60: Patrick Hsu - Speedrunning the Infinite Game

Hsu argues biology's next decade hinges on perturbational data and full-stack institutions like Arc, not just scaling compute, to build usable virtual cell models.

• Eli Lilly as bellwether: Hsu notes Lilly, worth ~$1T, projects $90B in GLP-1 revenue this year and will scale R&D spend to match—surpassing Germany's total national R&D output and potentially the US by the early 2030s.
• ARC's model: ARC Institute pairs university talent (Stanford, UCSF, Berkeley) with full-stack in-house engineering—lab automation, robotics, and ML—to run multi-year, flexible-funded investigator programs rather than grant-cycle research.

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