The Ledger

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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 Feinberg Jun 30, 2026 ▶ 1:44:44 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
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