Deep science investor Lindy Fishburne cofounded the seed- and early-stage venture firm Breakout Ventures several years ago, after cofounding Breakout Labs within the Thiel Foundation back in 2011, and she has made a wide array of interesting bets in the process. Among her firm’s portfolio companies is Cortexyme, a company that aims to treat Alzheimer’s disease; the sustainable materials maker Modern Meadow; and Strateos, a company whose robotic cloud platform is remaking how lab work gets done.
We talked with Fishburne this week about where — based on what she is seeing — we are in the arc of this pandemic. We also talked about why more of her investments, which once seemed like long shots, suddenly seem like solid bets.
Parts of our chat, below, have been edited lightly for length and clarity.
TC: We want to be excited about the progress being made in vaccinating Americans. Based on the conversations you’re having, what’s your sense of things?
LF: The acceleration…