Tech Podcast Podcast

AI’s Bitter Lesson Hits Drugs, Games, VC, and Agents

Wednesday, August 5, 2026 · 9 min

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Chai Discovery and Sequoia frame drug design as another scaling problem, with AI pushing antibody design from tiny hit rates toward nine-day discovery cycles. Peerplay, Notch, Earlybird, and Temporal round out a builder-heavy slate on AI-native startups, VC, and agents.

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Chai Discovery and Sequoia frame drug design as another scaling problem, with AI pushing antibody design from tiny hit rates toward nine-day discovery cycles. Peerplay, Notch, Earlybird, and Temporal round out a builder-heavy slate on AI-native startups, VC, and agents.

In this episode

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