Chapter

The Role of AI and ML in Pharma
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1:15:36 - 1:22:43 (07:07)

The pharma industry is starting to use AI and ML to accelerate drug discovery by moving in vitro testing to in silico testing, which allows for predictive modeling of large molecules and can greatly enhance the value and trajectory of a company. Enterprise software businesses that offer broad toolsets and toolkits that allow for revenue sharing or participation in service revenue streams are also becoming more prominent in the industry.

Clips
The possibility of a US-owned private equity consortium buying TikTok US is discussed, while also highlighting the realities of investing, including the inability to eat IRR and paper markups.
1:15:36 - 1:17:49 (02:12)
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TikTok
Summary

The possibility of a US-owned private equity consortium buying TikTok US is discussed, while also highlighting the realities of investing, including the inability to eat IRR and paper markups.

Chapter
The Role of AI and ML in Pharma
Episode
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The use of AI and ML in non-traditional enterprise software business models can help enhance revenue share and services revenue streams.
1:17:49 - 1:22:43 (04:54)
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AI/ML
Summary

The use of AI and ML in non-traditional enterprise software business models can help enhance revenue share and services revenue streams. The pharma industry is utilizing in silica testing to make predictions about the outcome of large molecules to decide what to put in their pipeline, leading to innovative outcomes.

Chapter
The Role of AI and ML in Pharma
Episode
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg