I just read commoditize your complement and trying to think where this applies. It’s a common observation that bioinformatics software kind of sucks and is underfunded. Have the companies making sequencing “hardware” not learned the lesson from tech companies to commoditize your complement or is something else going on? If Nvidia is trying to switch to bio as an application for AI are they doing funding to make sequencing a commodity? To which extent have Google, Amazon and Facebook succeeded or failed at making AGI labs work commodities?
Google, PacBio and ONT all produce software for e.g. base/variant-calling, but it’s not obvious to me why they would want to go beyond that. What’s the natural next step? Variant effect prediction? Really tough problem with no natural commercialisation link (in their product, at least).
For PacBio and ONT I am not sure. Google I guess would want to make sequencing a commodity. For illumina? Polygenic risk scores in healthcare I guess. All the public polygenic risk score predictors suck. They should change that if they want to make that space a commodity. Fund the personal genome project (the project fizzled out with 400K+ volunteers because they don’t have enough funding to sequence people!). I would also personally be interested in that, so partally motivated reasoning. But when I asked Claude to check online it tells me they make more money in healthcare than in research now.
I have no idea what innovation looks like in PRS. ML is all good but the bottleneck is (presumably) phenotyping which none of these companies want to do.
I just read commoditize your complement and trying to think where this applies. It’s a common observation that bioinformatics software kind of sucks and is underfunded. Have the companies making sequencing “hardware” not learned the lesson from tech companies to commoditize your complement or is something else going on? If Nvidia is trying to switch to bio as an application for AI are they doing funding to make sequencing a commodity? To which extent have Google, Amazon and Facebook succeeded or failed at making AGI labs work commodities?
Google, PacBio and ONT all produce software for e.g. base/variant-calling, but it’s not obvious to me why they would want to go beyond that. What’s the natural next step? Variant effect prediction? Really tough problem with no natural commercialisation link (in their product, at least).
For PacBio and ONT I am not sure. Google I guess would want to make sequencing a commodity. For illumina? Polygenic risk scores in healthcare I guess. All the public polygenic risk score predictors suck. They should change that if they want to make that space a commodity. Fund the personal genome project (the project fizzled out with 400K+ volunteers because they don’t have enough funding to sequence people!). I would also personally be interested in that, so partally motivated reasoning. But when I asked Claude to check online it tells me they make more money in healthcare than in research now.
I have no idea what innovation looks like in PRS. ML is all good but the bottleneck is (presumably) phenotyping which none of these companies want to do.