Will all our drugs come from China? | Alex’s blog

Personal site for posts about my interests: the biotech industry, medicine, molecular biology, neuroscience, biorisk, science, consciousness, AI, innovation, decision making, philosophy, games, sci-fi, probability, and forecasting (among other things). I write to learn, mostly about biotech.

I’m no car expert (I don’t even drive), but my cofounders used to work at a company called Applied Intuition that develops self-driving software for automakers. Over lunch we often talk about the similarities and differences between the pharma and auto industries, and one of the themes we keep returning to is the impact that innovation from China is having on established Western firms. The big Western original equipment manufacturers (OEMs) — Volkswagen, Ford, BMW, GM, etc. — are facing an existential threat from Chinese OEMs that relatively recently began to push the bounds of performance, co

related reading

• Dan Wang | The secure transport of lightdanwang.co
• The pharma industry from Paul Janssen to today: why drugs got harder to develop and what we can do about it | Alex’s blogatelfo.github.io
• Where are all the trillion dollar biotechs?ladanuzhna.xyz
• Some questions about biotech that I find interesting | Alex’s blogatelfo.github.io
• Chinese Biotech Isn’t What You Thinkmattkrisiloff.com
• Which industries will China dominate?noahpinion.substack.com
• AI Versus Eroom's Lawsubstack.com
• Tech vs Biotech - Celine Haliouacelinehh.com
• Curious cases of financial engineering in biotechowlposting.com
• Having a very Chinese timetheombl.substack.com
• A new breed of biotech | Alex’s blogatelfo.github.io
• Q1 2025 State of Venture Updatealexkolicich.com