Tag Archives: ChatGPT

Biontech: Checking in once again & using LLMs to value the Pipeline

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Disclaimer: This is not Investment advice. PLEASE DO YOU OWN RESEARCH:

Management summary (Spoiler):

After selling Biontechs a few years ago, I reviewed Biontech once again by using LLMs to evaluate the development pipeline. Although this was an extremely interesting exercise, it is not an investment for me for the time being.

Background:

Biontech is a company I have owned in the past and written about. It became famous because they were the first to develop a MRNA based vaccine against Covid which they sold worldwide together with Pfizer.

My initial write-up can be found here, a follow up here.

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Random ramblings on AI

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You didn’t ask for it but you get it nevertheless: Some random thoughts on various aspects of Artificial Intelligence. Spoiler: No actionable insights (I think).

Gemini 3.0. vs. Nvidia

Google Gemini 3.0 seems to be a really good model. I am currently using it with my prompts and it seems a little bit better but not that much.  NotebookLM seems to have improved a lot.

However, according to various sources, the model was trained and runs exclusively on Google TPU chips. The Nvidia Bulls keep saying that Nvidia has such a large advantage including their software, that those ultrafat margins will persist for many years as there is no alternative. I am not so sure about this. 

This is the EBIT margin development of NVIDIA since 2002:

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Was this the “Karpathy Moment” for the AI Industry ?

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Who is Andrej Karpathy ? Born in Slovakia and despite only 38 years young/old, he is already an AI “Veteran” having initially studied under AI Godfather Geoff Hinton in Canada, did internships at Google Brain and DeepMind, Co-founded OpenAI, was leading AI at Tesla, went back to OpenAi and now is focusing on teaching AI to everyone who would listen.

Since I discovered his Youtube educational Videos, I am following him because when he speaks about something, there is always a lot to learn. 

Yesterday, he did a 2 hour interview with maybe the best current “AI Podcaster” Dwarkesh Patel. Those two hours are quite dense and I had to use Gemini in parallel to understand some of the stuff, but at least on my Twitter timeline, it raised quite a “storm in the teacup” among AI “experts.

Here are some of his main talking points (as far as I understood them):

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