Anthropic plans to launch its own drug development unit, using its Claude Science AI tool to design pharmaceuticals

@chamath Drugs for preventative health just don’t work. Take a look at the statin and Cholestrol lowering disaster.

@chamath Just noting how conditions are evolving session to session https://www.premarketnotes.com/t/tier1-v1-20260702-bpyft.html

@chamath

It’s well within Anthropic’s rights to compete in any market they choose.

What’s funny, in this instance, are the number of Pharma companies, who through their unchecked use of Anthropic, are driving revenues into what they think is a model provider but is in fact a competitor lurking in the shadows thereby accelerating their own demise.

I suspect any end market with reasonable ROCE that could be AI accelerated is on the table.

If I were them, I’d probably do the same.

@chamath We are all acting like enterprise will not fight back.

Anthropic strategy is very short sighted.

Brilliant but it’s reliant upon either customers or victims. They will lose both if it continues.

@chamath I agree check this out

i'd be surprised if anthropic wins against pharma companies in their field

they did well with claude code because they can dogfood it pretty well, i don't think they'd do as well on other fields where, as an organization, they have no edge compared to a pharma company who also use AI

@chamath to be clear are you saying anthropic is using the money paid by pharma companies to then compete with them or they're using the information from the pharma company's usage to then compete with them?

@chamath but is it an Atlas browser moment for Anthropic? where they start exploring too many side quests

@chamath Same as how Costco operates. They see sales figures for all products they sell, they figure out which products they can make almost as good and sell under Kirkland Signature brand for less money. Then they do it.

Just about every pharma company uses Microsoft office suite with sharepoint and copilot…that’s a far more interesting data set than Anthropic has seen. I wonder how many IT leaders will be spending the weekend re-reading the fine details of their Microsoft agreements. 🤔

One large pharma recently gave a presentation on using Copilot to support molecule design.

@chamath pharma companies feeding anthropic their secret sauce is so 'here's exactly how to defeat me' energy

bro you handed the final boss your moveset 💀

@chamath seems that Palantir CEO hit right in the point, they get your data then, eat you live. whos tf are going to work with ant or oai this way?

@thesoragirls @chamath Maybe they just package and sell info or essentially intel to their competitors on how to beat them.

@chamath How much compute is needed to solve cancer and why isn’t that happening right now?

Never bet against human nature...

1.) Tribe invents/builds the internet 2.) Another tribe convinces everyone to post all their data 3.) Another tribe steals all that data and trains AI and sells it back to the people 4.) Another tribe steals the AI by distillation 5.) Another tribe steals their customer data and competes with them...

And the cycle goes on and on...

@chamath @grok Can you explain this. I thought anthropic does not train on their data. The companies can use an LLM they choose so what are the detailed points he is really making?

@chamath Isn’t this what Alex Karp warned about a few days’ ago?

@Kodurubhargav1 @iltenahmet @chamath How is a advanced llm model going to disrupt generic mfg in india? A chemist that graduated from here or there has a better chance a synth a drug than asking a llm