Google just ran a three-layer strategy move in one day at their Cloud Next conference.

They announced new TPU chips, Chrome is turning into an AI coworker, and a multi-billion-dollar compute

deal with Miriam Raddy, the former co-founder of OpenAI, her company Thinking Machine Labs.

I think this is one of the clearest signals from me so far that Google is structurally,

perhaps, ahead of OpenAI and Amazon in the AI stack.

Before that, though, I want to talk about the fact that Open AI is teaming up with InfoSys

to get ChatGPT into 60-plus countries of enterprise deals.

Bloomberg reports an unauthorized group Breached Anthropics new cyber tool mythos,

and there is a new research lab called Neocognition that has landed $40 million to build

agents that actually specialize like humans.

So we're going to get into all of that on the show today.

Our first story is that 10x science, this is a Stanford spinout of a noble laureate Carolyn Bertosi's lab,

they just closed a $4.8 million seed, which was led by initialized capital. What they're doing

that's so fascinating to me is that basically there's this problem where models like

DeepMind's Protein Predictor, they're spitting out thousands of drug candidates. So there's

just thousands and thousands of these drug candidates. And there's a huge bottleneck in pharma where

it's not just about, you know, getting all of these candidates, but it's actually triaging them.

It's actually figuring out like which of all the candidates is worth pursuing to try to make

medicine or therapeutics. And basically the standard triage tool is just mass spectrometry. So it's

very slow. It's very hard to interpret. It's, you know, domain experts only. 10x science is basically

just building a SaaS layer on top of that. And they have deterministic chemistry plus AI agents

to try and make the analysis traceable and explainable, which basically matters because

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