josh

Chai Discovery is building a computational design suite that uses diffusion models and scaling laws to achieve high hit rates (15% vs 0.1% prior) and enable de novo molecular design, turning drug discovery into an engineering discipline with rapid iteration cycles.

Data centers require not just GPUs but transformers, switchgear, steel, optical links — industrial capacity that China is subsidizing ($295B fund). Latency matters today but may matter less for agentic workloads; the window to build US industrial capacity (Giga Energy, solid-state transformers) is now, before supply chains cement overseas. Hyperscalers' deep pockets can fund energy infrastructure and next-gen tech.

Shortages of transformers, switchgear, and power electronics create opportunity for US manufacturers (e.g., Giga Energy) to build at scale with hyperscaler financing. Data centers' willingness to pay for speed and advanced tech (solid-state transformers, optical links) funds domestic production that wouldn't be viable otherwise.

Pharma companies like Eli Lilly and Novartis are rigorous validators but adopt AI quickly once models prove effective, driven by patent cliffs and competitive pressure to maintain pipelines; adoption upscales rapidly post-validation.