pharma

“I think while it's early on sort of the agentic how we work side, I think you're going to see very unique models come out of pharma where their computational scientists are building interesting predictive models that, you know, similar to what's happening in t…”

“We've seen this huge uptick in pharma going to China and buying molecules that they typically would have bought from American biotechs.”

“They can generate data to train their own models at a scale that most biotech startups can't match.”

“I think BCI is a category, kind of like how pharma is a category. I think sometimes you, I'll talk to VCs and like, oh, we have a BCI bet. Like, do you have a drug bet? You made one bet on a drugs? Like, that's that, that's how you think about the category.”