The parallel to TPS really hits home here. What struck me is how the Iktos moat isnt just about the AI models or the robotics seperately, but the orchestration layer that ties everything togehter. Most companies in this space are still thinking component by component. The idea that each iteration compounds the advantage over time is what makes this defensible long term. I'm curious how fast they can accelerate those design-make cycles in practice compared to tradtional approaches.
I’m also super curious about how far they can go. They can run 100 design make cycles in the the time a single chemist can do 2 assuming he works in parallel on 2 compounds
The parallel to TPS really hits home here. What struck me is how the Iktos moat isnt just about the AI models or the robotics seperately, but the orchestration layer that ties everything togehter. Most companies in this space are still thinking component by component. The idea that each iteration compounds the advantage over time is what makes this defensible long term. I'm curious how fast they can accelerate those design-make cycles in practice compared to tradtional approaches.
I’m also super curious about how far they can go. They can run 100 design make cycles in the the time a single chemist can do 2 assuming he works in parallel on 2 compounds