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
- 14
- Share
- 1.5%
- Shows
- 12
- Net sentiment
- +0.79
Up from 1.3% of episodes in the weeks before; net sentiment was +0.90.
Bullish 11Mixed 3Neutral 0Bearish 0
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 11
- Guest argues AI-driven virtual cell models and better data could eventually transform disease treatment and cures.A World Model of Life: Biohub's Alex Rives on Virtual Cells, Measurement, & the $1.8B Data Push · The Cognitive Revolution · Oct 20
- Speaker argues AI protein design can speed therapeutic discovery, though it needs far more data first.297: 10,000 Structures Are Not Enough: The Data Gap Limiting De Novo Antibody Design with David Younger - Part 1 · Smart Biotech Scientist | The CMC and Bioprocessing Podcast for Process Development and Manufacturing Leaders · Oct 20
- Speakers see AI expanding access to trustworthy medical information and accelerating clinical knowledge and drug discovery.What Happens When Everyone Has a Health Expert in Their Pocket? | OpenAI’s Karan Singhal · The a16z Show · Oct 20
- Speakers see large unmet need and growing value in AI-driven antibody and protein engineering.298: 10,000 Structures Are Not Enough: The Data Gap Limiting De Novo Antibody Design with David Younger - Part 2 · Smart Biotech Scientist | The CMC and Bioprocessing Podcast for Process Development and Manufacturing Leaders · Oct 22
- AI labs are expanding into drug discovery tools and wet labs, opening a potential new frontier for AI value.How AI Is Changing What Work Means · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 21
- Hoge sees AI accelerating drug design and individualized medicine, though clinical timelines remain slow.Moderna’s Dr. Stephen Hoge on AI and the Future of Healthcare · Inside Blackstone · Oct 20
Show 5 moreShow fewer
- AI-driven biomarker platform is central to the TechBio strategy and partnering opportunities.IXICO CEO on strong FY26 - revenue up 28% and cash at £10.4m as TechBio strategy gathers pace · Proactive - Interviews for investors · Oct 20
- AlphaFold and Isomorphic could shorten drug discovery timelines dramatically, benefiting patients globally.Demis Hassabis On AGI, Advice For Indian Engineers, AI In Gaming and More · Varun Mayya · Oct 20
- Accurate document parsing could cut prior-auth backlogs and rejections in healthcare.The Missing Infrastructure for AI Agents: Documents | Reducto’s Adit Abraham · The a16z Show · Oct 21
- AI fears hit medtech and life science names too hard; Globus Medical's earnings inflection should re-rate it.Investment Strategist: 8 stocks WIN as Wall Street IGNORES this trade! · Full Signal · Oct 22
- AI-designed proteins, phages and antivenoms show biology becoming programmable and rapidly solvable.SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 · Moonshots with Peter Diamandis · Oct 23
Mixed 3
- AI promises faster cures and discovery but also enables dangerous biological misuse, with clear upside and downside.Biosecurity in the AI Era · Policy Minded · Oct 22
- Speakers see clear clinical and documentation benefits but stress caution about security, data quality and over-reliance.Beyond the Algorithm: Technology, Trust & Patient Care, part 1 | Ep 82 · The Valor Flight Crew · Oct 21
- AI compresses early drug design but clinical and wet-lab bottlenecks remain, limiting near-term impact.Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade · Monetary Matters with Jack Farley · Oct 25
Around it
Companies named
- OpenAI 2
- Anthropic 2
- Moderna 1
- IXICO1
- AlphaBio1
- Epic1
Shows that covered it most
- Smart Biotech Scientist | The CMC and Bioprocessing Podcast for Process Development and Manufacturing Leaders2
- The a16z Show2
- Inside Blackstone1
- Proactive - Interviews for investors1
- The Cognitive Revolution1
- Varun Mayya1
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