Duk Lee - Blog & Notes

Writing

• Oct 22, 2026
  Ken Griffin's AI Paradox, Chamath's '72-Cent' VC Revenue Math, and Anthropic's $450B Take-or-Pay Cliff: A Forensic Deep Dive
• Oct 22, 2026
  OpenAI's 1,946 GPT-Rosalind Agents, the DCTN1 Cholesterol Lead, and Martin Shkreli's 90% Drug Pipeline Paradox: A Forensic Deep Dive
• Oct 21, 2026
  The $1.1 Billion LNP Mirage and the 98% Endosomal Graveyard: Inside Eli Lilly's METiS TechBio Deal, HKEX Rule 18C Accounting, LipidBERT's Scaffold Trap, and Why Physical Biology Beats Pure AI
• Oct 21, 2026
  Hacker News Front Page Roundup — October 21, 2026
• Oct 20, 2026
  Hacker News Front Page Roundup — October 20, 2026