RosannaInvests
Nov 4, 12:05 AM
5. AI + health
The AI labs are walking into the lab. Literally. 🧪
Anthropic bought a one-person biotech that ran on Claude. A new startup raised
$215M for AI-run robotic labs. Formation Bio launched a
$600M fund to push AI-found drugs through trials.
$TWST signed with Lilly's AI platform.
AI floods the pipeline with candidates. The new chokepoints are data and trials.
That's where
$TEM (the data),
$ABCL (the discovery engine) and
$TWST (the DNA it's written in) sit.
Compute is revenue. Biology is the next customer. 👀
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