β Final Thoughts Friday for 2025-10-10
π + π€ The story that caught my eye this week was life sciences companies placing ever bigger bets on our new AI overlords.
The big story this week was AstraZenecaβs $555M deal to develop new drugs which signals a strategic shift from the petri dish alone to the processing core contribution as a catalyst. This isnβt about saving pennies on lab coats; itβs about compressing the multi-billion dollar, decade-long R&D cycle timeline into a high-speed computational augmented sprint.
The race (metaphor or otherwise) is on to see if the cure for what ails you is found in a molecule or an algorithm.
Of course, this shift also means that the attention to so-called βopenβ life sciences movements is increasingly important as AI computation is rapidly democratized to more than the best funded and already established life sciences companies.