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Jacob Kimmel

👤 Person
972 appearances

Podcast Appearances

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, so I think there are a couple different ways one can tackle this.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One is you have to think about what's the selective pressure that would make one live longer and encode for higher health over longer durations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Do you have that selective pressure present?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's another, which is are there any anti-selective pressures that are actually pushing against that?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And there's a third piece of this, which is something like the constraints of your optimizer.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If we think about the genome as a set of parameters and the optimizer as natural selection, then you've got some constraints on how that actually works.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can only do so many mutations at a time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You have to kind of spend your steps that update your genome in certain ways.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So tackling those from a few different directions, like what would the positive possible selection be?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

As you highlighted, it might be something like, well, if I'm able to extend the lifespan of an individual, they can have more children, they can care for those children more effectively, that genome should propagate more readily into the population.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so one of the challenges then, if you're trying to think back in sort of a thought experiment style of evolutionary simulation here, would be what were the conditions under which a person would actually live long enough for that phenotype to be selected for and how often would that occur?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so this brings us back to some very hypothetical questions, things like what was the baseline hazard rate during the majority of human and private evolution?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The hazard rate is simply, what is the likelihood you're going to die on any given day?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that integrates everything.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's like diseases from aging, that's getting eaten by a tiger, that's falling off a cliff, that's like scraping your foot on a rock and getting an infection and dying from that.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so from the best evidence we have, the baseline hazard rate was very, very high.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so even absent aging, you're unlikely to actually reach those outer limits of possible health where aging is one of the main limitations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so the number of individuals in the population that are gonna make it later in that lifespan, where using some of your evolutionary updates to try and actually push your lifespan upward is relatively limited.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the amount of gradient signal flowing back to the genome then is not as high as one might intuitively think.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, you got to contribute resources back to the group.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can't just be a freeloader.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You need to get calories, go out in the jungle, get some berries.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I entirely agree with that particular thesis.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You know, I think in biology in general, when you're trying to engineer a given property, be it being healthier longer, be it making something more intelligent, and this is true even at the micro level of trying to engineer a system to manufacture a protein at high efficiency, you always have to start by asking yourself, did evolution spend a lot of time optimizing this?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If yes, my job is going to be insanely hard.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If no, potentially there are some low-hanging fruit.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think this is a good argument for why potentially intelligence wasn't strongly selected for.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I think actually the lifespan argument plays back into intelligence to a degree.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You start to ask, okay, if I have intelligence that's able to compound over time and I can develop, you know, for instance, in some hypothetical universe, my fluid intelligence lasts much longer in my lifespan.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If the number of people who are reaching something like 65 is very small in a population, you're not necessarily going to select for alleles that lead to fluid intelligence preservation late into life.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This is actually part of my own pet hypothesis around some of the interesting phenomenology in when discoveries are made throughout lifespans.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there are some famous results where, for instance, I'm going to get the exact age a little bit wrong, but in mathematics, most great discoveries happen roughly before 30.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Why should that be true?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That doesn't make sense.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can sort of put down a bunch of societal reasons for it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Oh, maybe you sort of become staid in your ways.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Your teachers have caused you to restrict your thinking by that point.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But really, that's true across centuries.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's true across many different unique cultures around the world.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's true in both cultures from the East and cultures from the West.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That seems unlikely to me.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think a much simpler explanation is that for whatever reason, our fluid intelligence is roughly maximized at the time where the population size during human evolution was maximal.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you had to pick an age at which fluid intelligence was selected most strongly for, it's probably around 25 or 30.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's probably about the age of the adults in the large populations that were being selected for during the rest of evolution.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think there's a lot of reason here to think that actually there's interplay between many features of modern humans and how long we were living and how that dictates some of the features that occur that rise and fall throughout our lives.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Do you know the Alexander von Hummelt story?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

No.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So Alexander von Hummelt is one of the most famous scientists in history.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

He's kind of forgotten now.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But he had this one expedition to South America where he climbed Mount Chimborazo at a time when very few Europeans had done that.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so he was able to observe various ecological layers that were repeated across latitudes and across altitudes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Mm-hmm.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it caused him to formulate an understanding of how selection was operating on plants at different layers in the ecosystem.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that one expedition was the basis of his entire career.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so when you see something named Hummel, just to give you a sense of how famous this guy is, it's usually Alexander von Hummel.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not like this is some like massive, prosperous German family name that just happens to be really common.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's this one guy.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so really it was like this singular year in which he conceived a lot of our modern understanding of botany and selective pressure.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, so then the next piece of the evolutionary story is like, is there anything selecting against longevity?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Like, okay, let's just pretend everything I said was wrong.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Can I still make an argument that maybe evolution hasn't maximally optimized our for our longevity?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One argument that comes up

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I'll caveat and say, I don't know how strong some of the mathematical models that people put together here are.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can find people using the same idea to argue for and against.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But there's this notion of what's called kin selection, that if you sort of take a selfish gene view of the world, that really this is the genome optimizing for the genome's propagation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not trying to optimize for any one individual.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

then actually optimizing for longevity is a pretty tricky problem because you have this nasty regularization term, which is that if you're able to make a member of the population live longer, but you don't also counteract the decrease in their fitness over time, meaning you maybe extend maximum lifespan, but you haven't totally eliminated aging, then the number of net calories contributed to the genome as a function of that person's marginal year and their own calorie consumption is less than if you were to allow that individual to die and actually have two 20-year-olds, for instance, that sort of follow behind them.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so there is a notion by which a population being laden demographically with many aged individuals, even if they did have fecundity persisting out some period later in life, is actually net negative for the genome's proliferation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that really a genome should optimize for turnover and population size at max fitness.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think this is where another ML analogy is helpful, which is something like, well, actually a two-layer neural network is technically a universal approximator, but we can never actually fit them in such a way.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And why does that occur?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

People will wave their hands, but it basically comes down to we don't really know how to optimize them, even if you can prove out in a formal sense that they are universal approximators.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think we have similar optimization challenges with our genome as the parameters and evolution as the optimization algorithm.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And one of those is that your mutation rate basically bounds the step size you can take.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So if you imagine that at each generation, you get some number of inputs, you can select for some number of alleles.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, the max number of variations in the genome is set by mutation rate.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you dial your mutation rate up too high, you probably get a bunch of cancers.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you're selected against.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you have it too low, you can't really adapt to anything.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you end up with this happy medium, but that limits your total step size.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then the number of variants you can screen in parallel is basically limited by your population size.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so for most of evolution, there were lots of forces constraining population size as well.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One of the dominant source of selection on the genome is really prevention of infectious disease.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it seems like when you study the history of early modern man, infectious disease is actually what shaped a lot of our population demographics.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so there's a lot of pressure pushing for those step sizes, those updates to the genome, really to be optimizing for protection against infectious disease rather than other things.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so even if you imagine that maybe the arguments on the former and the first and the second of these possible, you know, positive selection being absent for longevity and potentially some negative selection existing.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You could, I think, construct a reasonable argument for why humans don't live forever, why the genome hasn't optimized for that, simply based on these optimization constraints.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You have to imagine not only that the positive selection is there and the negative selection is absent, but that when you think about sort of the weighted loss term of all the things the genome is optimizing for, that the weight on longevity is high enough to matter.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so even if you imagine it's there, if you simply imagine that the lambdas are dialed toward infectious disease resilience more effectively, then you can construct an argument for yourself.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think really when you start to ask, why don't we live forever?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Why didn't evolution solve this?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You actually have to think about an incredibly contingent scenario where both the positive selection is there, the negative selection is absent.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you have a lot of our evolutionary pressure going toward longevity to solve this incredibly hard problem in order to construct the counterfactual in which longevity is selected for and does arise in modern man and in which we are optimal.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think that puts human aging and longevity and health really in this category of problem in which evolution has not optimized for it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Ergo, it should be, relatively speaking, relative to a problem evolution had worked on, easy to try and intervene and provide health.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I think in many ways, the existence of modern medicines, which are incredibly simplistic, we are targeting a single gene in the genome and turning it off everywhere at the same time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And yet the fact that these provide massive benefit to individuals is another sort of positive emission or piece of evidence.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, it's actually an excellent question that I haven't heard posed before.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we think about where do antibiotics come from?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

To your point, we could synthesize them.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They're just metabolites largely of other bacteria and fungi.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You think about the story of penicillin, what happens?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Alexander Fleming finds some fungi growing on a dish, and the fungi secrete this penicillin antibiotic compound, and so there's no bacteria growing near the fungi.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And he says he has this lightbulb moment of, oh my gosh, they're probably making something that kills bacteria.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's no prima facie reason that you couldn't imagine encoding an antibiotic cassette into a mammalian genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think part of the challenge that you run into is that you're always in evolutionary competition.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's this notion of what's called the Red Queen hypothesis.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's an allusion to the story in Lewis Carroll's Through the Looking Glass, where the Red Queen is running really fast just to stay in place.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So when you look at sort of pathogen host interactions or competition between bacteria and fungi that are all trying to compete for the same niche, what you find is they're evolving very rapidly in competition with one another.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's an arms race.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Every time a bacteria evolves a new evasion mechanism, the fungus that occupies the niche will evolve some new.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so part of why that there is this competitiveness between the two is they both have very large population sizes in terms of number of genomes per unit resource they're consuming.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are trillions of bacteria in a drop of water that you might pick up.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there's trillions of copies of the genome, massive analog parallel computation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then at the same time, they can tolerate really high mutation rates because they're prokaryotic.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They don't have multiple cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So if one cell manages to mutate too much and it isn't viable or it grows too fast, it doesn't really compromise the population and the whole genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Whereas for metazoans like you and I, if even one of our cells has too many mutations, it might turn into a cancer and eventually kill off the organism.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So basically what I'm getting at, and this is a long-winded way of getting there, is that

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

bacteria and other types of microorganisms are very well adapted to building these complex metabolic cascades that are necessary to make something like antibiotics.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it's necessary to maintain that same mutation rate and population size in order to maintain the competition.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Even if our human genome stumbled into making an antibiotic, most pathogens probably would have mutated around it pretty quickly.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I'm going a bit beyond my own knowledge here.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I want to say my strong hypothesis would be yes, I can't point to direct evidence today.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are some examples of this where, for instance, bacteria that fight off viruses that infect them, bacteriophages, have things like CRISPR systems.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you can actually go and look at the spacers, the individual guide sequences that tell the CRISPR system which genome do you go, where do you cut.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you find some of these guides that are very ancient.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It seems like this bacterial genome might not have encountered that particular pathogen for quite a while.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you can actually get sort of an evolutionary history of what was the warfare like, what were the various conflicts throughout this genomic history just by looking at those sequences.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In mammals, where I do know a bit better, we do have examples of this, where there is this coevolution of pathogen and host.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Imagine you have some antipathogen gene A fighting off some virus X. Well, you then actually update, so now you have virus X prime and antipathogen gene A prime.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now virus X prime goes away, but actually virus X still exists and we've lost our ability to fight it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Those examples really do happen.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so there's a prominent one in the human genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we have a gene called Trim5-alpha.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it actually binds a endogenous retrovirus that is no longer present, but was at one point actually resurrected by a bunch of researchers.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it was demonstrated that it is the case.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We have this endogenous gene, which basically fits around the capsid of the virus like a baseball and a glove and prevents it from infecting.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it turns out, if you look at the evolutionary history of that gene, and you trace it back through monkeys, you can actually find that a previous iteration inhibited SIV, which is the cousin of HIV in humans.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so old world monkeys actually can't get SIV, whereas new world monkeys can, and humans can, obviously.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it seems like what happened, and you can actually make a few mutations in TRIM5-alpha and find that this is true,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

is that Trim5-alpha once protected against an HIV-like pathogen in the primate genomes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then there was this challenge from this massive endogenous retrovirus.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it was so bad that the genome lost the ability to fight off these HIV-like viruses in order to restrict this endogenous retrovirus.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you can see it because that retrovirus integrates into our genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are like latent copies, like the half bodies of this virus all throughout our DNA code.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then this particular retrovirus went extinct.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Reasons unknown.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

No one knows why.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But we didn't, like, re-update that piece of our host defense machinery to fight off HIV again.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we're in a situation where you can go in and take human cells and make just a couple edits in that TRMM5 alpha gene, and it's

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

currently protecting against a virus which no longer exists.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you can edit it back to actually restrict HIV dramatically.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there are plenty of examples.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you could imagine the same thing for antibiotics.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We're like, hey, this particular, you know, defense mechanism went away because the pathogen evolved its own defense to it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, the pathogen might have lost that defense long ago.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And if you could sort of extract that historical antibiotic, that historical antifungal, potentially it actually has efficacy.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, I think a great explanation for understanding a lot of evolution and how you're able to actually adapt to new environments, new pathogens, is that gene duplication is possible.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And this explains a whole lot.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you look at most genes in the genome, they actually arise at least at some point in evolution from a duplication event.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So that means you've got gene A, it's doing, you know, it's performing some job, and then some new environmental concern comes along.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Maybe it's like a lack of particular source of nutrient.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Maybe it's a pathogen challenging you.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And maybe gene A, if it were to dedicate all of its energies, so to speak, you were to mutate it to solve this new problem, could be adapted with a minimal number of mutations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

but then you lose its original function.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we have this nice feature of the genome, which is it can just copy and paste.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so occasionally what will happen in evolution is you get a copy paste event.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now I've got two copies of gene A and I can preserve my original function in the original copy.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then this new copy can actually mutate pretty freely because it doesn't have a strong selective pressure on it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So most mutations might be null.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I've got two copies of the gene.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I can have lots of mutations in it accumulate.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Nothing bad really happens because I've got my backup copy, my original.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so that you can end up with drift.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not that the base rate goes up.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not like DNA polymerase is more erroneous or that you're just like doubling it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not like, oh, well, I've got two copies.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That is true, but I don't think it's the main mechanism.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One of the main mechanisms that just makes it difficult for evolution to solve a problem is that if a mutation breaks a gene or somewhere along the path of edits, imagine there are three edits that take a host defense gene from restricting SIV to restricting this new nasty PT endogenous retrovirus.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, if one edit just breaks the gene, two edits just breaks the gene, three edits fixes it, it's really hard for evolution to find a path whereby you're actually able to make those first two edits because they're net negative and that net negative for fitness.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You need some really weird contingent circumstances.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Through duplication, you can create a scenario where those first two edits are totally tolerated.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They have no effect on fitness, you've got your backup copy, it's doing its job.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so even though the mutation rate is low, some of these edits actually aren't that large.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I'm going to forget the number of edits, for instance, in TRIM5-alpha for this particular phenomenon we're talking about for memory.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But it's in, like, the tens.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not that you need massive kilobase scale rearrangements.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's actually a fairly small number of edits.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And basically, you can just align the sequence of this gene in new world versus old world monkeys and then for humans.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you find there's a very high degree of conservation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can arrange genes in the human genome by homology to one another.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And what you find is even in our current genome, even without having the full historical record, there are many, many genes which are likely resulting from duplication events.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One like trivial way that you can check this for yourself is like just go look at the names of genes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And very often you'll see something where it's like gene one, gene two, gene three, or, you know, type one, type two, type three.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And if you then go look at the sequences...

