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VOICE ARCHIVE

Mackenzie Morehead

@mackenziejem
2 posts
2026-01-10
Just days into 2026, our business model entry on SaaS for pharma is looking out of date. Noetik, Chai and Boltz all securing 8-fig model license deals. Some non-exclusive! Time will tell if it's a fad/the ROI pans out. If it does it's the first hint of what we saw w Wayve & AVs [image]
2026-01-10 View on X
Endpoints News

Boltz, which is developing open frontier AI models for biomolecular research, raised a $28M seed led by Zetta, Amplify, and a16z at a valuation of $125M

While the newest AlphaFold model took a leap forward in 2024 by predicting structures of nearly all biomolecules instead of just proteins, it also took a step back in openness.

2026-01-09
Just days into 2026, our business model entry on SaaS for pharma is looking out of date. Noetik, Chai and Boltz all securing 8-fig model license deals. Some non-exclusive! Time will tell if it's a fad/the ROI pans out. If it does it's the first hint of what we saw w Wayve & AVs [image]
2026-01-09 View on X
Endpoints News

Boltz, which is developing open frontier AI models for biomolecular research, raised a $28M seed led by Zetta, Amplify, and a16z at a valuation of $125M

While the newest AlphaFold model took a leap forward in 2024 by predicting structures of nearly all biomolecules instead of just proteins, it also took a step back in openness.