All innovations that have happened in AI for biology to date will be inconsequential compared to everything that happens after we have large, patient-derived datasets. In-human data is the bottleneck.

Masa’s phone today

You don’t need a sword to build a generational company but it can’t hurt

Instead of fighting on X, VCs should debate each other in front of a live audience with a founder or LP moderating

We need a TBPN fight night. Not an occasional one-off on AI margins. A consistent, at least weekly, intellectual octagon. Heated debate of the week? Play it out live on air.

I can’t think of a place outside the Bay Area where the prior generation of extremely successful people is actively looking to pay it forward to the rising generation. It’s one of many reasons why Silicon Valley hasn’t been replicated anywhere else.

Pretty insane how reliable of a heuristic responsiveness is for the quality of an investor. The most impressive investors I’ve chatted with move the quickest, almost without exception.

A common thread among the hottest firms (eg FF, Thrive, Elad) seems to be pursuing a barbell strategy (incubations AND very large growth checks). Less firms operate at those stages compared to traditional venture rounds, leading to less competition.

Will try “may I meet you?” and report back. Have high hopes for this one

Excellent essay from Kyle Harrison today. Believe in something! investing101.substack.com/p/build-whats-…

Another great essay from Kyle. Build something worth building. Find beliefs worth living for.

Investing in nation-specific AI labs should be a pretty easy decision for large venture firms. Governments will subsidize their national winners, and you’ll be able to raise larger funds from domestic LPs and sovereign wealth funds.

for those that don't believe in techbio, the increase in simulation times of bio systems outpaces Moore's law.

The shift from AI hype to biotech hype is already underway, even in the public markets. What better hedge to inflated AI companies than investing in biotechs trading below cash?

An underrated skill in good investors is making initial founder meetings feel authentic versus transactional. Totally changes the dynamic of the partnership

One of the largest benefits of the rise of crypto is the amount of new money now funding the deep tech wave (eg Brian Armstrong and Fred Ehrsam, James Fickel, the list is long) Massive capitalism whitepill