Isomorphic Labs

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 10, 2024 by David Friedberg · said 19 times in 9 episodes since 2024 · across every show →

Mentions by year

brought up most by David Friedberg (10), Sundar Pichai (2), Chamath Palihapitiya (2), Dave Ricks (1)

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Everything said about Isomorphic Labs, oldest first

May 10, 2024 neutral
Assertion Supported
Friedberg: Google kept AlphaFold 3 proprietary instead of open-sourcing the code
“They've basically kept all the IP for AlphaFold III in Isomorphic. So Google is going to monetize the heck out of this capability. And what they made available was not open source code, but a web-based viewer that scientists for, quote, non-commercial purposes…”
David Friedberg May 10, 2024 ▶ 1:33:50 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
May 17, 2024 bullish
Assertion Not checkable as stated
Friedberg: Meta and Amazon lack high-value call options like Google's Waymo
“Meta and Amazon do not have an isomorphic lab and Waymo sitting inside their business that suddenly pops to a couple hundred billion of market cap. And Google does have a few of those.”
David Friedberg May 17, 2024 ▶ 1:29:36 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 17, 2024 bullish
Prediction Open · timeframe May 2027
Chamath: Isomorphic Labs will reach Royalty Pharma margins at 10x-100x revenue
“I think something like isomorphic ends up being of that magnitude of margin scale, but at an order of magnitude or two orders of magnitude higher revenue.”
Chamath Palihapitiya May 17, 2024 ▶ 1:25:23 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
Sep 12, 2025 bullish
Prediction Held up
Hassabis expects Isomorphic Labs to enter pre-clinical drug phase in 2026
“We're building up the platform right now, and it's, ah, we have great partnerships with Eli Lilly, I think you had, ah, the CEO speaking earlier, and Novartis, which are fantastic, and our own internal drug programs, and I think we'll be entering sort of pre-c…”
Demis Hassabis Sep 12, 2025 ▶ 25:35 Inside Google DeepMind: AGI, Robotics, & World Models Explained - Demis Hassabis
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