tech, startups, internet

The short case against Twist Bioscience.

I learned about Twist in October 2021, when I shared a link from Alex Danco. He was excited about an API for biotech, enabling a new class of bio founders. In April 2022 I was impressed by Twist’s CEO speaking on a podcast about […]

tech, startups, internet

Machine brains and their discontents.

“As biotech businesses become more specialized, I find that it can be useful to stratify biotech platforms into two buckets: target companies and modality companies. So far, AI advances have been more valuable for modality companies than for target companies. […]

tech, startups, internet

The false narrative around Theranos.

Elad Gil defends Silicon Valley tech startups, making the case that Theranos is not representative of them. “Theranos raised no real mainstream venture capital. None of the mainstream tech or biotech funders invested in Theranos.” | learn more

tech, startups, internet

Understanding biotech investing

“As with startups, biotech companies have high failure rates: 90% of clinical programs fail to receive FDA approval, while 92% of biotech companies are unprofitable at any given time.” | learn more