Oxford @nanoporetech.com stock up on the news that the exec team has decided to delay Investor Event amid CEO Transition, Reaffirms Revenue Guidance

@10xgenomics.bsky.social FQ3'25 results beat expectations and the stock risea +13% in after market.

@guardanthealth.bsky.social Shield CRC Blood Test Demonstrates Adherence of 95% in New Study of 20,000 Patients investors.guardanthealth.com/press-releas...

@rwang07.bsky.social on the shortage of DDR5 and DDR4/DDR4 RAM memory

@_investinq on the growth of hyperscalers The Big Four hyperscalers, Amazon, Microsoft, Google, and Meta are on track to unleash a record wave of infrastructure spending. Analysts project their combined CapEx could hit nearly $500 billion annually by 2026.

PyTorch in the sky dreams

@rohanpaul.bsky.social on Google's Project Suncatcher which aims to train AI models in orbit using TPUs powered directly by sunlight, skipping the limits of Earth’s grid power and cooling.

@hedgiemarkets, not here, on Meta AI infrastructure debt

Sarah Friar, CFO of OpenAI, clarifying an earlier comment.

@gerritd.bsky.social on the OpenAI CFO Sarah Friar's vision for the company.

@rohanpaul.bsky.social on China and AI chips: reuters.com/world/china/china-bans-foreign-ai-chips-state-funded-data-centres-sources-say-2025-11-05/

@epochai.bsky.social on the massive capital investment required for new AI data centers. The most expensive data center we know about is Microsoft Fairwater, projected to exceed $100 billion in total capital cost upon completion.

NEW: Apple is planning to use a custom 1.2 trillion parameter Google Gemini model to help power the new Siri next year. The iPhone maker will be paying the search giant roughly $1 billion annually for it. Details on the partnership here www.bloomberg.com/news/article...

@signull, not on Bluesky, on the LLM business models:

@ADeAngelis_bio, not on Bluesky, on the Arena BioWorks institute: Arena BioWorks, the buzzy research institute that launched nearly two years ago with $500 million to support a decade of scientific R&D, is abruptly shutting down. www.statnews.com/2025/11/04/a...

@stevenxge, not on Bluesky, on the new feature in iDEP: bioinformatics.sdstate.edu/idep/ New in iDEP: label your k-means clusters with enriched pathways—just a few clicks. Try it on your RNA-seq data today:

@rohanpaul.bsky.social on Perplexity's first research paper: research.perplexity.ai/articles/ena...

@rohanpaul.bsky.social $AMZN: ⚖️ Amazon has sued Perplexity alleging that Perplexity’s Comet browser runs an AI shopping agent that logs into Amazon with a user’s credentials, places orders, and browses while pretending to be a human, which Amazon says is a prohibited, covert automated access.

@bethkindig.bsky.social , not active on Bluesky, on AMZN: Amazon $AMZN CEO Andy Jassy: “We’re now double the power capacity that AWS was in 2022, and we're on track to double again by 2027. … You're going to see us continue to be very aggressive in investing in capacity because we see the demand"

endpoints.news/hepta-raises... @jaredwhitlock.bsky.social for @endpts.com on the new Liquid Biopsy startup for liver disease

Guardant Health $300M offering plus $350M dated 2033. @360dx.bsky.social

#M&A season in #SingleCell and #SpatialBiology Curio Bio -> Takara Scale -> 10X Genomics $TXG Fluent -> Illumina $ILMN Parse -> Qiagen $QGEN being the latest to be announced.

big moves! so that's Parse -> Qiagen Scale -> 10X Genomics Fluent -> Illumina next-gen single-cell cell omics, capable of processing 10^6 to 10^8 cells i wonder if what the near term looks like - will commercial kits stagnate while the buyers rebrand?

QIAGEN to acquire Parse Biosciences corporate.qiagen.com/English/news...

🚀 Looking for talented PhD students! Join us in 🇸🇬 Singapore for 1-2 years to push the frontiers of AI for Genomics. Work on: 🧬 Cancer genome reconstruction 🧫 Cancer genome & cell foundation models 💊 RNA drug & mRNA therapeutic design #AI #Genomics #PhD 1/5

“Sometimes we see bubbles.” 🫧

On Friday, Bluesky reported that the app is now up to 40 million users, rising from the 38 million that it reported back in August.

I intend to continue broadcasting here from people like you who might remain disamoured by Bluesky while waiting for the watermelon to go 'loco' again and cause another exodus on the other side.

@michael_chomsky adds more: #OpenAI and #Anthropic were strongly considering merging >The merger didn't go through because of practical challenges given by the Anthropic side

@distributionat, not here, on the rumours of the infighting at OpenAI which @sama Sam Altman ended up winning.

Illumina FQ3’25 Results and what they mean for the new no-growth era of the dominant player in short-read NGS open.substack.com/pub/albertvi...

Barren Plateaus in #Genomics: 🧭 1. The Core Idea: Vanishing Gradients in a High-Dimensional Landscape At its heart, the barren plateau problem is about optimization difficulty in a high-dimensional, non-convex landscape.

Can we apply #Quantum #Computing to #Genomics? Jorge Bravo Abad and others think we'll encounter "Barren Plateaus" in the process. What does this mean?

@bravo-abad.bsky.social , not recently active on Bluesky, on the use of #Quantum Computing for #Genomics: journals.aps.org/prxlife/abst...

@kirk3gaard.bsky.social , not recently active on Bluesky, on the 'tech bro' backing of Oxford @nanoporetech.com . We kind of already have a #techbro backing ONT, #LarryEllis who is one of the main investors and has put a ton of money into Oxford's EIT.

I am writing a few more FQ3’25 long-form posts on some of the #biotech companies I track in my Substack. I may combine some into the same post when it’s relevant. Let me know if you have any requests, I’ll be doing Quanterix $QTRX since it’s been a request by more than one subscriber recently.

On the left, the refurbished Lincoln bathroom. On the right, picture I took in Saddam Hussein's palace in Basra in 2005.

Three more AF3-like models for #ProteinFolding Pearl: arxiv.org/abs/2510.24670 ODesign: odesign1.github.io/static/pdfs/... OpenFold (published earlier this week) Find the full list at: #ProteinFolding #AlphafoldandCo bit.ly/biofold

A paper using the CycloneSEQ NGS method, similar to Oxford @nanoporetech.com in concept, but with a Q-score of 14-15. onlinelibrary.wiley.com/doi/10.1002/...

@lucianomartelotto, not on Bluesky, on a new Spatial RNA imaging method, PRISM. www.nature.com/articles/s41... Now added to #SingleCell #Spatial #Method bit.ly/scmethodstable

I was trying on a pair of jeans in a changing room, until I realized the man in the stall beside me was John Gurdon, Nobel Prize winner, and he was trying on chinos. True story.

You will not find a sadder post on the internet today.

@cathiewood @ARKInvest continues to load up on @10xgenomics.bsky.social and other #NGSX #Multiomics stocks both in $ARKG and $ARKK

@delalamo.xyz on the perceived advantage that AF3 has over other #ProteinFolding software out there.

@slavov-n.bsky.social and @anshulkundaje.bsky.social on current trends of escalating hype in #AntiScience

Guardant Health FQ3'25 results open.substack.com/pub/albertvi...

@jukanlosreve.bsky.social Samsung secures Tesla AI5 chip order

@alexdickinson, not on Bluesky, on the concerns he has about the performance of the Grail Bio $GRAL MCED Galleri test

For a company making such big M&A moves recently, it's shocking that they RIF 10% of the employees...