Quote · The Prof G Pod with Scott Galloway
Why People Are Losing Faith in Healthcare
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AI in Drug Discovery: Overhyped for Now, Transformative in a Decade
At 39:35 · chapter starts 36:55
Jensen Huang's vision of AI as the engine of a 'great age of discovery' in biotech gets a reality check from the CEO of the world's most valuable pharma company. Ricks is not dismissive — Lilly scientists use OpenAI and Anthropic tools daily and he's working with NVIDIA to build better biological datasets. But he draws a sharp distinction: LLMs excel at synthesizing the totality of human written knowledge, and they're good at it because that knowledge base is nearly complete. Biology isn't. Humans have mapped perhaps 10–20% of how the human body actually works, which means training an AI on it produces models that are 'terrible at predicting' outcomes in the remaining 80%. The second limitation: drug discovery ultimately requires physical experimentation. Tirzepatide was the 700th formulation tested — and the 20 of roughly 1,000 preclinical steps that Lilly has automated with AI or machine learning still leave 980 to go. The human experimentation phase — clinical trials — can't be shortcut by AI for the foreseeable future. His estimate: five to seven years before AI meaningfully reduces laboratory experiments, and a full ten-year arc before it genuinely accelerates drug discovery at scale.
AI excels at synthesizing existing knowledge, but drug discovery requires creating new knowledge. Humans have mapped only 10–20% of human biology, so AI models trained on that incomplete dataset produce poor predictions. Meaningful AI acceleration in pharma R&D is a 10-year arc, not a 2-year one.
David Ricks estimates that humans have discovered only 10–20% of all knowledge about the human body system, making AI-driven drug discovery extremely difficult today.
Tirzepatide, the active ingredient in Mounjaro and Zepbound, was physically the 700th version of a GLP-1 inhibitor Lilly formulated and tested.
David Ricks estimates meaningful AI-driven acceleration of drug discovery is roughly a decade away, not the 2–3 years many tech boosters claim.
