Insights / Technology
Posts carrying the Foundation Models tag.
14 Apr 2026 · 3 min read
The hyperscalers are moving on drug discovery from every direction — Anthropic acquired Coefficient Bio, and AWS just launched Amazon Bio Discovery with 40+ biological foundation models and integrated CRO partners. I still don't think the commercial model of pharma is under major threat, but the R&D part is clearly heating up massively.
7 Apr 2026 · 3 min read
Boehringer Ingelheim's new AI and machine learning center in London signals something more specific than another pharma AI announcement — pharma is starting to build permanent capability hubs, not just buy software deals. My bet is that by 2028, the companies with serious in-house computational capability will look structurally different from the ones that outsourced both talent and hardware.
19 Feb 2026 · 1 min read
The AI-in-healthcare debate keeps swinging between “AI is going to take over everything” and “AI is useless in a medical setting.” Neither is useful. What the field actually needs are external neutral benchmarks on specific clinical tasks. Congrats to Rory Davidson and team for bringing one to market.
20 Nov 2025 · 1 min read
Jeff Bezos just bet $106M on Profluent, a company using frontier AI models to design proteins that don't exist in nature — and I break down exactly what makes these models 'frontier' and why it matters for programmable biology.
15 Jul 2025 · 1 min read
Participating in the SNOMED International board meeting in Manchester reinforces my conviction that SNOMED CT is absolutely critical for healthcare AI. As a board member chairing the Technology and Innovation Committee, I see firsthand how this global standard transforms fragmented health data into a reliable, structured foundation for AI innovation.
28 Jan 2025 · 2 min read
Everybody is talking about DeepSeek and how it just erased a sizeable chunk of NVIDIA's market cap — so I asked DeepSeek R1 itself what this means for AI's future energy consumption. The answer is nuanced, and I'm quite impressed with what it came up with.
14 Nov 2024 · 1 min read
I'm seeing remarkable productivity gains using AI daily, but some industry insiders are signaling we may be approaching the limits of the current 'scale-up' approach to LLMs. Here's my take on the three emerging pathways that could define what comes next.
17 Sept 2024 · 1 min read
OpenAI recently unveiled o1 — nicknamed Strawberry — which some reports suggest scores an IQ of around 120, putting it on par with or above many humans. I explore what makes this model different and why its ability to "think" before responding could be a game changer in expert-level fields.
2 Aug 2024 · 1 min read
Microsoft now formally lists OpenAI as a competitor, despite having invested $13 billion into the company — a move that may be tied to SearchGPT or antitrust optics. The strategic manoeuvres around these massive LLM-race investments are captivating.
25 Jul 2024 · 1 min read
I'm tracking the continuous emergence of new AI foundation models — from Mistral Large 2 to Meta's Llama 3.1 — as a billion-dollar arms race. My prediction: three types of models will emerge, and for healthcare, specialised imaging models like Microsoft's collaboration with Mass General Brigham are the ones to watch.