Science
11 statements across 3 episodes · 7 bullish · 2 bearish · 3 people on the record · first statement Nov 9, 2023 by Arthur Mensch · said 1 times in 1 episodes since 2023 · across every show →
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2023 1 mention in 1 episode
Everything said about Science, oldest first
Nov 9, 2023 negative
Mensch: Closed-source AI wastes billions in duplicated compute
“We think that it's too early, and we think it's really, ah, damaging for the science, ah, to actually move into such an opaque regime, where you have A few companies basically doing the same thing, just not communicating about it spending billions of compute d…”
Nov 13, 2025 negative
Nov 13, 2025 bullish
Wickramasekara: Science is uniquely structured to benefit from LLM architectures
“I go back to that sort of returns to intelligence piece where I think science is a problem that has some shape to it that really benefits from the LLM architecture. Like you just think about the corpus of scientific literature as like this vast pool of unstruc…”
Aug 20, 2026 positive
Aug 20, 2026 bullish
Hodak: Next-generation Prima implant will expand addressable market to millions
“The TAM will grow over time for this first version. It's on the scale of like hundreds of thousands of patients in the U S and Europe. So for the current version of Freeman is probably hundreds of thousands of patients. And then the next version, which is Goin…”
Aug 20, 2026 bullish
Aug 20, 2026 neutral
Hodak: Second Sight's retinal implant received $150,000 per patient in reimbursement
“Second site, 10 years ago, they, so there's a company about a decade ago that had a retinal prosthesis that works differently than ours does. It did not get the type of performance that Prima does, but was Briefly approved. Cause then there's really nothing fo…”
Aug 20, 2026 neutral
Hodak: Vision gene therapy reimburses at nearly $500,000 per eye
“In the mid-twenty-tens, there's a gene therapy that works, that is only relevant in the first place for about five percent of patients in one narrow indication. And it really doesn't work that well. It gets .one lines of improvement. It kind of slows the rate …”
Aug 20, 2026 bullish
Aug 20, 2026 positive