✳flâneur — a map of the web's best reading

The Brains Without Hands Problem: Why Foundation Labs Will Reshape Biology Backed

backed.vc · 3,979 words · saved by 1 readers

The convergence of AI and biology is no longer speculative. Foundation labs are making moves, capital is flowing, and the competitive landscape is forming. This is an attempt to map what's happening, why it's happening now, and where the value will likely land. Written by Alexey Morgunov, Venture Partner at BACKED, who leads the thinking on the intersection of AI and biotech at the fund. The most consequential moves in technology often look inevitable in retrospect. We're approaching one of those moments now. The same companies that built the infrastructure for artificial general intelligence (OpenAI, Anthropic, Google DeepMind) are on a collision course with biology. Not as a speculative pivot, but as theological next step in deploying intelligence where it creates the most value. The thesis is straightforward: foundation labs will progressively verticalize into biology, and the central bottleneck they'll encounter is not cognitive capability but physical execution. The companies that

The Brains Without Hands Problem: Why Foundation Labs Will Reshape Biology Healthcare Thought Leadership The Brains Without Hands Problem: Why Foundation Labs Will Reshape Biology Alexey Morgunov 2.2.26 00 Min The convergence of AI and biology is no longer speculative. Foundation labs are making moves, capital is flowing, and the competitive landscape is forming. This is an attempt to map what's happening, why it's happening now, and where the value will likely land. The Brains Without Hands Problem: Why Foundation Labs Will Reshape Biology The convergence of AI and biology is no longer specul

Explore this link on the map →

related reading