Writing

We intentionally publish our research early and often in an effort to help advance the thinking in the categories we care about and connect with the founders we want to back.

Featured Writing
Biology

SuppCo

Written by
 
Michael
Published on
 
Oct 17, 2024
Biology

Part II: The Biosecurity Solution Space and Potential for Venture-Scale Businesses

Written by
 
Mackenzie
Published on
 
Sep 26, 2024
Crypto

DePIN's Imperfect Present & Promising Future: A Deep Dive

Written by
 
0xSmac
Published on
 
Sep 12, 2024
Check out our thesis database
all articles
AI/ML & Robotics
Biology
Crypto
Investing & Company Building
Other
Biology
Big tech's narrative in TechBio
Written by
 
Shelby
Published on
 
Feb 10, 2023
Crypto
U-Shaped Token Curves + Stablecoins & Dollar Dominance
Written by
 
Michael
Published on
 
Jan 20, 2023
Biology
The 'recalibration phase' of AI in drug discovery
Written by
 
Shelby
Published on
 
Dec 2, 2022
Investing & Company Building
The End of Narrative-Only Deep Tech Companies
Written by
 
Michael
Published on
 
Nov 29, 2022
Crypto
Crypto is eating the (fintech) world
Written by
 
0xSmac
Published on
 
Nov 1, 2022
Biology
Investing in DNA synthesis
Written by
 
Shelby
Published on
 
Oct 31, 2022
IT COULD END IN APATHY
Written by
 
Published on
 
Oct 24, 2022
AI/ML & Robotics
The Most Dangerous Thing About The Moment
Written by
 
Michael
Published on
 
Oct 20, 2022
Biology
DNA Synthesis: A Technical Primer
Written by
 
Shelby
Published on
 
Oct 18, 2022
Biology
Product vs. platform in synthetic biology
Written by
 
Shelby
Published on
 
Oct 11, 2022
AI/ML & Robotics
Company Building in the Curiosity Phase of AI
Written by
 
Michael
Published on
 
Sep 21, 2022
Crypto
What Goes Down Must Go Up?
Written by
 
Michael
Published on
 
Aug 30, 2022
IF NOT NOW, WEN?
Written by
 
Published on
 
Aug 19, 2022
SAGA & THE EDGE OF GLORY
Written by
 
Published on
 
Jul 29, 2022
GET RICH OR DIE TRYIN’
Written by
 
Published on
 
Jul 25, 2022
BE WATER MY FRIEND
Written by
 
Published on
 
Jul 19, 2022
Investing & Company Building
Venture Capital to Innovation Capital
Written by
 
Michael
Published on
 
Jun 28, 2022
Crypto
On Crypto Utility Debates
Written by
 
Michael
Published on
 
Jun 21, 2022
Crypto
The Infinite Bid
Written by
 
0xSmac
Published on
 
Jun 6, 2022
Crypto
Power Laws & Normal Distributions in Cryptos Future
Written by
 
Michael
Published on
 
Apr 16, 2022
Other
A Deeper Dive into Near-Term Quantum & Applications in Drug Discovery
Written by
 
Published on
 
Feb 28, 2022

"Research is to see what everybody else as seen, and think what nobody has thought."

- Albert Szent Gyorgi
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