TechBio, A few definitions 8417

Kamil Seg, 6 mon.

- Technology - Science -

3.3 min read.

Why AM I Writing This? I did not come to TechBio as a distant observer but grew into it. When I was studying life sciences engineering, the early signs of "software eating bio" were just starting to appear. Computational tools were making dents in how biology was done, and for me it was impossible not to be fascinated. Fast forward a few years, and I am now operator inside a TechBio startup (shameless plug) leading AI development. That vantage point is really a strange mix. Some days I get swept up in the hype, convinced the next model drop is going to change everything; other days, the scientist in me wants to push back, to ask for proof, for data, for translation into the clinic. Balancing those two minds: both the early adopter and the skeptic is hard. But it's also what makes TechBio such a fascinating space to build in. And then there's Africa. Coming from the diaspora, I studied and trained abroad, where most of the breakthroughs and AI-driven advances in drug discovery were happening in the West But I kept asking myself: what about here? What about my continent? At first, it felt like we were always on the receiving end of innovations born elsewhere. But as I dug deeper, I realized something the very bottlenecks I was seeing firsthand inside TechBio like the gaps in translation, the missing data closer to humans, well that is were exactly where Africa holds an unfair advantage. That's what this deep dive is about. Not a hype piece, not a catalog of every new startup, but an attempt to map the playbook, show where TechBio has already delivered, and point to the next frontier → one that may well be written in Africa. If you're an investor, I want you to come away with clarity on what makes a TechBio defensible, where the real opportunities lie, and why the continent is positioned for outsized returns. If you're a scientist, founder, or operator, you'll find the logic of the playbook, examples of what works (and what doesn't), and maybe a spark for your own next venture. The full story starts just ahead. But first, let's look at the latest wave, AI agents and what they tell us about how fast new technology moves from silicon into cells. TL;DR TechBio has gone from hype to playbook: data → platform → assets. The next bottleneck is translation: generating data closer to humans. Africa holds the unfair advantage to solve this, thanks to its diversity, newly acquired infrastructure, and emerging research ecosystem. Companies are already being built on this frontier, clear venture opportunities exist, exemples of exits and more investors should catch up. Not TechBio Yet But Another Reminder Pharma Can't Escape the Tech Cycle I f you want to know where the next disruption in pharma will show up, follow the broader tech cycle. Every new wave of technology now leaves its mark on the industry. In the age of Tech x Bio, there's nonstop traffic between silicon and cells: cloud, machine learning, robotics and now, AI Agents. I see this almost daily. My feed is flooded whenever a new model drops or a product launches. At first it feels like a headline meant only for the tech crowd. But give it a few months, and suddenly that "just another AI update" is wired into pharma workflows with Paul Hudson, CEO of Sanofi, giving full interview to McKinsey on how transformative it is for the industry. One thing is clear: whether in discovery, trials, or manufacturing, the two domains have become inseparable. A nice review on comes straight out of MIT to help bring perspective. YC's (famous startup incubator from San Francisco) track record makes this pattern visible. They were early to back today's main players when skeptics thought they had it figured out. Companies like Ginkgo Bioworks and Atomwise (more on them later) proved computation could be foundational to biotech and Pharma. Now YC is backing AI Agent startups, showing once again how quickly a new stack of technology crosses into Pharma. And if you thought leaders like Hudson were just posturing as "tech-savvy" with hyped tools, consider Benchling. One of the most established TechBio incumbents, it recently acquired Sphynx, an AI-agent startup focused on streamlining hypothesis generation and analytics in discovery. By weaving these capabilities into its stack, Benchling reinforced that this isn't a passing experiment, it's another layer becoming part of the system. Now, let's be clear. AI Agent companies are not "TechBios" in the sense of this deep dive. They are, for now, tools or orchestration engines that Pharma teams can plug in to augment their workforce and automate tasks once dauntingly manual (and there are many, sometimes not the once you expect… like procurement). They represent the kind of technological spark that helps scale approaches to well-known problems in drug discovery. And while every new wave of technology makes a dent in Pharma, the hundred billion unlocks usually lie elsewhere, closer to solving the big bottlenecks of how drugs are discovered, tested, and developed. That's where TechBios come in, and where we'll turn next. For now, think of this section as the apéro: the first cracker to show how the rules of the game have changed. How TechBios Create (and Capture) Value If you perplexity (we don't "Google" anymore in the age of AI) the definition of TechBio, you'll either get flooded with abstract jargon that means little if you're not steeped in the field, or a description so simple it could apply to almost anything. Neither helps much. A more pragmatic lens is to look at TechBios through their value proposition. And this is where it gets interesting. TechBios have been around for over a decade, and in that time their offerings and therefore their positioning in the industry have shifted dramatically. A more pragmatic lens is to look at TechBios through their value proposition. And this is where it gets interesting. TechBios have been around for over a decade, and in that time their offerings and therefore their positioning in the industry have shifted dramatically.

medium.com/included-vc/techbio-x...

