TBPN Interview: AI in Drug Discovery, GLP-1s, and China's Biotech Rise
jordihays · x · 2026-11-07
TBPN released a full interview with biotech investor Dawallach covering the AI-pharma intersection:
- AI and drug discovery: how AI could shorten drug development timelines, the market for biological data, and AI labs' growing interest in pharma
- GLP-1s: why they came from big pharma rather than startups or M&A, and how big pharma views Silicon Valley
- China's rise in biotech
- Personal anecdotes: a bidding war for his record label between Kanye and Pharrell/Jimmy Iovine, introducing Iovine to Mark Zuckerberg, and early investing in Spotify
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