The hottest Substack posts of Martin’s Newsletter

And their main takeaways
569 implied HN points 10 Jul 23
  1. The post includes a list of 1300 AI companies and 900 AI investors along with the top 50 companies by valuation.
  2. The author shares their personal 'Top 50' AI companies that reflect their personal interests and preferences.
  3. OpenAI is highlighted as a company with the potential to become a $1 trillion company due to talent, management, and the ability to put out better products faster than the competition.
707 implied HN points 20 Apr 23
  1. Healthcare costs are high due to limited supply of healthcare professionals, but AI could help increase efficiency.
  2. Investors are not as important for a startup's success as team motivation and technology advancement.
  3. Accelerationism advocates for technology benefits without excessive regulations, and AGI still faces challenges in planning and execution.
687 implied HN points 10 May 23
  1. Amazon has had negative free cash flow but is worth $1T, proving traditional valuation models may not apply.
  2. Dr. Gupta's AI healthcare system has received positive feedback with interest for nationwide deployment, highlighting the need for innovative healthcare solutions.
  3. Lilly's Mounjaro product showed impressive sales potential, indicating a shift in the pharmaceutical industry.
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471 implied HN points 17 Feb 23
  1. Martin Shkreli shares stock picks like NTLA, which he predicts will double in value
  2. He is passionate about software, particularly state management and the future of front-end/UI development
  3. He discusses criminal justice, biases in the legal system, and his personal interests like watching The Three-Body Problem