John W Cassidy

Promising founders are about to get 10x more cold inbound from poorly configured openclaw VC bots

When I posted about Sovereign Risk in Biotech, I didn't expect it to spark so many conversations. I'm delighted by the replies, both public and private. This seems like a good time to emphasize th...

Biotech is repeating the semiconductor mistake. We kept the design. We outsourced the fabs. Then we acted surprised when capacity, know how, and leverage moved offshore. In drug development, the...

Today I’m joining the board of Edinburgh Innovations. I’ve spent a lot of time around university commercialisation from different angles - building a Cambridge 'sneak out' 🕵 , seeing the “spin-out...

AI-protein design has a dirty secret: the bottleneck isn’t finding a binder. It’s turning a binder into a developable drug without burning months (or years) in iterative lab cycles. Latent Labs ju...

I've been asked twice this week what I look for in founders, so I thought I'd attempt to write it down. Behold: *The Two Beer Founder* I’ve spent a lot of my life in pubs... When I was in Cambrid...

I'm heading to Zurich in a couple of weeks. Who do I have to meet? priority #1 -> deeptech builders deep in the trenches creating the future but in need of a free hot meal

Collective intelligence for market research and beyond - proud to be the first investor in societies.io 🚀🚀 Thanks for letting us be part of your journey James He & Patrick Sharpe