$Ginkgo Bioworks (DNA.US)$
We will thoroughly buy and hold until it is on the verge of delisting, or until it is close to $500. (From the relationship with the government and relationships with Palantia, Google, Cathy, and Bill Gates, there is almost no possibility of delisting once it has reached this point...)
People tend to worry that it will be the same as Amiris, which filed for bankruptcy last year, but since it is due to consumer brand failure, I don't think they will follow the same path. The remaining cash is 900 million dollars, so I don't think there will be any problems for about 2 years first. Or rather, it's not such a low-dimensional story anymore.
Our performance is still far from over, but it is evolving steadily.
Utilization of AI in partnership with Google (Please consider the fact that Google developed AlphaFold.) What is surprising is that Mr. Shyam Sankar, who took office as the chairman of Ginkgo Bioworks in August last year, has held various positions at Palantir and is also widely familiar with AI became the chairman. (Even now, Palantia's...