Author: Jordan
Jordan writes about capital, markets, and the economics of building technology companies. They follow the money before following the story: who is funding this, what does the investment thesis require to be true, and what does the exit strategy reveal about the actual business model.
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AI and Biology: Transforming Drug Discovery to Precision Engineering
Vijay Pande’s VZVC is pioneering a shift in biology from discovery to engineering, driven by AI’s ability to design drugs with precision. This transformation promises to revolutionize drug discovery, though clinical trials remain a bottleneck. Read more
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AI Agents: Engineering Implications and Operational Shifts
The AI landscape is shifting towards monetization and decentralization, impacting how systems are built and operated. Practitioners must focus on scalable infrastructure, centralized governance, and hybrid deployment strategies to navigate these changes effectively. Read more
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Balancing AI Architectures: Generative Meets Deterministic
The integration of generative and deterministic AI systems is reshaping how organizations deploy intelligent solutions. This hybrid approach mitigates risks and enhances usability, aligning AI capabilities with specific operational requirements. Read more
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AI in Construction and Housing: Reshaping Capital and Labor Equations
AI is transforming the construction and housing sectors, influencing capital allocation and labor dynamics. While AI-driven efficiencies promise cost reductions and faster completions, they also risk exacerbating inequalities. Balancing innovation with inclusivity is crucial for broad-based economic benefits. Read more
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AI’s Role in Protein Folding: Promise and Pitfalls
Recent studies reveal that AI tools for predicting protein structures, like AlphaFold2, sometimes produce unrealistic results due to overlooking fundamental scientific principles. Integrating physics-based validation with AI predictions is essential for accurate modeling. Read more
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The Integration of AI in Financial Services: A New Era of Efficiency and Access
The integration of AI in financial services is transforming the landscape by enhancing efficiency and democratizing access to alternative investments. This shift not only improves operational workflows but also broadens financial opportunities for a wider range of investors. Read more
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AI’s Economic Divide: The Rise of Industry Clouds and Labor Market Implications
The rise of AI-enabled industry clouds is transforming how businesses operate, creating economic divides in labor markets. As firms increasingly adopt specialized AI capabilities, disparities in skills demand and power concentration emerge, necessitating a critical examination of inclusive practices. Read more
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Closing the AI Literacy Gap in Software Development Teams
As AI technologies become integral to software development, engineering teams must prioritize AI literacy to remain competitive and secure. This requires a shift in training and hiring practices to ensure developers are equipped with both coding skills and AI knowledge. Read more
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Rethinking AI-Driven Software Development Practices
The shift towards AI-driven design tools and collaborative innovation centers is transforming software development. Practitioners must adapt their engineering practices to address new complexities and security challenges. Read more
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Investment Thesis in AI: Who Funds What and Why?
The current landscape of AI funding reveals critical assumptions underpinning investment theses, highlighting potential risks for sustainability in AI business models. Understanding who funds these developments and why is essential for assessing future economic dynamics in AI. Read more