Hi thanks for this article. What I generally miss in these kind of articles that a Synbio company and a Product company are very different. And combining them in one company may not be the best use of capital. There is a reason why Apple does not assemble a phone or makes steel. This strategic insight should be highlighted as well in the thinking about Synbio.
Hi thanks for this article. What I generally miss in these kind of articles that a Synbio company and a Product company are very different. And combining them in one company may not be the best use of capital. There is a reason why Apple does not assemble a phone or makes steel. This strategic insight should be highlighted as well in the thinking about Synbio.
is it fair to take from this article the author is bullish long-term on Ginkgo Bioworks?
(not financial advice ofc)
I feel like she was positioning them as ripe for disruption.