On Friday night, I was chatting with a friend about the amazing stuff happening in AI. “Where do you think it’s going next?” he asked. I thought for a minute, then responded, ”Something is going to happen in biotech.”

In mid-2022, I started investing in startups building on top of LLM’s. These were very early models like GPT3. They were a little janky, and ChatGPT didn’t exist yet.

At that time, hardly anyone cared about LLM’s. Everyone was talking about NFT’s and altcoins.

Fast-forward 3 years, and some of those 2022 investments are doing very well.

Right now, people aren’t excited about biotech. In fact, I just listened to a podcast from STAT about how a lot of biotech companies are trading for less than their cash in bank.

But things are changing. We have the gene editing tool CRISPR, which lets us edit DNA as if it were a Word Document. Last week saw another incredible advance…

The Arc Institute and NVIDIA just launched a model called Evo 2.

Evo 2 is a giant AI model trained on 9 trillion DNA base pairs. This model could help us understand diseases and design new drugs to cure them.

Patrick Collison, who has provided much of Arc’s funding, broke it down on the latest All-In Podcast:

“This is kind of a new read, think, write loop in biology that just didn’t exist a decade ago.”

My brain lit up when I heard Patrick say that. If someone that much smarter than me also thinks biotech is a huge opportunity right now, then maybe we’re on to something.

The release of Evo 2 could be a ChatGPT moment for biotech. A fundamental advance can give birth to a zillion startups.

I haven’t invested in any biotech companies so far. But lately, I’m looking at these companies a lot more closely.

With AI models moving into biology, biotech is starting to look a lot more like software. I may not know much about science, but software I do know.

So just like in software, I’m looking for technical teams attacking a huge problem. If that’s you, I want to hear from you.

More on tech:

Testing Claude 3.7 Sonnet, Anthropic’s Latest Model

Using Grok 3 to Manage My Stock Portfolio

DeepSeek vs. Gemini Deep Research: Which Model Is King?

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