Whether you love it or hate it, the numbers don’t lie. If you don’t watch @theallinpod on the weekend, you will come to work on Monday missing what everyone is talking about. I don’t make the rules.

Four years ago, I invested ~$40M and got involved helping build a small publicly listed company in Canada called Perimeter Medical. Why? They were trying to build an AI enabled device to help doctors do cancer surgeries better: take a tumor out from a patient, analyze it with AI while still in the surgical theater and tell with precision if all the cancer was taken out. If yes, close the patient up. If not, go back and get all the cancer. Well, we got FDA approval today!! Our product, Claire, became the FIRST FDA-approved AI-enabled imaging device for breast cancer surgery. We also got Breakthrough Designation. Currently, ~20% of women face repeat surgeries because surgeons "didn't get it all". What’s even worse is that they typically don’t find out for 10 days after the surgery until pathology has reviewed the resected tumor. That is 10 days of waiting and worrying for patients. Claire’s real-time AI + OCT tech delivers 10x the resolution of standard X-rays, identifying suspicious tissue during a surgery so surgeons can act immediately. Claire is now a regulated tool that sits in the workflow, in real time, while a surgeon is operating. It is just the start for what this platform can do for cancer care. We will first focus on ~300,000 breast cancer surgeries per year in the U.S., and then grow into other solid tumors over time. From a systems perspective, it’s also what “real AI” looks like: invisible to the patient, indispensable to the clinician, and measured in fewer surgeries  and better treatment experience .   Congratulations to @adrianvmendes and the @perimetermed team.

So it turns out that the sitting local Democratic congressman in Silicon Valley, @RoKhanna, is the most un-entrepreneurial, creative or innovative person possible. He is: 1) In favor of California’s Property Seizure tax that he calls a “Billionaire” Tax. It’s already led to half of California’s Billionaire wealth to flee the state which will leave the middle class to pay for the lost revenues. 2) Despite this, he then teamed up with Bernie Sanders to propose an additional national 5% wealth tax to spend on God knows what. 3) Despite all the virtue signaling on inequality, he is also one of the most prolific traders in Congress where just last year he traded $55.7m of stock. With everything he learns in Congress to help him, he beat the market by 13%. Ro’s ambition is what matters most to him and he will flop from dumb idea to dumb idea if he thinks it will serve his broader political ambitions. Currently that means being a quasi socialist to win favor with the extreme left of his Party. He doesn’t deserve to represent Silicon Valley and I hope he loses badly in his re-election.