Eli Lilly plans to use its $7.3B cash reserve to fund an "App Store" for biotech scientists after launching a data center with 1,016 Blackwell chips in 2025 (Patrick Temple-West/Financial Times)
THE SO WHAT
A pharma giant pointing $7.3B and 1,016 Blackwell chips at an "App Store" for scientists is vertical AI integration at industrial scale—distribution and proprietary data, not models, are the moat. If you're a smaller biotech or tools startup, assume the platform you build on may also become your competitor and plan IP and channel accordingly.
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