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VERTICAL REPORT // AI + BIOLOGY

AI + Biology Convergence

The fastest-growing vertical in synthetic biology. Protein language models are doing for biology what LLMs did for language — enabling de novo protein design, virtual cell simulations, and autonomous lab operations.

SECTION 01 // KEY COMPANIES

Key Companies

CompanyCategoryProductStageFunding
EvolutionaryScaleProtein Language ModelsESM-3, ESM-4Commercial$540M
CradleProtein Language ModelsCradle AI platformCommercial$73M
AbsciGenerative Drug DesignIntegrated Drug CreationClinicalPublic (ABSI)
ArzedaComputational Protein DesignEnzyme engineeringCommercial$40M+
RecursionVirtual Cell ModelsPhenomics + LLMsClinicalPublic (RXRX)
SynthaceLab AutomationAntha platformCommercial$90M+
StrateosCloud LabsRobotic cloud labCommercial$60M+
Generate BiomedicinesGenerative BiologyAI-designed proteinsClinical$370M+
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