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The Neuron: AI Explained

How AI is Reinventing Chemistry (From a Trailer Lab to a $32B Partnership)

23 Dec 2025

Transcription

Chapter 1: How did a backyard trailer lab lead to a $32B partnership?

0.031 - 32.385 Corey Knowles

What if I told you someone built a $270 million chemistry AI that started in a backyard trailer lab, and today that AI is helping redesign products used by billions of people from Tylenol to Neutrogena? Let's talk about the future of materials science. Welcome, humans, to the Neuron Podcast. I'm Corey Knowles, and joined, as always, by Grant Harvey. How are you doing today, Grant?

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32.966 - 45.76 Grant Harvey

Doing good, doing good. Very excited today because we are talking to Nick Tolkien, CEO and co-founder of Albert Invent, an AI platform that is transforming how chemistry gets done at some of the world's biggest companies. Excellent.

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46.08 - 48.242 Corey Knowles

Well, Nick, welcome to the Neuron. Great to have you.

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48.463 - 50.625 Nick Talken

Hey, guys. Great to be here, and thanks for having me.

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51.432 - 63.408 Corey Knowles

Excellent. Well, I guess to start out, let's talk a little about your origin story. I understand you and Ken started Molecule Corp in a literal trailer lab in the backyard. Is that right?

64.008 - 86.297 Nick Talken

Yeah, it's a fun story. So yeah, Ken has been in the chemical industry for about 25 years before that. He actually grew up in his dad's paint factory. So the story goes even farther back, and maybe you'll have to get him on the podcast at some point to tell that part of the story. But Yeah, back in 2014, he pulled a trailer into his backyard to start his third material science business.

86.677 - 101.554 Nick Talken

That company, as he said, was called Molecule. And it was really about changing the way that chemistry is invented because he was frustrated that it hadn't really changed in his entire career in the industry. And so it was a great opportunity for me to join him and help him on that mission.

101.905 - 119.465 Grant Harvey

That's awesome. So I'm really excited to talk to you because I feel like right now we've gotten to a point where the AI agents that we know of today, some people can use them well, some people are finding the limits of how useful they are, especially in like workplace, B2B, SaaS, that area.

119.846 - 145.529 Grant Harvey

But I feel like AI and science is the untapped kind of like area that is the most exciting where there's the most potential benefit for good. And I'm just like really excited to talk about it from that standpoint, especially for chemistry. So for folks who aren't chemists, when you say Albert is trained on 15 million molecular structures, what does that actually mean?

Chapter 2: What is the significance of training AI on 15 million molecular structures?

535.846 - 541.598 Nick Talken

Yeah, I think inside of the company, I think there, you know, if you're looking at one enterprise, you'll hear like a Kenview, for instance.

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541.658 - 554.665 Nick Talken

I think that there's a huge push to try to democratize that knowledge or democratize that data because they've realized that the market conditions are changing so quickly that if they're not doing that, how do they keep up with consumer trends and consumer behaviors out there?

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554.645 - 570.024 Nick Talken

Now, when you think about the broader supply chain and you think about how companies share information with each other, that's net new. Companies have not been doing a very good job of that for a lot of the reasons you kind of talked about, Grant. I mean, they're scared of doing that. If I share this IP, how does it get exploited? Who can take advantage of it?

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570.344 - 586.75 Nick Talken

But we are starting to see cracks in that old way of thinking. And so we've got another customer called Nurion, and they have put our app. It's called Ask Albert. It's our LLM and on their website. And all their customers now can interface with it. Now, there's still a wall that you have to go through.

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Chapter 3: Why can't off-the-shelf AI tools like ChatGPT be used for chemistry?

586.77 - 600.789 Nick Talken

You still have to sign up. They're going to validate that you're an actual legitimate customer and not maybe a competitor or something like that. But that's super exciting because now we're not just changing how a single company invents. You can start to think about how the entire supply chain events. And for us as consumers, that's what we really need.

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600.889 - 606.336 Nick Talken

Solving one company's problem isn't going to solve how the entire manufacturing industry moves forward together.

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607.396 - 617.688 Grant Harvey

How are you thinking about that in terms of like the efforts to onshore manufacturing in the US and, you know, like how much of, yeah, just in general, what are your thoughts on that topic?

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617.708 - 618.909 Nick Talken

I mean, it's a big topic.

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619.57 - 621.372 Grant Harvey

Yeah, yeah, yeah, for sure.

621.872 - 643.081 Nick Talken

I think, you know, I'm a big fan of manufacturing, right? I started Albert in a lab bench in a trailer in the backyard in California, right? And so if we didn't believe in like getting your hands dirty and making something for yourself, I don't think this company would ever exist. And so- I think that there's a big reason to try to have localized manufacturing.

