine for AI training.

SaProt: Democratizing protein language model training, sharing and collaboration Now published in Nature Group: www.nature.com/articles/s41...

Comparing Google TPUs vs Nvidia GPUs vs Amazon Trainium silicon. Seen via @semianalysis.substack.com.web.brid.gy . Many of these tools are relevant to #biotech, follow me for more biotech content at albertvilella.substack.com

Him & Hers acquires YourBio Health. YourBio's microsampling blood collection technology will streamline blood collection process.

Wow, more than 30 minutes for a GPT-5.1 Codex Max task. This is a new way of operating with AI copilots, a lot less conversational and a lot more task assignment to the robohelper...

@rohanpaul.bsky.social vibe-coding stats

@rohanpaul.bsky.social OpenAI #garlic model to counter Gemini 3

New @mistral large model

@ericlevkofsky on healthcare spending in the US

@aipulserx.bsky.social on the new preprint by the @sokrypton.org lab

AWS's Matt Garman on $NVDA GPUs: "AWS is by far the best place to run NVIDIA GPUs."