1. AI for non-intellectual sectors of biopharma. Most ppl going after foundational models. what are the less intellectually prestigious areas in biopharma that will make a meaningful difference in drug development?

   1. Clinical trials become cheaper & easier for biotechs to run (AI clinical trial copilot)

   2. EDCs with consent to use the data. Human data + mouse models for drugs

2. Consolidation of existing single or double asset biotechs into portfolio approaches

   1. Take a portfolio approach across disease/drugs that are promising. What is the best way to finance them?

3. More robust or consumer medical devices

4. Consumer or weird therapeutics. How to house & build these?

Incumbent/Old World industries that may change with AI

1. Future of pharma manufacturing

2. Raw materials in power/energy

   1. Those that are volume restricted/mining more

   2. Those that are process-driven. Are there efficient and cheap ways to scale up synthesis?

3. Materials science x ML optimization

   1. Organometallic chemistry x optimizing semiconductor materials for thermal stability