Chris Gibson
2.9K posts

Chris Gibson
@RecursionChris
Father/Husband/Scientist/Co-Founder & Chair $RXRX, “OG of TechBio,” Boards: @pacbio @cellinobio @sltrib @biohiveutah - TechBio/cars/musings/typos/opinions
Salt Lake City, Utah Katılım Ağustos 2012
1.5K Takip Edilen8.6K Takipçiler

Introducing Deviation Capital.
Era-defining companies are the exception. They break almost every rule of conventional wisdom as they rise, but start the same way. A founder encounters something broken, invents a way forward others couldn't see, and bets everything on bringing it to life.
We launch today as the spinout of Two Sigma Ventures to find, fund, and support these founders, backing technical teams harnessing data and computing to build enduring exceptions.
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@drrichjlaw @LinkedIn I mean I think it is going to make GPs redundant for most people within a handful of years, and that would be much more efficient for healthcare spend and outcomes (I suspect). But the system will resist it…
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@RecursionChris @LinkedIn AI won't make GPs redundant, but it will make GPs that don't use AI redundant!
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Check out my latest article: Fifteen Years. One Conversation. linkedin.com/pulse/fifteen-… via @LinkedIn
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@Ric_RTP Nonprofit and PBC are very different. This feels like risk-on for OpenAI and go-time for Anthropic…
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In 19 days, a jury in Oakland is going to decide whether the entire legal foundation of the AI industry is built on fraud.
Everyone thinks the Musk vs Altman lawsuit is a billionaire grudge match.
Two egos, one grudge, a $150 billion damages number designed for headlines.
Easy to dismiss. Easy to scroll past.
That's exactly what Altman wants you to think.
Because what's actually on trial on April 27 is something much BIGGER than Elon's hurt feelings...
A jury is going to decide whether you can legally take billions of dollars in nonprofit donations, use them to build the most valuable technology in human history, and then quietly convert that nonprofit into a for-profit company worth $850 billion.
If the answer is no, the entire AI industry has a problem.
Because OpenAI is not the only company that did this:
Anthropic was founded by OpenAI defectors using the same nonprofit-first mission language.
xAI pitches itself as building AI "for humanity."
Every frontier lab has used the moral cover of "we're doing this for the good of the world" to attract talent, capital, and regulatory goodwill they would have never gotten otherwise.
An Elon win doesn't just touch OpenAI. It creates a legal precedent that every AI company built on a nonprofit or public benefit promise becomes vulnerable to shareholder and donor clawback suits.
That's why this case matters. And that's why Altman is panicking.
Just look at what he did this week:
Elon filed a motion demanding the court remove Altman and Brockman from their roles and FORCE OpenAI to return to its nonprofit origins.
Then he amended the suit to say if he wins the $150 billion, all of it goes to OpenAI's charity arm. Not him. Zero dollars to Elon personally.
That amendment was surgical. It stripped Altman of his entire public defense.
He can no longer claim this is about Elon's ego or Elon's bank account. Elon is now legally on record saying he just wants the mission back.
OpenAI's response was to panic-write a letter to the California and Delaware attorneys general asking them to investigate Elon for "anti-competitive behavior." Their strategy chief publicly accused Elon of coordinating attacks with Mark Zuckerberg.
They called the lawsuit "harassment driven by ego and jealousy."
That's NOT the response of a company that thinks it's going to win.
Real companies with real defenses don't ask the government to silence the person suing them 3 weeks before trial. They let the evidence speak.
OpenAI is scrambling because they know what's in discovery.
Elon's team has been building this case for two years. Emails, board minutes, internal conversations about the conversion.
The kind of paper trail that juries understand and executives can't explain away.
And the timing couldn't be worse...
OpenAI is trying to IPO at $852 billion. They just raised $122 billion. Microsoft has $135 billion of exposure to them.
A jury verdict that even partially sides with Elon in late April or May would crater the entire IPO runway and send shockwaves through every major AI investor on Earth.
This is why Altman spent the last 2 weeks doing press tours and policy blueprints and "super intelligence agendas" aimed at Washington. He's trying to REFRAME himself as the responsible statesman of AI right before a jury decides if he's a con artist.
Most people will watch this trial start and think it's celebrity drama.
The smart money is watching it and realizing that the legal foundation of the AI boom is about to be tested in court for the first time EVER.
And if that foundation cracks, everything built on top of it is at risk.
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Chris Gibson retweetledi

Would you rather own two TBPNs or one Coefficient Bio?
theinformation.com/articles/anthr…
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Incredible bio x ai line-up for @Unlock2026AI! Hear from folks actually building ai to solve disease.
unlockscience.ai

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Chris Gibson retweetledi

News! @airstreet has raised $232,323,232 for Fund III to back AI-first companies from the earliest stages in the US and Europe.
Now the largest solo GP venture firm in Europe.
Our third epoch begins today. Join us!

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Freed from the shackles of daily operation, and with a few weeks of decent sleep under my belt, I found the time to sit down and write a thing about TechBio. Take a read and then tell me if you are an 'AI maximalist' or an 'AI minimalist'... (yes, that's a leading question). linkedin.com/pulse/wrong-be… via @LinkedIn
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Joining the @PacBio board.
In the AI era, data quality is the moat. Doesn’t matter how good your model is if your training data is noise.
I believe PacBio makes the best sequencing data on the planet. Time to help them turn that into a category-defining advantage. 🧬
investor.pacificbiosciences.com/news-releases/…
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@celinehalioua Ummm. I have pictorial evidence to the contrary.
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@Ronalfa @iScienceLuvr Claude is pretty amazing. Spending more time there than with any previous LLM…
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@Ronalfa Like this? I think it’s awesome. More people working on problems that matter is good.

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@nalidoust Cool. This was the founding thesis of recursion 12 years ago and is how we got our program in phase 2 for FAP. It works well in the right cellular contexts.
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@loyalfordogs @age1vc @BaillieGifford Let’s go @celinehalioua and team! These two are counting on you!
GIF
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We’re excited to share we’ve raised $100M in Series C funding, bringing our total investment to over $250M. Led by @age1vc with participation from @BaillieGifford and existing investors, this funding will help us move from late-stage development to market readiness for LOY-002.

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Fantastic work! So excited to watch this vision grow wings! 👏👏👏
Celine Halioua@celinehalioua
Loyal has raised a $100M Series C from age1, Baillie Gifford, existing investors, & more this brings Loyal's total funding to over a quarter of a billion dollars we are building the longevity pharma, starting with dog longevity. thanks @FastCompany for the exclusive ->
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