Recursion Pharmaceuticals, Inc.

Chamath oppose ×1 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E216 · 2025-02-21 ▶ 1:18:04

The biological models are different in that I think it's a much smaller population of people that will use it. I think they do have to figure out how to take these models and complement the existing pipeline they have. The pipeline they have right now I think is pretty brittle.

Friedberg support ×2 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E216 · 2025-02-21 ▶ 1:11:55

we talk a lot about the idea that you can use a computer, state the phenotype or the physical characteristics you want in a biological organism and have the software resolve the whole genome, all the DNA needed to make that physical organism real.

I don't know if you analogize Evo 2 to, I don't know whether it's GPD 2 or 3 or something, but I think we're going to see a similar Cambrian explosion of applications over the next couple of years.

Friedberg support ×2 ▲ on 🤖 AlphaFold 3 turns drug discovery into software — Google/Isomorphic captures it E199 · 2024-10-11 ▶ 30:49

there have been literally dozens of companies that have been started since DeepMind was published, and probably several billion dollars of capital that's gone into companies that are creating new drugs, creating new industrial biotech applications, using this protein modeling capability that was unleashed with DeepMind a number of years ago. So it really has transformed the industry. It'll be a couple of years before we see a transform in the world

Friedberg support ×3 ▲ on 🤖 AlphaFold 3 turns drug discovery into software — Google/Isomorphic captures it E178 · 2024-05-10 ▶ 1:30:14

And they've basically kept all the IP for AlphaFold 3 in Isomorphic. So Google is going to monetize the heck out of this capability.

health care, I believe, should be pretty transformed by this. But the thing I'm personally most excited about is the sort of doing faster and better scientific discovery.

Jason support ×1 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E177 · 2024-05-03 ▶ 1:07:59

And so it's fascinating to me taking nature and trying to patent nature.

Friedberg support ×3 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E177 · 2024-05-03 ▶ 1:08:25

There's a simple truth to all this, which is every single life sciences lab on Earth is using this technology today. It has absolutely revolutionized life sciences. It has changed everything. It has reset the trajectory of human health, of agriculture, and of industrial biotechnology.

Friedberg oppose ×2 ▼ on 🤖 AI drug discovery hasn't lifted pharma hit rates — the M&A bid is falling E112 · 2023-01-20 ▶ 1:17:22

So if you take 99% of the junk out of the top of your pipeline and you only focus on the 1% that the software predicts will be more successful, you much more quickly get drug discovery through the pipeline and you have a much higher hit rate.

Chamath support ×3 ▼ on 🤖 AI drug discovery hasn't lifted pharma hit rates — the M&A bid is falling E112 · 2023-01-20 ▶ 1:25:52

And so what's really happened is the value of acquisition in M&A has gone down, even as the technology capability has gone way, way up. And why is that? It's because this stuff has yet to be proven to actually meaningfully improve the hit rate for these drug companies.