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Feb 03
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AVOID
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Michael Burry
Substack author, Cassandra Unchained
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The problem is a lack of access to *emergency medical care* and basic infrastructure for women in "poor, rural areas" of Sub-Saharan Africa and South Asia. The "growing need" is for fundamental, accessible care. Companies whose growth narratives heavily depend on expanding into these specific emerging markets with high-cost healthcare solutions or complex infrastructure might face significant challenges in profitability and market penetration due to the extreme poverty and lack of foundational healthcare systems. The "need" is for very low-cost, basic solutions, which often do not align with the profit models of large, publicly traded healthcare companies. Avoid or watch companies that are heavily promoting or investing in high-cost healthcare expansion into these specific regions, as the underlying issues highlighted by Burry suggest a market that cannot profitably support such ventures without substantial external aid or a fundamental shift in business model. Companies might pivot to very low-cost, high-volume solutions; philanthropic partnerships could subsidize their entry; governments might prioritize healthcare spending. |
Cassandra Unchained
February 2026 Cassandra Unchained Charity of ...
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Jan 31
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WATCH
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Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
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Neuralink has expanded human clinical trials to 21 participants, showing improved signal quality, and is launching new trials for "VOICE" (speech restoration) and "Blindsight" (visual perception) with FDA Breakthrough Device designation. While Neuralink is private, its rapid progress and FDA Breakthrough designation highlight the immense potential and accelerating innovation within the broader neurotechnology and medical device sectors. This could lead to increased investor interest and R&D spending in companies developing BCI, neuro-stimulation, and other advanced medical implants. Watch the Neurotechnology / Medical Devices sector for potential opportunities. While direct investment in Neuralink is not possible, its success could create a halo effect for public companies in the space, or signal future M&A activity. Neuralink's technology is still nascent and highly experimental; regulatory approval processes are lengthy and stringent; the market for such advanced devices may be niche initially. |
Chamath Palihapitiya
Neuralink's 21 Telepathy Trials in 2 Years
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