Frontier labs like OpenAI are now focused on building autonomous AI agents capable of conducting research and running experiments. This "auto researcher" is seen as the "final boss battle" to accelerate AI development itself.

Google AI luminary Jeff Dean's new venture, Discovery Loop, is focused on automating the scientific research process itself. Its goal is to apply this automated "experimental loop" to tackle grand engineering challenges, such as making solar energy economical and providing energy from fusion.

Lab work is "high mix, low volume," like driving, making it hard to automate. Traditional automation is like a subway: efficient but inflexible. AI enables "autonomous" labs, akin to Waymo cars, that handle the vast variability of experiments, which constitutes 99% of lab work.

Molly Gibson's venture, Lila Sciences, aims for AI that doesn't just analyze data but autonomously executes the entire scientific method. By connecting generative models to automated labs, the AI can formulate hypotheses, run physical experiments, and learn from the results in a continuous loop, achieving a superhuman pace of discovery.

A "software-only singularity," where AI recursively improves itself, is unlikely. Progress is fundamentally tied to large-scale, costly physical experiments (i.e., compute). The massive spending on experimental compute over pure researcher salaries indicates that physical experimentation, not just algorithms, remains the primary driver of breakthroughs.

Unlike pre-programmed industrial robots, "Physical AI" systems sense their environment, make intelligent choices, and receive live feedback. This paradigm shift, similar to Waymo's self-driving cars versus simple cruise control, allows for autonomous and adaptive scientific experimentation rather than just repetitive tasks.

The ultimate goal isn't just modeling specific systems (like protein folding), but automating the entire scientific method. This involves AI generating hypotheses, choosing experiments, analyzing results, and updating a 'world model' of a domain, creating a continuous loop of discovery.

Current LLMs fail at science because they lack the ability to iterate. True scientific inquiry is a loop: form a hypothesis, conduct an experiment, analyze the result (even if incorrect), and refine. AI needs this same iterative capability with the real world to make genuine discoveries.

The combination of AI's reasoning ability and cloud-accessible autonomous labs will remove the physical barriers to scientific experimentation. Just as AWS enabled millions to become programmers without owning servers, this new paradigm will empower millions of 'citizen scientists' to pursue their own research ideas.