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Posted: 03 Dec 2020 01:54 AM PST

I do not want to get too detailed with this post about the importance and value of AI, but I wanted to start a discussion about what is a truly an incredible advancement in AI and the implication on the fourth largest company in the world. This week, Deepmind from alphabet reported an incredible advancement in the ability to predict folded protein structure from primary sequence.

See the following for details about the advancement: https://www.nature.com/articles/d41586-020-03348-4

In terms of difficulty, the objective of predicting the fold of a protein is one of the great challenges in science. It is something a number of the best scientists in academia have been trying to achieve. As a scientist who works on protein engineering/structural biology, I cannot believe the ease and level of accuracy with which they are able to do this. I did not think something like this could be achieved for decades, let alone a couple years after Deepmind decided to apply their technology to it.

I do not think this advancement itself has much commercial value relative to the size of Alphabet (it could bring in a couple million a year via pharma licensing), but by pulling this achievement off, along with their many other fundamental successes, it seems clear to me that Deepmind is the world's leader in AI (rivaled only by openAI). What is that worth to a company that already has the most access to data for both search (-->smarter ads), and maps (-->self driving cars)? How many of their currently unprofitable subsidiaries (e.g. verily, Waymo) are ready to drive value over the next 5-10?

So I wrote this post not because I understand the implications on Alphabet, but because I'm curious what the rest of you think, especially those of you who actively track the tech sector (I am personally more focused on biotech).

submitted by /u/ProteinEngineer
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The Sharing Economy comes home! The Airbnb IPO (Damodaran on AirBnB)

Posted: 03 Dec 2020 02:04 AM PST

submitted by /u/ZiVViZ
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Where Did All the Rogue Traders Go?

Posted: 03 Dec 2020 06:52 AM PST

submitted by /u/Erdos_0
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Could Google Soon Face Competition?

Posted: 03 Dec 2020 08:35 AM PST

submitted by /u/current-asscoverer
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Webinar with Bill Ackman, CEO & Portfolio Manager, Pershing Square Capital

Posted: 02 Dec 2020 08:51 AM PST