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ben lamm

T2 · manager / operator

Serial entrepreneur with multiple successful exits; founded Colossal Biosciences to pursue de-extinction and genome engineering at planetary scale; previously built satellite and imaging companies with defense connections.

16 calls·3 names·100% bull·last heard last month·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$COLOSSAL-BIOSCIENCESColossal Biosciencesposition

Lamm claims Colossal is one of world's most undervalued companies at $635M raised

Ben Lamm argues Colossal's platform — genome engineering at scale, full DNA synthesis, and artificial wombs — has planetary-scale applications across invasive species control, human healthcare, and lab-grown materials, making it vastly undervalued despite $635M raised.

Sourcery VC2026-08episode →
2ndhigh conviction
$VIAGENViagen

Colossal acquired Viagen for 80% cloning efficiency vs 2% industry standard

Vertical integration drove Colossal to acquire Viagen, the only US animal cloning company with 80% efficiency (vs 2% typical), securing the cloning layer for endangered species production and de-extinction pipeline.

Sourcery VC2026-08episode →
3rdmedium conviction
$ASTROMECHAstromech

Colossal spinout Astromech uses evolutionary AI to find cancer-resistance targets

Astromech applies a focused AI model to evolutionary genomics — leveraging Colossal's massive elephant dataset — to identify conserved cancer-resistance mechanisms (e.g., p53 overexpression) and predict drug targets across diseases, requiring far less compute than broad foundation models.

