🧬Bio tools can be split into

🔍ID tools = look for genes, proteins, metabolites using known set of probes

🔡Sequencing tools = read out these molecules de novo

[example: microarrays (ID) vs RNAseq (Seq)]

ID may win at first, but Seq will always win in the long run. Why? ...
ID tools are typically faster to invent and deploy, b/c we can "identify" by binding to a known probe and we know many ways of measuring binding. (eg antibodies)

Sequencing, however, will require new measurement tech for each molecule type.

So ID tools will be first to market.
But in the long run, people will want to identify what they don't know to look for - the unknown unknowns.

Sequencing enables discovery of *new* biology. (eg non-coding RNAs)
As fields mature we want to not only identify what we know, but invent new, non-natural molecules! Sequencing enables scientists to measure their invented molecules without needing to develop new probes for each one. (eg antibody libraries)

Syn bio wants seq tools, not ID.
We're seeing a lot of action in both ID and seq in proteomics with a few ID companies getting strong early wins.

I'm personally watching metabolomics most closely to see what "Seq"-type tech will emerge that's faster, cheaper, and more single-cell compatible than mass spec.

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More from @heyjudka

22 Nov
🔃 Positive feedback loops where 📈 temp -> 📈 GHG emissions ->📈 temp are the scariest part of climate change.

AND YET in nature, positive feedback loops are WAY less common than negative feedback loops.

Where are all the negative feedback loops we can pin our hopes on?
A few examples of positive feedback loops:

Arctic methane bomb theory

Wildfires: heat->wildfires->released CO2

Silicate-carbonate cycle: heat->rising sea levels-> less surface area for siliate weathering (natural CO2 sequestration)->more CO2->heat
A few examples of negative feedback loops:

More CO2 -> faster biomass growth on land and ocean -> CO2 sequestered
(seems tenuous b/c that C will be respired back out)

Hotter water -> less shellfish -> less CO2 release in shell construction -> more C sequestered in ocean
(grim)
Read 4 tweets
19 Oct
WHY VC? 🧪➡️📈?

I get asked a lot why I chose to go from doing science to investing in science.

Here's my answer: a tale of two technologies. 🧵
Going into my PhD, I wanted to join the startup ecosystem in syn bio. If science was a 2D puzzle, commercializing added a 3rd dimension, an extra challenge -> extra fun.

At the time, two opposite, but highly influential stories were unfolding:

1) Biofuels📉
2) Solar📈
1) Biofuels📉

Biofuels tech was improving quickly and the core technology basically worked! And yet, companies couldn't take off.

The science "worked", yet there were fundamental issues with unit economics and scale-up, terms that were completely new to me at the time.
Read 8 tweets

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