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长串 2026-10-25 2 条帖 12 段 3710 字 在 X 打开 ↗

AI 与生物学阵营的分歧:可压缩的环节与不可压缩的环节

AI 会大幅压缩数据获取与试验设计的成本,但无法压缩生物学的不可约时间。
AI 与生物药物研发预期管理
01

核心主张

AI 会大幅压缩数据获取与试验设计的成本,但无法压缩生物学的不可约时间。

作者用亲身实验说明:AI 生成分子很快,但硅上结合模拟准确率仅 49%,而验证数据的获取慢约 30 倍;人体毒理与长期给药副作用仍受制于真实世界时间。

02

要点

阵营分歧

AI 阵营信 scaling laws,生物学阵营认为「苦涩教训」在生物学里不成立。

实验数据

生成分子极快,但结合模拟准确率只有 49%。

数据瓶颈

验证数据获取耗时约为分子生成的 30 倍。

不可压缩环节

6 个月的人体试验无法被压缩成 3 个月。

合理预期

AI 会加速测量与自动化,但「两年治愈阿尔茨海默」是高估。

03

金句

There’s a really pronounced divide between people who are on the AI side of things and people who are on the biology side of things.

AI 阵营和生物学阵营之间存在一条非常明显的分界线。

its simulation (in silico) of binding only had 49% accuracy

它在硅上对结合的模拟准确率只有 49%。

it can’t make a 6 month trial complete in 3 months

它没法把 6 个月的试验压缩成 3 个月。

expecting a cure for Alzheimer’s in 2 years is doing that

期待阿尔茨海默症在两年内被治愈,就是这种高估。

04

后续观察

  • 虚拟细胞与体内模拟的准确率进展
  • AI 设计试验的实际周期缩短幅度
01There’s a really pronounced divide between people who are on the AI side of things and people who are on the biology side of things. Even among people working in AI, the divide persists based on where they’re focused.在 AI 阵营和生物学阵营之间,存在一条非常明显的分界线。即便同在 AI 领域工作,这条线也会因为关注点不同而继续存在。
02The AI side, adherents of scaling laws and the bitter lesson, believe that AI getting better means AI being more capable of novel discoveries in medicine (that go beyond discovering new drugs in well understood targets or speeding up dry lab work etc).AI 阵营——scaling laws 与「苦涩教训」的信徒——相信 AI 变强就意味着它更有能力在医学上做出新发现(超出在已知靶点上找新药、或加速干实验这类范畴)。
03The biology people think the idea of a bitter lesson in biology is kind of ridiculous and that regardless of AI’s capabilities it’s going to be at least 5-10 years until you could hope to reliably simulate human toxicology in silico (right now AI/ML can’t even reliably simulate in vivo studies like binding affinities or functional assays).生物学阵营则认为「生物学里的苦涩教训」这个说法有点可笑:无论 AI 能力多强,至少还要 5–10 年,才有可能可靠地在硅上模拟人体毒理(目前 AI/ML 连结合亲和力、功能实验这类体内研究都无法可靠模拟)。
04Even the most AI pilled of them, who will list all the areas that AI can reduce the time spent on various areas, don’t think the concept of AI discovering novel targets or generating new understanding of causal biology is realistic in the near term. Most, in fact, will readily characterize the assumption that even an “ASI” level model could find cures hidden in our current understanding (without expanding that understanding with significantly more biological data) as patently false.即便是最「AI 上头」的那批人,能列出一堆 AI 可以压缩时间的环节,也不认为 AI 发现新靶点、或产生对因果生物学的全新理解在近期是现实的。事实上,大多数人会直接把「哪怕 ASI 级模型也能在现有认知里找到疗法(而不用大幅扩充生物学数据)」这一假设斥为明显错误。
05This was a big part of why we wanted to experience it ourselves by using AI for a (very) small portion of what it can do in biology. It was both mind blowing and revealed some poignant insights into how different the problem of making AI better at something like coding is to the problems of biology.这也是我们想亲自体验的原因之一——用 AI 去做生物学里(非常小)的一部分。它既令人震撼,也揭示了一些尖锐的洞见:让 AI 在编程这类任务上变强,和生物学的问题有多不一样。
06Even if it unlocked the ability to generate new molecules at a stunning pace, its simulation (in silico) of binding only had 49% accuracy. And if we wanted to improve that, we’d need to feed it back the data from the lab - data that took about 30x as long to get as it took to generate the molecules. And these were tests in a test tube (turn of phrase), imagine how long it would take if we wanted to improve the model with data that required recruiting humans and monitoring their reactions.即便它解锁了以惊人速度生成新分子的能力,其在硅上对结合的模拟准确率也只有 49%。而要提升它,就得把实验室数据回喂进去——获取这些数据所花的时间,约是生成分子的 30 倍。而这还只是试管层面的测试;想象一下,如果要用需要招募真人并监测其反应的数据来改进模型,需要多久。
07Human biology is very complex, and adding a drug - especially a novel drug and doubly so for a novel drug acting on a novel mechanism - means mapping interactions that have nth-order-effects that we don’t have the data to predict. Virtual cells have made advancements enabled by AI, but the perturbations equate to a small fraction of the possible.人体生物学极其复杂。加入一种药物——尤其是新药,作用于新机制的新药更是如此——意味着要摸清具有 n 阶效应的相互作用,而我们并没有可用于预测的数据。虚拟细胞在 AI 推动下取得了进展,但其扰动只覆盖了可能空间的一小部分。
08This is before you even get into curing disease, especially uniquely human diseases. Brain function involves cellular identities that are unique to humans, meaning animal studies are of little use.这还没算上治病本身,尤其是人类特有的疾病。脑功能涉及人类独有的细胞身份,这意味着动物实验用处很小。
09How long does it take to understand what the side effects of chronic administration of a drug in humans are? AI can speed up analyzing the data, or designing the trial or even getting it approved…but it can’t make a 6 month trial complete in 3 months.要弄清一种药物在人体长期给药后的副作用,需要多久?AI 可以加速数据分析、试验设计,甚至加速获批……但它没法把 6 个月的试验压缩成 3 个月。
10I think its important to point out that significant advancements can be made in AI that contribute to biology, while also being realistic about how much it speeds up something as complex as curing a specific cancer or diseases of the brain.我认为有必要指出:AI 可以取得重大进展并推动生物学,同时也要对「它能把治愈某种癌症或脑部疾病这类复杂问题加速多少」保持现实。
11What I’m confident about is that there will be a shocking (to some) degree of acceleration in advancing new measurements, automation and any other kind of technology that makes gathering that useful data easier. I have no doubts that AI will reduce the amount of time it takes medicine to cure diseases.我确信的是:在新测量方法、自动化,以及任何让获取有用数据变得更容易的技术上,会出现(对某些人来说)惊人的加速。我毫不怀疑 AI 会缩短医学治愈疾病所需的时间。
12I just think that if you think that reduction will happen to aspects of the process that are irreducible, and overweight the impact of those new technologies, you’re going to end up disappointed. And expecting a cure for Alzheimer’s in 2 years is doing that.我只是认为,如果你以为这种缩短会发生在流程中那些不可压缩的环节上,并高估这些新技术的影响,你最终会失望。期待阿尔茨海默症在两年内被治愈,就是这种高估。

