Blog — November 4, 2019

Severing the Link: Cutting Ties with China

I want to tell you more about the COSM — our technology summit last month outside Seattle. Among many high points, several Mount Rainier moments stand out a week later. And I’ll get to the TikTok threat soon enough. First, I recall Microsoft’s former Chief Technical Officer Craig Mundie’s report of a major AI breakthrough just a month ago in mastering the exquisite complexities of protein folding. This advance opens the way to huge biotech gains in custom-built protein molecules adjusted for particular people with particular needs or diseases. It is the most significant biotech invention since the complementary CRISPR method for editing strands of DNA. Our biotech portfolio companies from Matt Scholz will benefit, as will the entire industry.…

Crypto — August 14, 2019

A Radical Cosmic Reboot Has Commenced

Hello, COSM! This is the name of my coming cosmic tech conference in Seattle, October 23-25. There I will try to explain China to Peter Thiel and crypto to my 101-year-old mother, and maybe in a long shot to some folks who spend time around President Trump. As I am learning this week in Silicon Valley, COSM has now become a bigger deal than even Peter Thiel and my mother. It is the name of the new Internet architecture being developed for Intel corporation by telecom innovator and consultant, Daniel Berninger. And as Berninger puts it, We’re going to have to throw out the cue ball world. This is the frictionless Internet ball we reside on with no time or…