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XBI is wrong…..working in biotech today is a testament and an ethos that curing people matters, that we haven’t done enough yet, and an obsession that patients tomorrow will have more good options than they have today.

Bio/acc & Biohack (panel ordered in how augmented they are) SynBioBeta

The future of protein viz ⁦SynBioBeta⁩ ⁦Nanome⁩

DeSci reprezent at sbb

Autonomous Science OG,Charles Yang, and I talk about: - the value of autonomous science for edge use-cases in biosecurity - how increased ease of scientific discovery begets new business models - the tension between automating vs. miniaturizing - his awesome breakdown of

if biotech venture acted like normal venture funds, they would take modality risk at the same time as target risk. history of drug discovery shows that new modalities drive new therapeutic efficacy and net new disease treatments as do new targets. however, the dogma now for

Hmmm 🤔

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

245 novel drug approvals by the FDA in the past 5 years. Biotech isn't dead y'all. We're just beginning 🤓

Regeneron is the best possible home for 23andme. Regeneron has always been the non-consumer 23andMe, sequencing 1M exomes and finding interesting drug targets from it. For founders building in consumer testing there some easy learnings looking at 23andme. - if you're a

Have also seen bio founders less enthusiastic about moving to the U.S.

What many people haven't mentioned is that dry AMD is a complex disease with a mix of genetic and environmental effects. This is a big deal since many of the common diseases are also complex. Pumped for what this means for treatments of all disease.

(New Post) Narc Claude & The Mid-Stage of the AI Lab Cycle I wrote up a few quick thoughts on Claude Opus 4, AI Lab marketing strategies, and what they signal about the current stage of AI development cycle.

Wonder what stage these companies were….

The only cool weekly biotech newsletter Biopunk is out 🧬 >Prime editing cures >Synthego bankrupt >MeliBio acquired by YoungFood >Oxford Nanopore goes multiomic >Yes, viruses secretly run the world >More techbros waking up to biotech >Black Mirror season 7 >CRISPR real-life

Bio companies today are building much more defensible businesses by layering technologies. I see this new era as step from historic IP moats around molecules to deep moats around multiple aspects of target discovery and drug design (protein structure prediction, small molecule

🧬 1 week to go! Join us June 2 @ 12PM for a panel on building real AI solutions in bio & health — and what early-stage investors look for. 🎙 Moderated by Julie Wolf (2048 Ventures 🧬 🤖 ⚙️) With: Dr. Shelby – Compound Dylan Reid – Zetta Ventures Matt Mandel – USV 📍 USV

A month ago Jure spoke at Compound Research Day about these results. Pumped for how this and other important work (like that from FutureHouse) raises the quality of the first experiment and all those following. More to come 🤓