Insights / Industry

Venture Capital

Field notes on Healthcare Venture Capital — who's deploying, what's getting funded, and where the late-cycle dynamics are pinching.

2 posts in Venture Capital

12 May 2026 · 4 min read

Isomorphic about to raise $2bn - and why I'm not sure that's a good thing

Isomorphic Labs is in advanced talks to raise more than $2B, and I'm of two minds about it. The capital is welcome, but the deeper question is whether tech boards will stay patient through a decade of clinical iteration — and whether anyone is funding the downstream bottleneck that more AI-generated candidates will only tighten.

Artificial Intelligence Foundation Models Generative AI Tech Bio+4

27 Jun 2024 · 1 min read

Despite the challenging fundraising environment, we are witnessing significant investments in AI-...

Despite the challenging fundraising environment, we are witnessing significant investments in AI-enabled drug discovery and development. Formation Bio's nearly $400M Series D and Xaira Therapeutics' emergence from stealth mode signal intensifying competition among major VC funds to lead in AI-powered biotech innovations.

Artificial Intelligence Biotech Venture Investment Series A / Seed Funding+2