Mackenzie Morehead
@mackenziejem
Trying to figure out why the world goes round || Researching the edge @CompoundVC || I present to you, the sci-fi present ||
Thesis: deep learning and ground truth physics are increasingly converging, and that gap will be closed primarily by better physics modeling, not AI In other words, the future is training models on data generated from accurate + computationally efficient approx. of the physics

Very helpful new NEPA database 🥳
⚙️ NEW MICROSITE JUST DROPPED ⚙️ Today @TheBTI launched navigatingnepa.com, featuring our analysis and open-source database of over 2000 District-level judicial NEPA opinions.
Our LM (and others) achieved gold-medal performance in the international Math Olympiad (x.com/demishassabis/…). Importantly, unlike last year's silver, this system used natural language end-to-end, rather than relying on a verifiable formal language.
Official results are in - Gemini achieved gold-medal level in the International Mathematical Olympiad! 🏆 An advanced version was able to solve 5 out of 6 problems. Incredible progress - huge congrats to @lmthang and the team! deepmind.google/discover/blog/…
Excellent discussion on current usefulness of bio models being limited due to lack of generalization


Thrilled to introduce "𝗗𝗲𝗲𝗽 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵𝗲𝗿 𝘄𝗶𝘁𝗵 𝗧𝗲𝘀𝘁-𝗧𝗶𝗺𝗲 𝗗𝗶𝗳𝗳𝘂𝘀𝗶𝗼𝗻," a new deep research agent designed to mimic the iterative nature of human research, complete with cycles of planning, drafting, and revision. 🚀🚀 arxiv.org/pdf/2507.16075
(New Playbook) Human evidence is everything in biotech. It’s the proof that a new therapeutic works, the foundation for investor belief, and the floodgate for real-world patient impact. This is why us @CompoundVC have written a playbook on how biotech companies can get human…
1/ It's time to bring back "designed in California, made in California.” Today, at @reindsummit, @ashleevance and I introduced Solano Foundry, the largest advanced manufacturing park in America, an hour north of Silicon Valley. Built by @CAForever with @JLL. 🧵
A MUST READ INTERVIEW with a current Director at $MU on HBM & GPU/ASIC market ( $NVDA, $MU, Samsung struggles ): 1. The hyperscalers $AMZN, $MSFT, $GOOGL are achieving significantly higher GPU utilization rates than they had in the past years. In 2022 and 2023, the GPU…
Huge news for Takeda! We've spent a lot of time studying ways of addressing sleep disorders with the ultimate goal of enhancement for normies If you're interested in going beyond OXR2 agonists for something like deep brain wave stimulation reach out!
Landscape of OXR2 targeting drugs attacking narcolepsy Yesterday, Takeda announced it's oral OXR2 agonist cleared two Phase 3 studies in narcolepsy, opening up a >$3B peak sales opportunity I asked @sleuthinsights to pull together a competitive landscape and flag why analysts…
1/🚨WOW! Nanoscope Therapeutics just announced the initiation of a rolling submission of a Biologics License Application (BLA) to the U.S. FDA for its lead optogenetic therapy - MCO-010, aimed to treat severe vision loss due to Retinitis Pigmentosa (RP). This marks a significant…
Can an AI model predict perfectly and still have a terrible world model? What would that even mean? Our new ICML paper formalizes these questions One result tells the story: A transformer trained on 10M solar systems nails planetary orbits. But it botches gravitational laws 🧵
My current guess is that roughly half of major public software companies won't survive the next five years. NGMI if: - You sell something that's features and capabilities rather than outcomes focused - You have complex interfaces requiring significant time investment to master -…
Today marks six months since I took office as Mayor of San Francisco. We still have a lot of work to do—but we’re showing what a new era of collaboration and action looks like. Since our 100-Day mark in April, we have passed a budget that closes an $800 million deficit and…