Unlike the NIH's science-driven approach, the Department of Defense's new biotech funding priorities will be reactive to geopolitical threats. The DOD will invest in areas where China is perceived to be advancing, such as synthetic biology and biologic data security, rather than funding basic research.

China remains committed to open-weight models, seeing them as beneficial for innovation. Its primary safety strategy is to remove hazardous knowledge (e.g., bioweapons information) from the training data itself. This makes the public model inherently safer, rather than relying solely on post-training refusal mechanisms that can be circumvented.

Contrary to lingering Western perceptions, the idea that data from Chinese biotechs is poor or that the country doesn't produce real innovation is outdated and incorrect. China's life sciences sector is now increasingly sophisticated and innovative, fueled by significant government investment, making it a critical global player that cannot be underestimated.

While creating a bioweapon may be cheaper than defending against it, biology is inherently defense-dominant. Pathogens are vulnerable to physical barriers, filtration, heat, and UV light. Their small size is a weakness, and unlike intelligent adversaries, they cannot strategically penetrate defenses, giving defenders a fundamental advantage.

The danger of AI creating harmful proteins is not in the digital design but in its physical creation. A protein sequence on a computer is harmless. The critical control point is the gene synthesis process. Therefore, biosecurity efforts should focus on providing advanced screening tools to synthesis providers.

Current biosecurity screens for threats by matching DNA sequences to known pathogens. However, AI can design novel proteins that perform a harmful function without any sequence similarity to existing threats. This necessitates new security tools that can predict a protein's function, a concept termed "defensive acceleration."

Driven by significant government investment, China is rapidly becoming a leader in biotech R&D, licensing, and outsourcing. This shift is a top-of-mind concern for US biotech and pharma executives, with China now involved in a majority of top R&D licensing deals.

China is poised to become the next leader in biotechnology due to a combination of structural advantages. Their regulatory environment is moving faster, they have a deep talent pool, and they can conduct clinical trials at a greater speed and volume than the U.S., giving them a significant edge.

Valthos CEO Kathleen, a biodefense expert, warns that AI's primary threat in biology is asymmetry. It drastically reduces the cost and expertise required to engineer a pathogen. The primary concern is no longer just sophisticated state-sponsored programs but small groups of graduate students with lab access, massively expanding the threat landscape.