Nitya Sridhar
@nityasnotes
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Yes, really great summary by @nityasnotes on the connection between regulated industries and new markets
A thought I haven't seen written about explicitly: 1. In highly regulated industries, changes in government policies create markets for startups. 2. Changes in policies create a time bound period of change and confusion where processes + incentives can be rewired by startups.…
notes on the book by @ByrneHobart + @TobiasAHuber 1. This book argues that the particular, recurring qualities of bubbles shake us out of stagnation. We are seeing this play out right now with AI. What makes up a bubble? 2. Focused optimism on a specific goal (Apollo- land…
One thing I am finding delightful about this book so far is that the references are on the same page as the text. Things I’d think to ask Claude and o3 are right there!
If I worked at the FDA today, I’d double down on expanding accelerated approval pathways. It’s one of the fastest lever we have to make U.S. biotech more globally competitive in the near term. The original policy in 2012 passed with strong bipartisan support.
Obama's most underrated legacy is the expansion of accelerated approval pathways for clinical trials. As of last year ~600 drugs have received a breakthrough therapy designation since 2012