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Sometimes those names arise from like they were discovered in a common pathway and they have nothing to do with each other.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

A lot of the time it's because the sequences are actually quite darn similar.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And really what probably happened is they evolved through a duplication event and then maybe did some swapping with some other genes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you ended up with these quite similar, quite homologous genes that now have specialized functions.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it's like when evolution has a new problem to solve, it doesn't have to start from scratch.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It starts from, like, what was the last copy of the parameters for encoding a gene that is getting close to solving this?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Okay, let's do a copy-paste on that and then iterate and fine-tune on those parameters as opposed to having to start with, like, ab initio, some random stretch of sequence somewhere in the genome has to become a gene.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Interesting.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The number of calories they can gather for the population.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, I think that's correct.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I don't think that there is a single monocausal explanation for aging.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think there are layers of molecular regulation that explain a lot.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

For instance, I have dedicated my career now to working on epigenetics and trying to change which gene cells use because I think that explains a lot of it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But it's not that there is like some upstream bad gene X and all we have to do is turn that off and suddenly aging is solved.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think the most likely outcome is that when we eventually develop medicines that prolong health in each of us, it's not going to fix everything all at once.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's not going to be a singular magic pill, but rather you're going to have medicines that add multiple healthy years to your life, years you can't otherwise get back.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But it's not going to fix everything at the same time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You are still going to experience for the first medicine some amount of decline over time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And this gives you an example of if you think about evolution as a medicine maker in this sort of anthropomorphic context, why it might not have been selected for immediately.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we're working on something called epigenetic reprogramming, which very broadly is using genes called transcription factors.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I like to think about these as sort of the orchestra conductors of the genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They don't perform many functions directly themselves, but they bind specific pieces of DNA and then they tell which genes to turn on, which genes to turn off.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They eventually put chemical marks on top of DNA, on some proteins that DNA surrounds.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And this is one of the answers, this particular layer of regulation called the epigenome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's the answer to this fundamental biological question of how do all my cells have the same genome, but ultimately do very different things.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Your eyeball and your kidney have the same code, and yet they're performing different functions.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that may sound a little bit simplistic, but ultimately I think it's kind of a profound realization.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so that epigenetic code is really what's important for cells to define their functions.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's what's telling them which genes to evoke from your genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

What has now become relatively apparent is that the epigenome can degrade with age.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It changes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The particular marks that tell your cells which genes to use can shift as you get older.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This means that cells aren't able to use the right genetic programs at the right times to respond to their environment.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You're then more susceptible to disease.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You have less resilience to many insults that you might experience.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And our hope is that by remodeling the epigenome back toward the state it was in when you were young, right after development, that you'll be able to actually address myriad different diseases whose one of strong contributing factors is that cells are less functional than when you were at an earlier point in your life.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we're going after this by trying to find combinations of these transcription factors that are able to actually remodel the epigenome so that they can bind to just the right places in the DNA and then shift the chemical marks back toward that state when you were a young individual.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Oh, how I wish it were straightforward.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

No, it's very likely.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Each of these transcription factors binds hundreds to thousands of places in the genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And one way of thinking about it is if you imagine the genome is sort of the base components of cell function, then these transcription factors are kind of like the basis set in linear algebra.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's different combinations and different weights of each of the genes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so most of them are targeting pretty broad programs.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And there are no guarantees that aging actually involves moving perfectly along any of the vectors in this particular basis set.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it's probably going to be a little tricky to figure out a combination that actually takes you backward.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's, again, no guarantees from evolution that it's just a simple reset.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it's actually a critical part of the process that we run through as we try and discover these medicinal combinations of transcription factors we can turn on is to ensure that they not only are making an age cell revert to a younger state.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We measure that a couple different ways.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One is simply measuring which genes those cells are using.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They use different genes as they get older.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can measure that just by sequencing all of the mRNAs, which are really the expressed form of the genes being utilized in the genome at a given time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You see that age cells use different genes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Can I revert them back to a younger state?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Colloquially, we call this a looks-like assay.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Can I make an old cell look like a young one based on the genes it's using?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And maybe more importantly, we go down and drill to the functional level.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And we measure, can I actually make an age cell perform its functions, its object roles within the body, the same way a young cell would?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And these are the really critical things you care about for treating diseases.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Can I make a hepatocyte, a liver cell in Greek, function better in your liver so it's able to process metabolites like the foods you eat, how it's able to process toxins like alcohol and caffeine?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Can I make a T cell respond to pathogens and other antigens that are presented within your body?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So these are the ways in which we measure age, and so we need to ensure that not only does the combination of TFs that we find actually have positive effects along those axes, but we then want to also measure any potential detrimental effects of that image.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there are canonical examples where you can seemingly reverse the age of a cell, for instance, at the level of a transcriptome, but simultaneously you might be changing that cell's type or identity.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So Shinya Monaka, a scientist who won the Nobel in 2012 for some work he did in about 2007, discovered that you can just take four transcription factors and actually just by turning on these four genes, turn an adult cell all the way back into a young embryonic stem cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This is a pretty amazing existence proof that shows that you can reprogram a cell's type and a cell's age simultaneously just by turning on four genes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Out of the 20,000 genes in the genome, the tens of millions of biomolecular interactions, just four genes is enough.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's a shocking fact.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we actually have known for many years now that you can reprogram the age of a cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The challenge is that simultaneously you're doing a bunch of other stuff, as you alluded to.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You're changing its type.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that might be pathological.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you did that in the body, it would probably cause a type of tumor called a teratoma.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we measure not only at the level of the genes a cell is using.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Do you still look like the right type of cell?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Are you still a hepatocyte?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Are you still a T cell?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If not, that's probably pathological.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But you can also use that same information to check for a number of other pathologies that might develop.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Did I make this T cell hyperinflammatory in a way that would be bad?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Did I make this liver cell potentially neoplastic, proliferate too much even when the organism's healthy and undamaged?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you can check for each of those at the level of gene expression programs and then likewise functionally.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Before you put these molecules in a human, you actually just functionally check in an animal.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You make an itemized list of the possible risks you might run into.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Here are the ways it might be toxic.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Here are the ways it might cause cancer.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Are we able to measure deterministically and empirically that that doesn't actually occur?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You're entirely right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You know, Shinya Amanaka was able to do this with a relatively small team with relatively few resources and achieve this remarkable feat.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it's entirely worth asking, why can't a similar procedure work for arbitrary problems in reprogramming cell state, whether it be trying to make an age cell act like a young one, disease cell act like a healthy one?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Why can't you just take 24 transcription factors and randomly sort through them?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there were two features of Xinyue's problem that I think make it amenable to that sort of interrogation that aren't present for many other types of problems.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And this is why he's such a remarkable scientist.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Most of science is problem selection.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You don't actually get better at pipetting or running experiments after a certain age, but you do get better at picking what to do.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And he's amazing at this.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the first feature is that measuring your success criterion is trivial in the particular case he was investigating.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

