Blog — November 4, 2019

Severing the Link: Cutting Ties with China

I want to tell you more about the COSM — our technology summit last month outside Seattle. Among many high points, several Mount Rainier moments stand out a week later. And I’ll get to the TikTok threat soon enough. First, I recall Microsoft’s former Chief Technical Officer Craig Mundie’s report of a major AI breakthrough just a month ago in mastering the exquisite complexities of protein folding. This advance opens the way to huge biotech gains in custom-built protein molecules adjusted for particular people with particular needs or diseases. It is the most significant biotech invention since the complementary CRISPR method for editing strands of DNA. Our biotech portfolio companies from Matt Scholz will benefit, as will the entire industry.…