Key Moments

Is AI Now Good Enough To Cure Cancer? | YC Paper Club

Y CombinatorY Combinator
Science & Technology6 min read82 min video
Nov 8, 2026|20,771 views|241|13
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TL;DR

AI models trained on DNA can identify disease-causing mutations, but their 'understanding' is limited to statistical patterns, not true biological comprehension.

Key Insights

1

The cost of DNA sequencing has decreased dramatically, leading to an exponential increase in biological data that current AI models are beginning to process.

2

Google's Med-Gemini model is outperforming human doctors in diagnosis, raising questions about explainability and deployment.

3

AI models like AlphaFold are now integral to the drug discovery process, used in some capacity for every drug entering the market.

4

Omanta is developing personalized research labs for each cancer patient, leveraging AI to analyze their unique data.

5

AI can model biological systems at the cellular and tissue level, moving beyond sequence-level analysis to predict physiological outcomes.

6

The Evo 2 and Minerva models, trained on vast amounts of genomic data, demonstrate emergent abilities like in-context learning, allowing for biological design tasks with minimal examples.

AI's emerging role in biological discovery and healthcare

The discussion highlights a significant shift in biology, driven by the collapsing cost of DNA sequencing, which has generated an overwhelming amount of data. AI models are now catching up, enabling the mining of this data for insights previously unattainable. This surge in data is transforming cancer care into a per-patient data problem, where AI can analyze individual genomic profiles to tailor treatments. The speakers emphasize that AI is not just assisting but is becoming foundational to biological discovery, with tools like AlphaFold being used in the development of nearly every new drug. The potential for AI extends to modeling entire cells rather than just molecules, learning from DNA sequences, and even exhibiting surprising capabilities like in-context learning in genome models without explicit training for it.

The data deluge in cancer genomics

Historically, cancer research relied on analyzing average trends across limited patient cohorts, as exemplified by the Cancer Genome Atlas (TCGA) project a decade ago. The high cost of sequencing restricted such studies to hundreds of patients. Today, with the plummeting cost of sequencing and insurance coverage for genomic testing, the paradigm has shifted. We can now generate massive datasets, allowing for the analysis of individual patients as unique datasets rather than just looking for statistical summaries. Each patient's genome can contain around 20,000 genetic data points, which, when combined with other multi-dimensional data like copy number variations, RNA expression, splicing, and cellular context, creates a 'big data' problem. The challenge now is to effectively mine this data to improve patient outcomes, a task for which current infrastructure is still catching up.

Personalized research labs and AI agents

The conversation introduces the concept of 'personalized research labs' for each patient, a vision being pursued by companies like Omanta. The traditional approach to large-scale genomic studies required massive teams of specialists, making such research accessible only to well-funded institutions like the Broad Institute or Sanger Institute. However, the advent of AI agents is democratizing this process. These agents can function as bioinformaticians, processing and analyzing vast amounts of data in real-time. This enables a shift from analyzing similarities across many samples to deeply mining a specific patient's dataset to optimize their individual treatment. The goal is to create an AI-driven infrastructure that can extract data in real-time, link it to the latest discoveries, and provide actionable insights rapidly, potentially shortening research timelines from years to real-time and transforming patient care.

Advancements in cell modeling and virtual cells

The discussion delves into 'virtual cell' research, which aims to use AI to model biological systems at the cellular, tissue, and organismal levels. While AI has shown immense capabilities at the sequence level (DNA, proteins), bridging this to the complex, dynamic environment of a cell presents a significant challenge. Researchers are developing models like the 'Universal Cell Embedding Model,' trained on millions of cells, to map cellular states and predict outcomes. This approach is inspired by the biological concept of 'Waddington's landscape,' where cell states are not random but follow specific trajectories. By using self-supervised learning on gene expression data, these models can create a unified representation of cells, revealing new relationships and structures. The goal is to create virtual spaces where different cell states can be mapped, and interventions can be tested to move from diseased states toward healthier ones, addressing a major cause of clinical trial failures: poor prediction of efficacy in humans.

