biotech

“The last time a biotech company hit, I don't know what it is, 3040, fifty billion dollars in market cap, something like that. The last year such a thing was founded was in the late eighties. So it's been at this point, what is that? 35, 40 years without a new …”

“The ability to operate on financial or accounting data with these models seems like a very A very useful commercial capability and actually perhaps much more tenable and like a sort of linear path to commercial value than some of the things that we're describi…”

“I am inclined to believe that, you know, a lot of these domains are going to be solved, and it's just a question of, like, picking the product path through.”

“We're probably like the last couple of years are probably like the equivalent of like the dot com bust happening for biotech.”

“I think we're like, we've got GPT, but there's no chat. Like, that, that's kind of how I think about it. Like, I think the chat, and I mean chat metaphorically, like, that was the interface that made things really take off in, in software. And I don't think it…”

“And the reason tech has been so successful so quickly and has had so much human impact is because it's been lightly regulated. And I think it's better to keep it that way than not, and we'll lose optimism, we'll lose momentum, we'll lose progress, and that's w…”