NVIDIA is predicted to play a significant role in AIDD software, potentially inhibiting the formation of startups with little differentiation. Google DeepMind's Isomorphic Labs is expected to announce multiple pharma deals in 2024. The author also predicts a massive deployment of Large Language Models (LLMs) in pharma on the Microsoft platform. Despite major technological progress, the AIDD industry is expected to continue consolidating.
Key takeaways:
- The AIDD industry is expected to continue to consolidate, with many companies failing to deliver on their promises and facing investor frustration.
- A new wave of AI drug discovery startups is expected to emerge, many of which will likely fail but will contribute to a pool of experienced tech-bio talent.
- Business models in the industry are predicted to transition from platform partnerships to asset or software licensing, with more pharmaceutical companies realizing the quality of AI-generated assets.
- NVIDIA is expected to play a major role in AIDD software, potentially inhibiting the formation of startups with little differentiation.