Many moons ago, famed venture capitalist Marc Andreessen described the term “product-market fit” as “being in a good market with a product that can satisfy that market.” To prove that you have product-market fit, just sell a meaningful amount of your product and service to end customers – no subsidies, no free trials counted as […]
Someone once said it’s easier to fool people than convince them they’ve been fooled. For those who invest with conviction, nothing damages one’s pride more than accusations of being conned. Investors must be wary of letting such emotions get in the way of objectivity. Anyone who dismisses an entire short report as biased one-sided tripe […]
The so-called Green Revolution industrialized agriculture, exponentially increasing yields and leading to unprecedented growth of the human population in the process. We’ll let the philosophers debate the wisdom of unleashing more humans on the planet, but the heavy-handed use of chemicals and other methods for strong-arming the land such as tilling and irrigation have taken […]
There’s always a delicate balance between being too hands on with a stock and not paying close enough attention to how its business evolves. Revenue growth is the one metric that cuts through all the noise and distills it down to what’s most important for a disruptive technology stock. Is a company able to monetize […]
One of the important figures behind deoxyribonucleic acid (DNA) synthesis technology is biochemist and Nobel Laureate Kary Mullis. Allegedly, he discovered a way to synthetically replicate DNA through what is now known as polymerase chain reaction (PCR) while dropping massive hits of acid on his way home from work. And despite the massive potential behind […]
We’re often asked why we write about companies that aren’t publicly traded. That’s because in the world of emerging technologies, the most exciting stuff is still in the process of emerging. When a company gets traction – what we define as meaningful revenue growth – they often decide to have an initial public offering (IPO). […]
The octopus is a solitary creature that doesn’t find dating to be all that. When it comes time to mate, the male sends the female a sperm pouch from afar, sometimes with a severed arm attached. And they said romance was dead. In addition to being intelligent enough to avoid child support and alimony, the […]
Just a few weeks ago, we published a piece on 9 DNA Data Storage Companies to Watch, one of which was a startup called Twist Bioscience. After taking in just over $253 million from 24 different investors including Illumina (third largest shareholder with 7.7%) and asset manager Fidelity, Twist Bioscience has filed for an Initial […]
The storage capacity of DNA is so powerful that all the data in the world could be stored in a volume of fewer than 3 gallons. It was in January of 2017 that we first wrote about using DNA to store data, pointing out an Irish startup that was selling a DNA storage device on […]