Dan Caplinger

I'm investing in Delta.

I actually own shares.

I haven't learned my lesson even from Warren Buffett, who went there twice, but not three times.

But valuations are compelling, and I think that they are compelling even adjusting for cyclical stuff.

Delta stands so much head and shoulders above the rest of the U.S.

airline industry, and I find that compelling.

As far as Joby's concerned, a little more speculative, too speculative for my taste, but I do have a resume in for them to see if I can be a test pilot for their aircraft.

We'll see how that goes.

Yeah, I think that I agree with that.

I think that the entire premise relies on the assumption that the metaphor of language, large language models, as respect to the language of cells, as the press release point put it,

If that holds true.

And I think the most important point in the paper that Google released was that it's acknowledgement that its predictions are only valuable if they're going to be validated in clinical trials.

And so you do the model and the model gives you a starting point for the lab, but the real test is in the lab and in the clinic and eventually in real patients.

And that's going to take time.

You just have to repeat trials enough from various models, get enough observations.

Then we will see if there's a statistically significant advantage to using an AI model versus traditional clinical research methods.

But nobody's going to get to 100%.

So I don't think that anyone should judge AI poorly just because it isn't perfect.

Really, all it needs is a statistically significant improvement in what Lou pointed out, the high failure rate of drug candidates now.

Even a few percentage points could make the difference between something happening that's really good for patient bases across the world or something not happening.