643.121 - 660.395 Nick Talken

There's sustainability reasons of not shipping things all over the world. There's also competitive advantage, national security issues, all that good stuff. So I think we're seeing a big trend. I hope we don't see it where we start to build walls between companies or between countries. That's not good for the global economic system. But I don't think we're seeing a lot of that.

660.415 - 672.987 Nick Talken

At least my vantage point in the industry is we're seeing people just reinvest in areas where they maybe haven't invested before, like in local manufacturing. And that's really exciting to me because job growth is great and we want smart scientists to be located here in the U.S.

674.11 - 692.635 Corey Knowles

For sure. You know, I saw that one of your customers had said projects that used to take three months, they've now been able to knock down to as little as two days in some cases with Albert. Can you walk us through what's actually happening there to create that kind of speed up?

Chapter 4: What does an end-to-end R&D platform look like in practice?

951.259 - 958.888 Corey Knowles

Do you feel like there is a time where having those models all able to talk to each other could be beneficial in the future? Mm-hmm.

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959.459 - 961.764 Nick Talken

I hope so, man. I hope so. Me too.

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963.709 - 967.116 Corey Knowles

Sorry, I went a little off the deep end there, but it was a head mask.

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967.618 - 978.202 Grant Harvey

Since we're talking off the deep end, as part of this, what are your thoughts on Cloud Labs as well? I'm curious. The idea of doing all the experiments completely autonomously, just what are your thoughts on that?

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978.262 - 993.896 Nick Talken

Yeah. So I'll try to maybe I'll try to address both those. So I hope that the industry, the industry has not had a lot of urgency for many, many years, this industry that we serve. And now that's changing. We're starting to see urgency because of margin erosion, because of competitive pressures in other regions in the world.

994.416 - 1008.349 Nick Talken

And because there's other companies now that are popping up that are doing fully autonomous laboratory work with high throughput lab testing that are competing with the more traditional chemical industry. And so I think as part of this solve to that, you know, companies like Albert,

1008.329 - 1025.307 Nick Talken

are playing a role to help these companies jump into the future a little bit, or jump maybe into the present from the past. And so there's going to be a big role to play in cloud labs there, but it will never replace the actual experimental result. That, I think, is the beauty of science.

1025.447 - 1042.23 Nick Talken

There will never be a world where you will just purely be able to do science digitally, I think, or maybe we're so far away that it doesn't matter about talking about that. I think that you're going to do 95% of the failed experiments, hopefully digitally. And then the ones that you actually go run are the ones that have that information density. I was talking about that.

1042.25 - 1060.122 Nick Talken

It may not be the right answer, but they're at least going to test a space that you have no historical knowledge around. And I like to give people an example, um, just to kind of like put in perspective how challenging this problem is. If I give you guys a task today and I was like, okay, you've got a hundred different ingredients. I want you to make a recipe to make a cake. Um,

Chapter 5: What challenges do enterprises face when sharing proprietary data?

2016.237 - 2019.565 Corey Knowles

You would have... Everything. The wiring.

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2019.605 - 2035.21 Nick Talken

The wiring itself. The clothes that you're wearing, these are fibers, right? These are spun fibers from some sort of synthetic cotton or maybe polymer or material. So everything in the physical world is chemistry. And that means it's one of the oldest industries as well, right? It's one of the things that humans have been doing for the longest.

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2035.19 - 2049.391 Nick Talken

And so I think, you know, the best way to think about it is anytime you go to a store and you look at everything on the shelf. Right. That's chemistry. Maybe not the two by fours. Right. That were purely coming from a piece of wood. But everything else is probably not just a simple, you know, single component.

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2050.293 - 2069.67 Nick Talken

And so that's that's super exciting because then you're helping to, you know, we like to think of ourselves as helping to invent the physical world faster or our customers are using our technology to do that. And so, yeah, it's it's and you know, it's not like the world is slowing down. Right. We all want better products. We want cheaper products. We want more sustainable products.

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2069.69 - 2082.392 Nick Talken

And that pressure from the consumers trickles to the people like the apples and the Teslas who are making those products. But they immediately then turn around to their supply chain and say, go solve this for me. And that's where we operate. We operate deep into that supply chain there.

2083.115 - 2106.065 Grant Harvey

Yeah, well, that's what I was going to bring up a second ago was that, like, for, let's look at Apple, for example. Their limiting factor is actually battery life on their materials. So, like, they wanted to do, this is publicly leaked and everything. They wanted to do AR glasses, like, three years ago or last year, release them. But they were limited by the actual, like, power to power them.

2106.225 - 2108.067 Nick Talken

By the chemistry. Yeah. Chemistry was the limiter.

2108.448 - 2108.548

Yeah.

2108.528 - 2118.401 Grant Harvey

Yeah, so that's where I focus on, you know, battery life and energy in particular, because that seems like that's a limiting factor for so much technology. I think it's a limiting factor for almost everything, right?

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