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DEPARTMENT OF FUTURE BIOLOGY
An exponential technology
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
DEPARTMENT OF POST-WINTEL
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
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
DEPARTMENT OF ALTERNATIVE ASSETS
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
That other popular asset
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
DEPARTMENT OF DECARBONISATION
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
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