He's starting with somatic cells that, in this case, were a type of fibroblast, which literally is defined as cells that stick to glass and grow in a dish when you grind up a tissue.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it sounds fancy, but it's a very simplistic thing.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So he's starting with fibroblasts.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can look at them under a microscope, and you can see their fibroblasts just based on how they look.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then the cells he's reprogramming toward are embryonic stem cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So these are tiny cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They're mostly nucleus.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They grow really, really fast.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They look different.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They detach from a dish.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They grow up into a 3D structure.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And they express some genes that will just never be turned on in a fibroblast by definition.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So actually how he ran the experiment was he just set up a simple reporter system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So he took a gene that should never be on in a fibroblast, should only be on in the embryo, and he put a little reporter behind it so that these cells would actually turn blue when you dumped a chemical on them.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then he ran this experiment in many, many dishes with millions upon millions of cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The second really key feature of the problem is this notion that those cells he's converting into amplify.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They divide and grow really quickly.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So in order for you to find a successful combination, you don't actually need it to be efficient almost at all.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The original efficiency Yamanaka published, the number of cells in the dish that convert from somatic to an induced pluripotent state back into a stem cell is something like a basis point or a tenth of a basis point, so like 0.01, 0.001%.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If these cells were not growing and they were not proliferating like mad, you probably would never be able to detect that you had actually found anything successful.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's only because success is easy to measure once you have it, and even being successful in very rare cases, one in a million,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

amplifies, and you can detect it, that this I think was amenable to his particular approach.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So in practice, what he would do is dump these factors or this group of 24 minus some number, eventually whittling it down to four.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

He would dump these onto a group of cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And over the course of about 30 days, just a few cells in that dish, like a countable number on your fingers, would actually reprogram.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But they would proliferate like mad.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They form these big, what we call colonies, because it's like a single cell that just proliferates and forms a bunch of copies of itself.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They form these colonies.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can see with your eyeballs by holding the dish up to the light and looking for opaque little dots on the bottom.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You don't need any fancy instruments.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then you could stain them with this particular stain and they would turn blue based on the genetic reporter he had.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So now we look at those key features of the problem and we pick any other problem we're interested in.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I'm interested in aging, so that's the one I'm going to pick for explanation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

how difficult is it to measure the likelihood of success or whether you've achieved success for cell age?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, it turns out age is much more complicated in terms of discriminating function than actually just comparing two types of cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

An old liver cell and a young liver cell, prima facie actually look pretty darn similar.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's actually quite nuanced, the ways in which they're distinct.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so there isn't a simple trivial system where you just like label your one favorite gene or you can just

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Just give the young cells cancer.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Just make the old ones cancer, and then they'll grow.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, Dorcas, you've solved it for me.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there's no trivial way that you can tell whether or not you've succeeded.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You actually need a pretty complex molecular measurement.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so for us, a real key enabling technology, and I don't think our approach would really have been possible until it's emerged, was something called single-cell genomics.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you now take a cell, rip it open, sequence all the mRNAs it's using.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so at the level of individual cells, you can actually measure every gene that they're using at a given time and get this really complete picture of a cell state, everything it's doing, lots of mutual information to other features.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And from that profile, you can train something like a model that discriminates young and aged cells with really high performance.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It turns out there's no one gene that actually has that same characteristic.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So unlike in Yamanaka's case where a single gene on or off is like an amazing binary classifier, you don't have that same feature of easy detection of success in aging.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The second feature is as you highlighted, we can't just turn these into cancer cells, success doesn't amplify.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so in some ways, the bar for a medicine is higher than what Yamanaka achieved in his laboratory discovery.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can't just have 0.001% success and then wait for the cells to grow a whole bunch in order to treat a patient's disease or, you know, make their liver younger, make their immune system younger, make their endothelium younger.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You need to actually have it be fairly efficient across many cells at a time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so because of this, we don't have the same luxury Yamanaka did of taking a relatively small number of factors and finding a success case within there that was pretty low efficiency.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We actually need to search a much broader portion of TF space in order to be successful.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And when you start playing that game and you think, okay, how many TFs are there?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Somewhere between 1,000 and 2,000, depends on exactly where you draw the line and developmental biologists love to argue about this over beer, but let's call it 2,000 for now.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you wanna choose some combination, let's say you guess it's like somewhere between one and six factors might be required.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The number of possible combinations is about 10 to 16.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So if you do any like math on the back of a napkin, in order to just screen through all of those, you would need to do many orders of magnitude more single cell sequencing than the entire world has done to date cumulatively across all experiments.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it's just not tractable to do exhaustively.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so that's where actually having models that can predict the effect of these interventions comes in.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If I can do a sparse sampling, I can test a large number of these combinations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I can start to learn the relationship of what a given transcription factor is going to do to an age cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Is it going to make it look younger?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Is it going to preserve the same type?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I can learn that across combinations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I can start to learn their interaction terms.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now I can use those models to actually predict in silico for all the combinations I haven't seen, which are most likely to give me the state I want.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you can actually treat that as a generative problem and start sampling and asking which of these combinations is most likely to take my cell to some target destination in state space.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In our case, I want to take an old cell to a young state.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But you could imagine some arbitrary mappings as well.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think as you get to these more complex problems that don't have the same features that Shinya benefited from, which were the ability, again, to measure success really easily.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can see it with your bare eyes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You don't even need a microscope.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And two, amplification.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

As you get into these more challenging problems, you're going to need to be able to search a larger fraction of the space to hit that higher bar.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That would be very much my contention.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And one piece of evidence for this is that's the way the development works.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You know, it's kind of a crazy thing to think about, but you and I were both just like a single cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then we were a bag of undifferentiated cells that were all exactly alike.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then somehow we became humans with hundreds of different cell types all doing very different things.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And when you look at how development specifies those unique fates of cells, it is through groups of these transcription factors that each identify a unique type.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And in many cases, actually, the groups of transcription factors, the sets that specify very different fates, are actually pretty similar to one another.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so evolution has optimized for being able to just swap one TF in or swap one TF out of a combination.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

and get pretty different effects.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you have this sort of like local change in sequence or gene set space leading to a pretty large global change in output.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then likewise, many of these TFs again are duplicated in the genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And because mutations are going to be random and they're inherently small changes at the level of sequence at a given time,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Evolution needs a substrate where in order to function effectively, these small changes can give you relatively large changes in phenotype.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Otherwise, it would just take a very long time across evolutionary history for enough mutations to accumulate in some duplicated copy of the gene for you to evolve a new TF that does something interesting.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think we're actually in most cases in biology, due to that evolutionary constraint, small edits need to lead to meaningful phenotypic changes in a relatively favorable regime for generic gradient-like optimizers.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You know, it would be maybe a little bit overstating to say evolution is like using the gradient, but there is a system kind of like if you've heard of evolution strategies, where basically the way you optimize parameters is you can't take a gradient on your loss, so you make a bunch of copies of your parameters, you randomly modify them,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then you compute a gradient on your parameters against your loss.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you can take a gradient in that space.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's kind of how I imagine evolution is working.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you need lots of those little edits to actually lead you to have meaningful step sizes in terms of the ultimate output that you have.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And to think like, you know, why would transcription factors... Maybe this is getting a little bit too gigabrained about it, but like, why does the genome even have transcription factors?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Like, what's the point?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Why not just have every time you want a new cell type, you like engineer some new cassette of genes or some new totally de novo set of promoters or something like this?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think one possible explanation for their existence rather than just an appreciation for their presence is that

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, having transcription factors allows a very small number of base pair edits at the substrate of the genome to lead to very large phenotypic differences.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If I break a transcription factor, I can delete a whole cell type in the body.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If I retarget a transcription factor to different genes, I can dramatically change when cells respond and have, you know, hundreds of their downstream effector genes change their behavior in response to the environment.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it puts you in this regime where transcription factors are a really nice substrate to manipulate as targets for medicines.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In some ways, they might be like evolution's levers upon the broader architecture of the genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so by pulling on those same levers that evolution has gifted us, there are probably many useful things we can engender upon biology.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I don't know about that, but if I can give you, I'll give you like a real cringe analogy that sometimes I deploy, but it requires a very special audience.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think you'll probably be the one who fits into it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I don't know about your audience, but you will.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can kind of think about it like, you know, if you think about how attention works, like queries, keys, values, TFs are kind of like the queries, the genome sequences they bind to, kind of like the keys.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Genes are kind of like the values.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it turns out that structure then allows you to very efficiently in terms of

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

editing space.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can change just one of those embedding vectors, in this case, one of those sequences, and get dramatically different performances or total outputs.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I do think it's kind of interesting how these structures recur throughout biology, you know, in the same way that the attention mechanism seems to exist in some neural structures.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think it's kind of interesting that you can very easily see how that same sort of querying and information storage might exist in the genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, or Eddie Chang has found like positional encodings probably exist in humans using Neuropixels.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you haven't read these papers.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Oh, yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So he implants these Neuropixel probes into individuals, and then he's able to talk to them, look at them as they read sentences.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And what he finds is that there seem to be certain representations which function as a positional encoding across sentences.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So they fire at a certain frequency, and it just increases as the sentence goes on and then like resets.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it seems exactly like what we do when we train large language models where you've got some function.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, yeah, yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Why don't we have a million of these pills?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Okay, I'll try and take those in stride, and they're pretty different answers.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

First answer is there actually are pathogens that utilize transcription factors as part of their life cycle.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So like a famous example of this is HIV.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

HIV encodes a protein called TAT, and TAT actually activates NF-kappa B. And so HIV, sorry to back up a little bit, is a retrovirus.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Starts out as RNA, turns itself into DNA, shoves itself into the genome of your CD4 CT cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so then it needs this ornate machinery to actually control when does it make more HIV and when does it go latent so it can hide and your immune system can't clear it out.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And this is why HIV is so pernicious is you can kill every single cell in the body that's actively making HIV with like a really good drug.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But then a few of them that have like lingered and hunkered down just turn back on.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so people call this the latent reservoir.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Same with Hep B, right?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, hep B, hep C can both do this sort of like latent sort of behavior.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so HIV is probably the most pernicious of these.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And one way it does it is this gene called TAT actually interacts with NF-kappa B. NF-kappa B is a master transcription factor within immune cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Typically, if I'm going to like horribly reduce what it does and some immunologists can crucify me later, it like increases the inflammatory response of most cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They become more likely to attack given pathogens around them on the margin.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it'll turn on an F-kappa B activity and then uses that to drive its own transcription and its own lifecycle.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I can't remember quite all the details now exactly of how it works, but part of this circuitry is what allows it to, in some subset of cells where some of that upstream transcription factor machinery in the host might be deactivated, it goes latent.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so as long as the population of cells it's infecting always has a few that are like turning off the transcription factors upstream that drive its own transcription, then HIV is able to persist in this latent reservoir within human cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it's just one example offhand.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Then there are a number of other pathogens, and unfortunately I don't have quite as much molecular detail on some of these, but...

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

they will interface with other parts of the cell that eventually result in transcription factor translocation to the nucleus and then transcription factors being active.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This actually segues a little bit to your second question on why aren't there more medicines targeting TFs?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In a way, I think many of our medicines

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

ultimately downstream are leading to changes in TF activity, but we haven't been able to directly target them due to their physical location within cells, and so we go several layers upstream.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you think about how a cell works in sensing its environment, it has many receptors on the surface, it has the ability to sense mechanical tension and things like this, and ultimately, most of what these signaling pathways lead to is to tell the cell, use some different genes than you're using right now.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's often what's occurring.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so that ultimately leads to transcription factors being some of the final effectors in these signaling cascades.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So a lot of the drugs we have that, for instance, inhibit a particular cytokine that might bind a receptor, or they block that receptor directly, or maybe they hit a certain signaling pathway,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Ultimately, the way that they're exerting their effect is then downstream of that signaling pathway, some transcription factor is either being turned on or not turned on, and you're using different genes in the cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we're kind of taking these like crazy bank shots because we can't hit the TFs directly.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So that sort of begs the question, like, why can't you just go after the TF directly?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Traditionally, we use what are called small molecule drugs where they're defined just by their size.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The reason they have to be small is they need to be small enough to wiggle through the membrane of a cell and get inside.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then you run into a challenge, which is if you want to actually stick a small molecule between two proteins that have a pretty big interface, meaning like they've got big swaths on the side of them that all, you know, sort of line up and form a synapse with one another, then you would need a big molecule in order to inhibit that.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it turns out that TF's binding DNA is a pretty darn big surface.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so small molecules aren't great at disrupting that and certainly even worse at activating it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So small molecules can get all the way into the nucleus, but they can't do much once they're there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They're just too small.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then the other classic modalities we have are recombinant proteins.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We make a protein like a hormone in a big vat.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We grow it in some Chinese hamster ovary cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We extract it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We inject it into you.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This is how, for instance, like human insulin works that we make today.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Or you make antibodies, antibodies produced by the immune system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

These run around and find proteins that have a particular sequence.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They buy into it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And often they just like stop it from working by glomming a big thing onto the side.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So those are too big to get through the cell membrane, so then they can't actually get to a TF or do anything directly.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we take these bank shots.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So what changes that today and why I think it's pretty exciting is we now have new nucleic acid and genetic medicines where you can, for instance, deliver RNAs to a cell that can get through using tricks like lipid nanoparticles.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You wrap them in a fat bubble.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It looks kind of like a cell membrane.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It can fuse with a cell, put the mRNAs in the cytosol.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can make a copy of a transcription factor there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then it translocates to the nucleus the same way a natural one would and exerts its effect.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And likewise, there are other ways to do this using things like viral vectors.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I think we've only very recently actually gotten the tools we need to start addressing transcription factors as first-class targets rather than treating them as like maybe some ancillary third-order thing that's going to happen.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

How do you get them in there?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think there are many ways one could imagine solving it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I'll sort of like narrow the scope of the problem to saying, I think delivering nucleic acid is a pretty good first order primitive.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Ultimately, the genome's nucleic acids, the RNAs that come out of it are nucleic acids.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So if you can get nucleic acid into a cell, you can drug pretty much anything in the genome effectively.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you can reduce this problem to asking, how do I get nucleic acids wherever I want them to any cell type very specifically?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So today, there are two main modalities that people use, both of which have some downsides.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The first one that we've touched on already is lipid nanoparticles.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

