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

Recursion Pharmaceuticals ($RXRX): Why This…

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