Biology is becoming software. We get the people building what comes next into a room, record the conversation, and publish the whole thing.
For forty years we learned to program computers. Now we are learning to program cells. Reading DNA is cheap and getting cheaper, writing it is catching up, and models can predict what a protein or a cell will do before anyone runs the experiment.
The drugs get the headlines. The lasting value is in the layer underneath: sequencing, synthesis, measurement, data, models, the open tools everything runs on, and the communities forming around them. Small teams can build pieces of that layer today that were out of reach three years ago.
Most of it is not written down yet. It lives in the heads of the people building it. That is what this show is for.
Three builders. Three different bets on where biology goes next.
One question runs under all of it. As biology turns into an engineering problem, what actually has to get built, and who ends up owning it? We are after where these three agree, and where they do not.
The program behind this conversation
The page above is the first conversation. This is the wider program it sits inside, kept here so the top stays about one thing.
What we're doing
Weekly podcast. We bring people together, record the conversation, transcribe it, and publish it. We break it into media chunks and themes, publish graphs alongside their theses and ours, and I write article writeups from each conversation.
Our KPI is whether we had a high-signal conversation. Did we learn about new methods, companies, research, and practices that we could not have found by only researching each guest online? Before each episode I scrape each guest, pull most or all of their public work, review their thesis, videos and transcripts, and build chronological prep pages for the questions.
What we'll cover
Biotech infrastructure, not drugs or pharma niches:
- 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)
Organoids and body-clone work are for later. Interesting but hard to evaluate, and not something a small company can ship as an internal AI product the way software can.
Format
Open roundtable: two co-hosts, three guests, 75 minutes. Seed questions, then we let the conversation run. Recorded on Google Meet; we publish the video and the full transcript. Interview-style episodes can come later. For the first one we keep it open.
Where we publish
Each episode gets a page on podcast.think2earn.com and our own channels. Each package has:
- guest prep pages: scraped online work, thesis, videos and transcripts, in chronological order
- 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 post media chunks and takeaways on X and elsewhere.
Later episodes
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 the order is open. We pick the second niche first.
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; 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.