“Sergei led the LLAMA II research team at Meta when he was still there.”
quote is from the automated transcript, cleaned for reading:
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More from Evan Feinberg
AssertionSupported
Feinberg: Studies show AlphaFold structures provided no value for drug docking
“There is this, ah, a few papers that came out, one was in Cell, I think last year, which showed that for all of the claims about AlphaFold-solving drug discovery, people try to take AlphaFold-produced protein structures, use them for traditional docking, and f…”
Evan FeinbergJun 30, 2026▶ 24:24🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
Opinion
Feinberg: The most innovative diffusion research is happening in 3D structure prediction
“What's kind of cool is right now for people that are interested in really core fundamental AI research, actually some of the most innovative diffusion research is happening in our field, is happening in three D structure prediction right now.”
Evan FeinbergJun 30, 2026▶ 1:07:57🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
Insight
Feinberg: High-throughput screening exhibits a shockingly low R-squared to actual synthesis
“The reality is that the translation of high throughput screens, whether it's Dell, DNA encoded libraries, or more traditional screens, the R-squared of those predictions to, like, the actual business of resynthesizing a molecule de novo and doing a Low through…”
Evan FeinbergJun 30, 2026▶ 1:18:36🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
Insight
Feinberg: Robotic lab automation trades off molecule novelty and quality for speed
“The kinds of chemistries that today can be automated are fairly constrained. And so your ability to search chemical space broadly for those really top top Pareto optimal compounds is, is actually very limited. So the benefits you get in speed have a very harsh…”
Evan FeinbergJun 30, 2026▶ 1:20:38🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
PredictionNot checkable as stated
Feinberg: Chipmakers will invest in life sciences as LLM alpha shrinks
“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.”
Evan FeinbergJun 30, 2026▶ 1:44:44🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
Opinion
Feinberg: Drug discovery and design is AI's highest-leverage application in healthcare
“Our contention is that the highest leverage application of artificial intelligence
Is the drug discovery and drug design process.”
Evan FeinbergJun 30, 2026▶ 27:36🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
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