AlphaFold
also referred to as: alpha fold
includes AlphaFold 3, AlphaFold 2, AlphaFold III, AlphaFold Three
11 statements across 7 episodes · 8 bullish · 2 bearish · 3 people on the record · first statement Dec 4, 2020 by David Friedberg · said 74 times in 20 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by David Friedberg (33), Jason Calacanis (16), Chamath Palihapitiya (15), Demis Hassabis (6), Sundar Pichai (1), Sergey Brin (1)
tap a year for its mentions
2026 4 mentions in 1 episode
2025 9 mentions in 2 episodes 5 per episode
2024 16 mentions in 3 episodes 5 per episode
2023 4 mentions in 3 episodes 1 per episode
- E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- every mention in 2023, scene by scene →
2022 12 mentions in 6 episodes 2 per episode
- E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
- E109: 2022 Bestie Awards Live from Twitter HQ
- E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- every mention in 2022, scene by scene →
2021 10 mentions in 3 episodes 3 per episode
- E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
- E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- every mention in 2021, scene by scene →
Everything said about AlphaFold, oldest first
Dec 4, 2020 bullish
Friedberg: 50 protein-folding startups will be funded in 12-18 months
“I think we're within, within one year, J. Cal, of a lot of startups replicating this alpha fold technique, and then using that to go do drug discovery, and you'll see 50 startups getting funded 12 to 18 months from now based on some novel protein idea.”
Dec 4, 2020 bullish
Dec 4, 2020 positive
Dec 4, 2020 positive
Dec 18, 2020 bullish
Friedberg: AlphaFold is biology's ARPANET moment that will transform medicine
“AlphaFold feels to me like what ARPANET was, which was the origins of the internet, you know back when it was first installed, and no one really Kind of grappled with the ramifications of what would emerge. And I think, you know, once we have the ability to de…”
Jun 30, 2022 positive
Friedberg: AlphaFold solving nuclear pore structure unlocks huge therapeutic opportunities
“This is an incredible example of how AlphaFold's been used to solve this really misunderstood or never really well understood aspect of biology that is at the root cause of so much of disease and creates all this opportunity for medicine and therapeutics, rese…”
Jun 30, 2022 positive
Friedberg: Harvard study combined X-ray imaging and AlphaFold to map nuclear pore complex
“What this team at Harvard did that they published two weeks ago is a really groundbreaking, extremely detailed view of the entire nuclear comp, nuclear pore complex, Around the nucleus of the cell by combining both x-ray imaging and alpha fold.”
Sep 1, 2022 negative
Palihapitiya: Medicare price caps will force pharma to replace scientists with AI
“If CMS and Medicare go and really crunch those costs, what is pharma going to do? Well, pharma is going to do what is the obvious thing, which is like, if you're going to cap what I can make, I have to completely change my R and D model. And they're just going…”
Jan 13, 2023 negative
Oct 11, 2024 positive
Friedberg: DeepMind's protein modeling led to dozens of startups and billions invested
“And 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 t…”
Sep 12, 2025
Hassabis: AlphaFold is a hybrid model incorporating physics and chemistry rules
“So AlphaFold itself is a hybrid model where you have the learning component, this probabilistic component you're talking about, which is, you know, based on neural networks and transformers and things, and that's learning from the data you give it you know, an…”