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Abhishaike Mahajan's avatar

this is all super fair, agree theres a lot more work needed to actually establish the utility of an enzyme beyond its discovery alone

i do think their partnerships will help a lot with this tho! they probe partners to find good markets, discover what their pain points are, mine their data to help solve those pain points, establish the utility in-house, and license. over time, they'll get a stronger understand of where their dataset is most useful and will be able to preemptively come to the table with interesting suggestions on hand

i think it does take a huge amount of talking to customers, especially in emerging assay markets where the 'right' proteins needed arent established yet, but it feels very possible to make it all work

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Trevor Klee's avatar

All of the "probing partners" is easier said than done. Like, take their partnership with Matthey. Matthey is an old, publicly traded company. Are they supposed to just let Basecamp look through all their data to see if there's anywhere Basecamp can help? What if Basecamp goes into the same business Matthey is in? Then Matthey is going to be pretty upset they let Basecamp probe them...

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