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Demis Hassabis explains Isomorphic Labs' 10x drug discovery engine, and why solving disease could also create a multi-hundred-billion-dollar business "If you ask me, the number one thing AI can do for humanity, it would be to solve hundreds of terrible diseases. I can't imagine a better use case for...

46,918 views • 1 month ago •via X (Twitter)

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Demis Hassabis, the Nobel Prize winner who runs Google DeepMind just described the most consequential project on earth, and most people have no idea it exists. The project is called Isomorphic Labs and the goal is to end the way drugs have been developed for the last century. Here is the problem it is trying to solve. Developing a single drug today takes an average of 10 years, costs billions of dollars, and fails 90 percent of the time before it ever reaches a patient. Of every 10 drugs that enter clinical trials, only one makes it through. The other nine years of work, the other billions of dollars, the other scientific careers, gone. Hassabis believes AI can collapse that entire process from identifying a disease target to designing a compound that binds to it, predicts how it behaves in the body, and minimizes side effects , end to end, on a computer, before a single experiment is run. The foundation is AlphaFold, the AI system that solved one of biology's hardest problems predicting the 3D structure of every protein in the human body and won him the Nobel Prize in Chemistry in 2024. But knowing a protein's shape is only one part of designing a drug. Isomorphic is building what Hassabis describes as adjacent systems , AlphaFold 3, AlphaFold 4, and now a unified model called IsoDDE , that take the next steps. From designing the actual chemical compound that binds to the protein, predicting its binding strength, identifying new pockets to target that no one has ever found before. IsoDDE more than doubles the accuracy of AlphaFold 3 on the hardest protein-ligand prediction benchmarks that exist. Isomorphic is already running 18 to 19 live drug programs, cardiovascular disease, cancer, immunology in partnership with Eli Lilly, Novartis, and Johnson and Johnson. The first human clinical trial of a fully AI-designed drug is expected by the end of 2026. If that trial succeeds, it will be the first time in history that a drug put into a human body was designed not by a team of chemists working for a decade but by an AI working for months. Hassabis's long-term vision is even more direct, one day you describe a disease, click a button, and a drug blueprint comes out the other side. AI will solve almost all diseases within 10 years.

Milk Road AI

36,062 views • 4 months ago

Demis Hassabis says AI won’t just accelerate drug discovery. It will replace the process entirely. The pharmaceutical industry finds drugs the same way it has for decades. Synthesize a compound. Test it on animals. Test it on humans. Wait years for approval. Hope the molecule doesn’t kill someone along the way. Every step is physical. Every step is slow. Every step is expensive enough to make most diseases not worth curing. Hassabis: “We’re focusing on solving the rest of the drug discovery process, which is a lot of chemistry, designing the compounds, checking it’s not toxic, and all the different properties you need for drugs to be safe.” That sounds incremental. It isn’t. AlphaFold solved protein folding. Isomorphic Labs is now working through the rest of the chain. Compound design. Toxicity screening. Safety profiling. All computational. None of it requires a lab. Hassabis: “I think we’ll have that whole drug design engine ready in the next five to 10 years.” Not a tool that assists chemists. A system that replaces the chemistry. But designing the drug was never the bottleneck that killed people. Clinical trials were. A single drug takes over a decade to move from lab to patient. Most of that time isn’t science. It’s bureaucracy, logistics, and the blunt reality of testing molecules on living tissue one dose at a time. Hassabis: “Simulating parts of the human metabolism, also stratifying patients to make sure that certain patients get exactly the right type of drug that’s suitable for their genomic makeup.” Simulate the patient before you treat the patient. Map individual DNA. Model personal metabolism. Test the drug on a digital replica before it touches a vein. Not personalized medicine as a marketing phrase. Personalized medicine as an engineering output. The final wall is regulatory. The FDA exists because humans make mistakes with molecules. Every approval gate was built to catch errors that cost lives. The entire structure assumes the process is fallible. What happens when the process stops being fallible. Hassabis: “Perhaps like the animal testing is not needed anymore, maybe we can go up the dosage ladder quicker, because you can rely on these models.” He’s not speculating. He’s describing a sequence. AI-designed drugs enter the existing pipeline. A dozen compounds go through full traditional trials. Regulators collect data. They back-test model predictions against real outcomes. Hassabis: “Then the government and the regulatory bodies see that and they have enough data to sort of back-test the predictions of those models.” When the models prove more accurate than the trials they’re meant to replace, the trials become the bottleneck. Not the science. The paperwork. Animal testing shortened. Dosage ladders compressed. Entire stages of the pipeline collapsed into computation. The drug doesn’t get discovered faster. The drug gets discovered differently. The laboratory moves from a building to a server. The clinical trial moves from a hospital ward to a simulation. The patient moves from a statistic to a genome. Hassabis isn’t promising a cure for one disease. He’s describing the architecture that makes curing disease an engineering problem with a known solution path. The bottleneck was never biology. It was the speed at which humans were allowed to solve it. That speed limit is about to be revoked.

