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Alex's Substack · Feb 2, 2026

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Alex Shintaro Araki · Alex's Substack

Btw - I’m in NY(C) for the next ~10 days! hmu :)

  1. Will moltbot take over the world? nah

  2. Ever wondered what the unit economics are for a Super Bowl Ad? Me too.

  3. Going Founder Mode on Cancer—a simply incredible story that expands the scope of what’s possible for patients with complex disease.

  4. Alex Kesin & Matthew Pech out with an intriguing podcast episode on Amylin Pharma.

  5. What is the total Net Present Value of delaying reproductive aging by one year for 50% of women over 40y? About $9.3 trillion.

  6. For many G7 countries, gov’t spending on pensions/social security has gone up while public investment has dropped since 1970.

  7. How does China continue to pioneer in AI and tech? What does the founder of ByteDance, the success of DeepSeek, Meituan, Cambricon have in common? The prestigious & selective genius class (free article on X).

  8. Several weeks ago, the NSF announced the Tech Labs Initiative. There still isn’t a ton of information on it, but IFP summarised the details in an approachable FAQ format for those curious about the details. Note: teams will be awarded ~$50M/year for multiple years, which is an interesting amount for a new independent org…

  9. ARPA-H comes out with an intrinsically disordered proteins program, Biogami. Interesting field with a few players now from Bind Research (FRO) to startups like Topos Bio, etc.

  10. Old but gold: Matt Shlosberg (who I realised worked next to me for ~3yrs), wrote some biotech truth bombs that I wish every AIxBio-pilled SF biotech bro could read.

fin

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