[floki999]

A VC hyping-up its own book & strategy. Biology is certainly not an engineering discipline. This claim that it is reflects how little the authors know about biological systems and our limited understanding of biological diversity. Reads like lame sell-side broker research. I recall the promises of biotech of the mid 80’s, the promises of bioinformatics etc etc. Same story, different decade.

[boringg]

Feel the same way about reading this. Felt like gross marketing speak - which to me felt like lazy writing.

To the other persons comment (sorry for not replying to your thread) - of course there are smart people at A16z though it is important to read that smart != correct.

[georgeek]

Is this the hype train? Yes to a large extent. However some people at a16z do know what they are talking about. Ex: Vijay Pande is a partner there and an (adjunct) professor of Bioengineering at Stanford. He and the team around him do have an educated guess how biotech today is different from 20 years ago.

[floki999]

I’m quite sure that a16z folks are smart, and perhaps the hyping-up does achieve an intended purpose. What bugs me is the non-stop need to feed narratives which dum-down and embellish reality.

[boringg]

Well said.