Field Notes · 18 Jun 2026
Best explained
The real bottleneck in self-driving labs is not AI-based candidate generation but the downstream steps of synthesis, characterization, and manufacturing that determine whether a discovery is real.
By the numbers
Cursor's forthcoming model uses 10 to 20x more compute than its prior Composer model, matching the scale of Claude Opus and GPT-5.
New today — Evidence added
Approximately 100 billion protein sequences are available for training, while ESM C was trained on only around 1 billion sequences, indicating significant untapped data.
Alex RivesThe index of aggregate weekly payrolls, the sum-product of jobs, workweek hours, and hourly earnings, has been negative over the last 3 months, which is unusual.
Neil DuttaNew today — Sharp calls
Lloyd Blankfein keeps 98% of his portfolio in risky assets, contradicting conventional retirement advice to reduce risk with age.
Lloyd BlankfeinRadical AI achieved a throughput of 1,200 alloys in 3 months, compared to a previous benchmark of 500 alloys in 12 months, approximately an order of magnitude improvement.
Joseph KrauseNew today — Useful context
In Renaissance Italy, only about 1 in 100 convictions for capital crimes actually resulted in execution; most ended in fines or flogging due to patronage.
Ada PalmerTool watch
Radical AI's AI scientist autonomously explores alloy families with no prior publication record, demonstrating bias-free hypothesis generation beyond human researchers.
Worth quoting
“You're spending a trillion dollars a year and the revenue on AI talk about maybe 70 80 billion.”Rajiv Jain
“We believe it would be good for the world to have the option to slow or temporarily pause frontier AI development.”Jason Calacanis
“You cannot sell Bitcoin. If you are selling Bitcoin, the whole system breaks.”Michael Saylor
“The most high value product of the Ethereum blockchain financially speaking is ETH the asset.”Chris Berniski
“It's not the P that's the bubble, it's the E.”Andy Constan
“40 to 41% of employees saying they ship AI work that they couldn't explain if asked. This is bot f***.”Rebecca Hinds