Strategy

Build-vs-partner, three-phase go-to-market, North Star metric, and the risk plan including the agentic-lab interface controls.

18-month priorities

1

Close Apollo partnership

Joint biobank MoU, federated learning architecture, revenue-share terms. Without this, no moat.

2

Land 3 anchor customers

1 generic pharma, 1 hospital research arm, 1 biotech startup. Co-develop OmicsCloud + first Discovery Sprint.

3

Ship LabOS sidecar

STARLIMS / Benchling Tier-1 integration live. First closed-loop discovery cycles on the North Star metric.

Decision log

Do not build FAL in Phase 1. Partner CROs for execution; own the agent mesh, experimental graph, and Apollo data layer. Revisit FAL Pods at $3M+ ARR. See Build vs Partner.