Bio infrastructure podcast
Weekly podcast. We record, transcribe, and publish edits — transcripts, articles, media chunks, graphs, and niche pages.
Co-hosts (us): we learn and interview guests.
Guests: they share knowledge and get their own platform.
What we are doing
Biology is becoming software. Most of what we need to learn is not on the internet yet. It sits in people's heads.
We will bring people together, record the conversation, transcribe it, and publish it. We will break it into media chunks and themes. We will publish graphs alongside their theses and ours. I will write article writeups from the conversations.
Our KPI is whether we had high-signal conversations from which we learned about new methods, companies, entities, research and practices. Did we learn more than we would have if we had only researched each guest and all their online work? Before each episode I scrape each guest, find most or all online information about them, review their thesis, videos and transcripts, and build chronological pages to help with questions.
What we will cover
We will focus on biotech infrastructure. We won't talk drugs or pharma niches.
We will cover:
- sequencing and DNA synthesis
- diagnostic and measuring devices
- AI models for biology, not just medical products (for example Openwater)
- small companies building things that were not possible until recently
- community networks in biotech (not necessarily crypto)
Consider organoids and body-clone work for later. It is interesting but hard to evaluate — it can't be applied by small companies as an internal AI product, meanwhile software can.
Format
We will run an open roundtable. Two co-hosts, three guests, 75 minutes. We prepare seed questions. We let the conversation run. We record on Google Meet. We publish the video and the full transcript.
We can try interview-style episodes later. For the first episode, we keep it open.
Where we publish
Each episode gets a page on podcast.think2earn.com and our own channels.
Each episode package will have:
- guest prep pages: scraped online information, thesis, videos and transcripts, in chronological order to help with questions
- the full conversation transcript
- media chunks and themes broken out from the recording
- graphs alongside each guest's thesis and ours
- article writeups from the conversation (I write these)
- links to companies, methods and tools mentioned
- niche tags (sequencing, diagnostics, community, and so on)
We publish the full package on the site and our own channels. We post media chunks and takeaways on X and elsewhere.
Episode 1
Title: Bio infrastructure — what is being built and where is the moat?
When: as soon as three guests confirm.
Length: 75 minutes.
| Role |
Person |
Why they are on |
| Co-host |
Carol |
Hardware, large-scale data collection, AI-driven value back to users |
| Co-host |
Yoni |
Facilitation, investment view, public markets, infrastructure thesis |
| Guest |
Michal (mgoes) |
BiohackerDAO, Superhuman Fund, enhancement framing, community |
| Guest |
Nathan Cheng |
Co-director, Long Bio Fellowship; already runs a podcast |
| Guest (provisional) |
Someone from OMSF |
Open Molecular Software Foundation — open-source software and communities for molecular sciences. You may have a contact; if not, I reach out via omsf.io/about/contact. |
Seed questions for episode 1
Tailored to Nathan, Michal, and a potential OMSF guest. Use as openers — then let them collide.
For Nathan Cheng
- Your LBF roadmap treats aging as solvable. What infra has to exist before that roadmap works — and what is still missing?
- Longevity Marketcap has covered this space for years. Where is the real moat in longevity infra vs drug companies — and what did you get wrong early on?
- You built fellowship pipelines and capital (LBF, Healthspan). Is talent coordination itself bio infrastructure? Where is the moat there?
- Could a Hermes/Llama-style open community happen in biotech? What would have to be open that is closed today?
- XBI is at an all-time high. Which public infra plays are you actually watching vs hype?
For Michal (mgoes)
- You frame enhancement, not longevity. Does that change which infra matters — or just how you sell it?
- SuperHuman Fund backs early enhancement tech. What can a small team build now that you would not have funded three years ago?
- Intra lets users own fitness data and contribute to research. Is user-owned health data bio infrastructure or a consumer layer on top?
- BiohackerDAO mixes community, capital, and products. What actually worked — and what was noise?
- You interview builders on Accelerate Bio every two weeks. What infra topic keeps coming up that is not on the internet yet?
