AI models can modify the genetic sequences of known bioweapons like ricin just enough to evade current screening protocols at DNA synthesis companies. This creates functional but 'obfuscated' threats, demonstrating a critical vulnerability in our biodefense supply chain.

An AI model named EVO2 designed novel bacteriophage genomes from scratch. When created in a lab, these viruses were not only viable but also functioned better than the best-known natural phages at killing E. coli, marking a new era in biological engineering.

There's a critical asymmetry in AI risk timelines. For cyber threats, an AI that finds an exploit can create a patch almost instantly. For biological threats, an AI might design a dangerous virus, but developing and deploying the corresponding countermeasure (e.g., a vaccine) takes far longer than the ~6 months before the virus-design capability diffuses to open-source models.

Current concerns focus on AI agents using existing bioinformatics tools. The more advanced threat is agentic AI that can code and create novel, personalized biological tools on demand, moving beyond a static toolset to a dynamic threat generation capability.

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."

The belief that nature represents the ceiling of pathogen danger is false. Just as humans engineer materials stronger than any found in nature, AI can be used to design viruses that are far more transmissible or lethal than their natural counterparts.

The next major biological threat may not be a single event like COVID-19, but rather 'waves and waves of new pandemics.' This is due to the increasing accessibility and decreasing cost of the knowledge and equipment needed to create novel pathogens, potentially allowing individuals to tinker with viruses in their basements, leading to frequent lab leaks.

A major biotech revolution is underway as AI now enables effective 'in silico' (simulated) experiments. This shift from physical "wet labs" to cheap, infinitely scalable simulations drastically cuts time and cost for drug discovery, making audacious goals like curing cancer scientifically plausible.

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.