The prevailing logic is that Synthetic Biology has an opportunity to capture a $4T TAM across the next few decades. Setting aside the actual estimated (presumably significant) TAM, does Ginkgo view this as a winner-take-all or winner-take-most market? If not, can you describe the types of speciality players that will emerge and name a few that are well-positioned to capture a piece of the sizeable TAM?
Green_And_Green9 karma
The prevailing logic is that Synthetic Biology has an opportunity to capture a $4T TAM across the next few decades. Setting aside the actual estimated (presumably significant) TAM, does Ginkgo view this as a winner-take-all or winner-take-most market? If not, can you describe the types of speciality players that will emerge and name a few that are well-positioned to capture a piece of the sizeable TAM?
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