Market Trends & Investment Sentiment - Investors perceive China's actions regarding analog semi companies as posturing in trade talks, not expecting significant long-term earnings impact [2] - Markets are at a record high, focusing on the Federal Reserve [1] - Investor sentiment has improved, reflecting confidence in the economy, leading to increased asset manager activity [10] - Investors are showing willingness to invest in more speculative growth companies, even those without current earnings or free cash flow [12] IPO Market - The IPO market has had a tremendous year, contrasting with the last three years [9] - IPO volume through mid-September surpasses the full years of 2022, 2023, and 2024, indicating pent-up demand [10] - IPO activity is not limited to tech, extending across consumer and energy sectors [13] US-China Relations & Tech - Technology remains a key area for tariff negotiations between the U S and China, expected to cause continued volatility [15] - The U S and China are working towards a framework for a TikTok deal, with technology at the heart of negotiations [14] Corporate Reporting - The President suggested American companies should report earnings every six months, pending authorization by the FCC [3] - Reduced reporting frequency could decrease volatility but also reduce visibility for investors and potentially increase information disparity [4][5]

Larry Ellison became the world's richest person for the first time, passing Elon Musk. After Oracle's blowout earnings, Ellison's fortune jumped more than $100 billion, pushing him to the very top of the Bloomberg Billionaires Index. Musk regained his position after a few hours.But who is Larry Ellison and how did he get here. Ellison dropped out of college and moved to Berkeley, California, where he worked on a database for the CIA called Oracle. With two partners, he eventually founded the company that be ...

AI驱动的药物发现引擎 - Isomorphic Labs 正在构建一个药物设计引擎，旨在为不同疾病领域和适应症设计新的分子，甚至适用于不同的药物形式[2] - 该引擎由一系列AI模型驱动，需要大约六个类似AlphaFold的突破性技术共同作用[3] - 这些模型包括预测蛋白质结构、分子结合强度以及药物安全性和吸收性的能力[3][6] 传统药物发现的变革 - 传统药物设计是迭代的，耗时且成本高昂，而Isomorphic Labs 正在将这一过程转移到虚拟世界，在计算机上进行设计和测试，从而缩短时间并提高效率[8][9][10] - 通过在计算机上进行多次迭代，选择最佳结果进行实验室测试，从而跳过步骤，更快地获得更好的结果[10] 模型能力与挑战 - AlphaFold 已经解决了蛋白质折叠问题，但仍需要提高模型的准确性，并理解分子如何与身体的不同部分相互作用[11][12][13] - 分子空间巨大（约10的60次方），需要生成模型和搜索过程来有效地搜索整个空间，从而减少需要实验室测试的分子数量[15][16] 数据策略与质量 - 机器学习依赖于高质量的数据，Isomorphic Labs 拥有全面的数据战略，利用公共数据、历史数据以及专门为机器学习模型创建的湿实验室数据[24][25] - 公司在理解、摄取、清理数据以及从中提取信号方面投入了大量精力[26] 通用性与可重用性 - Isomorphic Labs 专注于构建通用的技术，可以应用于任何靶点、任何疾病领域，甚至任何不同的药物形式[27][28] - 通用模型更具挑战性，但可以创造针对长期未解决的问题的全新化学物质[30][31] 疾病领域重点 - 公司专注于免疫学和肿瘤学，因为这些领域的临床试验更易于处理，可以在更短的时间内完成，并且对患者的影响很大[33][34] - 目标是将癌症转变为一种慢性疾病，患者可以通过药物治疗获得正常的寿命，这可能在几年内实现[36][37] 模型能力与应用 - 这些模型可以应用于整个人类蛋白质组，并且由于神经网络模型运行速度快，可以并行分析数千个蛋白质[39] - 这改变了实验设计，因为在实验世界中，一次只能研究一个蛋白质[40] 合作与里程碑 - 与诺华和礼来等公司的合作非常密切，在一些具有挑战性的靶点上取得了良好的进展[44] - 在某些情况下，已经识别出与以前未知的蛋白质结合的首批化学物质[45] 未来展望 - 目标是在2-3年内将AI药物发现过程缩短至几个月，关键在于提高计算机实验结果的预测准确性[47][48][49] - 展望未来，AI工具可以帮助诊断疾病，并提供相应的药物治疗，从而对人类健康和疾病产生重大影响[50][51]

