Francesco Orsi
Brief opinions on various matters
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 64 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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The Pharma Exemption
In May 2025, a biotech called Insilico Medicine published a Phase IIa trial result in Nature Medicine. Seventy-one patients with idiopathic pulmonary fibrosis, a lung disease that slowly scars the airways from the inside, had been given a m...
The Middle Is Empty
In my second Post on the AI Bubble/Hype topic I argued that such bubble is best understood as a single object: the fidelity gap F between the world the industry claims and the world the industry is actually building. F has four axes. F_I (s...
Voting with GPUs
Sam Altman is not lying to you, and this is the problem.
If he were, if the AI bubble were a classic fraud of the Enron-Theranos-FTX family, we would know what to do. There is a playbook. You wait for the short-sellers, you read the indict...
The Bubble That Isn't (And Is)
Every few months, someone declares the AI bubble has burst. Every few months, someone else declares we’re still in the first inning. Both are looking at the same data. Both are, in a narrow sense, correct. And the fact that two mutually exc...
A point on Organisationational Drift
The whole serie about Auditing 2.0 was about leaving the idea we can tell when something breaks it would scatter from 0 to 1. All is about spotting risk of sustained march towards the pitfall: deviating from where healthy business and opera...
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Authors
The writers behind this newsletter.
Bridging tech and healthcare with mathematical precision. As a Data Science Manager, I design the foundational math governing AI and clinical risk, grounded in real-world Pharma case studies.
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