Perspective
Analysis and perspectives on AI, biology, healthcare, and venture investing.
Essay·
16 Pitfalls to Avoid When Building a Computational Therapeutics Company
While the early signals of progress for traditional tech companies are fairly well known — product, customers, revenue — biotech companies operate under a very different timeline, metrics, and milestone system. Here are 16 pitfalls founders make when building computational therapeutics companies.
LinkedIn·
Biotech Is Crowding Into Consensus at the Wrong Moment
My biggest takeaway from Jefferies in London this year is simple: The biotech industry is crowding into consensus plays at the exact moment the real returns will come from non-consensus science.
35.5K views · 713 engagements
LinkedIn·
ARCH Venture Partners' $2B Win: Why Consensus Builds Can Beat Non-Consensus Science
ARCH Venture Partners stands to make more than $2B from Pfizer's $10B acquisition of Metsera. It's a reminder that the biggest outcomes in biotech aren't always driven by brand-new science.
109.2K views · 656 engagements
LinkedIn·
Everyone Said AI Would Eat Biology. Biology Is Eating AI.
Everyone said AI would eat biology. The more I look at what's actually happening in the lab, the more I think biology is eating AI.
24.5K views · 452 engagements
LinkedIn·
I Started Learning to Vibe Code at 3am
I'm about to have a lot of free time at 3am. So I started learning to vibe code.
38.2K views · 283 engagements
LinkedIn·
Consensus Feels Safe. History Suggests It's Usually Backward.
Consensus feels safe. History suggests it's usually backward. The strongest biotech vintage of the last 20 years was built in the years when almost no one wanted to invest.
36.8K views · 236 engagements
LinkedIn·
I Used to Think Networking Was a Waste of Time
I used to think networking was a waste of time, until I realized I was treating people like opportunities instead of relationships.
15.9K views · 275 engagements
LinkedIn·
I Logged 68,660 Foods Over 15 Years. Here's What I Found.
The months I actually lost fat were not the months I ate the least. They were the months I cut moderately and stayed active. 15 years of health data, analyzed.
27.2K views · 240 engagements
LinkedIn·
Start with the Ingredients, End with Value Capture: How China Is Disrupting Biotech
Start with the ingredients. End with the value capture. China is disrupting biotech asset creation.
24.7K views · 224 engagements
LinkedIn·
When Multiple Companies Converge on the Same Target: The Execution Imperative
In today's biotech market, it's increasingly common to see multiple companies and investors converge on the same targets and indications. Once a mechanism proves itself clinically, the battleground shifts to execution.
29.8K views · 204 engagements
LinkedIn·
"Name Your Price": What JPM Week Revealed About Biotech's Liquidity Shift
I heard "name your price" more times at JPM last week than in my entire career. Something has shifted in how capital is chasing assets.
15.9K views · 176 engagements
LinkedIn·
3am. Baby sleeping. Used Claude Code to build a health dashboard that…
3am. Baby sleeping.
22.8K views · 153 engagements
LinkedIn·
The Bar for Fundraising Has Flipped Over the Last 10 Years
Over the last 10 years, the bar for fundraising in tech and biotech seems to have flipped. What used to get you a meeting now barely gets you a reply.
13.0K views · 152 engagements
LinkedIn·
Biotech Is Great at Science. It Is Terrible at Explaining It.
Biotech is great at science. It is terrible at explaining it. The gap between what we know and what we can communicate is one of the most underrated problems in the industry.
10.3K views · 129 engagements
LinkedIn·
The China Question: What LPs Are Asking Every Biotech Fund
China-origin assets now account for more than 25% of global pharma licensing deals, and LPs are starting to ask every biotech venture fund what they plan to do about it.
4.1K views · 94 engagements
LinkedIn·
Big Pharma Has Had Teams in China for Decades. What Changes Now?
Big pharma has had teams and infrastructure in China for decades. The question isn't whether to engage : it's how the terms of engagement are changing.
10.1K views · 73 engagements
LinkedIn·
How the Middle East Conflict Is Compounding the VC Fundraising Crisis
Everyone is watching the ceasefire. Almost nobody is talking about what five weeks of war just did to venture capital funding.
5.0K views · 70 engagements
Essay·
When Biotech Crowds Into Consensus, the Real Returns Begin Elsewhere
The biotech industry increasingly prioritizes consensus-driven safety at precisely the moment when significant future returns are emerging in unconventional spaces. History suggests the most substantial returns often emerge from ideas initially appearing as speculative ventures.
Essay·
Why Pharma AI Startups Need to Be Integrators, Not Just Innovators
The pharmaceutical industry invests over $200 billion annually in R&D. Generative AI demonstrates immediate practical applications : but technological capability alone proves insufficient. The companies that will win are not the ones with the best models.
Essay·
Disruptive Innovation: The Role of Hospitals, Integration, and the Value-Added Process
Healthcare costs have risen dramatically, driven by a reimbursement system that rewards volume and asset intensity over value. As the current model becomes increasingly unsustainable, the question is not whether disruption will come : it is where it will originate and what form it will take.