Kids are supposedly losing the ability to focus. So why can young chess players concentrate for hours? The answer may reveal what really drives attention. bloomberg.com/news/articles/…
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Ann Berry
@AnnBerry_NYC
Morning Brew ☕️
Morning Brew ☕️Founder, GP @ Threadneedle | On TV, on markets | Board @rodanfieldshq @allurebeautymfg | Host @brewmarkets @afterearnings | POV my own & not investment advice
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@AnnBerry_NYC reposted
@AnnBerry_NYC reposted
What every cancer patient actually wants is to not die of cancer at all. To feel so well they forget they have the disease. To measure time in decades, not months.
The ultimate goal of oncology is to help patients survive indefinitely and thrive indefinitely with no side effects, feeling great and living the same life they led before their diagnosis.
No single medicine will get us there. I believe we will reach this goal by combining and sequencing distinct medicines in a data-driven way, and with a sense of humility.
I’ve been working towards this goal for more than 18 years since co-founding Immuneering (NASDAQ: $IMRX), and I have a lot of thoughts on how best to achieve it.
I expect to share views that are often counterintuitive, sometimes provocative, and always optimistic/constructive, because oncology is the ultimate team effort: humanity vs cancer.
In that spirit, I plan to talk about the important progress I believe both Immuneering and others are making towards this goal. Thank you, stay tuned, and full speed ahead!
The ultimate goal of oncology is to help patients survive indefinitely and thrive indefinitely with no side effects, feeling great and living the same life they led before their diagnosis.
No single medicine will get us there. I believe we will reach this goal by combining and sequencing distinct medicines in a data-driven way, and with a sense of humility.
I’ve been working towards this goal for more than 18 years since co-founding Immuneering (NASDAQ: $IMRX), and I have a lot of thoughts on how best to achieve it.
I expect to share views that are often counterintuitive, sometimes provocative, and always optimistic/constructive, because oncology is the ultimate team effort: humanity vs cancer.
In that spirit, I plan to talk about the important progress I believe both Immuneering and others are making towards this goal. Thank you, stay tuned, and full speed ahead!
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What does this mean for $SBUX’s confidence in its organic turnaround story ….
Financial Times@FT · Oct 8Starbucks has explored takeover of Chipotle in restaurant megadeal ft.trib.al/29IDY4f
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Lululemon succession planning already… my own POV $LULU
CNBC@CNBC · Oct 7Lululemon poaches Athleta CEO as new chief product officer cnbc.com/2026/10/07/lul…
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Fun times in studio with @vladduthiersCBS & @AdrianaDiaz this morning … all things Alaska energy, car sales & Fed minutes due out Wednesday … buckling up for a BUSY fall for business! @CBSNews
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Can’t wait to bring big energy to Zeta Global Live this Thursday! Catching up with @dsteinberg10000 & the @ZetaGlobal team on the latest in tech x marketing x deepest consumer insights - register to join in link below if you haven’t yet!
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Mattel >> Paramount / Warner Bros = skillset confluence of media & consumer brands with leading IP just getting stronger
CNBC@CNBC · Sep 30David Ellison names Ynon Kreiz co-CEO of Paramount and Warner Bros. Discovery cnbc.com/2026/09/30/dav…
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Reddit & Google. The New York Times & Amazon. News Corp & OpenAI. The conversation around licensing content to train AI models has largely focused on print - but what about video? Especially raw video and the value it holds for training visual models. To break it all down, I enjoyed a fascinating conversation with @ClintLS on how he’s pivoting @CuriosityStream Inc. - traded on NASDAQ, perhaps the public media company few have heard of. From the platform for streaming wildlife documentaries to a much more diverse play that licenses both Curosity’s own corpus of video, and third parties’ as the company effectively brokers content to over 60 AI-related firms in search of training content. A lot to learn from this chat on where many media firms may be wise - or forced - to go. $CURI
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Fending off the final throes of jet lag in the final throes of summer in wonderful Martha’s Vineyard. Love this beautiful corner of America 🇺🇸
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My prediction: cue a new round of US-EU tariff spats
Bloomberg@business · Sep 16"In this new world, we must urgently re-imagine our partnerships."