There’s a really pronounced divide between people who are on the AI side of things and people who are on the biology side of things. Even among people working in AI, the divide persists based on where they’re focused.

The AI side, adherents of scaling laws and the bitter lesson, believe that AI getting better means AI being more capable of novel discoveries in medicine (that go beyond discovering new drugs in well understood targets or speeding up dry lab work etc).

The biology people think the idea of a bitter lesson in biology is kind of ridiculous and that regardless of AI’s capabilities it’s going to be at least 5-10 years until you could hope to reliably simulate human toxicology in silico (right now AI/ML can’t even reliably simulate in vivo studies like binding affinities or functional assays).

Even the most AI pilled of them, who will list all the areas that AI can reduce the time spent on various areas, don’t think the concept of AI discovering novel targets or generating new understanding of causal biology is realistic in the near term. Most, in fact, will readily characterize the assumption that even an “ASI” level model could find cures hidden in our current understanding (without expanding that understanding with significantly more biological data) as patently false.

This was a big part of why we wanted to experience it ourselves by using AI for a (very) small portion of what it can do in biology. It was both mind blowing and revealed some poignant insights into how different the problem of making AI better at something like coding is to the problems of biology.

Even if it unlocked the ability to generate new molecules at a stunning pace, its simulation (in silico) of binding only had 49% accuracy. And if we wanted to improve that, we’d need to feed it back the data from the lab - data that took about 30x as long to get as it took to generate the molecules. And these were tests in a test tube (turn of phrase), imagine how long it would take if we wanted to improve the model with data that required recruiting humans and monitoring their reactions.

Human biology is very complex, and adding a drug - especially a novel drug and doubly so for a novel drug acting on a novel mechanism - means mapping interactions that have nth-order-effects that we don’t have the data to predict. Virtual cells have made advancements enabled by AI, but the perturbations equate to a small fraction of the possible.

This is before you even get into curing disease, especially uniquely human diseases. Brain function involves cellular identities that are unique to humans, meaning animal studies are of little use.

How long does it take to understand what the side effects of chronic administration of a drug in humans are? AI can speed up analyzing the data, or designing the trial or even getting it approved…but it can’t make a 6 month trial complete in 3 months.

I think its important to point out that significant advancements can be made in AI that contribute to biology, while also being realistic about how much it speeds up something as complex as curing a specific cancer or diseases of the brain.

What I’m confident about is that there will be a shocking (to some) degree of acceleration in advancing new measurements, automation and any other kind of technology that makes gathering that useful data easier. I have no doubts that AI will reduce the amount of time it takes medicine to cure diseases.

I just think that if you think that reduction will happen to aspects of the process that are irreducible, and overweight the impact of those new technologies, you’re going to end up disappointed. And expecting a cure for Alzheimer’s in 2 years is doing that.

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