INSIGHTS
Notes from the field.
AI Lab Report — May 20, 2026: AI Update for Life Sciences Operators
This week: Anthropic acquires Coefficient Bio for $400M, Novartis CEO joins Anthropic board, Lilly × NVIDIA $1B AI lab, FDA + EMA joint AI guiding principles, ChatGPT gets personal finance, OpenAI Computer Use goes autonomous, and what it all means for biotech finance and operations teams.
May 2026
LinkedIn↗
The missing layer: where strategic R&D intelligence meets financial planning
Every strategic decision in biopharma — indication selection, competitive intelligence, asset sourcing — terminates in a financial commitment. The strategy side is becoming agentic and real-time. The financial planning layer downstream is still manual, periodic, and disconnected. That gap is the next frontier.
May 2026
LinkedIn↗
Most 'AI products' aren't products. They're UI on top of someone else's model.
On why model providers will keep moving up the stack and compress margins — and why the AI startups that survive will own workflow, data, and distribution in a specific vertical.
Mar 2026
LinkedIn↗
This isn't a downturn. It's a discipline cycle.
On biotech's barbell market and why the question isn't 'can you raise?' but 'have you earned the next dollar?' — a finance leader's take on the 3–5 year window ahead.
Mar 2026
LinkedIn↗
The 409A valuation trap: freezing what should stay fluid
On how 'defensible' 409A methodology can lock in assumptions that still belong in scenarios — and why the cleanest model is often not the most accurate one for milestone-driven biotech.
Mar 2026
LinkedIn↗
Biotech doesn't need more dashboards. It needs renaissance developers.
Coding alone isn't the differentiator anymore — context is. The next decade of biotech leverage belongs to hybrid builders who can reason across science, finance, and AI simultaneously, and use AI to collapse the time from idea to implementation.
Dec 2025
LinkedIn↗
The next era of AI won't be trained on the web. It'll be trained on work.
The open web is nearly tapped out. What comes next isn't more data — it's expert workflows. How scientists design protocols, how clinicians decide to halt a trial, how finance teams model cash runway. That judgment is the new training fuel.
Nov 2025
LinkedIn↗
Customer zero: how CFOs should think about agent investments
Notes from a Robin Washington (Salesforce) chat on the agentic enterprise. The finance angle: tie agent investments to productivity you can bank, then recycle that capacity into growth. Go slow to go fast, reallocate don't just add, chase NPV not only payback.
Nov 2025
LinkedIn↗
Building Claude AI Skills
The thing that’s actually supercharging my AI work in biotech finance isn’t a better prompt.
Apr 2026
LinkedIn↗
Most 'AI products' aren't products. They're UI on top of someone else's model.
On why model providers will keep moving up the stack and compress margins — and why the AI startups that survive will own workflow, data, and distribution in a specific vertical.
Mar 2026
LinkedIn↗
This isn't a downturn. It's a discipline cycle.
On biotech's barbell market and why the question isn't 'can you raise?' but 'have you earned the next dollar?' — a finance leader's take on the 3–5 year window ahead.
Mar 2026
LinkedIn↗
The 409A valuation trap: freezing what should stay fluid
On how 'defensible' 409A methodology can lock in assumptions that still belong in scenarios — and why the cleanest model is often not the most accurate one for milestone-driven biotech.
Mar 2026
LinkedIn↗
Biotech doesn't need more dashboards. It needs renaissance developers.
Coding alone isn't the differentiator anymore — context is. The next decade of biotech leverage belongs to hybrid builders who can reason across science, finance, and AI simultaneously, and use AI to collapse the time from idea to implementation.
Dec 2025
LinkedIn↗
The next era of AI won't be trained on the web. It'll be trained on work.
The open web is nearly tapped out. What comes next isn't more data — it's expert workflows. How scientists design protocols, how clinicians decide to halt a trial, how finance teams model cash runway. That judgment is the new training fuel.
Nov 2025
LinkedIn↗
Customer zero: how CFOs should think about agent investments
Notes from a Robin Washington (Salesforce) chat on the agentic enterprise. The finance angle: tie agent investments to productivity you can bank, then recycle that capacity into growth. Go slow to go fast, reallocate don't just add, chase NPV not only payback.
Nov 2025
LinkedIn↗