Hyperscalers are investing $1.1 trillion in AI data centers by 2027, requiring extraordinary productivity gains to justify costs. OpenAI is funding efforts to create high-quality scientific datasets from failed biotech companies to advance medical AI breakthroughs.
Montana passed SB535, a biotech law allowing physicians to administer experimental treatments outside trials if they completed FDA Phase 1, received approval from a state review board, and are delivered at licensed clinics with enhanced consent. The law uniquely permits sponsors and clinics to charge for treatment, addressing the "Valley of Death" funding gap where promising drugs stall between early trials and commercial investment.
Social media discussion of AI infrastructure investment trends, including posts about emerging opportunities in AI agents, tokenized assets, and decentralized computing, alongside portfolio commentary on concentrated positions in cleantech, AI infrastructure, and commodities, with reference to Anthropic's substantial compute spending commitments.