I’ve been going deep on the AI + biology space for months. After comparing different approaches, teams, data moats, and clinical progress, Recursion, ticker symbol $RXRX stands out as the one I’m most excited to build a significant position in. This is a platform and operating system bet with the potential to become a category-defining company for the next decade and beyond.
From Data Factory to Better Drugs: Inside Recursion's AI-Native Product Engine
Here is my detailed thinking.
The Core Thesis: An Industrial Operating System for Biology
