Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade

AI drug design is commoditizing fast, but monkey-supply-constrained preclinical testing, not compute, is now biology's real bottleneck.

• Rotated out of AI hardware: Citrini cut most semis/infra positions since March 2025, staying bullish NVIDIA but favoring 'agentic utilities' over chips given reflexive, equity/debt-financed (not cash-flow-backed) AI capex.
• Scorpion antivenom experiment: Using Anthropic's internal research model, Citrini Therapeutics generated 211 protein designs in 64 hours; 17 bound in lab tests across two CROs, with lead candidate CN2B1 competing with an established neutralizing antibody.

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