Topic
Biotech
3 posts filed under this topic.
-
The model is not the molecule
A better predictor is not a better drug. The gap between model performance and biological consequence is where most AI-biotech claims quietly break.
-
Evaluation is the product
As model weights commoditize, the durable asset in AI biotech is the loop that tells you whether a prediction was any good.
-
Data moats in AI biotech are wet, not digital
Public datasets are a starting point, not a fortress. The durable advantage in AI biotech is operational: assays, automation, and the discipline to keep provenance.