These are basically fat bubbles.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And by default, they get taken up by tissues which take up fat, like the liver, and they can be used sort of like Trojan horses.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They can release some arbitrary nucleic acid, usually RNA, maybe encoding your favorite genes, in our case, transcription factors.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

into the cell types of interest.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can play with the fats, and you can also tie stuff onto the outside of the fat, like you can attach a part of an antibody, for example, to make it go to different cell types in the body.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I think the field is making a lot of progress on being able to target various different cell types with lipid nanoparticles.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So even if nothing else worked for the next several decades, I think companies like ours would have more than enough problems to solve with the cells that we can actually target.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Another prominent way people go after this is using viral vectors.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The basic idea being viruses had a lot of evolutionary history and very large population sizes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They've evolved to get into our cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Maybe we can learn something from them, even better Trojan horses.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So one type of virus people use a lot is called an AAV.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Those AAVs carry DNA genomes, and so you can get genes, whole genes into cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They've got some packaging sizes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can think of it kind of like a very small delivery truck, so you can't put everything you want into it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They can go to certain cell types as well.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then on top of just where do you actually get the nucleic acid to begin with, you can engineer the sequences a bit.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that basically allows you to add like a knot gate on it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can make it turn off the nucleic acid in certain cell types, but you're never going to use the sequence engineering to get nucleic acid into cells where it didn't get delivered in the first place.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you can sort of start broad with your delivery vector and then use sequence to narrow down to make it more specific, but not the other way around.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think both of those methods are super promising.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Again, if nothing else emerged for decades, we'd still have tons and tons of problems as a therapeutic development community to solve even using just those.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I do think I have one sort of very controversial opinion, which, you know, people can roast me for later.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You have just one?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I have many controversial opinions.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One of them is that I think both of these probably in the limit will not be the way that we're delivering medicines in the year 2100.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you think about viral vectors, no matter what, they're always going to be some amount of immunogenic.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You're always going to have your immune system trying to fight them off.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can play tricks.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can try and cloak them, et cetera, et cetera.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But they're always going to have some toxicity risk.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They also don't go everywhere.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not that we have examples of like a single viral species that infects every cell type in the body and we just need to engineer it to make it safe.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We would have to also –

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

engineer the virus to go to new cell types.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there's some limitations there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

LNPs likewise have some problems.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They can go to tons of cell types.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's what largely we're working on.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We're super excited about it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But there are some physical constraints.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They just have a certain size, and they have to get from your bloodstream, out of your bloodstream, toward a given target cell, and they have to not fuse into any of the other cells along the way.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there's a whole gamut they have to run.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Ultimately, I think we're probably going to have to solve delivery the way that our own genome solved delivery.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we have this same problem that arose during evolution, which is how do I patrol the body, find arbitrary signals in the environment, and then deliver some important cargo there when some set of events happens?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

How do I find a specific place and only near those cell types release my cargo?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And really, the problem was solved by the immune system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we have cell types in our body, T cells and B cells, which are effectively engineered by evolution to run around, invaginate whatever tissues they need to.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They can climb almost anywhere in the bodies.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's nowhere they can't get access almost.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then once they sense a particular set of signals, and they've got a very ornate circuitry to do this, they run basically an AND gate logic, they can release a dis-specified payload.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And right now, the way our genome sets them up, the payload they release is largely either enzymes that will kill some cell that they're targeting or kill some pathogen or some signal flares that call in other parts of the immune system to do the same thing.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So that's super cool, but you can think about it as a modular system that evolution's already gifted us.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We've got some signal and environmental recognition systems, so we can find particular areas of the body that we want to find, and then some sort of payload delivery system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I can deliver some arbitrary set of things.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I imagine if we were to rip von Winkle ourselves into 2100 and wake up, the way we will be delivering these nucleic acid payloads is actually by engineering cells to do it, to perform this very ornate function.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Those cells might actually live with you.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You probably will get engrafted with them, and they might persist with you for many years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They deliver the medicine only when the environment within your body actually dictates that you need it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you actually won't be seeing a physician every time this medicine is active.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Rather, you'll have a more ornate, responsive circuit.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The other exciting thing about cells is that they're big and they have big genomes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you actually have a large palette to encode complex infrastructure and complex circuitry.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you don't need to limit yourself to like the very small RNAs you can get in that might encode a gene or two, or in our case, a few transcription factors.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You don't have to limit yourself to this tiny AAV genome that's only a few kilobases.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You've got billions of base pairs to play with in terms of encoding all your logic.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think that's ultimately how delivery will get solved.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We've got many, many stepping stones along the way.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But if I could, like, clone myself and work on an even riskier endeavor, that's probably what I would do.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Not literally every single cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I'll asterisk it there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So example, T cells don't go into your brain.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They can, but it's generally a pathology when they get in there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it's not like literally every cell, but almost every cell in your body is surveilled by the immune system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there are very, very few what we call immune privilege compartments in your body.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's things like the joints of your knees and your shoulders, your eyeball, and your brain, basically.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There might be a couple of these.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think the ear probably falls into that category.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

A funny way of thinking about this is all the gene therapy people using viruses, they want to deliver to the immune privilege compartments because their drugs are immunogenic and they're limited to a very, very small set of diseases.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So in a way, it's like the shadow of all the diseases you can't address with viruses is what you can address with cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And given the complementarity between them, it's like, okay, you can probably cover the entire body.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so they can't literally go everywhere.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I think your analogy to the CAR-T work is very apt as well, where you can think of that two-component system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I've got some detection mechanism for the environment I want to sense to perform some function.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then I have some sort of payload that I deliver.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

CAR-T's engineer the first of those and leave the second exactly the same as the immune system does.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

they engineer, go recognize this other antigen that you wouldn't usually target, some protein on the surface of a cell, for instance, and then deliver the payload you would usually deliver if it was infected by a virus or if you saw that it was foreign in some way, whereas cancer cells usually don't actually look that foreign.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Most of their genes are the same genes that

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

are in your normal genome, and that's why it's hard for the immune system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, the Red Queen race is quite sophisticated.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you want to just throw a new tool into biology, you somehow have to get around one side of that equation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Just to give the delivery folks credit, they're currently ahead.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are currently no reprogrammed medicines for aging, and there are medicines that deliver nucleic acids.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So they're still winning the race against us right now.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But to your point, I hope the lines cross.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I hope we out-compete them.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I do think, actually, even if you were able to only target some subsets of cells, it's not that you would see this strange Frankensteinian benefit in health in some aspects and lack of benefit entirely in others.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think what we found across the history of medicine is that actually the body is an incredibly interconnected complex system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And if you're able to rescue a function, even in one cell type and one tissue, you often have knock-on benefits in many places that you didn't initially anticipate.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One way we can get examples of this is through transplant experiments.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So both in bone marrow and in liver, for example, we have fairly common transplant procedures that occur in humans.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we can compare old humans who get livers from young people or old people, and in a way ask a pretty controlled question.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

What occurs as a function of just having a young liver?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Is it that, for example, you can eat a lot of fatty food and drink a lot and be fine, or is it that actually you see broader benefits?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And the latter seems to be true.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They have reduced risk of several other diseases and overall better survival as a function of having a younger liver than they do for an older one, suggesting that actually because these tissues are so interconnected,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Many of these organs like the liver, like your adipose tissue or endocrine organs, they're also sending out signals to many other places in your body, helping coordinate your health across multiple tissue systems.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Even just one tissue can benefit other tissue systems in your body at the same time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

