On Modality Commoditization

Hub-and-Spoke Biotechs: BridgeBio

Hub-and-Spoke Biotechs: Nimbus Therapeutics

Living Carbon: Photosynthesis-Enhanced Trees

A Summer Hiatus: Pausing before scaling

Scaling CRISPR Cures: Realizing the potential of genetic medicine

Generating (Somewhat) New Biology with AI: Using protein language models for Digital Evolution

Compounding Until Inflection: Present vs. future platform value

New tools for programming biology: Continuous mutagenesis, RNA writing, and more

Spill the TEA: Making economically viable bioproducts

Dyno Therapeutics: The Capsids You Need: How AI can accelerate gene therapy

Colonizing Mars isn't a rocket problem: It's a biology problem

On biotech platform strategy: Thoughts and updates on platform typology and partnering dynamics

Illumina: The Measurement Monopoly: How one biotech company changed the arc of genomics

Design, build, work: A physics engine for cell engineering

Vial: Reimagining Clinical Trials: Act I and Act II of Vial's vision to transform first-in-human trials

Enveda Biosciences: Unlocking Our Planet's Chemistry: The company's origins, evolution, and recent advances

Cellular shuttle systems: Engineering extracellular vesicles to deliver drugs

Machine brains and their discontents: A reflection on BenevolentAI and the role of AI in drug discovery

The COB vision

About v1

Interactive Mutation Browser: Prototyping a new way to interact with Protein Language Models

Accelerating genetic design

4-S model

Solugen