AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus

Bullish:

• $AILABS - AI foundation labs for physical world applications (materials, chemistry) represent a massive opportunity as they connect AI systems to atoms and enable acceleration in science and technology.

  • “you're not going to see the same kind of acceleration in science and technology unless you start connecting these things to the physical world”

    Liam·5:35

  • “I think it has pretty profound implications to semiconductors, aerospace, energy”

    Liam·16:26

  • “if our physical world could keep up at some fraction to our digital world Mhmm. I think life will just feel dramatically different”

    Liam·17:23
• $MLINFRA - Machine learning infrastructure and compute are becoming the primary capital requirement even for physical world applications, with compute costs exceeding physical infrastructure costs.

  • “What's interesting is just the compute costs relative to physical infrastructure is actually surprising where, you know, so much money is spent on the compute that the physical infrastructure sometimes is actually lower”

    Liam·20:03