Duk Lee - Blog & Notes

Writing

• Oct 15, 2026
  The $1.8 Billion 'Virtual Cell' Mirage: Inside Biohub's Virtual Biology Initiative, Sunk-Cost Federal Accounting, the 1-Year Big Tech Embargo, and Why Linear Models Still Beat Single-Cell AI
• Oct 15, 2026
  The Biotech 'Degrossing' Revolt: Inside Matt Gline’s STAT Summit Eruption, the Moderna Short Squeeze, and Why Wall Street’s Pod-Shop Machine Is Breaking Drug Development’s Capital Compact
• Oct 15, 2026
  Hacker News Front Page Roundup — October 15, 2026
• Oct 14, 2026
  The KRAS G12D Triangulation: A Forensic Deep Dive into Verastem ($VSTM), Erasca ($ERAS), and Revolution Medicines ($RVMD)
• Oct 14, 2026
  Hacker News Front Page Roundup — October 14, 2026