Jonathan Siddharth

Jonathan Siddharth × Molly O'Shea

Healthcare AI has crossed O'Shea’s threshold for measurable impact, with biological and chemical models, laboratory robotics and simulations targeting drug development’s high failure rates.After a decade building licenses, networks and care infrastructure, Devoted Health tripled in size, halved operating expenses and significantly increased EBITDA, while China’s rising pharmaceutical research share leaves domestic research and regulatory capacity as risks to monitor.

Harry Stebbings × Jonathan Siddharth

Turing’s thesis is that data labeling has given way to research accelerators, with expert-generated RL environments training agents across every workflow, role, function and industry—roughly $30 trillion of knowledge work.Its revenue is traditional “gap” revenue rather than SaaS ARR, sustained by recurring lab projects and concentrated among a small handful of firewalled partners, much like Nvidia.The upside depends on closing the model capability overhang through scaffolding, evals and deployment, while enterprise adoption timing, SaaS displacement and sovereign-model demand remain key variables.