Jake Wintermute 🧬/acc @SynBio1
Synthetic Biologist - Foundry Theorist - American Wetware - stay humble biodesigners wintermute.bio Cambridge, MA Joined June 2014-
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@SexyLikeMeiosis @josiezayner We honor the light in each of us 🙏
The algae was a new designed thing. It was expensive to develop, so they targeted the big industrial market, which was the wrong product. That's why it took so long. I agree that it is "just about finding a product niche." But you can't find a niche until you have something to put in front of customers. The cost to make the demo depends on the tooling.
@DNA2FUNCTION @heyjudka @WillCoxeCanine Just remember that not every product has to start as a VC play. Sometimes you can just make and sell cooking oil
@DNA2FUNCTION @heyjudka @WillCoxeCanine Ok I'll tell them they have to shut down the company because VCs will never back them algaecookingclub.com/products/algae…
@antonioregalado @purrmin @ryaneshea If US institutional payors are the customer, then to believe that pie will grow you also have to believe that total US drug spending will go substantially higher Another possibility is we get more drugs but lower margins per drug
@DNA2FUNCTION @heyjudka @WillCoxeCanine It's not a deep tech R&D play. It's on the market for the same reason all the other cooking oils are on the market - people will buy it for 10% more than it costs to make.
@heyjudka @WillCoxeCanine Consider the case of algae oil. The basic technology was there for 25 years. But the shape of the product (B2C cooking oil) didn't come together until recently If building with algae was cheaper, the B2C play would have been tried way sooner americanwetware.substack.com/p/niche-constr…
@purrmin @ryaneshea @antonioregalado I'd consider drugs that are outside of the scope of what American insurers currently cover to be an example of growing the pie
@drrichjlaw @antonioregalado I love this piece! (Ankit and I were colleagues at Ginkgo) Not sure how it's relevant here though? Increasing the success rate of drug trials would be great. But it doesn't grow the pie, it just makes it easier for more companies to get a slice.
@heyjudka @WillCoxeCanine Cheap tools -> more teams building -> more demos -> more viable products How are you seeing it?
I beat it, three emoji and Fable flags it
@ryaneshea @antonioregalado I’m sure there will be plenty of AI-made drugs The market for drugs is constrained by the number of targets and the fact that only Americans pay high margins for drugs If the pie doesn’t grow, it doesn’t matter all that much how good AI is at slicing
I did my PhD in Harvard’s systems biology department - seeing great mathematicians and physicists routinely getting owned by the challenges of doing biological experiments shaped my views on uplift. Many of our levers for biosafety are in atoms not bits
@ATinyGreenCell @jdudley @AnthropicAI @dagarfield @nc_frey But how can you trust that access to opus won't be randomly pulled at any point in the future? Biology is hard enough. Need tools you know will be there when you need them
If you get the words “powerhouse of the cell” tattooed on your face then AI facial recognition will refuse to work on you
New malware takes advantage of LLM biosafety refusals to disrupt AI-assisted virus scanning. What a time to be alive! socket.dev/blog/mini-shai…
New malware takes advantage of LLM biosafety refusals to disrupt AI-assisted virus scanning. What a time to be alive! socket.dev/blog/mini-shai…
I've never felt more motivated to make sure open source wins across the board on every f'in thing. As the younglings say, LFG!!
@visharay @YokaiQuequechan @antonioregalado I’m sure we’ll see some good AI drugs and I don’t want to discount the importance of that But if the only important bio-product is drugs and the only paying market is America, I just don’t think that economic engine really changes the world
Sebastian S. Cocioba�... @ATinyGreenCell
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