AI and Software
AI in healthcare and biology
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 21
- Share
- 2.0%
- Shows
- 20
- Net sentiment
- +0.95
Up from 1.0% of episodes in the weeks before; net sentiment was +0.87.
Bullish 18Mixed 1Neutral 2Bearish 0
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 18
- Leash argues its scalable screening data and ML models can speed small molecule drug discovery substantially.Lab-in-the-Loop at Compute Speed — Ian Quigley, Leash Bio · Latent Space · Oct 14
- Building a shared health foundation model is presented as a path to predictably better care.Why Healthcare Needs Its Own Foundation Models | Ortet Founder & CEO Kyunghyun Cho · The Heart of Healthcare | A Digital Health Podcast · Oct 12
- Practical tools for scheduling, evidence lookup, genetic biomarkers, and autism assessment show real clinical value.Reflections #9: Where Healthcare AI Actually Is · Practical AI in Healthcare · Oct 18
- Speaker sees AI models for biology as creating a major wave of opportunity for drug discovery and health.60: Patrick Hsu - Speedrunning the Infinite Game · Dialectic · Oct 15
- AI tools are seen as transforming drug discovery, manufacturing and clinical development, boosting future value.Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine · Sourcery · Oct 14
- Software-driven diagnostics like the stroke triage reader expand revenue streams and differentiate the company's product pipeline.ABINGDON HEALTH PLC - Final results for the year ended 30 June 2026 · Investor Meet Podcast - AI · Oct 13
Show 12 moreShow fewer
- Brockman argues AI can now generate new knowledge and could accelerate drug discovery substantially.Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman · No Priors · Oct 15
- Management expects its proprietary data to give the AI discovery platform a competitive edge over rivals.APTAMER GROUP PLC - Full year results for the year ended 30 June 2026 · Investor Meet Company - Audio Archive · Oct 13
- Brain-computer interfaces are framed as a path to restoring function for paralyzed patients.Essentials: Neuralink & Technologies to Enhance Human Brains | Dr. Matt MacDougall · Huberman Lab · Oct 15
- AI should eventually revolutionize drug discovery, though data bottlenecks and regulation slow progress.Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman · No Priors: Artificial Intelligence | Technology | Startups · Oct 15
- Foundation models over biological data could help predict aging and inform new therapeutics.Why Frontier AI Models Fail at Biology | Alexander Amini · MTS · Oct 14
- Large diagnostic studies and AlphaFold show real health benefits already emerging from AI tools.Google’s James Manyika: Who Actually Gets Paid in the AI Economy · Silicon Valley Girl: AI, Tech and Career Growth · Oct 16
- Telemedicine and GLP-1 access are expanding what can be treated remotely, seen as a positive trend.Building a Brand with Substance: Ro’s Reinvention of Healthcare · Frontier CMO Podcast by Think with Google · Oct 15
- Emanuel argues AI can outperform doctors on chronic disease management and reduce costs.11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26 · Squawk on the Street · Oct 12
- AI labs buying biological data and automated wetlabs could speed drug and medical discovery.OpenAI’s Unreleased Model Solved Math: Is Biology Next? · In the Loop AI · Oct 12
- AI promises faster drug discovery, protein design and genomics progress.Schrödinger’s chat: can AI and scientists co-exist? · Economist Podcasts · Oct 16
- Speaker sees AI analysis of coronary imaging as improving detection of plaque beyond human reading.296: Neither Small Molecule nor Biologic: The Cyclodextrin Dimer CMC Challenge with Matthew O'Connor - Part 2 · Smart Biotech Scientist | The CMC and Bioprocessing Podcast for Process Development and Manufacturing Leaders · Oct 15
- Management says AI and algorithms will process large volumes of patient data from its testing programmes.EDX MEDICAL GROUP PLC - Investor Presentation · Investor Meet Company - Audio Archive · Oct 14
Neutral 2
- Discussed factually as research progress, with clinical translation still far off.[SPECIAL EDITION] AI vs. Cancer & Incurable Disease: What Google, Anthropic, OpenAI, Microsoft & Isomorphic Have Actually Proven (Oct 13, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 14
- Brief passing mention of genomics driving diagnosis, without any AI-specific discussion.How Roswell Park Is Rethinking Molecular Testing for Blood Cancers with Sean Glenn · Mendelspod Podcast · Oct 15
Around it
Companies named
- Anthropic 2
- Alphabet 2
- Isomorphic Labs2
- OpenAI 2
- Ortet1
- Genentech1
Shows that covered it most
- Investor Meet Company - Audio Archive2
- In the Loop AI1
- Squawk on the Street1
- The Heart of Healthcare | A Digital Health Podcast1
- Investor Meet Podcast - AI1
- AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial
