Citrini: Claude designed scorpion antivenom in 64 hours — monkeys are the next bottleneck
citrini · x · 2026-10-28
Investor Citrini details on the Monetary Matters podcast how he used Claude with Anthropic to design scorpion antivenom candidates in 64 hours, 17 of which bound in the lab. His takeaway: AI is commoditizing drug design and the bottleneck is now experiments — especially lab monkeys — so he's long experiments (e.g. Charles River, $CRL) rather than IP. He also explains rotating out of semis, reflexive financing risk to the AI buildout, plus views on CoreWeave, DeepSeek's reported 80% margins, and long-Meta/short-Google.
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