Insights / Function
Field notes on Product Strategy in health tech — positioning, roadmap, and the gap between what gets demoed and what gets shipped.
6 posts in Product Strategy
18 Jul 2026 · 1 min read
I look at why Chai Discovery just raised $400M at a $3.8B valuation by deliberately refusing to build its own drug pipeline, and what that strategic choice means for who owns molecule selection in pharma R&D.
9 Jul 2026 · 2 min read
In enterprise AI, switching models will soon be trivial — but leaving the platform that holds your organization's memory will be a board-level decision. I argue that the most important question in any AI evaluation isn't about benchmarks: it's about where the memory lives.
30 Apr 2026 · 3 min read
The FDA's first real-time clinical trials don't just promise faster reviews — they insert a new infrastructure layer between sponsors and the agency. I break down what that architectural shift means for clinical development.
17 Feb 2026 · 2 min read
Barely a month goes by without another billion-dollar AI discovery deal. But Takeda’s deal with Iambic isn’t about buying AI — it’s about acquiring binding intelligence. If it works, portfolio strategy shifts from option value through volume to option value through precision. The hard part is industrializing it.
1 Dec 2025 · 2 min read
MIT just open-sourced BoltzGen, a generative AI for protein binder design — but I don't think it disrupts AI drug discovery companies any more than Linux killed software. The moat was never the model; it's proprietary data, wet-lab validation, and pharma relationships.
14 Jan 2025 · 1 min read
One of the first tech-bio deals out of JPM this year sees Insilico Medicine and MENARINI Group deepen their partnership around an AI-discovered asset — not an AI platform — potentially worth up to $550M. I'm curious which business model will emerge as the leader for AI-techbio companies: selling AI platforms and services, or developing your own pipeline.