🔬The BioAI Phase Shift - Matthew McPartlon & Neil Patil, Chai Discovery
TL;DR
Pharma companies are suddenly paying for Bio x AI tools, and Chai Discovery has closed four deals this summer alone. Cofounder Matt McPartlon and product leader Neil Patil explain why the market is shifting: the models have become good enough that pharma buys them as drug-design tools rather than research demos.
Nauti's Take
Four paying pharma customers in a single summer is a real signal: BioAI is moving out of the demo phase and into actual research budgets. The catch is that four deals do not make a market, and nobody knows yet whether the pilots ever turn into drug candidates.
Promising for biotech teams that finally get tool access. Risky for anyone already building a valuation story on it.
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