
A newsletter about the future and people who are building it
| Platform | Pricing | Only free issues | Publishes | Monthly | |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 5 years ago | Last Issue | 4 months ago |
| Active | |||||

Biotech markets have picked up. We had a stellar year for M&A last year and it looks like it will continue this year. The IPO window is open. Amidst all this, techbio platforms needed a proper VC scale liquidity event.
For the longest...
Let’s continue the discussion about drug-device/delivery products.
In the previous post, I made the claim that you have to be best-in-class to have a venture scale outcome.
Starting with this post and continuing through a few more, I am...
Specifically, I am talking about companies building drug-device combinations or delivery mechanisms. I have been talking to a lot of companies over the last few years that fall under this category. This multi-part exploration is meant to sh...
TLDR: that’s it. They shouldn’t be. The product is not remotely competitive. They will probably do poorly on the public markets after an initial surge in share prices based on sheep money following synchronized, carefully crafted but ultima...
In the previous post, we discussed how we are getting increasingly good at simulating complex systems and their interactions with the environment. This helps us answer the question, “what is most likely to work?”
Ability to simulate compl...
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The writers behind this newsletter.
I write about topics I find interesting. These are most often esoteric subjects within biology, ML infra, hardware, materials and the crossovers between them. Trajectory: engineer —> scientist —> founder —> investor?
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