Duk Lee - Blog & Notes

Writing

• Oct 29, 2026
  Hacker News Front Page Roundup — October 29, 2026
• Oct 29, 2026
  The Swimmer Plot Subtraction: Auditing Iovance’s (IOVA) IOV-LUN-202 Durability Collapse, the Lymphodepletion Schism, and Adam May’s 6-Month mDOR Thesis
• Oct 29, 2026
  Release All the Numbers: Auditing Sridhar Ramaswamy's 6-Part Financial Interrogation of Ali Ghodsi, Databricks' $7B Run-Rate, and Ben Horowitz's 'Future of the Firm' Thesis
• Oct 28, 2026
  Auditing Anthropic's 'Early Progress on Accelerating Drug Development with Claude': What the Five Underlying Technical Preprints Actually Show
• Oct 28, 2026
  Hacker News Front Page Roundup — October 28, 2026