The enabling technology for automated labs, to facilitate discover, was Nvidia Blackwell. Amazing discoveries to come. $DNA $NVDA $GOOG
Happy to see the uptick in research on @Ginkgo on X. We restructured 2.5 years ago as non-pharma biotech fell-off at the end of ZIRP. On tech side we doubled-down on our autonomous lab robotics tech and on the business model side we simplified how we sell to be like life science tools cos (e.g. ThermoFisher). That transformation has been cooking long enough now that you can see some of those investments maturing -- especially with tailwinds of AI agents + robotics + bio happening right now.
Decent run down of that history and where we are headed in these two recent writeups. Thanks for the interest! I can try to answer Qs in comments as well where I can.
x.com/philjacobson/status/21…
x.com/metavestor/status/2103…
Sep 25, 2026 · 6:51 PM UTC
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