HeyJaredBiocene thoughts
Solarpunk stan | houses become our hospitals and data becomes our doctors | making a therapeutic is like launching a rocket
- Indexed issues, last 90 days
- 2
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- Aug 3, 2026
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- Jul 21, 2026
Latest issues
The Sirens of Data Sales (opens the original)
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With frontier labs expanding into bio, biotech has become manic to sell to this emerging customer class. We are excited about this and predicted a handful of large bio companies could come from this thrust! However it’s value leaking and not dominant for most biotech companies to sell to frontier labs. Most of the excitement boils down to a new business motion in biotech. As an industry we are starved with two subpar business models outside of making therapeutics (which is also incredibly hard!)
Compound Spinout Sessions (opens the original)
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Compound does research and investing across multiple areas surrounding bio, AI, robotics, energy, and crypto. We write extensively about new technologies, business models, and world futures.A
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