A Default-Alive Biomanufacturing Company

  • The Strategic Importance of Biomanufacturing: Biomanufacturing is a first-order priority for food security and public health, moving essential production from farms and petrochemical plants into fermenters using engineered microbes or enzymes
  • Evolution of the Industry: Comparing “Gen 1” companies (like Ajinomoto), which prioritized manufacturing efficiency and luck-driven applications, with “Gen 2” companies (like Amyris), which focused on engineering biology but struggled with high capital requirements and in-house infrastructure
  • The New Operating Model: Exploring how to combine Gen 2 engineering capabilities with Gen 1 manufacturing scale to build biomanufacturing companies that remain “default-alive” and commercially viable