Dustin

43,980 views • 4 months ago

$GOOGL has an anti-aging asset nobody is pricing. Friedberg david friedberg walked through a Calico paper that should be on Alphabet holders' radar. Calico is Google's longevity lab. Working with Revel Pharma, it used AlphaFold plus directed evolution to design a novel enzyme that degrades CML, the glycation end-product that stiffens tissue and drives aging. The result is not a slide. Across five recursive design cycles the enzyme degraded **52-97%** of CML on human proteins, and on donated skin from patients over 70 it eliminated about **55%** of CML - reversing the skin's profile toward that of a 31-year-old. It is AI-designed proteins doing something genuinely new in biology, not a benchmark score. Chamath Chamath Palihapitiya frames the first market as cosmetic: a workable anti-aging cream is a multi-trillion-dollar category. This is the AlphaFold thesis paying out in a product line, and the AlphaFold-to-drugs bridge is exactly what Demis Hassabis Demis Hassabis has argued is the real near-term return on Google's AI - not chatbots, but designed molecules. Same company, same stack, a second revenue engine the market files under "research." Implication: this is deep-optionality inside a name you already hold on search and cloud. It does not move the $GOOGL model this year. But it is a reminder that Alphabet's AI edge shows up in drug and materials design, an option the Street assigns roughly zero value. If a Calico or Isomorphic asset reaches a real market, that is upside no analyst is underwriting. Watch for Calico or Isomorphic Labs to move a designed molecule toward a commercial or clinical path.

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124,118 views • 1 month ago

HUGE NEWS: CEOs of 3 of the 4 leading AI companies all said they would pause/slow down if others agreed Anthropic CEO: If we don't sell chips to China, it slows them down. And then? "I'm very confident that [Demis and I] can work something out." EMILY CHANG: Some folks have advocated for a pause to give regulation time to catch up, to give society time to adjust to some of these changes. In a perfect world, if you knew that every other company would pause, if every country would pause, would you advocate for that? DEMIS HASSABIS: I think so. [DAVOS INTERVIEW] DEMIS HASSABIS: And if we can, maybe it would be good to have a bit of slow, a slightly slower pace than we're currently predicting, even my timelines, so that we can get this right societally. But that would require some coordination that is hard. DARIO AMODEI: I prefer your [longer] timelines DEMIS HASSABIS: Yes. Absolutely. DARIO AMODEI: I'll concede, yes... I said before, I prefer Demis' timeline. I wish we had 5 to 10 years. It's possible he's just right and I'm just wrong. But assume I'm right and it can be done in one to two years. Why can't we slow down to Demis' timeline? INTERVIEWER: You could just slow down. DARIO AMODEI: We can't do that because we have geopolitical adversaries building the same technology at a similar pace. It's very hard to have an enforceable agreement where they slow down and we slow down. So if we can just not sell the chips [to China], then this isn't a question of competition between the US and China. This is a question of competition between me and Demis, which I'm very confident that we can work out.

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522,984 views • 7 months ago