Data Is the Moat - Michael Koeris

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…

related reading

• A Stargate for Data - by willdepue - Will DePuewilldepue.substack.com
• Tech vs Biotech - Celine Haliouacelinehh.com
• Rhizome Proposaljzhao.xyz
• Data is not the new oil. Sign up for our newsletter here | by Zetta Venture Partners | Zetta Venture Partners | Mediummedium.com
• Paving the way for agents in biology \ Anthropicanthropic.com
• Where are all the trillion dollar biotechs?ladanuzhna.xyz
• Rebuild Biotech for the AI Era | Benchlingbenchling.com
• will depue on X: "A Stargate for Data Labs are on a trajectory towards >$100B/year of data spend by 2030. As we begin the trillion-dollar compute project, we need to think about the equivalent civilizational-scale effort for the other core x.com
• Building the Foundation of the Bioeconomy: Biological Data as Critical Infrastructure – KC BioHubkcbiohub.org
• Biotech Startups: Move Slow and Fix Things - Stanford Biotechnology Groupstanfordbiotechgroup.com
• The Hard Thing #5: The Myth of Platform Biotechthehardthing.substack.com
• Roadmap: The AI data center stack - Bessemer Venture Partnersbvp.com