Company Mission & Vision - Isomorphic Labs' mission is to solve all disease by building a general platform to understand biology and chemistry [1][2] - The company aims to revolutionize drug discovery and potentially discover hundreds of cures by focusing on platform capabilities [20] - The long-term vision includes expanding into areas like energy and material design to address climate and energy crises [22] Drug Discovery & Development - Isomorphic Labs is currently at the preclinical stage and building a team for the clinical phase [3] - Internal pipeline focuses on oncology and immunology, particularly cancer, due to clinical favorability for new drugs [5][6] - The company aims to significantly reduce preclinical research time from 3-6 years to a matter of months [7] - While focusing on drug discovery, the company plans to partner for the clinical and regulatory phases [9][10] Partnerships & Funding - Isomorphic Labs has partnerships with Novartis and Eli Lilly to refine its platform [11][12] - The partnership with Novartis expanded from 3 to 6 targets [13] - The company raised $600 million USD in its first external funding round to build out the platform and attract talent [14] Technology & Innovation - Isomorphic Labs is building upon work with AlphaFold, extending beyond protein structure to chemistry, compound design, and toxicity [4][17][18] - The company is taking a multi-modal approach, developing specialized models adapted to specific scientific areas [19][23]

Tesla's Long-Term Vision & Leadership - Tesla's board views retaining Elon Musk as crucial for achieving the company's long-term goals [1] - The company believes AI and autonomous technology are transformative and central to its future, including vehicles and robotics [2][3] - Tesla considers Elon Musk a generational leader uniquely capable of leading the company through this transformative period [3][4] CEO Compensation & Motivation - The compensation package for Elon Musk is designed to incentivize and motivate him to deliver against ambitious goals [4] - The board engaged in extensive discussions with Elon Musk to understand his motivations and vision for the company [6] - Elon Musk's motivations are centered on achieving what Tesla can do that no other company can [7] - The compensation package is structured as zero compensation unless ambitious goals for the company are met [7]

>> YOU ARE WATCHING BLOOMBERG TECH EUROPE. COMING UP, A. I.DISCOVERY COULD BE THE NEXT FRONTIER OF MEDICINE TO SPEEDING UP DEVELOPMENT. THE TECHNOLOGY PROMISES PLENTY BUT WILL IT DELIVER. WE SPEAK EXCLUSIVELY TO DENNIS HASSABIS THE NOBLE LAUREATE, WHOSE LONDON-BASED ISOMORPHIC LABS HAS THE AMBITION 'TO SOLVE ALL DISEASE.' THE MAN RESPONSIBLE FOR ALL OF ALPHABET’S CORE A. I. WORK AS HEAD OF GOBBLE DEEPMIND IS SETTING THE BAR HIGH FOR ISOMOPHIC.>> THE KIND OF HOLY GRAIL IS TO TACKLE CANCER. BUT WE’VE DONE IT ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE AND ED LUDLOW. >> AMAZON AND GOOGLE PROBED BY THE FTC OVER THEIR SEARCH ADVERTISING PRACTICES. IT ALSO PLANS TO SPEND BILLIONS OF DOLLARS IN THE U.K. ON DATA CENTER INVESTMENTS ALONGSIDE IN THE AND WE GO TO PALO ALTO TO SIT DOWN WITH THE TESLA BOARD CHAIR TO DISCUSS THE AMBITION TO BE THE MOST VALUABLE COMPANY IN HISTORY BUT FIRST WE CHECK IN ON THE MARKETS WHICH ARE ALSO AT THE MOST VALUABLE IN HISTORY FOR THE NASDAQ 100.WE ARE UP ALMOST 2% O ...

This seems to be pretty seismic. The fact that they're not going to be selling the air in China right now, at least. It's a big deal because if any market was going to be a hot market for the iPhone, there it is China, where they had a lot of fashion forward consumers who want to whip out the latest and greatest, slimmest iPhone, the newest looking phone.That's why iPhones sell in China. Remember, they came out with the gold iPhone a decade and change ago because they knew that people in China wanted to buy ...

The key takeaway here is that there is no sign of a let up for big tech under the Trump administration. The Federal Trade Commission is opening new probes into whether Amazon and Google have misled advertisers who are placing online ads on their services. And this is an area of concern down the road.This will take a long time to unfold. The consumer protection unit is exploring this. And we have to remember that these ads are not something like used by in the old days.These happen in seconds through online ...

Succession. The latter tranches directly relate to Elon Musk's participation in succession planning and the successful implementation of that succession planning. You started this conversation by saying there isn't anyone like Elon Musk, given that this is a decade long plan.So maybe succession after a decade is is more timely then. Do you have confidence as a board. There are leaders already within Tesla that could potentially step up when he's gone.Or are you already starting to speak with Elon Musk about ...