European Commission President Ursula von der Leyen proposes Canada become the first associate member of the European Union bloom.bg/4707TNP
European Commission President Ursula von der Leyen proposes Canada become the first associate member of the European Union bloom.bg/4707TNP
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Well here goes … bloomberg.com/news/articles/…
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We may well have higher rates this week … enjoyed my conversation here
After Earnings (from Morning Brew ☕️)@AfterEarnings · Sep 15.@Prudential CFO discusses how higher interest rates impact the company's investment portfolio
$PRU
Watch the full episode here: youtube.com/watch?v=rCza4I…
$PRU
Watch the full episode here: youtube.com/watch?v=rCza4I…
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Alphabet may have a POV given its own antitrust rulings…
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A slew of funds that invest in early stage, private tech companies have recently gone public. I’m a big fan of the concept of democratizing access to asset classes - but I worry about this recent trend. The world’s best VC firms - the tried and tested best managers - are not part of this set of publicly traded private funds. And if there’s one asset group where you only really want to be in it with the world’s best, it’s this one … discussed recently with @VonnieQuinn & @davidgura on @BloombergTV
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First yen intervention, now long dated bond buybacks …. Treasury definitely committed to getting rates / yields down
Ann Berry@AnnBerry_NYC · Aug 11Just back in NYC from a quick trip to the UK and what’s going on with the yen is getting a lot of focus there .. and not enough here IMO …. Torsten Slok of @apolloglobal paying attention tho
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Just back in NYC from a quick trip to the UK and what’s going on with the yen is getting a lot of focus there .. and not enough here IMO …. Torsten Slok of @apolloglobal paying attention tho
1:47Ann Berry@AnnBerry_NYC · Aug 9The situation with the Japanese Yen isn’t getting enough coverage … check out my conversation with the legendary Torsten Slok of @apolloglobal (minute 02:45 onwards) breaking down what’s going on and why it really REALLY matters ….
youtu.be/NfJythBj6WY?si…
Open quoted post →youtu.be/NfJythBj6WY?si…
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$GOOG down nearly 4%
Sebastian Mallaby@scmallaby · Aug 5Early reaction on @demishassabis stepping back:
Demis has been playing the role of Google AI statesman for some time, and Koray Kavukcuoglu has been running Google DeepMind research for some time. So this is a formalization of something that had been happening informally. I doubt it changes how well Google executes on AI, and nor does it justify the market's reaction--Alphabet down 5%.
DeepMind's mission has always been to solve AGI and then use it to solve everything else. The solving AGI piece is pretty much done. The channeling AGI into safe and beneficial outcomes is only just beginning. So it makes sense that Demis is shifting his energy from the research to the social impact.
This isn't out of character. Demis cared about safety enough that he sold DeepMind to Google, not to Facebook, even though Facebook offered more money. He cared enough about safety that he fought a three-year battle with Alphabet to get external oversight over DeepMind's AI deployment. This next chapter of his career is a return to that side of his work.
Meanwhile Demis continues to lead Isomorphic Labs, which gives him an opportunity to show how AI can help humanity via medicine.
Google DeepMind CEO Demis Hassabis is stepping aside axios.com/2026/08/05/goo…
Open quoted post →Demis has been playing the role of Google AI statesman for some time, and Koray Kavukcuoglu has been running Google DeepMind research for some time. So this is a formalization of something that had been happening informally. I doubt it changes how well Google executes on AI, and nor does it justify the market's reaction--Alphabet down 5%.
DeepMind's mission has always been to solve AGI and then use it to solve everything else. The solving AGI piece is pretty much done. The channeling AGI into safe and beneficial outcomes is only just beginning. So it makes sense that Demis is shifting his energy from the research to the social impact.
This isn't out of character. Demis cared about safety enough that he sold DeepMind to Google, not to Facebook, even though Facebook offered more money. He cared enough about safety that he fought a three-year battle with Alphabet to get external oversight over DeepMind's AI deployment. This next chapter of his career is a return to that side of his work.
Meanwhile Demis continues to lead Isomorphic Labs, which gives him an opportunity to show how AI can help humanity via medicine.
Google DeepMind CEO Demis Hassabis is stepping aside axios.com/2026/08/05/goo…
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I’m interviewing @apolloglobal’s Torsten Slok this afternoon - what would you ask?
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