THE MEDITATIONS - Book I.[1/3] 5600

1. I learned from my grandfather, Verus, to use good manners, and to put restraint on anger. 2. In the famous memory of my father I had a pattern of modesty and manliness. 3. Of my mother I learned to be pious and generous; to keep myself not only from evil deeds, but even from evil thoughts; and to live with a simplicity which is far from customary among the rich. 4. I owe it to my great-grandfather that I did not attend public lectures and discussions, but had good and able teachers at home; and I owe him also the knowledge that for things of this nature a man should count no expense too great. 5. My tutor taught me not to favour either green or blue at the chariot races, nor, in the contests of gladiators, to be a supporter either of light or heavy armed. He taught me also to endure labour; not to need many things; to serve myself without troubling others; not to intermeddle in the affairs of others, and not easily to listen to slanders against them. 6. Of Diognetus I had the lesson not to busy myself about vain things; not to credit the great professions of such as pretend to work wonders, or of sorcerers about their charms, and their expelling of Demons and the like; not to keep quails (for fighting or divination), nor to run after such things; to suffer freedom of speech in others, and to apply myself heartily to philosophy. Him also I must thank for my hearing first Bacchius, then Tandasis and Marcianus; that I wrote dialogues in my youth, and took a liking to the philosopher’s pallet and skins, and to the other things which, by the Grecian discipline, belong to that profession. 7. To Rusticus I owe my first apprehensions that my nature needed reform and cure; and that I did not fall into the ambition of the common Sophists, either by composing speculative writings or by declaiming harangues of exhortation in public; further, that I never strove to be admired by ostentation of great patience in an ascetic life, or by display of activity and application; that I gave over the study of rhetoric, poetry, and the graces of language; and that I did not pace my house in my senatorial robes, or practise any similar affectation. I observed also the simplicity of style in his letters, particularly in that which he wrote to my mother from Sinuessa. I learned from him to be easily appeased, and to be readily reconciled with those who had displeased me or given cause of offence, so soon as they inclined to make their peace; to read with care; not to rest satisfied with a slight and superficial knowledge; nor quickly to assent to great talkers. I have him to thank that I met with the discourses of Epictetus, which he furnished me from his own library. 8. From Apollonius I learned true liberty, and tenacity of purpose; to regard nothing else, even in the smallest degree, but reason always; and always to remain unaltered in the agonies of pain, in the losses of children, or in long diseases. He afforded me a living example of how the same man can, upon occasion, be most yielding and most inflexible. He was patient in exposition; and, as might well be seen, esteemed his fine skill and ability in teaching others the principles of philosophy as the least of his endowments. It was from him that I learned how to receive from friends what are thought favours without seeming humbled by the giver or insensible to the gift. 9. Sextus was my pattern of a benign temper, and his family the model of a household governed by true paternal affection, and a steadfast purpose of living according to nature. Here I could learn to be grave without affectation, to observe sagaciously the several dispositions and inclinations of my friends, to tolerate the ignorant and those who follow current opinions without examination. His conversation showed how a man may accommodate himself to all men and to all companies; for though companionship with him was sweeter and more pleasing than any sort of flattery, yet he was at the same time highly respected and reverenced. No man was ever more happy than he in comprehending, finding out, and arranging in exact order the great maxims necessary for the conduct of life. His example taught me to suppress even the least appearance of anger or any other passion; but still, with all this perfect tranquillity, to possess the tenderest and most affectionate heart; to be apt to approve others yet without noise; to have much learning and little ostentation. 10. I learned from Alexander the Grammarian to avoid censuring others, to refrain from flouting them for a barbarism, solecism, or any false pronunciation. Rather was I dexterously to pronounce the words rightly in my answer, confining approval or objection to the matter itself, and avoiding discussion of the expression, or to use some other form of courteous suggestion. 11. Fronto made me sensible how much of envy, deceit and hypocrisy surrounds princes; and that generally those whom we account nobly born have somehow less natural affection. 12. I learned from Alexander the Platonist not often nor without great necessity to say, or write to any man in a letter, that I am not at leisure; nor thus, under pretext of urgent affairs, to make a practice of excusing myself from the duties which, according to our various ties, we owe to those with whom we live. 13. Of Catulus I learned not to condemn any friend’s expostulation even though it were unjust, but to try to recall him to his former disposition; to stint no praise in speaking of my masters, as is recounted of Domitius and Athenodorus; and to love my children with true affection. 14. Of Severus, my brother, I learned to love my kinsmen, to love truth, to love justice. Through him I came to know Thrasea, Helvidius, Cato, Dion, and Brutus. He gave me my first conception of a Commonwealth founded upon equitable laws and administered with equality of right; and of a Monarchy whose chief concern is the freedom of its subjects. Of him I learned likewise a constant and harmonious devotion to Philosophy; to be ready to do good, to be generous with all my heart. He taught me to be of good hope and trustful of the affection of my friends. I observed in him candour in declaring what he condemned in the conduct of others; and so frank and open was his behaviour, that his friends might easily see without the trouble of conjecture what he liked or disliked.