Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

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Chai 2 achieves 15% antibody binding rate vs 0.1% prior art

2026-08-04 · 7 company · 6 thematic

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speakers

josh

Josh co-hosts the Limitless Podcast and actively invests alongside the theses discussed on the show. He challenges assumptions on architecture risk and market positioning, and has placed personal bets across multiple companies covered in the inference episode.

matt

Matt has been at Accel for 15 years, focusing on infrastructure and neoclouds. He led the $150M PIPE into Nebius 16 months ago (up 13x) and drives the firm's thesis on AI infrastructure scaling, token economics, and late-stage private market dynamics.

quote

“Yeah, if we look at the the quality of the molecules that's coming out, if it goes back to, you know, one of the thesis when we started the company that uh we really wanted to focus in on this like denovo generation of the molecules. If yo…”

—matt

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