Mustard Biopharma

JUST IN: Skin exams are getting automated. SquareMind just raised $18M to build a robotic system that scans your entire body and tracks every mole over time. • Swan robot captures full-body dermoscopic images in minutes • Tracks new and changing spots across visits • Replaces spot-check exams with total skin coverage • Creates a time-series record for earlier melanoma detection • Plugs directly into dermatology clinics Robotics is going to reshape healthcare.

The world’s first autonomous lab is real and coming, with an RL system for atoms wired in!

Name a tech startup sector that’s underrated in Africa. I’ll go first, AgriTech

AI has two modes in drug discovery. Accelerate: moving faster through the existing playbook. Unlock: opening frontiers that weren't possible before. Excited to announce Profluent is partnering with Eli Lilly, the global pharma powerhouse, to unlock breakthrough medicines for patients. It's a big deal beyond the numbers ($2.25B + royalties): we’ll get to use our frontier AI models and foundational datasets to design proteins focused on large gene insertion, a therapeutic moonshot. Proteins govern almost everything in biology. We've built a generalizable AI platform to design all proteins. Onward!

Stealth mode is dumb. If no one knows you exist, you don’t exist. Build loud.

There are really only two reasons something obvious hasn’t been built: 1. either nobody has truly thought of it — which is nearly impossible for anything genuinely obvious 2. It has been tried, repeatedly, and it keeps failing for a reason you don’t yet understand. The second explanation is almost always the right one.

make something rich people want

YC Combinator: Hm! Not enough traction But we go again this year🔥

VC rejection excuses: • • No moat • Big labs will kill you • Too much competition • Valuation is too high • TAM is too small • Get a co-founder • Not enough traction • Your retention sucks Translation: I don’t believe you’ll win. Your reaction: Watch me.

I invest in founders who I could see coming to my future kids’ birthday parties

African tech is evolving. My last 5 deals: * semiconductors * robotics * vertical AI * stablecoin xborder * tradfi fintech

Wow, there is a LOT of great stuff happening in AI x bio right now. It’s like the field suddenly turned up the VOLUME. 🧵 (1/6)

Nike: Everyone is an athlete Apple: Everyone is an artist Shopify: Everyone is an entrepreneur Cursor: Everyone is a developer Cluly: Everyone cheats What's about your company?