General Obligation(@gen_obligation):If Anthropic ever develops a moat, it will be in life sciences. However, not only are they competing against commodified economics from other general labs (most of whom have other sustainable businesses), but they now must face competition from Demis, Jeff Dean, as well as established players in pharma. Not an easy road ahead.

2026.10.08 10:29

If Anthropic ever develops a moat, it will be in life sciences. However, not only are they competing against commodified economics from other general labs (most of whom have other sustainable businesses), but they now must face competition from Demis, Jeff Dean, as well as established players in pharma. Not an easy road ahead.

Natasha Mascarenhas@nmasc_

2026.10.08 05:45

Scoop w/ @mhbergen, @RebeccaTorrenc5 & @EdLudlow: Isomorphic Labs, an AI-powered drug discovery startup spun out of Alphabet Inc.’s Google DeepMind, is in early talks to raise new funds at a valuation of at least $40 billion More in @technology

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