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Avi lists AI biotech and recursive AI megatrends

@AviFelman3 sources2 min readlow confidenceoriginal post

1 supported1 unchecked

Avi names AI biotech economics and recursive AI as top megatrends, but the provided evidence only covers the latter.

Avi's truncated post lists AI-designed drugs reaching human trials and the AI opportunity as his top two megatrends. The provided evidence includes a Wikipedia article on the Audio Video Interleave file format, a food service company site, and a GV post about Recursive Superintelligence. The GV article confirms the recursive AI theme, describing a $650M early funding round at a $4.65B valuation. The biotech claim lacks any supporting source.

What it asserts

  1. AI-designed drugs are reaching human trials
  2. The bigger opportunity is fewer expensive failures and more approved medicines per dollar of R&D
  3. The second megatrend is AI-related but the post is truncated

Evidence

supported
The second megatrend is AI-related but the post is truncated

Source 3 confirms a major AI trend involving self-improving systems, matching the truncated '2: The AI' fragment.

Recursive is building an open-ended architecture that teaches AI to improve its own codebase.
source 3
unverifiable
AI-designed drugs are reaching human trials

None of the three sources mention biotech, drug discovery, or clinical trials. A clinical trial registry or biotech filing would settle this.

Why it matters

Avi is tracking recursive AI as a distinct investment thesis separate from standard pre-training scaling. The $650M early round at a $4.65B valuation signals significant capital deployment into self-improving AI architectures.

Keep

  • Avi's top two megatrends are AI biotech economics and recursive AI
  • Recursive Superintelligence raised $650M early at a $4.65B valuation
  • The post is truncated and the second trend is cut off mid-word
  • The provided evidence does not support the biotech claim

Next

  • Read the GV post on Recursive Superintelligence to understand the open-ended architecture approach
  • Check clinical trial registries for AI-designed drugs in human trials

Still open

  • What is the full text of the second megatrend after 'The AI'
  • Which specific AI-designed drugs are currently in human trials

Sources

  1. wikipedia.orgen.m.wikipedia.org
  2. avifoodsystems.comwww.avifoodsystems.com
  3. gv.comwww.gv.com
How this was researched
Avi Felman AI biotech economics AI-designed drugs human trials 2024
Recursion Pharmaceuticals Insilico Medicine AI drug discovery clinical trials success rate
avibiotechrecursive-aifundingmegatrends

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