Being in SF this week has made me realize how underappreciated Biotech really is, two large events, Substack debate and Hamilton society have a Biotech focus yet very few founders and VCs I meet at all the parties and events working on/investing in Biotech. The technology is there and its in the zeitgeist and people care about it and it is obviously going to have a massive impact on our future
There is so much alpha in Biotech right now, especially compared to AI, on the founder and VC side its insane how its not being exploited