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Data Is the Moat - Michael Koeris

michaelkoeris.substack.com · 2,167 words · saved by 1 readers

But the Moat has to be at the National level

A blue-chip venture firm just underwrote the biological data-infrastructure thesis. They are right about the premise, and they are reading it through the lens of drug development. Widen the lens, and you find where national capability lives. A biological data factory is not a volume play. It is a specification for making the right variables measurable at the right organizational layer. This is a fundamental argument about information density, not about corporate formation — and it sits squarely upstream of every business case currently being stacked on top of the stack. BVP just underwrote…

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