Sourcery VC2026-08episode →

most discussed · click a bar to filter

  • $COLOSSAL-BIOSCIENCES
  • $ASTROMECH
  • $VIAGEN

recurring themes

  • Life Sciences & Drug Development3
  • Gene & Cell Therapy3
  • Conservation Technology1
  • AI Drug Discovery1
  • Vertical Integration1
16 total
$VIAGEN
Viagen
MEDben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Colossal acquires Viagen for 80% cloning efficiency vs 2% industry standard
Vertical integration via Viagen acquisition gives Colossal best-in-class cloning infrastructure (80% efficiency vs 2% typical), a critical bottleneck for endangered-species production and de-extinction pipelines.
"Vioagen had like cloning efficiencies at 80% where most people are at 2% right and so it made sense for us to say okay we need to buy them and bolt them on from a vertical integra…"
23:56
$COLOSSAL-BIOSCIENCES
Colossal Biosciences
HIGHben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Lamm calls Colossal one of world's most undervalued companies after $400M oversubscribed round
Colossal's vertical integration across genome engineering, artificial wombs, and DNA synthesis at planetary scale creates a civilization-tech platform with applications from de-extinction to invasive species control and human healthcare, yet trades at a discount given every round is 2x+ oversubscribed.
"I do think that we are one of the most undervalued companies in the world. Because I truly do, right? the ability to like preserve uh engineer and direct life on a planetary scale…"
14:51
$ASTROMECH
Astromech
MEDben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Colossal spinout Astromech uses evolutionary AI to find cancer-resistance targets
Astromech applies a focused AI model to evolutionary genomics — leveraging Colossal's massive elephant dataset — to identify conserved cancer-resistance mechanisms (e.g., p53 overexpression) and predict drug targets across diseases, requiring far less compute than broad foundation models.
"One of our companies that we spun out called Astromec... is using AI to build. It's a very focused model... we don't have to go build a $500 billion data center... it's looking at…"
20:42
$COLOSSAL-BIOSCIENCES
Colossal Biosciences
HIGHben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Exceeding edit-scale roadmap: hundreds of multiplex edits now, thousands targeted
Technical execution far surpassing early milestones — told 5-7 edits in 5 years would be great, now doing hundreds and pushing a new construct for thousands of simultaneous edits, de-risking the core platform.
"We were told if in five years we were doing five to seven edits we'd be great. We're now doing hundred. You saw we're doing hundreds of edits. We we haven't done this yet, but we'…"
46:16
$COLOSSAL-BIOSCIENCES
Colossal Biosciences
HIGHben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Colossal raises $400M at $12B valuation, 2x oversubscribed, plans more capital
Strong investor demand validates the platform; $635M total raised with last round targeting $200M but closing at $400M, and Lamm expects further raises to fund the expanding pipeline.
"The last round was supposed to be 200 and it got over supplied to 400. We're just getting started. I'm sure we'll raise more capital."
15:11
$COLOSSAL-BIOSCIENCES
Colossal Biosciences
HIGHben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Gene-drive screwworm eradication could save taxpayers $1.5B and 8 years vs current plan
Colossal's gene-drive technology can eradicate the New World screwworm in 6-7 months versus the USDA's 8-year, $1.5B chemical program, representing a massive government-contract opportunity.
"In the screworm example uh it's like they're spending a billion five in taxes and in 8 years they're going to like slow or stop the problem. Our solution which is already made uh…"
33:44
$ASTROMECH
Astromech
MEDben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Colossal spinout Astromech uses evolutionary AI to find cancer-resistant targets
Astromech applies a focused AI model to evolutionary genomics — using Colossal's unique multi-species datasets (e.g., elephant p53 overexpression) to discover conserved cancer-resistance mechanisms and predict viral evolution, avoiding massive compute infrastructure.
"One of our companies that we spun out called Astromec... is using AI to build it's a very focused model... looking at evolutionary trends to understand why over evolutionary trend…"
20:42
$VIAGEN
Viagen
HIGHben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Colossal acquired Viagen for 80% cloning efficiency vs 2% industry standard
Vertical integration drove Colossal to acquire Viagen, the only US animal cloning company with 80% efficiency (vs 2% typical), securing the cloning layer for endangered species production and de-extinction pipeline.
"Vioagen had like cloning efficiencies at 80% where most people are at 2% right and so it made sense for us to say okay we need to buy them and bolt them on from a vertical integra…"
23:52
$COLOSSAL-BIOSCIENCES
Colossal Biosciences
HIGHben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech· position
Lamm claims Colossal is one of world's most undervalued companies at $635M raised
Ben Lamm argues Colossal's platform — genome engineering at scale, full DNA synthesis, and artificial wombs — has planetary-scale applications across invasive species control, human healthcare, and lab-grown materials, making it vastly undervalued despite $635M raised.
"I do think that we are one of the most undervalued companies in the world. Because I truly do, right? the ability to like preserve uh engineer and direct life on a planetary scale…"
14:52
$COLOSSAL-BIOSCIENCES
Colossal Biosciences
HIGHben lamm·Sourcery VC·last month·$12B De-Extinction Company Colossal Biosciences Spun Out $3.8B Astromech
Colossal's invasive species gene drives target half-trillion-dollar market
Lamm outlines a concrete commercial pathway: gene drives for invasive species (rats, screwworm, ticks) represent a half-trillion-dollar global problem where Colossal's technology can eradicate pests in months vs years of chemical spraying, with government and industry demand already emerging.
"invasive species is like half a trillion dollar problem globally. It's huge, right? Think about like rats on islands. Think about, you know, uh the screworm here in Texas, which i…"
16:10
9
Life Sciences & Drug Developmenttailwind
Genome engineering at scale enables 'civilization tech' platform with planetary applications
Lamm frames Colossal as a platform company where de-extinction is the tip of the spear; the real value is in scalable genome engineering, DNA synthesis, and artificial wombs applicable to invasive species ($500B problem), human germline editing, and lab-grown biomaterials — a new 'civilization tech' category.
9
Gene & Cell Therapytailwind
De-extinction toolkit enables genome engineering at scale with applications across invasive species, human health, and novel materials
The same platform built for woolly mammoth de-extinction (multiplex editing, artificial wombs, computational genomics) solves half-trillion-dollar invasive species problems via gene drives, enables germline editing for genetic diseases, and creates lab-grown animal products (mammoth hair follicles) for luxury materials.
9
Gene & Cell Therapytailwind
Multiplex genome editing at scale enables de-extinction and human germline applications
Colossal has pushed multiplex editing from 5-7 edits to hundreds, with a path to thousands, proving a scalable genome engineering platform that spans de-extinction, invasive species control, and potential human genetic disease correction.
9
Gene & Cell Therapytailwind
Gene drives offer 100x faster/cheaper invasive-species eradication
Engineered gene drives can eliminate invasive pests (screwworm, rats, ticks) in months rather than years, avoiding billions in chemical control costs and ecological damage, but deployment hinges on regulatory approval.
8
Life Sciences & Drug Developmenttailwind
Civilization-tech platform: genome engineering + artificial wombs + DNA synthesis at planetary scale
Colossal's vertically integrated stack — from ancient DNA extraction to artificial wombs and multiplex editing — creates a general-purpose platform for directing life at scale, with applications spanning conservation, agriculture, materials, and human health.
8
Conservation Technologytailwind
Gene drives and global biovault network address invasive species crisis and biodiversity backup at government scale
Invasive species cost $500B+ globally; Colossal's gene drive technology can eradicate screwworm in 6-7 months vs 8 years/$1.5B current approach; building distributed biovault network with governments to backup biodiversity; open-sourcing conservation tools creates net-new funding for traditional conservation.
8
AI Drug Discoverytailwind
Evolutionary AI models outperform broad LLMs for target discovery
Focused AI trained on cross-species evolutionary conservation (e.g., elephant p53 cancer resistance) can identify high-value drug targets with far less compute than general-purpose foundation models, creating a capital-efficient path to novel therapeutics.
8
Vertical Integrationtailwind
Full-stack vertical integration accelerates synthetic biology innovation cycles
Colossal built/acquired the entire stack — ancient DNA extraction, computational genomics, cloning (Viagen), embryology automation, animal facilities — enabling hundreds of multiplex edits in 30 days versus years in academia, creating a defensible moat and speed advantage.