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The highest-leverage bet in the whole market is not AI, it's LSD

Andy· ·6 min read · 0 reactions · 0 comments · 20 views
The highest-leverage bet in the whole market is not AI, it's LSD
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You Have No Idea How Big DFTX Is Going to BeThe highest-leverage bet in the whole market is not AI, it's LSD.AndyJul 26, 20261ShareLook, I’m not trying to convince you that psychedelics are the next big thing. That’s 43.17 dollars a share times 132.74M shares. The company has no revenue, which, don’t get me wrong, is pretty common for a biotech startup, but anyway, they estimate $4.9B potential revenue for every 100,000 patients treated with DT120.From Definium Therapeutics’ Corporate Presentation, page 36:So what’s the big deal?

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Hacker News (AI / LLM) files mainly under ai. We currently carry 3,346 of its stories.

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Hacker News (AI / LLM) · Andy
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Original publisherHacker News (AI / LLM)
Canonical URLhttps://www.singularityrainbow.ai/p/you-have-no-idea-how-big-dftx-is
Publication timeSun, 26 Jul 2026 22:23:18 +0000
Retrieval time2026-07-26T22:28:27.549Z
Last seen2026-07-26T22:28:27.549Z
Headline sourcePublisher (no WeSearch rewrite)
Excerpt sourcepublisher body
Excerpt methodFirst ~120 words (~800 chars) of extracted publisher body, fair-use limited.
SummaryWeSearch · cerebras-chat (WeSearch summarizer)
Summary source textcontentText
Citation coverageSummary is a WeSearch-generated derivative; primary citation is the original publisher URL.
ClusterqPyPdx0W4gCG
Cluster logicGrouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison.
Ranking reasonStory pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking.
Publisher visitYes — open original
Substitutes article?No — link-out required for full text

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Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.

Opening excerpt (first ~120 words) tap to expand

You Have No Idea How Big DFTX Is Going to BeThe highest-leverage bet in the whole market is not AI, it's LSD.AndyJul 26, 20261ShareLook, I’m not trying to convince you that psychedelics are the next big thing. I already did that. I’m trying to convince you that psychedelics, and in particular, LSD, and in particular Definium Therapeutics (which is the company behind DT120, Definium Therapeutics’ proprietary formulation of LSD) is going to make you rich.And I mean obscenely rich.And sure, I know what you’re thinking — with these premises I wouldn’t believe you either.So, let’s do some math (this article is going to be very short).Right now, Definium Therapeutics (ticker DFTX) is worth $5.731B. That’s 43.17 dollars a share times 132.74M shares.

Excerpt limited to ~120 words for fair-use compliance. The full article is at Hacker News (AI / LLM).

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