$Ginkgo Bioworks Holdings Inc.(DNA)$ uninspiring quarter. Currently cell program revenues have a run rate of around 50m a quarter way down from the hopes for $300m a year projections. In my view, it’s crazy to make any large investments here until we see this ramping up. Way too much risk currently. Investing heavy now is like being a VC investor and most of those investments fail.
I do agree that the cell engineering and bio defense sectors work hand in glove and the world needs a much better early warning system similar to what we have with cybersecurity. But I the place to make money in AI now is MSFT $Microsoft(MSFT)$ PLTR $Palantir Technologies Inc.(PLTR)$ GOOG $Alphabet(GOOG)$ where they already are selling products. There is huge promise here but it’s too early still.
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