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demis hassabis

T2 · manager / operator

Co-founder and CEO of Google DeepMind, the research lab behind AlphaGo and AlphaFold. A scientist and entrepreneur focused on artificial intelligence and computational biology.

4 calls·2 names·100% bull·last heard 5 months ago·Y Combinator+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ISOMORPHIC-LABSIsomorphic Labsposition

Hassabis: Isomorphic Labs advancing rapidly toward AI-designed drugs with big announcements imminent

Isomorphic Labs is extending AlphaFold into full drug discovery pipeline — biochemistry, compound design, and virtual cell simulation — with major milestones expected soon and a 10-year path to whole-cell modeling.

Y Combinator2026-04episode →
2ndhigh conviction
$GOOGLAlphabetposition

Hassabis: Gemini multimodal edge powers robotics, Waymo, and billions of users

Gemini's native multimodal architecture gives Google a structural advantage in robotics, world modeling, and on-device assistants, with deployment across Search, Maps, YouTube, and Android creating a massive distribution flywheel.

Y Combinator2026-04episode →

most discussed · click a bar to filter

  • $ISOMORPHIC-LABS
  • $GOOGL

recurring themes

  • Frontier AI Models3
  • AI Agents2
  • AI Drug Discovery2
  • AGI Timeline1
  • World Models & Simulation1
4 total
$ISOMORPHIC-LABS
Isomorphic Labs
HIGHdemis hassabis·Y Combinator·5 months ago·Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough· position
Hassabis: Isomorphic Labs advancing rapidly toward AI-designed drugs with big announcements imminent
Isomorphic Labs is extending AlphaFold into full drug discovery pipeline — biochemistry, compound design, and virtual cell simulation — with major milestones expected soon and a 10-year path to whole-cell modeling.
"Isomorphic Labs... it's going amazingly well... we'll have some big announcements for, you know, very soon... Eventually, you want a whole virtual cell... I think we're about 10 y…"
25:38
$GOOGL
···
Alphabet
HIGHdemis hassabis·Y Combinator·5 months ago·Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough· position
Hassabis: Gemini multimodal edge powers robotics, Waymo, and billions of users
Gemini's native multimodal architecture gives Google a structural advantage in robotics, world modeling, and on-device assistants, with deployment across Search, Maps, YouTube, and Android creating a massive distribution flywheel.
"we started it being multimodal from the start... I think we're far and away the strongest models on those types of problems... we're using it increasingly in things like Waymo...…"
22:56
$GOOGL
···
Alphabet
MEDdemis hassabis·Y Combinator·5 months ago·Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough· position
Hassabis: Gemma open models hit 40M downloads in 2.5 weeks, anchoring Western open-source stack
Gemma's rapid adoption (40M downloads) establishes a competitive Western open-weight alternative to Chinese models, strategically aligned with Android, glasses, and robotics edge deployment where open models are advantageous.
"We're huge proponents of in general of open source and open science... we wanted to create world-leading models for their sizes... I think it's been like 40 million downloads now…"
20:19
$ISOMORPHIC-LABS
Isomorphic Labs
HIGHdemis hassabis·Sequoia Capital·5 months ago·Demis Hassabis: We're Three Quarters of the Way to AGI· position
Hassabis: Isomorphic Labs aims to cut drug discovery from 10 years to months via AI
By using AI to design compounds that bind precisely to protein targets in silico, Isomorphic can replace 99% of wet lab exploration with simulation, reducing drug discovery timelines from a decade to months or weeks.
"the dream is to do almost all the exploration uh which is 99% of the of the work and the time in silico and then save the the the wet lab step just for the validation step. Right?…"
11:18
9
Frontier AI Modelstailwind
Hassabis: One or two big ideas remain for AGI; 50/50 chance current scaling suffices, timeline ~2030
Continual learning, long-term reasoning, and memory are the key unsolved gaps; DeepMind pursues both scaling and architectural innovation, with AGI likely arriving around 2030 — implying deep-tech founders must plan for AGI mid-journey.
9
AI Agentstailwind
Hassabis: Agents are the path to AGI, currently in experimentation phase with 6-12 month inflection
Agents require continual learning and long-term memory to become 'fire and forget'; current systems are duct-taped together but will cross into genuine productivity within 6-12 months as reasoning and tool use mature.
9
AI Drug Discoverytailwind
Hassabis predicts AI will compress drug discovery from 10 years to months
Isomorphic Labs uses AI to design drug compounds in silico after AlphaFold solves protein structures, replacing 99% of wet-lab exploration with simulation and potentially reducing discovery timelines from a decade to months or weeks.
8
AGI Timelinetailwind
Hassabis: AGI ~2030; deep-tech founders must design for AGI arriving mid-decade
With a 2030 AGI estimate, 10-year deep-tech journeys will intersect AGI emergence; founders should build specialized tools (like AlphaFold) that general AGI systems will call via tool use, not try to replicate AGI capabilities.
8
World Models & Simulationtailwind
Hassabis: AI simulators will create new sciences by enabling controlled experiments on emergent systems
Accurate AI simulators for complex emergent systems like biology, economics, and weather will allow repeated controlled experiments impossible in the real world, potentially establishing new rigorous sciences for domains currently limited to theory.
8
Frontier AI Modelstailwind
Hassabis: Native multimodal Gemini leads in world modeling, robotics, and physical-world assistants
Building multimodal from scratch (vs. bolting on) yields superior intuitive physics and physical-context understanding, enabling robotics (Gemini Robotics), Waymo, and wearable assistants that process audio-visual feeds locally.
8
AI Drug Discoverytailwind
Hassabis: Virtual cell simulation 10 years out; live-cell imaging breakthrough could accelerate timeline
Isomorphic Labs targets full virtual cell via staged approach (nucleus first); nanometer-resolution live-cell imaging would convert biology into a vision problem solvable by current multimodal models, potentially shortcutting the 10-year path.
8
AI in Sciencetailwind
Hassabis: Multiple 'AlphaFold moments' imminent across materials, math, climate — root-node problems unlock combinatorial search
Scientific domains with massive combinatorial spaces, clear objective functions, and simulators for synthetic data are ripe for AI breakthroughs; materials science and mathematics are next frontiers after protein folding.