🔬They Thought the Model Was Broken — Matt McPartlon & Neil Patil, Chai Discovery
Aug 11, 2026 · 1:35:20
Matt McPartland and Neil Patil of Chai Discovery explain why pharma partners like Eli Lilly, Pfizer, Novartis, and argenx are buying their AI design tools, arguing that Chai-2's all-atom diffusion model crossed a usefulness threshold by designing antibodies to 50 targets with hits on half at ~20% hit rate. They trace the lineage from open-sourced Chai-1 structure prediction through Chai-2's co-design of sequence and structure, and detail how validation via cryo-EM achieved a 0.33 Å error, making them suspect data leakage. The product resembles SolidWorks or Figma, not ChatGPT, with paint-tool epitope selection and content-aware fill for binder generation, built under strict pharma IP constraints via single-tenancy. They discuss convincing skeptical scientists—one cried after seeing a binder for a target she'd spent a decade on—and argue the compute market is mispriced for this model class, with bottlenecks in validation loops and talent obscurity rather than data or compute.
