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Bee swarm just landed in my backyard. Was biblical when it approached. They have consolidated now

Seems like this is a great opening to raise prices on therapeutics around the world. US has been subsidizing everyone else. Not sure why you’d drop prices in US, just raise them everywhere else. Drugs are the only thing in medicine that get cheaper (they go generic and then

If we had perfect therapeutics then you would never go to the hospital in your life and then someday die of old age in your sleep. Drugs are how we ultimately solve healthcare costs. If you believe accelerating technology is how we solve our problems then we want more drugs not

Our new investment thesis: You Can Just Program Biology by Matt Mandel

The computer science / biology merger continues. Our two code-based technologies, of course they have a ton to learn from each other.

lol finally, dropping "HBO" was insanity

Best time for seed funds are years like 2008/9, 2001/2, etc. When market is tough for the bigger guys it spins off lots of great founders, less competition, less cash needed, etc. Great to see this from USV! 👏🧬

So much untapped opportunity in biotech. We personalize the ads for our social media, but not yet our drugs. Amazing story today: nytimes.com/2025/05/15/hea…

Don't Die is more than a religion, Bryan proposes it as a new life philosophy. Still collecting my thoughts from the dinner but has got me thinking about how we should *really* solve the long tail of reasons why people could die. Cooking on a thesis/company idea where create a

Nice to see this! Going to be critical to watch safety, but there's way more experimentation we could be doing in applying biotech to everyone with huge payoffs for health, wellness, and longevity -- the GLP-1 drugs prove it. This opens the door for more.

I feel seen

Today, we’re announcing the first major discovery made by our AI Scientist with the lab in the loop: a promising new treatment for dry AMD, a major cause of blindness. Our agents generated the hypotheses, designed the experiments, analyzed the data, iterated, even made figures

In biotech, a small number of disease areas are focused on due to industry structure (many companies are incubated by VCs, who flip them pre-product into the pipelines of a handful of pharmas) This means a lot of big, impactful areas are completely ignored and unfunded Here are

The CCP steals a lot of our IP, including defense and AI breakthroughs—but now it’s aiming for a whole sector: biotech. Their unethical actions are already decimating US biotech investment; we face a serious crisis. Here’s what’s on the line—and how we can fight back. 🧵

Great comments from Joe Lonsdale in 🧵below - underscored by Pfizer acquiring rights to a Chinese biotech drug for $1.2B just yesterday. This is money that would normally flow into the US drug discovery startup ecosystem — we’re going to lose our biotech industry soon if we don’t

Alarm Sounded: America's Biotech Future at Risk as China Races Ahead and AI Escalates cbn.com/news/politics/…

Something I've been thinking about: gene editing drugs (like Casgevy, Luxturna, Zolgensma) are a new paradigm in therapeutics, where it may be possible to cure many diseases with single administrations rather than managing them continuously via drugs that require ongoing use.

While Patrick Collison correctly points out a major flaw in the incentives of our current health insurance paradigm, the issue causing the pullback from gene editing and CGT companies more broadly is actually one that is core to the focus of many tech platforms: scalability.

“In the 1990s, the U.S. fell behind in the semiconductor chip race. Now, leaders need to invest in biotech.” Source: TIME share.google/0kI3RrZc18wF6m…