"Both Anduril and Isomorphic are deeply technical companies that have risen at a time when advances in AI have not only rendered the impossible possible, but made moonshots seem earthbound. Hassabis and Google DeepMind's AlphaFold, which won the 2024 Nobel Prize, is the foundation of the Isomorphic spinout, proof that AI could make biological vastness legible. Anduril, meanwhile, is building its business on the kind of autonomous weapons and systems that very well would have been out-of-reach twenty years ago."
"When the numbers are tallied for all the venture dollars flowing into AI, though these billions will count, neither is something I would personally consider "an AI company," whatever such a phrase means these days. Perhaps the more salient thing Anduril and Isomorphic have in common: Both are at inflection points where, in the coming months and years, results matter more than anything else."
"On the Isomorphic side, we care about the outcome. First and foremost, it's about curing diseases or making a breakthrough on a particular property we care about. We don'"
Isomorphic Labs raised a $2.1 billion Series B, and Anduril closed a $5 billion Series H at a $61 billion valuation. Both companies are deeply technical and benefited from recent advances in AI that make previously impossible goals achievable. Isomorphic is built on AlphaFold, which helped make biological complexity more legible and supports AI-driven drug discovery. Anduril builds autonomous weapons and systems that would have been out of reach decades earlier. Despite different missions and ethical landscapes, both firms are positioned at moments where results will determine their trajectory in the coming months and years.
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