The bottleneck for AI in drug discovery is not the algorithm but the lack of high-quality, large-scale biological data. New platforms are needed to generate this necessary "substrate" for AI models to learn from, challenging the narrative that better models alone are the solution.

To break the data bottleneck in AI protein engineering, companies now generate massive synthetic datasets. By creating novel "synthetic epitopes" and measuring their binding, they can produce thousands of validated positive and negative training examples in a single experiment, massively accelerating model development.

AI cannot yet revolutionize drug discovery because its strength is synthesizing existing knowledge. The problem is that humans only understand about 20% of the human body's biology, meaning the foundational dataset is too incomplete for AI to reliably predict outcomes for the unknown 80%.

To ensure their AI model wasn't just luckily finding effective drug delivery peptides, researchers intentionally tested sequences the model predicted would perform poorly (negative controls). When these predictions were experimentally confirmed, it proved the model had genuinely learned the underlying chemical principles and was not just overfitting.

AI models trained on descriptive data (e.g., RNA-seq) can classify cell states but fail to predict how to transition a diseased cell to a healthy one. True progress requires generating massive "causal" datasets that show the effects of specific genetic perturbations.

The progress of AI in predicting cancer treatment is stalled not by algorithms, but by the data used to train them. Relying solely on static genetic data is insufficient. The critical missing piece is functional, contextual data showing how patient cells actually respond to drugs.

Current AI for protein engineering relies on small public datasets like the PDB (~10,000 structures), causing models to "hallucinate" or default to known examples. This data bottleneck, orders of magnitude smaller than data used for LLMs, hinders the development of novel therapeutics.

The bottleneck for AI in drug development isn't the sophistication of the models but the absence of large-scale, high-quality biological data sets. Without comprehensive data on how drugs interact within complex human systems, even the best AI models cannot make accurate predictions.

Applying AI to biology isn't just a big data problem. The training data must be structured for reinforcement learning. This means it must be complete (including negative results) and allow for a feedback loop where AI predictions are tested in the lab, and the results are used to refine the model.