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Analysis

Tamarind Bio addresses a crucial bottleneck in AI-driven drug discovery by offering a specialized inference platform, streamlining model execution for biopharma. Their focus on open-source models and ease of use could significantly accelerate research, but long-term success hinges on maintaining model currency and expanding beyond AlphaFold. The value proposition is strong for organizations lacking in-house computational expertise.
Reference

Lots of companies have also deprecated their internally built solution to switch over, dealing with GPU infra and onboarding docker containers not being a very exciting problem when the company you work for is trying to cure cancer.