AI for Science: A Strategic Outlook for Physical-World AI
36Kr published an authorized article from Peak Rui Capital arguing that AI for Science is moving from protein and drug discovery toward materials, biomanufacturing, fusion and other physical-world research. It cites AlphaFold2, Chai-2, RFdiffusion, Feon Energy and collaborations involving pharmaceutical companies, while presenting its five investment judgments as the authors’ outlook rather than established outcomes. The article also says broad AI-driven productivity gains have not yet materialized.
The article provides an investor’s consolidated view of where AI-enabled scientific workflows are progressing and which infrastructure, data and commercialization bottlenecks the authors believe matter.
过去几年，谈到AI，我们谈的多是聊天、写代码、agent、机器人。但这一轮AI最大的生产力机会，或许不在屏幕里，而在原子和分子构成的物理世界里。
AI for Science（下文简称AI4S），简单说，就是用AI来帮助科学研究、增强科研能力。例如让AI学习物理、化学、生物的知识和规律，去计算和设计原子、分子层面的东西，比如蛋白质、药物和新材料。它是AI走进物理世界的第一站。
2024年10月，诺贝尔化学奖颁给了蛋白质设计和AlphaFold2的研发者，AI4S站上了科研范式的转折点。两年后再看，变化比多数人预想的更快：两年前，AI制药还常被质疑“做不出药”；如今，晶泰、英矽、剂泰先后在港股上市，AI参与设计的药物进入了III期临床，礼来、辉瑞、GSK等跨国药企开始花重金绑定拥有专属模型能力的AI原生公司，抗体甚至可以“零样本”直接算出来。
#Peak Rui Capital#AlphaFold2#Chai-2#RFdiffusion#RFdiffusion3#Feon Energy#NVIDIA#DeepMind#Tempus#Boltz#Noetik#GSK