AI made thinking cheap in science, but doing is still expensive
What happened
Adrian Sanborn 把 AI 生物技术公司分成两类：Foundries（铸造厂）和 Navigators（导航员）。铸造厂像 Xaira、Insitro，砸钱把实验工业化，靠高通量测序或自动化设备把“动手做”的成本打下来，AI 负责读懂海量数据。导航员不搞重资产，而是把 AI 塞进公司的日常运转里，用便宜的思考能力加速分析、做决策看板、筛选研...
Coverage
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- Latent SpacePickAI made thinking cheap in science, but doing is still expensive
Adrian Sanborn splits AI biotech into Foundries and Navigators. Foundries like Xaira and Insitro industrialize experiments to lower the cost of doing science. Navigators spend the surplus of cheap thinking on faster analysis, dashboards, and decision-making without needing proprietary models. The post argues Navigator gains are invisible but available to every company, and early-stage startups adopt them fastest. At Endura Therapeutics, adapting analysis code to a protocol change dropped from a week to an afternoon, letting science 'move fast and break things.'
Heat over time
Not enough continuous observations to draw a trend yet.