[pontifier]

Here are the ideas that I think have the most potential...

talar: Huge potential here. Cars are on their way out, and scheduled grocery delivery can replace it.

spotless materials: Coatings can make a huge difference in the way we interact with materials... in fact, for the most part, that's all we interact with. better coatings make things better.

encellin: I believe that interacting with our bodies on a more finely tuned small scale is the future.

my petrol pump: I can see a lot of convinience happening here. Recurring customers whos lives are made better.

rejuvenation technologies: I want to see life extension succeed. If they have something that works then that's fantastic for us all.

tensil: Baking AI seems like a good compromise for a lot of reasons. known capabilities, and known weaknesses make for predictability.

[DrAwdeOccarim]

Rejuvenation Technologies is based on this paper: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4415018/

I hope they can get this to work! The issue is their paper uses technology covered by other players in the space who have a decade head start and significant research budgets. Maybe they'll get bought out, but my guess is delivery and CMC are hurdles they'll run up against and then have a hard time getting follow-on investors. FIH for this idea is going to be really hard. If they can get this going, I'd love to see adding in additional components of the telomerase holoenzyme.

Edit - Their IP position is actually pretty strong and they are already thinking about delivering the other holoenzyme components: https://patents.google.com/patent/US20140242155A1

I hope they lean on the exosome delivery idea discussed within, "In highly preferred embodiments, the delivery vehicle is an exosome". That would really differentiate them from the competition. The real test will be biodistribution in non-rodent models. I will be following closely!

[wiggles_md]

Your link is to the patent application. If you check PAIR, you’ll see that only a small subset of the claims, amended, have received NOA. I would tend to disagree about the strength of their IP portfolio based on a cursory glance at the publicly available info, but I’d be curious to hear why you think differently.

[DrAwdeOccarim]

Ouch, I didn't look at PAIR. They lost all their delivery claims. I was impressed by their priority date, which pre-dates some of the competition, but it looks like they lost most of the key claims they'll need to fight off a lawsuit.

[johnramunas]

Hi Guys, Thanks for your interest! An update from Rejuvenation Technologies: The comment above is incorrect. Our claims were simply moved to a continuation patent, US 16/735,681, which has been granted, and our granted patents now cover all in vitro and in vivo applications of TERT mRNA-based telomere extension. If you'd like more info, please feel free to email [e-mail]. Thanks again! Best regards, John

[okmokmz]

>talar: Huge potential here. Cars are on their way out, and scheduled grocery delivery can replace it.

A ton of these already exist. Blue apron, Home Chef, Hello Fresh, Amazon (although I believe amazon is currently pickup only). Does talar do anything different than the already established companies?

>spotless materials: Coatings can make a huge difference in the way we interact with materials... in fact, for the most part, that's all we interact with. better coatings make things better.

Again, there are a bunch of established companies making spray on and dip on coatings for clothing, fabric, tools, and other miscellaneous items that does essentially the same thing. Is there anything new here that the others don't do?

[mdszy]

It seems like with Talar, their delivery people are literally coming into your home and stocking your pantry/fridge.

So now somehow these random delivery people all have to have keys to my apartment (including the main entrance)?

Why would I want some rando coming into my home and placing things? I have my food/ingredients spread across a few different cupboards in my apartment, how am I supposed to specify where I want things to go?

EDIT: Oh apparently it's

"Upon on signing up, your assigned House Manager will contact you to understand your buying and stocking preferences."

Yeah that really doesn't sound like something that will scale well.

And still wouldn't want some rando coming into my house and into my cupboards/fridge/etc. Really weird.

[nabnob]

Not just any rando, but a lowly-paid gig worker.

[mdszy]

shudder

[emcq]

Imagine being asked to deploy highly complex firmware with non obvious failure cases without any software updates. I sure hope that the models with Tensil are not fixed!

Unfortunately a big problem with ASICs is economics/operational issues for the startup cost making a chip. This isn't a traditional engineering problem to solve. I'd be concerned if the founding team doesn't have someone good at that stuff and solving hard technical problems with many years of ASIC experience. Hardware is hard!

[psychrometer]

Walmart does grocery delivery at zero markup. They have announced but not begun to fridge deliveries. What does Talar have that distinguishes it?

[briandear]

> scheduled grocery delivery can replace it.

Scheduled grocery delivery is an innovation? Seems like the same story, different decade.

[323454]

Thanks for the shout out for Tensil! Let me know if you're interested in chatting about it [e-mail]

[sorenn111]

Why not Arpeggio Bio or Asher Bio?

[pontifier]

I've seen very few microsurgery advances, and it looked like they might be transplanting single cells. Arpeggio and Asher both seem focused on their single treatment or process...

A microsurgical cell transplant system could usher in an entire class of new treatments that could be adapted in a variety of ways. I think its more likely to succeed, and could have a much larger impact.