RXRX

Recursion Pharmaceuticals, Inc.

stock all instruments
+0.0
net board stance what this means
3.52
+0.6% · close 2026-11-06
-18% / +9% / -24%
1m / 3m / 12m
-58%
vs SPY since 2025-08-01
32%
of 52w range · -29.0% off high
0/1
hit rate as primary · vs SPY -35

Where All-In Alpha stands — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. From the conviction ledger; an idea counts from birth until its window closes. Dots mark episodes where this ticker's ideas were actually mentioned; a dashed stretch is silence. Last mention E216 · silent for 79 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Friedberg
Friedberg 55% tech
3 ideas (0 live) · last heard E216
+6
pushes up
Sam Altman
Sam Altman guest ×0.5
1 idea (0 live) · last heard E178
+2
pushes up
Patrick Collison
Patrick Collison guest ×0.5
1 idea (0 live) · last heard E216
+2
pushes up
Jason
Jason 53% tech
1 idea (0 live) · last heard E177
+1
pushes up
Chamath
Chamath 45% tech
2 ideas (0 live) · last heard E216
-4
pushes down

Track record on RXRX

As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -35.0. Adjacent plays are listed but never scored.

ideacallplayresultreturnvs SPYscored
🤖 AI-designed open-source gene editors break the CRISPR patent toll ▲ LONG adjacent WRONG -9.5% -21.7 2025-05-03
🤖 AlphaFold 3 turns drug discovery into software — Google/Isomorphic captures it ▲ LONG adjacent WRONG -9.0% -18.7 2025-05-10
🤖 AI drug discovery hasn't lifted pharma hit rates — the M&A bid is falling ▼ SHORT primary WRONG -11.3% -35.0 2024-01-20

The tape — what was actually said

every capture on any idea holding RXRX, newest first · quotes verbatim, timestamps deep-link into the episode

Chamath 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 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.
Patrick Collison Patrick Collison support ×2 ▲ on 🤖 AI-designed open-source gene editors break the CRISPR patent toll E216 · 2025-02-21 ▶ 1:07:23
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 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 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.
Sam Altman Sam Altman support ×2 ▲ on 🤖 AlphaFold 3 turns drug discovery into software — Google/Isomorphic captures it E178 · 2024-05-10 ▶ 25:41
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.
Friedberg 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.
Jason 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.
Chamath 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.
Friedberg 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.