Life Sciences

“Massively invests in the life sciences, and within five years, China is not just nipping at our heels, the peripersu with the United States in life sciences. A place that the United States, outside of one or two examples in Europe, dominated.”

“I think, you know, software engineering has been really transformed by AI. I think there's areas like biology, life sciences. These are all things that we're just kind of at like the foot of the exponential on. Like, maybe software engineering were on the expo…”

“I do think that chip makers, including Nvidia, are going to want to get a lot more invested in life sciences because it will always be high in demand. And The amount of alpha left in pure LLM space is just getting a little questionable.”

“Those are consumer grade AI systems that make a lot of our tasks easier, right? But when it comes to business and especially life sciences business applications, they often come short. Specifically there are special metrics in AI world, precision, recall hallu…”

“What we're gonna now be able to do is we will be able to run, you know, on the order of 10 to a hundred times more experiments across, you know, everything that we want to go detect.”

“So what that might look like in the near term is collaboration between a scientist and a system that involves both an AI application and a robot and having that be a much more collaborative process in the near term In many different kinds of labs and many diff…”

“So I think there are certain categories of science where there is just a much more mature demand side market for the outputs of research. And examples include, of course, life sciences and pharma the chemicals industry facets of the material science industry. …”

“But now with like AI, one, I think the benefits are a much more immediately obvious to everyone. And so that's going to be this amazing tailwind to try to like do better here. And I think it will convince a lot of people who might have been skeptics in the pas…”

“And they know that as hard as it is to build a business in digital media, it's still harder to build one in robotics or life sciences or energy in what we call the world of atoms.”

“There is a group which is moving slightly faster than the average, which is somewhat Counterintuitive. And that group is actually the regulated industries. And so it's folks like in financial services and insurance and healthcare and life sciences and manufact…”

“I think where investors would be liable to get tripped up in these industries here is the snapback tends to be less sharp than expected because there's emerging competition from Chinese competitors.”

“Today's cursive is JavaScript. So you're not it's not, so there's just more. Tech fluidity coming out of the, you know, I think the life sciences. Which speaks to more talent that can appreciate both worlds, which speaks to cultures that can build the best of …”

“It wasn't having much of an impact in the life sciences, and I believe one of the main reasons for that is because there's so very few people who actually have the language of both disciplines and are able to bring them together.”

“There's a lot of tech people who come in To life sciences, and it's like, we have that cell verbal. We are the smartest. We're machine learning. We're going to solve everything. And they don't respect the challenges of the other discipline. They sometimes don'…”

“I do think the intersection of life sciences with software creates this era of opportunity. It would probably be something in the realm of AIML meets life sciences, where you can actually work in a leveraged way with software to drive outcomes in these importa…”

“We're the world's most active investor in life sciences and hardware and also just generally we would rank as Perhaps the world's third most active seed investor. And I think we make a top 10 in the world's most active Series A investors as well.”

“And I still think very confidently that you can compound at a 20% Tager over the next decade while buckle up because it's going to be very volatile and it's not going to happen in a straight line.”

“We're at what I think will be viewed as truly a revolutionary golden age in life sciences, which is going to have impacts on everything. Not only we think about it as health, but it's going to change how we think about manufacturing the environment chemistry. …”

“And you can think about a category that I think is going to have the same type of growth over the next 10 to 20 years and has had the same type, if not more, Moore's law effects. It's life sciences, biotech, pharma.”

“Advisors are investors who want stock for free, and that's kind of how I think about it. Like, you know, people should invest, ideally, instead of advising for free shares, and I know this is in like a one size, but some situations, like I was saying it's appr…”

“Most of our team actually has no background in the live science at all.”