Discover and read the best of Twitter Threads about #DNAsynthesis

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DISCUSSION THREAD

Topic: $SRNGU/ $SRNG and potential Ginkgo Bioworks SPAC deal. Specifically, $20B valuation mentioned by Bloomberg

Will walk through some mkt data on chart below

Comments encouraged

#SynBio
$ZY
$AMRS $CDXS $ABCL $SYBX $PGEN
$BLI $TWST $TXG
$WUXAY $CRL $PPD
^Will preface this w list of most interesting things in $SRNGU/ $SRNG S-1

1). HUGE cash trust: $1.5B

2). Mostly entertainment experts (they SPAC'd DraftKings), but sector agnostic

3). Criteria: "High growth +FCF potential"

2). One bio link: $ALLO $KRON @Vida_Ventures @bt_prop
Let's also establish

i). Ginkgo is IP creation biz (a #synbio $TXN/ $INTC/ $AMD) housed in automated CRO (see $PPD $WUXAY $CRL) "on steroids." That gets paid in cash+ stock/royalties

ii). Biology inherently hard to scale, but part of revenue magic of Ginkgo is code reuseability
Read 23 tweets
OK. I promised a thread about the paper and promises must be kept.
Let's use this thread to talk about #DNAdatastorage in general and finish up with our work and some thoughts about the future of the field.
1/10
Why use DNA to store data?
As the burden of the #BigData era on data storage infrastructure is becoming too heavy we need to explore alternatives.
DNA was optimized as an information carrier by billions of years of evolution. It's dense, stable, and energetically efficient.
2/10
Back in 2012 we saw two important studies demonstrating MB scale data storage on synthetic DNA. @geochurch was the first with an elegant straight forward approach. @Nick_Goldman followed with a more robust encoding.
Since, others has shown encoding/technological improvements
3/10
Read 10 tweets

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