Jaden Schaefer

Maybe at some point the hype will die down and I'll return to a more reasonable cadence.

I hope.

Who knows, right?

All right.

Eli Lilly has inaugurated what they're calling Lillipod this week.

Basically, it's a beast.

It's about 1,000 NVIDIA Blackwell Ultra GPUs, and they're delivering over 9,000 petaflops of AI performance.

It's basically the world's first NVIDIA DGX super pod with DGX B300 systems.

And it's the most powerful AI factory wholly owned by a pharmaceutical company, right?

So of course, there's other AI companies that have more powerful systems right now.

But for pharmaceutical companies, this is the most powerful one.

I think the numbers that really were kind of shocking to me is that historically, even productive drug research teams can analyze about 2000 molecular ideas per target year.

And because every experiment requires, you know, physical synthesis and lab testing, Eli Lillipod removes all of that bottleneck and they're creating what's essentially a computational dry lab.

So they're doing this at a huge scale.

Scientists can simulate and evaluate billions of molecular hypotheses in parallel before committing to physical experiments, right?

So the AI is going to sort of simulate what happens when you merge these

molecules together.

And then it's like, look, these are the ones that look promising to actually try.

So the goal is to cut the traditional 10 year drug development timeline about in half.

That's what Eli Lilly is trying to do right now.