Company founder and venture capitalist focused on disruptive innovation, esp. biotechnology and AI. Active angel in tech. Fierce Optimist.

All about
Joined May 2011
My current philosophy.
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Robert Nelsen retweeted
A reported mountain lion sighting triggered an emergency lockdown at a Washington elementary school, though the formidable predator was ultimately revealed to be nothing more than an exceptionally large, domestic orange cat. The incident unfolded in November 2023 at Groff Elementary School, located in Moses Lake, Washington. School administrators placed the campus on a strict lockdown after an individual reported seeing what closely resembled a wild cougar prowling near the school grounds. For safety reasons, students and faculty were secured indoors while law enforcement and school officials thoroughly swept the surrounding property to evaluate the potential threat. The tense situation dissolved into relief when authorities finally located the suspected apex predator. Rather than a dangerous wild animal, the creature turned out to be an oversized orange house cat, which was casually spotted eating a rat near the campus boundary. Fortunately, the entire event concluded without injury, and regular school operations resumed promptly once officials confirmed that no mountain lion was present in the area. Subsequent community updates shed more light on the situation, with neighborhood residents identifying the chunky orange feline as a local outdoor pet named George.
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I am flattered and optimistic about inclusion in Forbes’ list of American Optimists. (35). The American ideal is driven by the belief that the future will be better than the past, and individuals, not the State, are the drivers of that change. It is self-fulfilling. Only the State can blunt the optimism and slow the progress.
Optimism is at the heart of the American dream. In that spirit Forbes is recognizing the country’s 250 Greatest Living Optimists. These are founders who took a big risk on new possibilities, investors who prioritize long-term value over short-term gain, market-minded philanthropists and educational pioneers. #Forbes250 Read more: forbes.com/sites/alexknapp/2… Illustration: Lina Jaradat for Forbes; Photos: Guerin Blask for Forbes, Cody Pickens for Forbes, Jamel Toppin for Forbes, Martin Schoeller for Forbes, Tim Pannell for Forbes
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Robert Nelsen retweeted
Optimism is at the heart of the American dream. In that spirit Forbes is recognizing the country’s 250 Greatest Living Optimists. These are founders who took a big risk on new possibilities, investors who prioritize long-term value over short-term gain, market-minded philanthropists and educational pioneers. #Forbes250 Read more: forbes.com/sites/alexknapp/2… Illustration: Lina Jaradat for Forbes; Photos: Guerin Blask for Forbes, Cody Pickens for Forbes, Jamel Toppin for Forbes, Martin Schoeller for Forbes, Tim Pannell for Forbes
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Robert Nelsen retweeted
Meet X-Scientist: our step toward a self-improving virtual drug hunter! Today, we’re introducing Xaira’s agentic AI platform for drug discovery: 🧠 Beats Codex using the same Astra model by 7.4 percentage points on DrugDiscoveryBench. 🧬 Nominates targets ~10× faster than human curation, with a comparable wet-lab hit rate. 🔁 Conducts autonomous research, outperforming AutoResearch and AutoScientists in the PerturbQA benchmark. Here’s what we built, what we tested, and where we’re going. 🧵
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Robert Nelsen retweeted
Congrats to $RAPP @ceesay_abe, @T_Ignelzi, & Steve Paul on data this morning in bipolar mania. The trial met the primary and secondary endpoints with statistically significant placebo-adjusted improvements at Week 3 in the YMRS total score (3.1 points; p=0.045) and CGI-BP Severity of Mania score (0.4 points; p=0.024). This is following great data in focal epilepsy.
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A guy built an AI that thinks it’s 1899, then tried to get it to beat Einstein to his most famous theories.
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Robert Nelsen retweeted
In 1983, a BBC interviewer asked Richard Feynman why two magnets push each other apart — and he refused to answer it. What he did instead is the best seven minutes on thinking ever filmed. Bookmark & watch today, no matter what.