AI models trained on DNA: Evo 2 and Minerva

The Evo 2 and Minerva models represent significant progress in training AI on DNA. Evo 2, trained on 9 trillion base pairs, uses a hybrid attention-convolution architecture to process long genomic sequences. The training process involves a data augmentation strategy that focuses on evolutionarily conserved regions, revealing that such focused data is crucial for model performance. The models learn to predict the next DNA base, and this ability translates into powerful predictive capabilities. For instance, Evo 2 can identify disease-causing mutations by assessing the likelihood of a given sequence, performing comparably to or better than human-specific supervised models. Beyond direct prediction, the models' internal representations, or embeddings, reveal learned features related to biological functions like bacteriophages and CRISPR systems, even when these were not explicitly labeled during training. This allows for exploring biological 'languages' that humans cannot directly read.

In-context learning and biological design

A surprising emergent property of large language models like Evo 2 is in-context learning (ICL), where the model can perform new tasks based on a few examples provided in the prompt, without any weight updates or fine-tuning. This capability is being leveraged for biological design. By providing a few examples of desired properties—such as specific binding affinities for proteins or desired activity in cell-specific enhancers—Evo 2 can generate novel sequences predicted to possess those traits. This is particularly powerful in biology, where obtaining large labeled datasets for specific design tasks can be challenging. The models can be prompted to design new bacteriophages, land modulins (proteins for rare earth metal binding), antibody designs, and CRISPR-Cas systems. This few-shot prompting approach significantly reduces the computational cost and data requirements compared to traditional fine-tuning methods.

Bridging the gap between virtual and physical biology

A critical challenge lies in translating AI's predictions and virtual models into real-world biological outcomes. For virtual cells, the aim is to accurately simulate physical systems, but noise and variability in experimental measurements make this difficult. The development of AI agents that can effectively interpret and generate biological data is key. Researchers are exploring reinforcement learning and automated machine learning techniques, borrowing from pure AI research, to create more efficient discovery loops. The goal is to build AI systems that can interact with physical labs, generate optimized data for specific biological questions, and accelerate the development of useful virtual cell models. Safety is a paramount concern, especially when designing novel therapies, necessitating robust validation and iterative testing to avoid unintended consequences.

The future of AI in biological discovery

The overarching vision is to shorten the timeline for biological discovery and therapeutic development. AI models can identify promising avenues for research, design novel molecules and systems, and even optimize experimental designs. The integration of AI with physical experiments, creating closed-loop systems, promises to accelerate breakthroughs. The speakers are optimistic that AI will not only help us understand complex biological processes but also enable us to engineer biological systems for specific purposes, ultimately leading to better patient outcomes in areas like cancer treatment. The ongoing work in self-improving models and agents suggests a future where AI plays an increasingly central role in scientific research, potentially shortening discovery cycles from decades to years or even real-time.

Common Questions

The speaker conducted a live experiment suggesting that current AI chatbots, while advanced, may not consistently fool humans into believing they are interacting with another person. The results indicated a significant portion of humans were mistaken for AI, and vice versa, suggesting the test is not definitively passed.

Topics

Mentioned in this video

Software & Apps
Chai

A company involved in large-scale AI investments in biosciences.

Cas9

A protein component of the CRISPR-Cas9 system, designed using few-shot prompting.

Claude

An AI model mentioned for its understanding of the biological landscape through text.

Evo 2

A foundational model for biology that Garrick led, trained on 9 trillion base pairs.

Python

A programming language used in AI development, confirmed to be used by the Locus system.

CRISPR

A gene-editing technology used in bacteria for defense against viruses, and as a basis for AI model features.

Alpha genome

A predictive model used as a reward function in reinforcement learning for biological design.

AlphaFold

A protein structure prediction tool used in drug discovery, with usage in a significant portion of marketed drugs.

UG27

A reverse enzyme with a CRISPR-like RNA matrix, discovered through DNA language model analysis.

NGPD

An AI model mentioned for its understanding of the biological landscape through text.

Locus

An AI system developed by Intelligi, applied to molecular design and automated research.

Gannet

A company or project that generates large datasets, mentioned in the context of AI investments.

GPT

A language model used as a reference for next-token prediction and generative tasks.

MINERvA

A new language model for DNA that predicts interactions between DNA parts, aiding in discovery.

GRPO

An algorithm used to update the Evo 2 model in a reinforcement learning setup.

Common Crawl

A large, open repository of web crawl data used for training language models.

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