Regulation Is Not Friction. It Is a Feature.
While consumer AI faces volatility, rapid FDA policy maturation is converting pharma AI uncertainty into investable risk. Read the essay →
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Essays on AI, drug discovery, and the business of biology.
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How Eli Lilly Became a Trillion-Dollar AI Powerhouse
The Full-Stack Playbook Every Pharma Will Copy Read the essay →
JPM 2026: What the AI Partnership Wave Signals for Drug Discovery
Clinical validation arrived. Now comes the pay-to-play. Read the essay →
Finding Bio Software Fit (BSF)
PMF in a small (but mighty) market Read on Substack