"I think what tech people misunderstand is just the size of the TAM in pharma." @​zebulgar says capital will rotate into pharma after AGI: "Anthropic is at wh

"I think what tech people misunderstand is just the size of the TAM in pharma." @​zebulgar says capital will rotate into pharma after AGI: "Anthropic is at what, a $60B run rate? Keytruda, the drug that Merck did in 2019, that one drug's topline is $25B in revenue. Just that one drug." "By the wa…