This is the most exciting version of the bio case I've read in a while the "you don't need a PhD" line especially.
The one I'd love to hear you go deeper on is bio-security, because it's the place where your whole thesis gets interesting. Every unlock you name, cheaper synthesis, foundation models that decode complexity, wet labs that run like software is dual-use by definition. The same collapse in cost that lets a teenager cure a disease is exactly why bio-security is underfunded and urgent: capability arrived faster than the guardrails. Which makes it maybe the one New Bio category where the builder and the governance are the same job. Would genuinely read a whole post from you on what a defensible bio-security company looks like at pre-seed.
Boost has been awesome! Got to talk to Sid and his team recently. So glad I get to be part of the movement of helping patients become the hero.
They do but what if the next brain implant isn’t Symbiotic or Neuralink but it’s “NION.“
This is the most exciting version of the bio case I've read in a while the "you don't need a PhD" line especially.
The one I'd love to hear you go deeper on is bio-security, because it's the place where your whole thesis gets interesting. Every unlock you name, cheaper synthesis, foundation models that decode complexity, wet labs that run like software is dual-use by definition. The same collapse in cost that lets a teenager cure a disease is exactly why bio-security is underfunded and urgent: capability arrived faster than the guardrails. Which makes it maybe the one New Bio category where the builder and the governance are the same job. Would genuinely read a whole post from you on what a defensible bio-security company looks like at pre-seed.
thanks for the article. bio is just doing what software did in 2005 - the moat moves from access to pure obsession.