HSCs are another example where there are many circumstances where one of the – and then I'll summarize.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This is mostly examples taken from a wonderful book by Frederick Applebaum who trained with Don Thomas, the physician who invented human bone marrow transplants.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are many circumstances where patients got a bone marrow transplant and actually cured another disease they had as a result, maybe unanticipated, where it's even just the replacement of this one special cell type, HSCs, has knock-on effects throughout the body.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You know, there were symptoms of these diseases that presented in myriad ways throughout their system, but ultimately its root cause was even just a single cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are counterexamples as well where you can go into animals

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

and break even just one gene in one specific subset of T cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can break a gene that encodes for a transcription factor in their mitochondria called TREM, and you actually dramatically shorten the lifespan of mice.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One gene in one special type of C cells can give you that type of pathology.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it sort of implies the inverse may also exist.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, I think it's one example because it is a hormone and your endocrine system coordinates a lot of the complex interplay between your tissues.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I don't think the story is fully written yet on exactly why GLP-1 and GIP-1, you know, broadly incretin mimetic medicines like Ozempic have so many knock-on benefits.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I think they're a great example of this phenomenon.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If someone told you, I'm going to find a single molecule and I'm going to drug it, and it's not only going to have benefits for weight loss, but also for cardiovascular disease, also possibly for addictive behavior, and maybe even preventing neurodegeneration, you would have told them they were crazy.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And yet, just by acting on the small number of cells in your body which are receiving this signal, the interplay and the communication between those cells and the rest of your body seems to have many of these knock-on benefits.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it's just one existence proof.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Very small numbers of cells in your body can have health benefits everywhere.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so even if cellular delivery does not emerge by 2100 as I imagine it will, then I still think that you're going to have the ability to add decades of healthy life to individuals by reprogramming the age of individual cell types and individual tissues.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Interesting.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

How many transcription factors?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think just a countable number.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think some of those that we found today that have efficacy are somewhere between one and five and that that's a small enough number that you can encapsulate it in current mRNA medicines.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So already in the clinic today, there are medicines that deliver many different genes as RNA.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there are medicines where, for instance, it's a vaccine as a combination of flu and COVID proteins, and they're delivering 20 different unique transcripts all at the same time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so when you think about that already as a medicine that's being injected into people in trials, the idea of delivering just a few transcription factors is seemingly quotidian.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so thankfully, I don't think we'll be limited by the size of the payloads that one can deliver.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One other really cool thing about transcription factors is that the endogenous biology is very favorable for drug development.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

the expression level of transcription factors in your genome relative to other genes is incredibly low.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you just look at the rank ordered list of what are the most frequently expressed genes in the genome by the count of how many mRNAs are in the cell, transcription factors are near the bottom.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that means you don't actually need to get that many copies of a transcription factor into a cell in order to have benefits.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so what we've seen so far and what I imagine will continue to play out is that even fairly low doses of these medicines, which are well within the realm of what folks have been taking for now more than a decade, are able to induce really strong efficacy.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we're hopeful that not only will the actual size of the payload in terms of like number of base pairs not be limiting, but the dose shouldn't be limiting either.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In principle, it could be one time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think that would be an overstatement for today, but I can sort of talk you through the evidence from like the first principles back to the reality of like what's the hardest thing we have in hand.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So epigenetic reprogramming is basically how the cell types in our bodies right now are able to adopt the identities that they have.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And the existence proof that those epigenetic reprogramming events can last decades is that my tongue doesn't spontaneously turn into a kidney.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So these epigenetic marks can persist for decades throughout a human life or, you know, hundreds of years if you want to take the example of a bowhead whale, which uses the same mechanism.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And we also know that with very targeted edits, other groups have done this, folks like Luke Gilbert now at the Ark Institute, who I think of as like one of the great unsung scientists of our time, have been able to make a targeted edit in a single locus and then show that you can actually make cells divide 400 plus times over multiple years in an incubator in the lab.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So imagine like a hothouse where you're just trying as hard as you can to break this mark down and it can actually persist for many years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Other companies have actually now dosed some editors similar to the ones that Luke developed in his lab in monkeys and shown they last at least a couple years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So in principle, the upper bound here is really long.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You could potentially have one dose and it lasts a very long time, potentially decades, as long as it took you to age the first time maybe.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We don't have data like that today, so we don't want to overstate.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We do have data that these positive effects can last several weeks after a dose.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you could imagine, even without many leaps of faith up toward this upper bound limit of what's possible, just from the data we have in hand now, that you could get doses every month, every few months, and actually have really dramatic benefits that persist over time, rather than needing, for instance, to get an IV every day, which might not be tractable.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think it's less likely.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think you have a prior that evolution has given you a reasonable basis set for navigating the states that human cells might want to occupy.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And in our case, we know that the state we're trying to access exists.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

is encoded by some combination of these TFs.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It does arise in development, obviously.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We're trying to make an old cell look young, not look like some Frankenstein cell that's never been seen before.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That said, we don't have any guarantees that the way aging progresses is by following the same basis set of these transcription factor programs in the genome that are encoded during development.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I don't think it's unreasonable to ask

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Would your eventual ideal reprogramming medicine necessarily be a composition of the natural TFs or would it include something like TFs from other organisms as you posit or even entirely synthetic transcription factors as well?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Things like SuperSox.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

SuperSox is a particular publication from Sergei – I mispronounced his last name – Vilachenko.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

where they mutated the SOX2 gene and they made more efficient iPSC reprogramming.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So they could take somatic cells and turn them into pluripotent stem cells more effectively than you could with just the canonical Yamanaka factors, which are OCT4, SOX2, KLF4, and MYC.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

IPSC reprogramming never happens in nature, so there's no reason to necessarily believe that the natural TFs are optimal.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so even really simple optimizations, like just mutagenizing one of the four Yamanaka factors we already know about or swapping some domains between a few TFs seem to improve things dramatically.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think that's a pretty good signal that actually there's a lot of gradient to climb here and that potentially for us, the end state products we're developing in 2100 are more like synthetic genes that have never existed rather than just compositions of the natural set.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The best evidence is that it's probably not cellular.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the reason your skin sags is there's a protein in your skin called elastin, which does exactly what you'd think it would based on the name.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It kind of keeps your skin elastic-y like a waistband and holds it to your face.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you have these big polymerized fibers of elastin in your face.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And as far as we understand it, you only polymerize it and form a long fiber during development.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then the rest of your life, you make the individual units of the polymer, but they, for reasons no one, as far as I can tell, understands, they fail to polymerize and you can't like make new

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

long cords to hold your skin up to your face.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think the eventual solution for something like that is likely that you need to program cells to states that are extra physiological.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There might not be a cell in your body.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not just like a young skin cell from a 20-year-old is better at making these fibers.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

