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.
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.