Theo Jaffee

Yeah.

And China has rapidly come up to par.

And in some ways, what you're suggesting seems to me, they're kind of pushing past the frontier of the US in terms of drug development here.

And the trickle down benefits of Chinese drug development, that seems like it's going to be real to me.

Am I naive?

And this is interesting.

I mean, not to bring everything.

I mean, Theo, you probably have a thought here.

What's the Dario-pilled, AGI-pilled take here, Theo?

Give it to us.

But clinical trials, I mean, that's still, you know, you can't automate clinical trials, right?

I mean, it just seems to me like what you might... Like the obvious bottleneck here is, I mean, imagine we live in a world where a bunch of models get... It seems to me that there's a next step, which is very close, which is just like...

can we get to the stage where useful targets are being developed by kind of AI models?

And I think once you get to that stage, you're probably going to have years in which the path to taking that target to market still involves going through a clinical trial process that looks pretty much like the clinical trial process today.

It sounds like the world you're talking about, Krem, is a world in which

America might be developing the models that identify the targets and then they might take those to China to do the clinical trials.

And that seems to me to be, I mean, you can imagine, you can come up with doomist scenarios where we need a strategic cancer drug reserve because China's days away from cutting us off from our GLP.

We need like a strategic hot people drugs reserve so that we don't get fat when China cuts us off from the latest GLP ones.

I think the optimistic take is like, it's just the same.

It's a replay of the story of