Tag: foundation model
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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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Benchmark reality for bio foundation models: how data leakage, missing baselines and metric choice inflate “beats baseline” claims
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. A leaderboard number for a bio foundation model (bio-FM) is the product of model ability and how forgiving the evaluation is. Data leakage is close to the default, not…
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Have cell / virtual-cell foundation models beaten the linear baseline? An honest read (Part 3)
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. This is the most skeptical axis of the bio-foundation-model series. As of 2026-07, cell / virtual-cell foundation models (scGPT, Geneformer, scFoundation, Arc STATE and others) do not yet consistently…
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Genome foundation models and the “noncoding SOTA” claim: what Evo2 really beats, and where it does not
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. Evo2 (Arc Institute · NVIDIA · Stanford · UC Berkeley · UCSF; 7B / 40B parameters, ~9.3 trillion nucleotides of training data) claims a new state of the art…
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Protein foundation models (AlphaFold3, ESM3): does beating the specialist baseline mean generalization — or memorization?
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. On FoldBench, a leakage-controlled independent benchmark, AlphaFold3 (AF3) leads on most tasks — but its score splits sharply by axis. It is robust on protein monomers (LDDT 0.88) and…
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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,…