Duk Lee - Blog & Notes

Writing

• Oct 9, 2026
  Hacker News Front Page Roundup — October 9, 2026
• Oct 9, 2026
  The mRNA Hangover: Why 'Software for Life' Hit a Wall, and Where It Actually Goes Next
• Oct 8, 2026
  The $40B Oncology Paradox: A Forensic Deep Dive into Revolution Medicines ($RVMD), the FDA Review, and the G12D Efficacy ChasmMarket ↗
• Oct 8, 2026
  Twist Bioscience ($TWST) Deep Dive: The Silicon Foundry Powering Generative Biology — Forensic Audit of Silicon Phosphoramidite, Express Genes, and a 25x Sales ValuationMarket ↗
• Oct 8, 2026
  AlphaFold's Measurable Reality: Where AI Biotech Hype Died and Where the Science Actually Won