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Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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Robert Nelsen retweeted
Only about a quarter of human diseases have an approved therapy. By some estimates it's a few percent. Most of those treatments slow a disease rather than stop it. Closing that gap is what the AI-cures-everything story promises. Build a system smart enough and the cures hidden in what we already know will fall out. I have worked at the intersection of machine learning and biology for three decades, and I believe #AI will eventually transform human health. The capabilities arriving now are extraordinary. But the promise rests on an assumption that is simply false: that we already understand human biology well enough for a clever enough reasoner to find the answers in it. We don't. More than 90% of drugs entering clinical trials fail, a number that has barely moved in decades. In the large majority of those failures the molecule was engineered just fine. The mechanism it targeted was wrong. We are doing a pretty good job at manufacturing keys, but they are generally for the wrong locks. And because nobody wants to fail in the clinic, the industry has retreated to the locks it already trusts: 38 targets now have more than 50 programs against each of them, while the number of novel targets advanced per year fell from roughly 100 in 2015 to about 30 in 2024. AI will not reason its way past this. Biology wasn't engineered. It is the product of billions of years of messy, stochastic evolution, and the variation that produced is too vast and too idiosyncratic to work out in the abstract. You have to measure it. Aimed at a biology this thinly sampled, AI will mostly help us generate failures faster. I founded @insitro because getting to the right locks requires a different kind of system. We generate multimodal human and cellular data at scale, use machine learning to find causal drivers of disease, and test those hypotheses experimentally. Virtual Human™ is built for causal discovery; TherML™ turns what it finds into the right therapeutic intervention. It is working: first-in-class programs internally and with partners, three #ALS targets that Virtual Human™ identified and @bmsnews nominated, and additional collaborations with @EliLillyandCo and @GileadSciences . Today we are launching Deep Phenotype: Scaled Biology, Deep Causality. Issue one is "Drug Discovery Has No Magic Wands," the first half of a two-part essay on the magical thinking currently running through our field and what I think it will actually take. After that you will hear from insitro's own scientists and engineers, people who work across computation and experiment because the problem requires both. Getting this right is hard, and we do not have all of it worked out. I hope you will follow along and think it through with us. DeepPhenotype.Substack.com
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Robert Nelsen retweeted
Inside a human brain when reading a book.
Readers added context they thought people might want to know
This video shows time-lapse of cultured neurons connecting via growth cones in a lab dish, not processes in a living human brain while reading. Similar real clips by Dr. Lila Landowski show developmental wiring; this one's exact source is unconfirmed. youtube.com/watch?v=Rvmvt7… lifo.gr/now/tech-scien…
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If you travel the world, our drama pales to most everywhere. We are self correcting, messy, flawed, innovative, free. Much of Europe has lost its way and is losing control. We should not emulate it.
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Robert Nelsen retweeted
FRANCE: Rioters have set fire to the historic City Hall in Limoges, France, causing its roof to burn and its clock tower to collapse. Built in 1883, the 143 year old landmark survived 2 world wars and was designated a protected historical monument in 1975. It’s gone now.
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Robert Nelsen retweeted
There is a throwaway line in a WSJ story about the Seattle mayor’s failures about how reps from her admin traveled to SF to learn how Lurie was leading such a successful turnaround and were stunned by how it seemed to be connected to hiring competent people who know what they’re doing.
Nordstrom Rack will open next year at 2 Stockton Street, near Union Square! Three years ago, companies were leaving San Francisco. Today, they want to be here, and Nordstrom Rack’s decision to return to the heart of our city is another sign of the growing confidence in San Francisco. The 50,000 square foot Nordstrom Rack is just the latest example of retail coming back downtown.  We're making our streets safer and cleaner, bringing people back downtown, cutting red tape, and creating the conditions for businesses to succeed. I'm thrilled that Nordstrom is choosing to invest in San Francisco again, and look forward to welcoming Nordstrom Rack as we continue building on our city's momentum.
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The more you see it, the wilder it is..😲 Incredible.
