TBPN

"The Information" Profiles TBPN, AI Ups and Downs, Nuclear Regulation | Zach Weinberg, Leigh Marie Braswell, Stephen Balaban, Sam Lessin, Bobby Goodlatte, Auren Hoffman, Doug Bernauer, Isaiah Taylor

54 snips
May 23, 2025
Zach Weinberg, a healthcare tech mogul and co-founder of Flatiron Health, joins a powerhouse lineup of tech experts including Stephen Balaban of Lambda, AI investor Leigh Marie Braswell, and nuclear innovator Doug Bernauer. They explore the ups and downs of AI, dissect Apple’s struggles, and delve into exciting advancements in nuclear energy. There’s also a compelling discussion on the latest trends in biotech and the importance of regulatory shifts in energy solutions. Together, these innovators illuminate the future of technology and its impact on society.
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INSIGHT

Biotech's High-Risk Investment Reality

  • Biotech investments are negative expected value at seed and Series A stages due to high risks and costs.
  • High drug development difficulty means substantial capital losses are common before successful launches.
INSIGHT

Drug Discovery's 'Better Than the Beatles' Challenge

  • Drug discovery difficulty increases as existing treatments improve, raising the bar for new drugs.
  • Cheaper but less effective drugs rarely succeed because patients and regulators demand best available options.
INSIGHT

AI Cloud Evolution Towards Inference

  • AI cloud providers like Lambda reinvent cloud specifically for AI training and inference.
  • Revenue is shifting from training to predominantly inference as AI model usage grows rapidly.
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