The biotech startup ecosystem is dominated by a culture that requires every executive team to have done it before. Many companies are even created by VCs internally. But a new model is emerging -- the founder-led biotech. Why I think this is the future: https://t.co/o9u7wrrC7l
@SGRodriques@pdhsu@ArtirKel@patrickc@SKonermann@D_R_Goodwin@kulesatony Closest I've seen, though they haven't yet published results (trying to learn more). Re talent liquidity more broadly, I think it can be positive for orthogonal application areas. E.g., a biology lab working on climate. Without liquidity, it's unlikely a project gets funded.
@jjacobs22 @mcjpod @JimmySamartzis@LanzaJet@Universal_H2@WrightElectric@ZeroAvia It would be great to hear how their customers think about the cost of carbon. E.g., how do they weigh the green premium on sustainable aviation fuels vs. purchasing offsets vs. other carbon-reducing mechanisms?
@jjacobs22@BruceGFriedrich@GoodFoodInst I'd love to hear about GFI's most recent outlook on the unit costs for cell-based meat. @LizSpecht published a fantastic report on this last year, so hearing updated commentary on the cost and availability of growth factors and amino acids would be great!
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https://t.co/yih1AY9B9j
@jjacobs22 @mcjpod @ifain@BoweryFarming It would be great to break down the unit economics (e.g., what % is electricity, CapEx, labor, etc.) and the GHG footprint (e.g., how does the kgCO2/kg of lettuce compare to conventional farming, how does this change with clean vs. dirty sources of electricity)