🤖 In-vivo CRISPR proof point starts programmable biology
The first successful in-vivo infusion of a gene editor (Intellia's amyloidosis trial) converts CRISPR from theory to a working platform — an 'AWSification' of biology where the toolchain stacks and biological problems become programming problems. mRNA COVID vaccines are the first product of that stack, not the last.
0
CONVICTION
peaked 65.0 GREEN
EMBER
band
▲ LONG NTLA
expression · bullish tech
MISS
outcome · R -54.4% · α -49.6%
2022-07-30
window closed
⚖ Why this verdict
fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set
- Window: 2021-07-30 → 2022-07-30 — first mention + 12-month horizon, then the window locks.
- The call: ▲ LONG NTLA (primary play). NTLA fell 54.4% over the window → direction-adjusted R = -54.4% (the call lost money).
- Benchmark: holding SPY over the same window returned -4.7% → α = -54.4 − (-4.7) = -49.6% — what this call made or lost against just owning the index. This is the number the verdict uses.
- Rule fired:
· HIT — R ≥ +10% AND α ≥ +5· PARTIAL — R ≥ +5% OR α ≥ 0▶ MISS — everything else
- Credit: supporters of a MISS earn 0 each, opposers the inverse — this feeds the scoreboard weights. supported: Chamath, Friedberg, Sacks
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2021-07-30)
Plays
| expression | symbol | kind | relevance | rationale |
|---|---|---|---|---|
| ▲ LONG | NTLA | stock | PRIMARY | Chamath names Intellia by name as the company behind the breakthrough |
| ▲ LONG | BEAM | stock | adjacent | base-editing next-gen play on the same toolchain thesis |
| ▲ LONG | CRSP | stock | adjacent | largest CRISPR pure-play; platform read-through |
| ▲ LONG | EDIT | stock | adjacent | gene-editing peer levered to the same validation |
| ▲ LONG | MRNA | stock | adjacent | Sacks's leg of the thesis: mRNA platform expands well beyond COVID vaccines |
Mention log
Chamath
tech w=0.90 · n=83
· E42 (2021-07-30) · explicit_prediction · strength 3
▶ 42:30
SUPPORT
“So I think what we're saying is that we're seeing this platformization, this AWSification of a biological toolchain with things like CRISPR and all of the other modalities that need to stack on top of it so that the next person can view it as a programming problem. ... But this was an enormously important breakthrough because it validated a lot of what CRISPR was beyond a lot of theoretical innovation that up until now was basically what it was known for.”
Friedberg
tech w=1.08 · n=65
· E59 (2021-12-17) · explicit_prediction · strength 3
▶ 1:09:02
SUPPORT
· horizon 120mo
“And now the floodgates are open. And this is incredible because the frontiers in RNA over the next decade could change the course of how we treat disease and change the course of outcomes for many diseases, from genetic diseases all the way through to cancers. ... we've now got, I think, a validation in the market and acceptance from consumers that this technology could transform the industry in the same way that Genentech transformed the pharma industry with biologic drugs in the 80s and 90s.”
Chamath
tech w=0.90 · n=83
· E60 (2021-12-23) · sentiment · strength 2
▶ 40:43
SUPPORT
“My best science breakthrough is that this year, we actually were able to inject in vivo, so in the body genetic code for CRISPR. ... That's pretty incredible stuff that you can make something, put it into your body, and then your body does the work of editing out the bad genes.”
Friedberg
tech w=1.08 · n=65
· E68 (2022-02-19) · explicit_prediction · strength 3
▶ 1:12:56
SUPPORT
“And there are a lot of therapies that are underway right now to actually use gene editing to induce that mutation in people's blood cells and in their bone marrow without needing to give them a whole transplant. ... there are hundreds of cell-based therapies coming to market over the next few years, they're all in late stage clinical trials as well as gene editing.”
Friedberg
tech w=1.08 · n=65
· E71 (2022-03-05) · explicit_prediction · strength 2
▶ 1:23:38
SUPPORT
· horizon 120mo
“I think that over the long run, we can get the cost of cell therapies below 5,000 bucks. ... And this is kind of the beginning of what will likely be a multi-decade kind of new therapeutic modality that's, you know, accelerating.”
