Bill Gurley on AI hype: Vertex tried 50 AI companies, none produced a working drug
mattwbaker · x · 2026-11-05
VC Bill Gurley argues AI hyperbole cuts both ways: "AI will take 50% of jobs" fuels citizen fear while "AI will cure cancer" inflates investor excitement, together driving a simultaneous bubble and revolution. He cites Vertex Pharmaceuticals chairman Jeff Leiden, who said the company used roughly 50 AI companies to comb through a dataset of 10,000 drug compounds — and not one generated a working drug.
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