AI Infrastructure · Bitter lesson applies to biology: scaling compute, data, and models drives molecular design breakthroughs

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Sequoia Capital

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

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Bitter lesson applies to biology: scaling compute, data, and models drives molecular design breakthroughs

2026-08-04 · 7 company · 6 thematic

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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.

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