Ben Pouladian(@benitoz):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.

Ben Pouladian

@benitoz

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

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Ben Pouladian@benitoz

2026.09.30 18:38

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.