30:08BRKBRKRLONGFIRST CALL

“And of course AlphaFold really isn't about AI. You know, a massive fraction of the success there is the Protein Data Bank. So it's X-ray diffraction, it's…”

AlphaFold's value came from decades of wet-lab structural data, so the instrument makers that generate it capture the upside.

BRKBRKRLONG@ $37.18

$61.51+65.47%

since call Apr 7

peak +75.5%

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