Tag: AI in biology
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Bio Foundation Models: Where the Capital Is, Where the Evidence Isn’t, and Why the Two Point in Opposite Directions
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Capital and reproducibility in biology’s foundation models flow in opposite directions: the largest raise sits behind the most closed engine (Isomorphic Labs, a $2.1B Series B in May 2026,…
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The landscape of biology foundation models: do they actually beat the old specialized baselines?
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Protein, genome and cell “foundation models” (bio-FMs) are usually sold with headlines like “simulating millions of years of evolution.” The firm’s one question is narrower: on a specific task,…
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The Real Bottleneck in AI Drug Discovery Is Biology: Where the Capital Is, Where the Clinic Isn’t, and Why They Point in Opposite Directions
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Capital and clinical proof in AI drug discovery point in opposite directions. The best-financed pure-AI drug shops — Isomorphic Labs (a $2.1B Series B in May 2026), Xaira ($1B+…
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The landscape of AI drug-discovery platforms: the design is proven, but is the clinic?
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. AI drug-discovery platforms (Recursion, Insilico, Isomorphic, Schrödinger, Relay, Nimbus and others) have partly proven that they can design and optimize molecules — many candidates have entered the clinic and…
Uthando Nethemba 