The Resistance Bio Investment Thesis
Drug resistance continues to be the principal limiting factor to achieving cures in patients with cancer. The problem of drug resistance in cancer has strong similarities to the field of infectious disease, in that both disciplines are challenged by highly proliferating intrinsic or extrinsic aggressors. As with antimicrobial therapy, the excitement that
DeFi – a Sovereign Financial System
Thomas Hobbes’ doctrine of sovereignty dictates complete monopoly of power within a given territory, and also insists on the fundamental equality of human beings. He maintains that the state is a contract between individuals; that the sovereign state owes authority to the will of those it governs and is obliged to protect
The Mosaic Investment Thesis
Mosaic is a full-stack construction technology company. Mosaic’s technologies make construction more efficient- no small feat in an industry notorious for its lack of innovation and efficiency gains. Mosaic’s efficiencies come from its proprietary programming system that systematizes the construction process by decomposing blueprints into a rich construction model used to automate
Reflecting on recent VC history and where we go from here
The venture capital industry historically reinvents itself every few years, and 2020 accelerated that cycle significantly. As we enter 2021, we’ve seen the deployment periods for many seed funds shorten to 18 months. There is a sector-specific seed fund for every sector imaginable. Traditional Series-A firms have grown into full-stack shops with
The 2020s will be to Biotech what the 1970s were to Computing
Yesterday Google DeepMind announced that their deep learning system AlphaFold has achieved unprecedented levels of accuracy on the “protein folding problem”, a grand challenge problem in computational biochemistry. The ability to accurately predict protein structures from their amino-acid sequence represents a huge boon to life sciences and medicine. It potentially vastly accelerates efforts
The State of Seed Stage Investing
It’s often helpful to take a step back and review the early-stage venture investment landscape, including where we’re at today and the trends that carried us to our present market dynamics. This analysis helps us look forward. Starting with a look back. From 2005 to 2012, as company formation costs fell due to