📊 EV’s Charts of the Week #32

The future of biology, alternative assets, Wintel ++
📊 EV’s Charts of the Week #32

Welcome to Charts of the Week. This is usually a members-only mailout, but there's so much goodness in today's edition that I couldn’t resist sharing this mail with everyone. Please do forward it on!

👀 We are amidst a phase change. As technologies accelerate, our institutions are struggling to keep up, yet we have to move forward decisively in order to tackle some of the biggest challenges humanity has ever been presented with. I cover the what, why, and where-to of our near future in my first book Exponential (or The Exponential Age in the US and Canada). Pre-order!


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An exponential technology

Awesome sauce! The price to program cells is declining at Moore’s Law-style rates: this makes cell programming an “exponential technology” as I define in my forthcoming book. Via Gingko

Investors flood in

The word is clearly out. Synthetic biology companies received $7.8B in private and public financing in 2020. That’s nearly two-and-a-half times the amount of funding the industry received in 2019, and nearly twice as much as 2018. Boom time. Via Synbiobeta

Academic interest piqued

Interest in quantitative systems pharmacology is ramping up inside academic circles. Citations of this type of data-driven pharmacology have increased nearly 10 fold in academic journals over the past 8 years. Via Frontiers in Physiology


Sharing the market

AMD’s marketshare of PC laptops has leapt to nearly half. Intel has taken a few missteps in its heartland PC business. Via PassMark

Slow to boot

If the Intel half of the old Wintel monopoly is struggling, the Windows part has stumbled too. Boot times are a popular metric for computer performance and Windows 10 is not delivering the goods in this department. Via NTDEV

Faster supercomputers

An as the era of WINTEL comes to a close, supercomputers are getting faster. Tesla is building one of the biggest to power its self-driving autopilot features using Nvidia's V100 GPUs. Via Tim Zaman


Losing its shine

In the early 1980s, Jesse Felder points out on Twitter, gold represented nearly 60% of the Federal Reserve assets. Today, it's closer to 6%. Via Jesse Felder

Awash in cash

Gold might be down at the Fed but central bank liquidity is way up to the tune of $7trn. Via Goldman Sachs

The Bitcoin sell-off is happening, although anyone who bought Bitcoin before December 2020 is still in the money. Via Exponential View

The long view

Whenever the discussion turns to cryptocurrencies and gold, it’s critical to take a big step back and consider the long view. This chart on technology adoption curves is instructive for long crypto investors. It’s still early days. Via GMI


The dinosaur chart

Who doesn’t love creature charts like Branko Milanovic’s elephant chart? The Stockholm Environment Institute just published new work on carbon inequality including this “dinosaur chart” showing how much of the post-1990 emissions have come from the consumption by ventile. The richest five per cent (not a high bar in advanced economies) has driven 35-40% of all carbon emissions. Via Carbon Tracker

Unjam the pump

In Germany, gas for heating is down nearly 15 per cent in the past four years. Heat pumps, by contrast, have crossed 50 per cent market share for heating and cooling. Via Gniewomir Fils


Much worse than the flu

Even among children, Covid-19 is much much worse than flu based on hospitalizations data. Via Bjorn Meyer

The problem is branding, not principles

The Economist finds that one of the major sticking points over the hot-button topic of critical race theory lies in its branding instead of the actual content of the arguments. Via The Economist


🤩 Don’t forget to pre-order my first book. Early orders help drive momentum. (As a reader of Exponential View, I’m pretty certain you’ll want to read it.)


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