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Start free trial →The MAD Podcast with Matt Turck · AI Research & Frontier Labs · September 2026
Matt Turck had just asked about the industry's stock defense of itself — that AI is going to cure cancer. Socher doesn't answer that directly. He reframes the whole controversy as a split between people who own the output of a business and people who sell their hours to it, then argues the upside case for AI is that it pushes more people into the first group.
…in late stage trials, they actually within six to 18 months have multiple different drugs in like late stage two trials already. And by the time they'll go public, it'll be with like eight plus different drugs that are then also much more likely to succeed because we have better predictive models.
…controversial, whether that's the job question or the data center question. The number one thing the industry keeps saying as a way to justify why AI is a great thing is AI is going to cure cancer. What is your sense of the reality of that claim and what it's going to take to get there? There's
a lot to unpack there. Maybe at a very high level, I think if you care about the outputs of an industry or a company, then you love AI. If you get paid hourly, you probably hate AI. And so AI in the positive instantiation of this future is a huge force towards more entrepreneurial thinking. If you're an entrepreneur, generally you kind of love AI because it's making your things more efficient. You just get more done. You have to like, you have an unlimited list of things to do if you're a startup founder or just running a company. And to have an AI do many of those things…
Is that precisely the point that cancer is just extremely complex and ultimately a system problem
that AI
is uniquely equipped to solve? Exactly.