I. The Industry Has More Data Than Vision Biotechnology has become extraordinarily good at seeing the small. It can sequence a tumor, profile a transcriptome, quantify protein expression, monitor oxygen transfer, measure immune activation, model binding affinity, and predict structure at a level of resolution that would have seemed impossible a generation ago. It can […]
Tag: Artificial Intelligence
Why 2026 Is the Year Systems Beat Stories
(A note on: biotech, techbio, food tech, and the new operating physics of “real companies”) Every cycle reaches a point where narrative stops clearing the bar. The change is not theatrical. It shows up as a shift in diligence questions—questions that are operational, specific, and hard to bluff. When the questions change, the valuation framework […]