Alex Stranahan's questions to Recursion Pharmaceuticals Inc (RXRX) leadership • FY 2024
Question
Alex Stranahan of Bank of America asked whether new, more efficient AI models diminish the competitive advantage of Recursion's large-scale data and supercomputer, given the immense complexity of biology.
Answer
CEO Christopher Gibson responded that while models are becoming more efficient, the extraordinary complexity of biology and chemistry ensures that scale will continue to be a critical advantage. He asserted that Recursion's ability to generate massive, multimodal datasets and leverage its compute power remains a key differentiator that cannot be easily bootstrapped.