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Replying to @SynBio1
I feel like @dwidmaier is on this journey, so freaking cool what he and the wizards at @BoltThreads are doing 🪄
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6 Nov 2025
So hot right now still
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This is true, and an even deeper cut than the fact that we used to be called Refactored Materials
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ooooh, idea for you @davidNbreslauer 🦄 cc: @bolt_bslk
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AND before @BoltThreads was Bolt Threads, did you know they had a button on their website that let you add unicorns and rainbows to the page!? 🥰🦄🌈
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b-silk has some really cool (and surprising!) functionality in this product. Technical details to come in another post!
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The world’s first @boltthreads b-silk powered mascara, by Lada Gaga’s Haus Labs! “Vegan B-Silk™: A bio-engineered polypeptide that wraps lashes in an invisible web-like matrix for soft, flexible hold buildable volume” Proud to have done product testing for this one 👨🏻‍🔬💅🏻
19 Dec 2024
Introducing NEW B Structural Mascara. A volumizing mascara that’s good for your lashes Arriving in-stores online @sephora, online at hauslabs.com, sephora.ca @kohls on Dec. 26 Sign up to be the first to shop: bit.ly/3VNNrdT
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Congrats!
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12 Dec 2024
Woot! Congrats David!! 🎉
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Proud that @boltthreads has been selected as 1 of 42 projects for @DARPA's AIxBTO competition. This is a huge milestone for our team who’ve spent years developing protein materials like spider silk & pushing the boundaries of what’s possible in bio-based material innovation🧬🕸️🚀
9 Dec 2024
🎉 A huge shoutout to the 42 organizations who snagged AI BTO awards! 🚀 Our program managers can’t wait to team up and turbocharge scientific and tech innovation together! Read more in our original call for white papers: darpa.mil/news-events/2024-0…
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23 Aug 2024
This week in the SynBioBeta digest: 👉Redesigning #SyntheticBiology with #Automation 👉The Biocreative Index 👉@boltthreads goes public 👉How #AI is Crafting Tomorrow’s #Materials Read more: synbiobeta.activehosted.com/… and subscribe at synbiobeta.com/sign-up-for-o… #synbio
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Bolt Threads (@boltthreads) went public earlier this week and haven't seen much discussion: - Current market cap of $188M (which is still pretty high) given revenues are less than $4M Takeaways are: - D2C was difficult for them (as they didn't move forward with b-silk products in 2018) but customer uptake on ingredient as a service isn't working either. - They're too dependent on other companies in the space to give them bookable revenue. - Profit vs. losses need to shift in the other direction, unsure where this leaves them. Reading through their Prospectus illuminated: - that they rely on Laurus Bio for production. (Presumably this is the Laurus in India.) - primary product is b-silk which it commercialized in B2C businesses in 2018 - Vegamour accounted for 95% of the revenues which were 2.25M in 2023 - being a infrastructure player gives them really inconsistent incomes with 96% of revenue coming to as-needed projects as opposed to multi-stage contracts This isn't to dunk on them - it's very brave for them to go public. Let me know if I'm missing something!
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14 Aug 2024
congrats!!
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Super proud that @boltthreads went public today on the Nasdaq under the ticker BSLK. Excited to start a new chapter which officially is called Bolt Projects Holdings. Bolt Projects Holdings is Bolt Threads as it can be, unburdened by what has been
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Thanks @jrkelly, pumped to write the next chapter in this syn bio product story.
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I ❤️ 🕸️
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14 Aug 2024
Congrats to @dwidmaier and @davidNbreslauer and the team at @boltthreads !!🎉🎉🎉
14 Aug 2024
Big news: we’ve gone public! Bolt Threads is now listed on @Nasdaq under the ticker symbol $BSLK. Join us on our journey to transform the high-volume consumer goods industries by delivering superior alternative materials tapped from nature. Learn more: boltthreads.com/2024/08/13/b…
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This is amazing. I wish I had this opportunity when I was a graduate student @UCSF looking to spin out and start @boltthreads. If you're a scientist - entrepreneur you need to check this out. @fuelfive is also awesome to work with
17 Jul 2024
The world needs 10x more scientist-founders. 5050 helps scientists and engineers become great founders and start indispensable companies. Applications open! Startups are the best way to make a real impact with research, but where do you get started? How do you know if entrepreneurship is for you? Whether you’re validating an idea or ready to build — 5050 is for you. You’ll learn what it takes to become a great founder, how to choose the right problem, technology, and market, and how to build a deep tech startup. “It’s a cheat code for starting a deep tech startup.” – @ChEMcShane, 5050 alum. • @ChEMcShane and Evan spun out of Stanford and co-founded Electroflow to tackle the lithium shortage. They’ve scaled their tech by 200x in 6 months. • @markwbudde joined 5050 as a postdoc at Caltech. Two years later, @plasmidsaurus enables scientists across all 50 states and most European countries to go much faster. • Niccolo joined as a Tesla engineer. Three months later, he co-founded Clippership and is building autonomous sailboats to decarbonize maritime shipping. • Chi and @tayshin0827 joined as postdocs at MIT. Within weeks, they spun out and are now working to enable in vivo cell reprogramming. At @fiftyyears, we’ve built deep tech companies ourselves. We’ve backed over 100 deep tech startups from the earliest stages and helped them raise over 4.6 billion dollars. We distilled everything we know about deep tech startups into 5050: a free program to help world-class scientists and engineers start indispensable companies. Phase I: Explore We’ll help you answer: How do I turn my breakthrough science into a business? What do I need to make a startup idea work? Am I ready to be a founder? You’ll learn if entrepreneurship is right for you, identify the idea to build, and pivot quickly if necessary. We’ll guide you through the early days of building in deep tech. At the end of Explore, those ready to build a startup will be invited to the next phase, Build. Phase II: Build You’ll join a cohort of fast-moving founders who will challenge you to ramp up. We’ll coach you to level up into a great founder and guide you through the early days of building in deep tech. Build will help you de-risk your technology, hit key milestones, raise a first round, and reach takeoff speed fast. Helping great scientists and engineers become great entrepreneurs is our jam. Apply / nominate! ➜ fiftyyears.com/5050
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Synthetic biologists are using natural systems to produce materials with enhanced features to usher in an era of sustainable fashion. @boltthreads @ModernMeadow Synthetic Biology is in Fashion | The Scientist Magazine® bit.ly/4c6suAS
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