"I think what tech people misunderstand is just the size of the TAM in pharma."
@zebulgar says capital will rotate into pharma after AGI:
"Anthropic is at what, a $60B run rate? Keytruda, the drug that Merck did in 2019, that one drug's topline is $25B in revenue. Just that one drug."
"By the way, once there's AGI, what do you think everybody's going to be focused on afterwards? Everybody's just going to want to live forever. Where do you think the capital is going to rotate into? It's going to rotate into longevity, therapeutics, and manufacturing."
BREAKING NEWS
Ron Desantis signs a bill into law that bans the use of steam engines in the state of Florida
"Until we have decades of safety data, we cannot allow consumers to access these engines, we already have donkeys that can run our mills"
Thanks for highlighting @ArkBiotech's work. We're proud to be pioneering the tech essential for the biorevolution, from cultivated meat to life-saving medications.
@SenFettermanPA the choice is clear: we either seize the opportunity to anchor this future right here in America (Make More Sh*T in America 🇺🇸), or we risk watching more jobs slip through our fingers to overseas competitors. Senator - would love to show you around Ark and discuss how we can strengthen US supply chains, bolster our economy, and improve national security.
We just opened up an incredible role focused on commercializing our technical platform — bioprocess modeling, simulation, optimization, and real-time control. Are you product-focused, with a deep knowledge of biotech and B2B software?
This job's for you!
https://t.co/I6gOkgaINB
@SexyLikeMeiosis (1) dynamic nature of biological systems (linearities, hard to model) (2) accurate understanding of differences in geometry between bioreactors. This is a solvable problem and @ArkBiotech has built an robust digital twin for (1) and uses CFD for (2).
🥩 @YQuint on cultivated meat capacity:
“If Samsung Biologics [world's largest cell culture facility] were to be running every single minute of every single day for an entire year, they would produce less cultivated meat than the average Tyson facility produces in one day...
It’s not about incremental change. We’re talking about a revolution, and that means reimagining what infrastructure looks like... At Ark, we are offering the path for industry to succeed.
https://t.co/MORc217LhN
Nice figure from the White House on actual EV sales versus AEO projections (or, as they call them, AEO forecasts, because they are forecasts)
https://t.co/HNGKvCpPAl
Technological progress is non-linear.
Monumental innovations don’t happen overnight. Mass production takes time to get started.
Turning moonshots into meals is not easy, and yet, company after company have developed mouth-watering products.
And the reality is that cultivated meat has made tremendous progress. Ten years ago, a Dutch professor unveiled the first cultivated burger. Since then, we've seen costs plummet 99.99%.
Of course, companies are going to try things that fail. Every great achievement comes after repeated failures.
Take the lubricant spray WD-40. The full name is Water Displacement 40th formula. The first thirty-nine version of the formula failed. But, the chemist learned from each one of those failures and nailed it on the fortieth try.
The cultivated meat industry has solved some of the biggest, hardest, show-stopper problems.
And, we still need to constantly refine and improve. Better is always possible.
Innovation is perpetual.
https://t.co/L14V6NBayX
+1 for biomanufacturing. Time to bring big data, algorithm driven, real time decision making to cultivated meat, bio pharma, and all the other goods we produce in bioreactors and fermenters. Thesis of @ArkBiotech.
100% of stock trades used to be made by humans. Today, 80% are made by computer algorithms.
AI is about to bring a similar revolution to healthcare. And many don't realize how big this will be.
"Underestimating AI in Healthcare" --
@daisydwolf@JayRughani@adelatomsejova@a16z
https://t.co/iEAiachpCd
“Doing something different means you might underperform, but it also means you may change the game entirely.” @shaneparrish
Grateful for the team at @ArkBiotech and the entire Cultivated meat industry for bucking convention to change the world.
CEO of the world's largest meat company: “Cultivated protein technology has proven to be relevant to the world and JBS could not fail to be at the forefront” - Gilberto Tomazoni
The Times They Are A-Changin'
@elliotswartz@ProlificMachine $300M for a facility with 8x 250K L -> $4/kg in upstream cost based on pricing excluding infrastructure and downstream. Downstream should be negligible. Infrastructure will be tens of millions (clean room non-starter). So Id say doable.