Frontier drug discovery programs require frontier capabilities. Today, we’re excited to share that BMS will be using Chai’s models to support the discovery of new therapeutics. Since rolling out Chai-3 to partners at the start of this year, we’ve partnered with @EliLillyandCo, @Novartis, @Pfizer, @argenxglobal, and now @BMSnews. Many of the world’s leading biopharma companies are now using our models to go after diseases. Scientific discovery is the domain where access to frontier AI matters the most. At @ChaiDiscovery, we’ve seen first hand how our latest model generations can make the difference between discovering a molecule and not. We’re excited to work with @BMSnews to break new ground in medicine and science.

Chai Discovery's BioAI Phase Shift: Chai-3, Photoshop for Molecules, One-Shot Drug Design, & Engineering Biology latent.space/p/chai-discover… @chaidiscovery cofounder @Mattmcpartlon1 and product lead @realdealpatil explain why AI drug design has crossed the threshold from impressive demos to pharma-trusted tools, how Chai-2 and Chai-3 are pushing toward one-shot therapeutic-grade molecules, how Chai’s CAD-like design suite lets scientists precisely engineer antibodies and binding sites, why faster model-to-lab feedback loops could turn pharma’s waterfall discovery process into an iterative loop, and how better models, validation, compute, and infrastructure are turning biology from trial-and-error science into an engineering discipline.

Exclusive: Inside $3.8B @chaidiscovery After leaving OpenAI & Stripe, co-founders Josh Meier (@joshim5) and Jack Dent (@jackdent) built a pioneering AI drug design model called Chai-1. Now? Their models are used by giants like Eli Lilly, Pfizer and Novartis. Their models design antibodies in hours, not years - with atomic-level accuracy confirmed in the lab. If they're right, we're closer than ever to curing complex diseases. We went to San Francisco to find out. They've raised $600M + from @saranormous @lachygroom @FEhrsam @ThriveCapital @sequoia @generalcatalyst @OpenAI @MenloVentures @IndexVentures @kleinerperkins + more. 0:00 AI drug design - how is it possible? 1:32 Josh: Leaving OpenAI for biology 2:34 90% of drugs used to fail 3:24 An outside scientist's honest take 4:40 Chai-3: Drug design in hours not years 5:30 Why Eli Lilly bet on Chai 6:20 When will this reach patients? 8:56 A hopeful future: Alzheimer's & aging

applications for Embed now open, due 8/10 Embed is a Schelling Point for the best early stage founders. cash, compute, community, & a catalyst past participants were dropouts, leading researchers and repeat founders alumni have raised more than a billion dollars links in🧵

In 2018, Sarah Guo became the youngest general partner in Greylock's 60-year history. She was 28. Four years later, she quit to launch Conviction, a firm staked entirely on AI. Before ChatGPT shipped, she seeded Baseten and Harvey; each is now worth over $11 billion. In Conviction's first year, she wrote early checks into Sierra, Cognition, and Mistral; those three companies are now worth, together, $54 billion. Andrej Karpathy worked out of Conviction's office until Anthropic hired him in May. Guo has been close to Jensen Huang for over a decade. Her first two calls after starting the firm were to Sam Altman and Nat Friedman. And yet the investor closest to the AI frontier is betting against its biggest companies. The two big frontier labs, worth close to a trillion dollars apiece, no longer just want to build the models. They also want to build every product and company on top of them, leaving nothing for anyone else. The market is paying as though they might succeed. Of the $300 billion in venture capital deployed in the first quarter of 2026, the biggest quarter in the history of the trade, 65% went to only four companies: Anthropic, OpenAI, xAI, and Waymo. Guo is betting the labs can't build everything, and she spends her days making sure of it. She won Harvey its first client. She flew across the country to take a single Baseten candidate to a four-hour lunch. On one wedding anniversary, she spent the whole weekend on back-to-back calls, keeping two founders on the line so they couldn't speak to rival firms. Twice a year, she flies the world's brightest young founders to San Francisco and inducts them into the fight. In the months @domcooke spent reporting this piece, @saranormous had her fourth child, walked the Met Gala in 45 pounds of chainmail, and still answered her founders' texts within minutes. Guo's parents arrived from China in 1987 with $50, built a company, and took it public at $1.2 billion. Then it went bankrupt. Guo grew up inside that startup. She built its first website, did her homework in a cubicle, and slept over for bug bashes. She loved it. If two labs build everything, no one gets to do that again. Welcome to Sarah's Wager. Read it below.

fun to see this factoid of largest biotech financings in 2026. Dimension 1 was the first outside (lead) capital in both @newlimit and @chaidiscovery during the "biotech winter" of 2023 and 2024

We’re delighted to announce our third agreement this week, this time a collaboration with @argenxglobal. argenx has built one of biotechnology’s most productive antibody engines. We’ll be putting Chai’s frontier molecular design platform into the hands of their scientists.

Chai Discovery cofounder @jackdent says AI drug discovery hit a major inflection point in 2025. As a result, it's now being deployed at the biggest pharma companies as part of their core discovery engines. "Over the course of 2025, these models went from being research curiosities... to being able to design molecules without needing to fine-tune them on a lot of data." "You can really just prompt them in the way that you'd prompt an LLM with a target, maybe some disease you're going after. And they will design a number of candidates that would help do that, essentially." "A year, year and a half ago, basically none of this stuff worked." "In 2025 we really crossed the Rubicon. And now these technologies are actively being deployed in companies like Eli Lilly, Novartis, Pfizer. These are some of the most scientific, highest-tech companies in the world. And they're putting them into real drug programs and making them part of their core discovery engines."

I'm delighted to announce a new collaboration between @ChaiDiscovery & @Novartis. It's been a pleasure working together over the past year, and we're excited to scale our collaboration to support broader deployment of Chai-3 across multiple therapeutic programs.

I've started a new company called @tacitlabsco, an applied research lab at the intersection of AI and biology. 1/n

"We have this long term vision of turning biology from something which is trial and error and experimental and make it something that looks more like an engineering discipline in the next century." New Episode with @jackdent ! 0:00 Intro 02:28 Inside @stripe w/ @patrickc, at <100 People 08:45 @sama role in @chaidiscovery origin 16:20 Chai-2 Antibody Breakthrough 19:24 Approaching biology as an engineering problem 24:45 Using AI models to treat people on an individual scale 26:52 Robotics in labs 27:22 Pharma industry today 29:49 The clinical trial bottleneck 32:53 Personalized biology models & cancer vaccines 36:24 Longevity, peptides, and trillion-dollar drugs 39:02 Does it matter that the government cut exploratory science grants? 41:00 What next-gen Chai models will do 42:08 Can frontier AI labs build this themselves? 43:26 Biology is hard

Today at PhRMA Forum, I had the privilege of discussing the power of AI in health care with @jackdent and @BenjamineYLiu. AI has the potential to transform drug discovery and development. Even just looking at the start of 2025 to today, the results of this new technology are unimaginable. AI is helping scientists design better medicines, eliminate bad ideas earlier and run faster clinical trials. This is why it’s essential for America to continue leading in technology and biopharma innovation. We must do all we can to accelerate the next generation of treatments and cures.

applications for Embed now open, due 2/9 Embed is a Schelling Point for the best early stage founders. cash, compute, community, and a catalyst past participants were dropouts, leading researchers and repeat founders. alumni have raised more than a billion dollars links below

2026 has kicked off with a stream of AI platform deals across pharma, signaling a cultural shift away from single-asset bets and toward AI infrastructure for broad discovery. @NOETIK_ai, @chaidiscovery, @boltz_bio Read at @GENbio: genengnews.com/topics/artifi…