Patrick Hsu

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"We started Arc, the labs came online in July '22... So this is pre-ChatGPT, certainly."

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"Like OpenAI was and is a nonprofit, right? The OpenAI Foundation is the largest foundation in the world. It owns 25, 26% of the company, of the PBC."

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"I think things like Alpha School are showing this really well, where for just two hours a day you can get done all of your academics."

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"There's a huge amount of interest in trying to figure out what is the demand for biological data... what does the Scale AI or Mercor or Surge AI for biodata actually look like."

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"Today you take a statin, small molecule, right? Works okay."

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"The first generation of these, kind of the CRISPR revolution, has been around fixing individual broken genes that lead to a monogenic disease like sickle cell anemia, cystic fibrosis, muscular dystrophy."

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"Eli Lilly, for example, is the largest biopharma company in the world. It's valued at about a trillion dollars. The GLP-1 revenue is going to be something like $90 billion this year."

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"Yeah, they've been working on this for a while. I'm a fan of a bunch of the people working on that team. Several of them trained with me. I'm excited about the vision of Claude-maxing science, right?"

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"When you're watching progressions of image or videogen models from Runway or Genie or World Labs or whatever, every generation the outputs of these things gets crazier and crazier. You have all these holy moments."

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"Their own custom model is state-of-the-art and has half the inference cost of Astra, but Astra, sort of kind of max thinking, is just below their custom data-specific model."

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"What does the Scale AI or Mercor or Surge AI for biodata actually look like."

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"When you're watching progressions of image or videogen models from Runway or Genie or World Labs or whatever..."

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"Periodic Labs, for example, is trying to really close the loop between machine learning and material science... I think we have the right ingredients to make many more Periodics or Arcs today."

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"If you give students the right cognitive scaffolding, which is something that, like, AI-assisted math training like Math Academy does really well, you can just speedrun a lot of things."

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"When you're watching progressions of image or videogen models from Runway or Genie or World Labs or whatever..."

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"There's a very interesting company called General Intuition that's building world models, and it's trained on a supreme amount of data."

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"I did high school science fair until ISEF. Now Regeneron sponsors it, Regeneron ISEF. And I got selected at Intel ISEF for this experience where you got to meet Nobel laureates."

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"So take RNA interference. It was sort of the original programmable genetic manipulation technology before CRISPR, right? And over the last 20, 25 years, it has really matured."