Ben Pouladian(@benitoz):Anthropic just stood up a real biology lab for AI drug work Physical biology. Not only software Street still prices the model as the moat I already wrote the note: Design is cheap. Test is scarce. The moat is the measurement Unpaywalled so anyone can read it https://t.co/fN8ERzDQia The Moat Is the Measurement

Ben Pouladian

@benitoz

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

参加 April 2009

1.3K フォロー中 25.2K ファン

Ben Pouladian@benitoz

2026.09.18 14:18

Anthropic just stood up a real biology lab for AI drug work Physical biology. Not only software Street still prices the model as the moat I already wrote the note: Design is cheap. Test is scarce. The moat is the measurement Unpaywalled so anyone can read it The Moat Is the Measurement