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$DNA · How Autonomous Labs Will Transform Scientific Research: Ginkgo Bioworks’ Jason Kelly
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$DNA···bullish· high· posjason kelly
Ginkgo pivots to autonomous labs: selling robotic systems and cloud lab services
Ginkgo is focusing on the 'back end' of biology — making physical experimentation cheaper and faster via autonomous robotic labs — and now sells both the hardware (reconfigurable…
$CHAI-BIObullish· mediumjason kelly
Chai Bio's protein models secure major partnership with Eli Lilly
Chai Bio is a leading player in AI protein design and has already translated its models into a significant commercial deal with Eli Lilly, validating the near-term revenue potenti…
Arc Institute releases Evo 2, a genomic foundation model for biology design
Arc Institute's Evo 2 model, trained on a trillion DNA bases, represents a major advance in genomic foundation models that can serve as a tool for reasoning models to design biolo…
$MADRAneutral· lowjason kelly
Madra pursues lab automation via robotic arms for high-mix workflows
Madra is attempting to automate the 'back end' of lab work using robotic arms, but the approach faces the same high-mix, low-volume integration challenges that have historically l…
$OPENAIbullish· highjason kelly
OpenAI reasoning models drive autonomous lab experiments, beating state-of-the-art by 40%
OpenAI's reasoning models can successfully design and iterate experimental workflows in a robotic lab, achieving a 40% improvement over the state-of-the-art in cell-free protein s…
Isomorphic Labs best positioned to prove AI drug discovery at scale given DeepMind backing
Isomorphic Labs, with Alphabet/DeepMind's deep pockets and vertical integration, is the most credible candidate to validate AI-driven drug discovery through clinical candidates, o…
$ALPHACHIPbullish· mediumjason kelly
Sequoia backs AlphaChip team using AI to design superior semiconductors
The AlphaChip team from Google, now backed by Sequoia, demonstrates that AI can already achieve superhuman chip design — a 'Move 37' moment for semiconductors that signals pocket…
Colossal Biosciences achieves dire wolf de-extinction, mammoth next
Colossal has demonstrated tangible progress in de-extinction (dire wolf) and is advancing toward the woolly mammoth, showcasing the expanding capabilities of genetic engineering b…