Bates: Genesys sees no seat contraction from AI
“We don't even see any contraction in seats. We see AI as a tailwind, like every one of the sort of, the narratives you hear aren't coming to pass.”
Edunov: Physics-guided inference-time scaling significantly boosts molecular model performance
“We are doing very similar thing with our models where a model is forced to think, except it's not thinking in language tokens. It's thinking in terms of crystal structures, not fully materialized crystal structures, but some sort of a crystal structure represe…”
Edunov: Predicting ADMET properties is as critical as protein structure prediction
“Predicting all of those properties is also just as important as, or maybe even more important than predicting the crystal structure itself.”
Feinberg: Genesis is developing autonomous drug discovery agent platform 'Sapphire'
“We're working on an agentic platform for 24 seven drug discovery. If you can imagine just fleets of hundreds of med chemists and CAD scientists Working nights and weekends all the time for your drug targets. The code name for that gem is Sapphire.”
Shurtz: Genesys requires close to $100M contract value for dedicated account coverage
“If I thought about Genesis, you would need to be, you'd probably need to be close to a nine digit customer.”
Wittmeyer: I Have Capital Trapped on Genesis
“We have, I have money on Genesis that I don't know what's going to happen to it, but that one was pretty stunning too.”
Sonnenshein: Grayscale relies on sister firm Genesis for all asset sourcing
“So our authorized participant and does all of our sourcing and trading for us is our sister firm called Genesis. They're a broker dealer based here in New York.”
Shamia: Call center market is $22B dominated by legacy incumbents
“The call center space is a twenty-two billion dollar market. It's still dominated by old players like Avaya and Cisco and Genesis that sell the same system for 2030 years.”