For a potential OMSF guest
- OMSF builds open software for molecular sciences. What problem is open-source solving here that closed tools cannot?
- Your software directory and benchmarks — is standardising molecular tooling bio infrastructure, or just documentation?
- Who actually uses OMSF projects today — academics, startups, or big cos? Where is adoption stuck?
- What can a small team ship on top of open molecular software now that was not possible three years ago?
- If biology is becoming software, is molecular open-source the layer that matters most — or is it downstream of sequencing, data, and AI?
For all three — put them in the same room
- Nathan: solve aging. Michal: enhance humans. OMSF: open molecular tools. Are you building the same infra stack or different layers?
- Community vs fund vs media vs open-source — what is the minimum stack a new builder needs today?
- Where does open molecular software meet user-owned health data, talent pipelines, and capital?
- What small company building right now will look obvious in three years?
- What should episode 2 cover — and who is missing from this table?
Later episodes
We will pick one theme per episode. Same format, different guests.
| Episode |
Theme |
| 2 | Sequencing and synthesis — read DNA, write DNA, who owns the platforms |
| 3 | Diagnostics and home measurement — biomarkers, consumer biotech |
| 4 | AI and biology — protein models, Biohub, biologists who do not use AI yet |
| 5 | Community as infrastructure — Long Bio, enhancement vs longevity, DAOs without crypto |
| 6 | Research tools — Elicit, access to scientific literature, who distributes knowledge |
After episode 1
To be discussed. Pick the second niche first.
What we do this week
- I message Michal and Nathan with a short pitch, two date options, and confirmation that we will publish a transcript. I ask you for a contact at OMSF (Open Molecular Software Foundation); if you do not have one, I reach out via omsf.io myself. If these guests are not available, we start cold outreach to other companies I have already indexed on longevity.think2earn.com.
- I create a stub page for episode 1 on podcast.think2earn.com.
- I post 2 or 3 threads on X about biotech infrastructure to warm up the audience.
- I check this plan with you and confirm we are both co-hosts for episode 1.
- We test the recording setup with a 2-minute clip on Google Meet.
- After we record, we transcribe, clean the transcript, and publish on the site the same week.
Rules we agreed on
- We always record. We always publish the full transcript.
- We pull three takeaways for X after each episode.
- We do not wait for a perfect brand or a perfect guest list. We ship episode 1.
- We stay out of drugs and pharma.
Planning call notes
Archive from our call. Source: yoni_base.txt · June 2026.
What we discussed
Biology is becoming software. Normal software is heading to zero value. Biotech infrastructure is the next multi-year opportunity. Most knowledge in this space is not on the internet yet.
We agreed not to write research pages first. Instead: recorded conversations, full transcripts, Naval-style publishing. All-In podcast as format inspiration. Andrew's consumer biotech thesis as education model, but with more questions answered.
Scope in: sequencing, synthesis, diagnostics, AI models for biology, measuring devices, small companies, community networks (not necessarily crypto).
Scope out: drugs/pharma, organoids for now, heavy branding.
We narrowed to one pilot episode: three guests on bio infrastructure, book ahead, start with warm leads. Personal channels over a new brand.
Format options we considered
Extra seed questions from the call
- What is the Anthropic-size opportunity in biotech infrastructure?
- How do you think about XBI and public markets vs private infrastructure plays?
- What second-order effects come from open models (Biohub, Llama-style) in biotech?
- What would you want to learn from the other guests in the room?
Episode 1 guest profiles
Open full guest research doc
Nathan S. Cheng
Co-executive director, Longevity Biotech Fellowship. Longevity Acceleration Podcast, Longevity Marketcap newsletter, vitalism.io. Thesis: aging is solvable; bottleneck is talent and coordination.
Michal Kubis (mgoes)
SuperHuman Fund, BiohackerDAO, Intra, Accelerate Bio Podcast. Thesis: Humanity 2.0 and enhancement over longevity framing.
OMSF (provisional)
Open Molecular Software Foundation — open-source software and communities for molecular sciences. You may have a contact; otherwise I reach out via omsf.io.