Who built this conviction
each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement
⏳ decay drained -71.0 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E42 2021-07-30 | init | +38.0 | 38.0 | E42 born by Chamath (explicit_prediction x3) [w=0.90] |
| E42 2021-07-30 | reinforce | +10.8 | 48.8 | E42 Sacks support x2 (new voice) [w=0.77] |
| E43 2021-08-06 | decay | -2.0 | 46.8 | E43 silent |
| E44 2021-08-28 | decay | -1.9 | 44.9 | E44 silent |
| E45 2021-09-04 | decay | -1.8 | 43.1 | E45 silent |
| E46 2021-09-14 | decay | -1.7 | 41.4 | E46 silent |
| E47 2021-09-18 | decay | -1.7 | 39.8 | E47 silent |
| E49 2021-10-02 | decay | -1.6 | 38.2 | E49 silent |
| E50 2021-10-09 | decay | -1.5 | 36.6 | E50 silent |
| E51 2021-10-16 | decay | -1.5 | 35.2 | E51 silent |
| E52 2021-10-23 | decay | -1.4 | 33.8 | E52 silent |
| E53 2021-10-30 | decay | -1.4 | 32.4 | E53 silent |
| E54 2021-11-06 | decay | -1.3 | 31.1 | E54 silent |
| E55 2021-11-13 | decay | -1.2 | 29.9 | E55 silent |
| E56 2021-11-20 | decay | -1.2 | 28.7 | E56 silent |
| E57 2021-12-04 | decay | -1.1 | 27.5 | E57 silent |
| E58 2021-12-11 | decay | -1.1 | 26.4 | E58 silent |
| E59 2021-12-17 | reinforce | +21.4 | 47.8 | E59 Friedberg support x3 (new voice) [w=1.08] |
| E60 2021-12-23 | reinforce | +7.1 | 54.9 | E60 Chamath support x2 [w=0.90] |
| E60 2021-12-23 | reinforce | +4.2 | 59.1 | E60 Sacks support x1 [w=0.77] |
| E61 2021-12-29 | decay | -2.4 | 56.7 | E61 silent |
| E62 2022-01-08 | decay | -2.3 | 54.4 | E62 silent |
| E63 2022-01-15 | reinforce | +5.9 | 60.3 | E63 Friedberg support x1 [w=1.08] |
| E64 2022-01-22 | decay | -2.4 | 57.9 | E64 silent |
| E65 2022-01-29 | decay | -2.3 | 55.6 | E65 silent |
| E66 2022-02-05 | decay | -2.2 | 53.4 | E66 silent |
| E67 2022-02-12 | decay | -2.1 | 51.2 | E67 silent |
| E68 2022-02-19 | reinforce | +9.5 | 60.7 | E68 Friedberg support x3 [w=1.08] |
| E70 2022-02-24 | decay | -2.4 | 58.3 | E70 silent |
| E71 2022-03-05 | reinforce | +6.7 | 65.0 | E71 Friedberg support x2 [w=1.08] |
| E72 2022-03-19 | decay | -2.6 | 62.4 | E72 silent |
| E73 2022-03-26 | decay | -2.5 | 59.9 | E73 silent |
| E74 2022-04-01 | decay | -2.4 | 57.5 | E74 silent |
| E75 2022-04-09 | decay | -2.3 | 55.2 | E75 silent |
| E76 2022-04-16 | decay | -2.2 | 53.0 | E76 silent |
| E77 2022-04-23 | decay | -2.1 | 50.9 | E77 silent |
| E78 2022-04-30 | decay | -2.0 | 48.9 | E78 silent |
| E79 2022-05-07 | decay | -2.0 | 46.9 | E79 silent |
| E80 2022-05-13 | decay | -1.9 | 45.0 | E80 silent |
| E81 2022-05-23 | decay | -1.8 | 43.2 | E81 silent |
| E82 2022-05-24 | decay | -1.7 | 41.5 | E82 silent |
| E84 2022-06-24 | decay | -1.7 | 39.8 | E84 silent |
| E85 2022-06-30 | decay | -1.6 | 38.2 | E85 silent |
| E86 2022-07-08 | decay | -1.5 | 36.7 | E86 silent |
| E87 2022-07-14 | decay | -1.5 | 35.2 | E87 silent |
| E88 2022-07-22 | decay | -1.4 | 33.8 | E88 silent |
| E89 2022-07-29 | decay | -1.4 | 32.5 | E89 silent |