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biotech

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 3, 2024 by John Coogan · across every show →

Everything said about biotech, oldest first

Nov 3, 2024 bullish
Assertion Not checkable as stated
Coogan: Sebastian Mallaby is very bullish on biotech as the next VC bubble
“I was asking him like, what do you think the next like big, like, you know, VC tech bubble will be, and he was very bullish on biotech. He wants to like write, write the next book on like the flagship pioneering model.”
John Coogan Nov 3, 2024 ▶ 2:09:32 The Secret Billionaire Party (ep6)
May 31, 2025 neutral
Insight
Armstrong: High software margins mask mistakes unlike capital-intensive biotech
“In software, our margins are high, and it kind of covers up mistakes that we make, and we actually had revenue relatively early in our journey, whereas, in, like, in biotech, you have to invest in it for 10 years to try to get your first dollar revenue sometim…”
Brian Armstrong May 31, 2025 ▶ 1:11:15 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
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