Google built the tool that makes competition impossible and called it the market
Eli Lilly pays billions for a tool Google built. No one else gets to touch it. This is how markets work. Or this is how power works.
Google built the best drug design machine AI has ever created and shut it down immediately. Not because it had to, but because it could. And because Eli Lilly, Novartis, and Johnson & Johnson were willing to pay billions for the guarantee that no one else would have the same thing. Isomorphicβs entire valuation rests on the fact that you cannot use it. Publish a benchmark everyone envies, lock the door, let the pharmaceutical companies that manufacture every medicine in the world pay for what they cannot build themselves. This is not market failure. This is the market working exactly as it should.
Google built it. Google negotiated it. Google waited. Blame gets distributed among people who think companies make mistakes instead of choices. Google operates within the system and shapes it. They do what you do when youβre worth billions and no one stops you.
Why IsoDDE actually solves nothing
IsoDDE predicts where drugs bind to proteins. Terrific. Ninety percent of drugs fail where drugs stay dissolved, remain stable, reach your body. Formulation science gets one percent of the AI billions. This is not coincidence. This is design. You build tools for what generates billions. You donβt build formulation because it doesnβt make enough. Small companies wait for discarded models. Africa and India use ten-year-old versions. This is not a technology gap. This is architecture. Eli Lilly, Novartis, and J&J donβt need to compete because they own the tool that makes competition impossible. Isomorphic earns billions because no one else gets to play.
How regulation protects power
The FDA and EMA demand AI transparency. IsoDDE is a black box. Exceptions for βleading-edge proprietary systemsβ will follow. Regulation adapts to power. The system protects itself not through resistance but through integration. The inspector understands that innovation cannot tolerate caution. Google gains prestige. Pharma saves billions. No one stops mechanisms that generate billions because everyone with power makes billions from their continuation. This is not a problem that gets solved. This is how it works.