Episode 10 - How AI Is Accelerating Scientific Discovery Today and What's Ahead

Bullish:

• $OPENAI - AI models will continuously improve, with current models being the worst we'll ever use, suggesting significant upside potential for AI companies

  • “The AI models that we're using today, as good as GPT 5.1 Pro is, these are the worst AI models that we will ever use for the rest of our lives.”

    Kevin·14:50
• $PHARMA - AI can significantly accelerate drug discovery by intelligently pruning search spaces and speeding up regulatory processes, with active commercial pilots already underway

  • “If you can intelligently prune search space, then you can more rapidly converge on the drugs that are likely to work in particular scenarios.”

    Kevin·32:19
• $FUSION - Fusion energy has shown small-scale proof of concept and AI could potentially accelerate its development, though scaling challenges remain

  • “If we can actually, we have, again, small scale, or I mean, scale, but small, small existence proofs of it. So clearly it can work. And the challenge now is to do it like at bigger scale, more reliably.”

    Kevin·44:55
• $ENERGY - Energy infrastructure will see significant investment as a spillover effect from AI compute demands, similar to how mobile technology drove battery improvements

  • “I think we're going to probably see from that, the infrastructure build out a lot more energy devoted to energy and much like mobile phones and laptops made electric cars a lot more efficient because of all this money being thrown into battery technology.”

    Andrew·45:48

Bearish:

• $RESEARCH - Traditional research methods face disruption as there's a significant gap between AI capabilities and actual adoption in the scientific community

  • “I think already with GPT five Pro... there's a big gap between what the models can do and what the science community uses them for.”

    Alex·36:43