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In-vivo CAR-T is the rage and it may work, but it is not clear it has the durability or long-term efficacy of ex-vivo. In general, I bet ex vivo in multiple applications will get cheaper and will win in some big verticals.
Big pharma committed about $6.6 billion to in vivo CAR-T in roughly seven months last year. @abbvie bought @capstantx for $2.1B. @AstraZeneca bought EsoBiotec for up to $1B. @bmsnews paid $1.5B for Orbital. @KitePharma picked up Interius for $350M. EsoBiotec and Interius both run on lentiviral vectors. So does @UmojaBiopharma, which AbbVie partnered with before buying Capstan. Which is why today's news from @AsimovBio and @LonzaGroup caught my attention. In ex vivo cell therapy, the lentivirus is a tool. You use it in a lab to engineer a patient's cells and you're done with it. In vivo flips that. The vector goes into the patient. As @alectricity put it, the vector becomes the drug. That makes manufacturing the hard part. Most lentivirus is still made by transfecting cells with multiple plasmids, batch after batch. It's expensive, variable, and tough to scale. Asimov's LV Edge Producer lines build all the lentiviral genes into the host cell itself. No transient transfection, no GMP plasmid bill, and titers above 1E9 TU/mL for CAR constructs, about 10x what they saw before. Lonza brings the process development, analytics, scale-up and GMP manufacturing. Putting the two together at the cell line stage means manufacturability gets designed in early, before a program hits scale-up and finds out the hard way. If in vivo CAR-T works the way pharma is betting, the bottleneck moves to making enough clean, consistent vector at a cost that works for big indications. That's the problem this collaboration is going after. Alec first spoke at @SynBioBeta in 2018, back when Asimov was a genetic circuits startup. Soren Flygenring Basset from Lonza joined us on stage in San Jose this May. Fun to see these two worlds connect. Congrats to @alectricity, Imroz Ghangas and the @AsimovBio team, and to Daniel Palmacci, Thomas Fellner and Soren at @LonzaGroup.
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Congrats to City Therapeutics (CTY), co founded by John Maraganore, ARCH Venture Partners, AN Ventures, Mayu Yoshikawa, Ari Nowacek and others. Great example of Japanese and American collaboration.
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Robert Nelsen retweeted
JUST IN: Elon Musk unveils the Tesla Roadster by launching it off a ramp before the car flipped in midair and safely landed on the ground. The car is a collaboration between Tesla and SpaceX. One of the most insane things I've ever seen.
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Love this from @gline! “biotech is a wood chipper that like is built to like ingest souls and shred them. It's just like such a hard business that like someone comes and they're like, oh, but I've built a computer and I'm going to push a button and all of that goes away and it just works. Like that is probably not the way that's going to go.”
If you care about biotech and drug development watch this interview with Matt Gline, the CEO of Roivant, a biotech firm that is now worth $24 billion. He talks about why he thinks predictions about AI from people like Anthropic’s Dario Amodei are overly optimistic. “If Dario is right and I'm wrong, and he cures every disease in five years, man, are we all the winners from that outcome,” Gline said. “I think if you work in this industry, it is very hard not to be skeptical of any of those claims. Because, and I've said this in other settings recently too, biotech is a wood chipper that like is built to like ingest souls and shred them. It's just like such a hard business that like someone comes and they're like, oh, but I've built a computer and I'm going to push a button and all of that goes away and it just works. Like that is probably not the way that's going to go.”
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Robert Nelsen retweeted
It is amazing to see the remarkable advancement that has been already achieved in the Gene Editing field - specifically in Base Editing $BEAM and Prime Editing $PRME 🧵👇. It seems that the words of Prof @davidrliu - the inventor of both of these groundbreaking modalities, about their huge potential to change the lives and to cure some of the hardest medical conditions have never been more true. This is a huge step forward which provides hope to so many patients and their families. Godspeed!
Base editing and prime editing clinical trial landscape, including today’s GSD type I clinical readout from @BeamTx.
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