Ben Pouladian(@benitoz):We laid out our AI biology thesis back on August 10. Nice to see more people connecting the dots. Cheaper AI-generated designs mean more experiments. Someone still has to supply the instruments, DNA and reagents. We’re getting to know this space better and working on more exciting research. More to come. The 20-name research basket: $BRKR $TMO $DHR $ILMN $A $TXG $TECN.SW $NVDA $SDGR $CERT $TWST $RGEN $SRT.DE $TECH $AVTR $QGEN $LLY $NTRA $TEM $ABCL

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

Joined April 2009

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Ben Pouladian@benitoz

2026.10.05 21:22

We laid out our AI biology thesis back on August 10. Nice to see more people connecting the dots. Cheaper AI-generated designs mean more experiments. Someone still has to supply the instruments, DNA and reagents. We’re getting to know this space better and working on more exciting research. More to come. The 20-name research basket: $BRKR $TMO $DHR $ILMN $A $TXG $TECN.SW $NVDA $SDGR $CERT $TWST $RGEN $SRT.DE $TECH $AVTR $QGEN $LLY $NTRA $TEM $ABCL