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Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
Joined April 2009
1.3K Following    26K Followers
Caught this live on @jackfarley96's Monetary Matters yesterday. Jack asked which names in the AI science basket had real explosive upside. I said Twist: go on their site, program a cell, programmable biology. Anthropic partnership already rerating it. Claude in the loop. They just opened a wet lab in SF. This is not Claude code anymore. We're doing physical sciences. $TWST ripping today on the Google news. Still early.
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