AI-native platforms now validated at production scale. Recursion: 12-18mo IND timeline (vs traditional 2.5-4yr), 50+ petabytes proprietary data, BioHive-2 biopharma supercomputer.
Insilico: 5,000 novel peptides in 72hrs, 14/20 showed activity. AlphaFold at 0.96Å eliminated crystallography bottleneck entirely.
Current at 48% — AI IS the business model. Still zero FDA approvals as of early 2026 but first wave approaching trials.
Binary risk + acquihire exit pattern unchanged.
A score of 1.00 = no change.
>1.00 means AI (net) boosts this industry's relative value.
<1.00 means AI (net) erodes it.
These are relative scores — how this industry's share of the economy shifts in relation to all 28 industries we track.
| Timeframe | Score | Range | In Plain English |
|---|---|---|---|
| 1 Year | 1.16 | 1.13 – 1.19 | AI tailwind (+16%) |
| 2 Years | 1.46 | 1.38 – 1.54 | AI tailwind (+46%) |
| 3 Years | 1.97 | 1.79 – 2.14 | AI tailwind (+97%) |
| 5-year and 10-year projections are available in the Full AI Market Cascade Dashboard | |||
Each industry is scored across 8 independent research dimensions, then multiplied together:
Then cascaded through 170 cross-industry relationships. Each dimension is weighted differently at each time horizon.
9 research-grade knowledge bases built from earnings calls, patent filings, regulatory documents, and industry reports. 170 mapped cross-industry relationships. Continuously maintained and recalibrated — 6 calibration rounds to date.
Refreshed with every major development. Real deployment numbers, quarterly earnings data, regulatory shifts (EU AI Act, export controls), and macro conditions like the energy bottleneck. Not a static model — a living one.
This report uses: Base case AI development pace and Current trajectory energy trajectory. Members can adjust both and see how scores change in real time.
When AI changes these industries, it ripples into PHARMA - Biotech & AI Drug Discovery.
| Industry | Effect | Strength | Timing |
|---|---|---|---|
|
SEMICONDUCTORS - Chip Design & Fabless
AI growth in SEMICONDUCTORS - Chip Design & Fabless creates demand or opportunities that benefit PHARMA - Biotech & AI Drug Discovery
|
Positive | 95% | Medium-term |
|
PHARMA - Big Pharma
AI growth in PHARMA - Big Pharma creates demand or opportunities that benefit PHARMA - Biotech & AI Drug Discovery
|
Positive | 85% | Medium-term |
|
Materials
AI growth in Materials creates demand or opportunities that benefit PHARMA - Biotech & AI Drug Discovery
|
Positive | 55% | Long-term |
|
SEMICONDUCTORS - Foundry & Equipment
AI growth in SEMICONDUCTORS - Foundry & Equipment creates demand or opportunities that benefit PHARMA - Biotech & AI Drug Discovery
|
Positive | 50% | Medium-term |
When AI changes PHARMA - Biotech & AI Drug Discovery, 7 other industries feel it:
See how all 28 industries compare in our Full AI Market Cascade Dashboard