312: Microsoft Q2, Visa & Mastercard + Durbin 2.0, Jack Ma & Ant Group, Heico's Biggest Acquisition Ever, and Deepmind Alphafold's 200m Protein Structures
312: Microsoft Q2, Visa & Mastercard + Durbin 2.0, Jack Ma & Ant Group, Heico's Biggest Acquisition Ever, and Deepmind Alphafold's 200m Protein Structures
You may be right, I didn't verify that one myself, I based it on what someone said and it seemed to make sense because I couldn't see another segment there where it would fit better... I'll have a look, thanks for the comment! 💚 🥃
Congrats on the Milestone! well deserved I would say.
On Microsoft Cloud for Sovereignty, isnt this bad for Cloudflare from a comp perspective? I thought they were building this type of services grounds up vs. trying to hack their way.
It does seem like increased competition, but the devil's always in the detail. So we'd have to look at what both offer. I know that Cloudflare does have a lot of points of presence (POPs) around the world, probably more than the more centralized clouds, thanks to their DNS/DDoS protection history.
Fascinating stuff about the folding of proteins. It would be easy to think that because of the completed sequencing of the human DNA, we have discovered all there is of the human body functions. Turns out, this was just the beginning and there is lots to explore. Can‘t wait to hear about all the interesting and surprising insights that are going to come out in the years to come! And congrats on the 10k!
Yeah, it's a big breakthrough. There's still plenty to do on being better at designing de novo proteins for specific functions, especially proteins that don't look like anything else in nature (because I think even Alphafold is largely trained on patterns that we've seen before and can't do everything with the same level of ease).
Thanks for responding, really enjoy how your Substack covers such a wide range of content, just wish that nuance gets explored (and continues) to be explored. Will continue to contribute to your open rate!
I have 75% conviction that Search and News Advertising as disclosed by Microsoft doesn't include Linkedin Marketing Solutions.
You may be right, I didn't verify that one myself, I based it on what someone said and it seemed to make sense because I couldn't see another segment there where it would fit better... I'll have a look, thanks for the comment! 💚 🥃
Congrats on the Milestone! well deserved I would say.
On Microsoft Cloud for Sovereignty, isnt this bad for Cloudflare from a comp perspective? I thought they were building this type of services grounds up vs. trying to hack their way.
Thank you!
It does seem like increased competition, but the devil's always in the detail. So we'd have to look at what both offer. I know that Cloudflare does have a lot of points of presence (POPs) around the world, probably more than the more centralized clouds, thanks to their DNS/DDoS protection history.
Congrats on 10k! that's a big milestone, looking forward to more :)
Thank you! 💚 🥃
Congrats man...10,000 subscribers is kinda special. Keep going Lib! Have a great long weekend. (like they are any different from shorter ones...)
Thanks Paul! 💚 🥃
Fascinating stuff about the folding of proteins. It would be easy to think that because of the completed sequencing of the human DNA, we have discovered all there is of the human body functions. Turns out, this was just the beginning and there is lots to explore. Can‘t wait to hear about all the interesting and surprising insights that are going to come out in the years to come! And congrats on the 10k!
Yeah, it's a big breakthrough. There's still plenty to do on being better at designing de novo proteins for specific functions, especially proteins that don't look like anything else in nature (because I think even Alphafold is largely trained on patterns that we've seen before and can't do everything with the same level of ease).
Thanks! 💚 🥃
Congrats on 10,000! You're an inspiration to all of us newsletter writers out there!
Have a wonderful weekend :)
Thank you Kevin! 💚 🥃
Congrats on 10k! On the way to 100k :)
Thank you! Wow, no pressure with the order of magnitude, haha! 💚 🥃
Huge milestone Liberty! Congratulations.
Thank you! 💚 🥃
For anybody who actually wants to educate themselves on Ant Group, instead of the lazy simplistic narrative that Liberty unfortunately seems to enjoy peddling: https://www.techbuzzchina.com/extrabuzz/extra-buzz-19-ant-group-the-biggest-ipo-that-wasnt
Thanks for the link, David, I'll have a look.
Nobody knows everything about everything, and I'm happy to keep learning and correct mistakes when I make them.
I just ask that you remain polite and assume good faith. Thank you.
Thanks for responding, really enjoy how your Substack covers such a wide range of content, just wish that nuance gets explored (and continues) to be explored. Will continue to contribute to your open rate!