Caught this live on
@jackfarley96's Monetary Matters yesterday.
Jack asked which names in the AI science basket had real explosive upside. I said Twist: go on their site, program a cell, programmable biology. Anthropic partnership already rerating it. Claude in the loop. They just opened a wet lab in SF.
This is not Claude code anymore. We're doing physical sciences.
$TWST ripping today on the Google news. Still early.