Recursion
A drug discovery company that uses AI.
- 1Spot fundamentally different techNot just better features than incumbents
- 2Back it earlyRecursion: AI in drug design, 10 years
- 3Grind through the slow yearsProduct-market fit, marketing, version 3.0
- 4Market turns hotAlready too late to enter
From Tony Fadell on deep tech bets
What was said about Recursion
Recursion shows the payoff of backing deep technology a decade early. Tony Fadell cites Recursion, which has used AI in drug design for 10 years, as a bet made long before AI became hot. His point is that by the time a market is hot, it is already too late to enter.
His firm looks for deep technology that unseats incumbents by being fundamentally different, not just better on features. Many such bets, like AI plus robotics, took years on product-market fit, marketing and a version 3.0 before taking off. He also says software-only companies are being questioned, while companies combining atoms and software have staying power. Other examples he gives are Simbe Robotics (around 7 to 8 years in), Groq and Cerebras. Quote: "When it's already hot, it's already too late to be in it."
Tony Fadell: How to build real taste (and why AI makes it matter more)
It has used AI in drug design for 10 years, which Tony cites as a long bet made before the hype.
Recursion shows the payoff of backing deep technology a decade early. Tony Fadell cites Recursion, which has used AI in drug design for 10 years, as a bet made long before AI became hot. His point is that by the time a market is hot, it is already too late to enter.
His firm looks for deep technology that unseats incumbents by being fundamentally different, not just better on features. Many such bets, like AI plus robotics, took years on product-market fit, marketing and a version 3.0 before taking off. He also says software-only companies are being questioned, while companies combining atoms and software have staying power. Other examples he gives are Simbe Robotics (around 7 to 8 years in), Groq and Cerebras. Quote: "When it's already hot, it's already too late to be in it."
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