Pilled · AI across the drug lifecycle
AI got the discovery headlines. The proof is starting to show up in development.
Most of the money and press so far has gone to AI that designs molecules. Most of the time and cost in getting a drug to patients sits after that, in trials, regulatory filings, safety and manufacturing. That is also where the first measurable results are showing up: shorter site selection, smaller control arms, regulator-side review tools, and an IND section drafted in hours.
This tracker is the record. It covers every deal, readout, launch and setback across Discover, Develop and Deliver, plus what OpenAI, Anthropic, Google, NVIDIA, Microsoft, AWS and Meta/Biohub are building, buying and partnering on. Every item is scored on the same evidence ladder, so a press release and a Phase 3 result are not weighted the same.
Weekly refresh
The Pilled tape, one email every Monday.
The tracker
Every signal, scored on the evidence ladder
Development map
Where development loses time and money, and what AI has reached
Each step of development, with one sourced measure of what it costs or how long it takes, next to what this tracker has logged there. Click a step to open its items.
AI-derived drugs in the clinic are tracked in their own lane and left out here, because they are outcomes rather than a step in the process.
Frontier labs
What the model makers are building, buying, backing and partnering on
Counted from tracked items since late 2025. Investments counts every item a lab funded, whatever stage the company is in. Click a cell to open those items in the tracker.
Deal sheet: what Anthropic and OpenAI have bought
Six health, science and data acquisitions in 2026, side by side. Terms come from press reports unless noted.
Investments: where the labs put money
Equity from the labs and their venture arms, plus OpenAI Foundation grants, marked as grants.
Weekly update log
The week in AI and medicines
The skeptic’s ledger
What has been proven, and what is still a claim
For the physicians and PhDs in the room. This section shows the evidence as it stands and does not draw conclusions for you.