drug discovery

6 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Jan 2, 2019 by Vijay Pande · across every show →

Everything said about drug discovery, oldest first

Jan 2, 2019 bullish
Prediction Not checkable as stated
Genetic variation databases will transform drug discovery and optimization
“Moreover, we can now see how building a large bank of human genetics variations will transform our understanding on optimizing of drug discovery and response, both for understanding side effects and toxicity, as well as making better drugs and going after new …”
Vijay Pande Jan 2, 2019 ▶ 0:40 a16z Podcast | The Genetics Of Drug Delivery
Apr 1, 2019 negative
Insight
Bahcall: Market projections kill early-stage innovation, especially in drug discovery
“Nothing kills a great idea faster and has been more of a disaster to innovation, certainly in my industry in drug discovery, than the idea of market projections.”
Safi Bahcall Apr 1, 2019 ▶ 11:20 a16z Podcast | Incenting Innovation Inside, Loonshots to Moonshots
Oct 3, 2024
Assertion Not checkable as stated
Liu: 100 active compounds is a drug candidate but tiny for ML
“Usually in a drug discovery project, you know, if you have a hundred actives, you should be close to a drug, but a hundred data points is, like, tiny for machine learning, right?”
Bowen Liu Oct 3, 2024 ▶ 7:28 AI at the Intersection of Bio | Vijay Pande, Surya Ganguli & Bowen Liu
Oct 3, 2024
Assertion Not checkable as stated
Bowen Liu calls labeled data scarcity the core bottleneck in scientific AI
“Yeah, I think you touched on, like, probably the core problem of, like, you know, ML applied to science. While we have a lot of, like, unlabeled data, like, there's just not that much label data out there. And a lot of it is because, like, it's very experiment…”
Bowen Liu Oct 3, 2024 ▶ 7:09 AI at the Intersection of Bio | Vijay Pande, Surya Ganguli & Bowen Liu
Oct 20, 2025 positive
Insight
Hoffman: Predictive AI for drug discovery only needs 1% accuracy
“Simply doing prediction and getting that prediction right, and by the way, it doesn't have to be right a hundred percent of time, it has to be right, like, one percent of the time, because you can validate the other 99% were it right, and then finding that one…”
Reid Hoffman Oct 20, 2025 ▶ 6:57 Reid Hoffman on AI, Consciousness, and the Future of Labor
Aug 25, 2026 neutral
Insight
Sinofsky: Drug discovery bottleneck is clinical safety testing, not candidate generation
“This is not a magic to discover drugs, because the hard part of drugs has always been candidates. Not candidates. It's always been efficacy and safety. The candidates have, since the eighties, have been able to develop more than we could test. It's human patie…”
Steven Sinofsky Aug 25, 2026 ▶ 59:29 How AI Changes the Economics of Innovation
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