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Cam Watson

Deep tech strategist exploring how biotech, materials, AI & robotics move from lab to market. Based in Shanghai, leading biotech innovation at XJTLU and mentoring startups through its venture studio.

Newsletter · By Cam Watson · CN · Official site

Indexed issues, last 90 days
4
Latest publication
Sep 15, 2026
Audience
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Earliest in this view
Jul 7, 2026

Latest issues

  1. Issue · Sep 15, 2026

    Getting Over Innovation Addiction (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!6HZm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c7eb396-4377-463b-8aee-e749471d2dad_1672x941.png"

  2. Issue · Aug 5, 2026

    The Bioelectric Grid: What It Would Actually Take to Vibe Code Biology (opens the original)

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    Part of a series on The Bioelectric Tech Stack, this piece is about what it would actually take to deploy that stack in practice, automating and coordinating each physical layer so information can move as fast and cheaply as possible, while matter stays contained until the very last, deliberate step.Vibe coding works in software because the distance between describing intent and getting a working artifact has collapsed. A model translates language into code, and that code runs almost for

  3. Issue · Jul 21, 2026

    Biosense and Sensibility (opens the original)

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    This piece is part of a series on the Bioelectric Tech Stack; the infrastructure layers that determine who wins in biotech.Biology is becoming legible to machines. Slowly, unevenly, and mostly in the places where biopharma concentrates enough value to justify the effort. Everywhere else, the sensing layer remains fragmented, bespoke, and surprisingly underdeveloped for something so central to the promise of the bioeconomy.This is not a piece about models. The models are getting good. AlphaFold c

  4. Issue · Jul 7, 2026

    China's Bioeconomy Is Brewing Its Biggest Wave Yet (opens the original)

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    Start with a number: 70% of the world’s fermentation capacity is in China. Not a significant share. Not a growing proportion. Seventy percent, and still growing.If you work in biotech, biopharma, specialty chemicals, or industrial biology, you live downstream of that fact whether you know it or not. The therapeutics licensing wave has been making headlines: Chinese biotechs licensing drugs to Western pharma at a pace nobody predicted five years ago. But that wave is the visible exhaust of somet

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