Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade

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Citrini teamed up with Anthropic and used Claude to design scorpion antivenom candidates in just 64 hours, and 17 of them bound in the lab. The experiment led him to a striking conclusion: AI is commoditizing drug design, and the real bottleneck is now experiments, and monkeys. We get into what AI can and can’t speed up in drug discovery, why he’s bullish on the companies that run experiments, and why a monkey shortage may be the most important constraint in preclinical testing. Then we turn to AI hardware: Citrini was one of the earliest and loudest bulls on the trade, and today he’s light on it, even short some of it. He explains why he rotated out of semis, what lab revenue needs to look like to justify today’s spending, and what would bring him back. We also cover CoreWeave, DeepSeek’s reported 80% margins, his long-Meta, short-Google trade, the 2028 Global Intelligence Crisis piece, and homebuilders. Recorded evening of October 21, 2026.Follow Citrini on X https://x.com/citrini

CItrini Research Substack https://www.citriniresearch.com/

“Citrini Therapeutics: We Wanted to Use Claude to Create a New Drug. Here’s What Happened.”: https://www.citriniresearch.com/p/citrini-therapeutics

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