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On AI Infrastructure in Biology - by Elliot Hershberg

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Welcome to The Century of Biology! This newsletter explores data, companies, and ideas from the frontier of biology. You can subscribe for free to have the next post delivered to your inbox: Today, we’re going to consider why it might now be possible to build big AI infrastructure businesses in biology. Enjoy! 🧬 Mike Tyson famously said that “everyone has a plan until they get punched in the face.” As the COVID bubble burst, we learned that “every biotech has a plan until the market collapses.” The pandemic spurred enormous enthusiasm for biotech investment. Stocks soared and many new companies were listed. I’m not going to belabor the point, but this catalyst was temporary. High-flying companies found themselves in a world of hurt. We are still living through the aftermath right now. While the S&P 500 has more than doubled over the past five years, the XBI has failed to fully regain its value over the same time frame. But the biotech industry has fundamentals on its side. Patent clif

On AI Infrastructure in Biology Three stories; six parameters Elliot Hershberg Nov 23, 2025 271 21 27 Share Welcome to The Century of Biology! This newsletter explores data, companies, and ideas from the frontier of biology. You can subscribe for free to have the next post delivered to your inbox: Subscribe Today, we’re going to consider why it might now be possible to build big AI infrastructure businesses in biology. Enjoy! 🧬 Mike Tyson famously said that “everyone has a plan until they get punched in the face.” As the COVID bubble burst, we learned that “every biotech has a plan until the

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