As far as we can tell, they don't.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But you could probably program a cell to be able to reinvigorate that polymerization process, to run along the fiber and repair it in places where it's damaged.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Obviously, these things get made during development, so it's totally physically feasible for this to occur.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Maybe there's even a developmental state which would be sufficient to achieve this.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I don't think anyone knows, but that would be the kind of state that one might have to engineer de novo, even if our genome doesn't necessarily encode for it explicitly.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Okay, what is Irum's Law?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Irum's Law is a funny portmanteau created by a friend of mine, Jack Scannell, where he inverted the notion of Moore's Law, which is the doubling of compute density on silicon chips every few years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So Moore's Law has graciously given us massive increases in compute performance over several decades.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And Irum's Law is the inverse of that, because in biopharma, what we're actually seeing is that there's a very consistent decrease in the number of new molecular entities, so new medicines that we're able to invent, per billion dollars invested.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And this trend actually starts way back in the 1950s and persists through many different technological transitions along the way.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it seems to be an incredibly consistent feature of trying to make new medicines.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Okay, I'm going to slightly dodge your question first to maybe analyze something really interesting that you highlighted, which is you have these two phenomena, again, ML scaling and then scaling in terms of the cost for new drug discovery.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Why is it that the patterns of investment have been so different?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think there are probably two key features that might explain this difference.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One is that the returns to the scaled output in the case of ML actually are expected to increase super exponentially.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If you actually reach AGI, it's going to be a much larger value than just even a few logs back on the performance curve that people are following.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Whereas in the life sciences thus far, each of those products we're generating further and further out on the e-room slot curve as time moves forward haven't necessarily scaled in their potential revenue and their potential returns quite so much.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you're seeing these increased costs not counterbalanced by increased ROI.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The other piece of it that you highlighted is that unlike building a general model where potentially by making larger investments, you can be able to solve a broader addressable market, moving from solving very narrow tasks to eventually replacing large fractions of white-collar intelligence.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In biotech, when you're traditionally able to develop a medicine in a given indication, I was able to treat disease X, it doesn't necessarily engender you to be able to then treat disease Y more readily.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Typically, where these firms, biotech firms in general, have been able to develop unique expertise is on making molecules to target particular genes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I'm really good at making a molecule that intervenes on gene X or gene Y. And it turns out that the ability to make those molecules more rapidly is

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

isn't actually reducing the largest risk in the process.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so this means that the ability to go from one or two outputs one year to then going to four the next is much more limited.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so this brings us then to the question of what would the general model be in biology?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I think it kind of reduces down to how do you actually imbue those two properties that create the ML scaling law curve of hope and bring those over to biology so that you can take the Eroom's law curve and potentially give it the same sort of potential beneficial spin.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think there are a few different versions of this you could imagine, but I'll address the first point.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

How do you get to a place where you're actually able to generate more revenue per medicine so that potentially the outputs you're generating are more valuable, even if each output might cost a bit more?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Traditionally, when we've developed medicines, we go after fairly narrow indications, meaning diseases that fairly small numbers of people get.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that's actually increased in terms of the narrow scope of what medicines are addressing as we've gone forward in time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so this is sort of an ironic situation where we've gone from addressing pretty broad categories of disease like infectious disease to narrower and narrower genetically defined diseases that have small patient populations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Because these only affect a few people, if you think about the value function of a medicine is how many years of healthy life does it give how many people?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If how many people is pretty small, it just really bounds the amount of value you're able to generate.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you need to then be able to find medicines that treat most people.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

All of us will one day get sick and die.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So arguably the TAM for any really successful medicine could be everybody on planet Earth.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we need to find a way to be able to route toward medicines that address these very large populations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The second piece then is how do we actually build models that enable us to take the success in one medicine we've developed and lead that to an increased probability of success on the next medicine?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Traditionally, we haven't been able to do that.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Maybe you're better at making an antibody for gene Y because you made one for gene X five years ago, but it turns out making an antibody isn't really the hard part of drug discovery.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Figuring out what to make an antibody to target is the hard thing about drug discovery.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

What gene do I intervene upon in order to actually treat a disease in a given patient?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Most of the time, we just don't know.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so that's why, even if a given drug firm becomes very good at making antibodies to gene X, they have a successful approval, when they then go to treat disease Y, they don't necessarily know what gene to go after.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And most of the risk is not in how do I make an antibody to treat my particular target.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's in figuring out what to target in the first place.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In this particular case, if

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

we bound ourselves to, we must use small molecules as our modality, then there are lots of targets which are very difficult to drug.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are many other modalities by which you can drug some of these genes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I would say, I don't have a formal way of explaining this, but if you were to write out a list of well-known targets that many, many folks would agree are the correct genes to go after and to try and inhibit or activate in order to treat a given set of diseases.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And the only reason we don't have medicines is that we can't figure out a trick in order to be able to drug them.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's a fairly small list.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It would probably fit on a single page.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Whereas the number of possible indications that one could go after and the number of possible genes that one could intervene upon, especially when you consider their combinations, is astronomical.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think, you know, the experiment you could run here is if you lock 10 really smart drug developers in a room and you tell them to write down some incredibly high conviction target disease pairs where they're sure if they modulate this biology, these patients are going to benefit.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And all they need is some molecular hook, as you put it, in order to do this.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's a relatively short list.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

What you're not going to get is anything approximating the panoply of human pathologies that develop.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you can actually look for this.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There are some existence proofs you can look for out in the universe, which is to say, if the only problem was that we didn't have the ability to drug something using current therapeutics that we can put in humans, we should still be able to treat it in the best animal models of that disease because we can use things like transgenic systems.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

you can go in and you can engineer the genome of that animal.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so this gives you all sorts of superpowers that you don't have in patients, but allow you to, for instance, turn on arbitrarily complex groups of genes and arbitrarily specific or broad groups of cells in the organism at any time you want, at any dose you want in the animal.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And for the majority of pathologies, we just don't have many of those examples.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So there are multiple ways one might approach this problem.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The most common today, this is often what people are describing when they talk about a virtual cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This is sort of a very nebulous idea, sometimes numinous, if you'll let me describe it in that way as well.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I think most concretely what most people are trying to do

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

is measure some number of molecules or some sort of perceived emissions like the morphology of a cell, and then perturb it many times, turn some genes on, turn some genes off, and measure how that molecular morphological state changes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The notion is that there's a lot of mutual information in biology, so if I measure something like most commonly, all the genes the cell is using at a given moment, which you can get by RNA sequencing,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

that I get a decent enough picture of most of the other complexity going on.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so that I can, for instance, take a bunch of healthy cells and a bunch of cells that are in a diseased or aged state, and I'm able then to compare those profiles and say, okay, my diseased cells use these genes, my healthy cells use these.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Are there any interventions I can find that I'm able to do experimentally in the lab that shift one toward the other?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then the hope would be because you're never going to be able to scan combinatorially all the possible groups of genes just to make that concrete.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They're just going to be round with it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But there's something like 20,000 genes in the genome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You can then choose, you know, however many genes in your combination you want.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not crazy to think of hundreds at a time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's what transcription factors control.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's how development works.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the number of possible combinations is truly astronomical.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You just can't test it all.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the hope would be that by doing some sparse sampling of those pairs, your inputs are here's what the cell looked like beforehand.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Here's the particular genes I perturbed.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You have some measurement then of the state that the cell resulted in.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So here's which genes went up.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Here's which went down.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then you can start to ask, once I've trained a model to predict from the perturbations to the output on the cell state, what would happen for some arbitrary combinations of genes?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And now in silico, I can search all possible things that one might do and potentially discover targets that take my disease cells back to something like healthy cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So that's another version of what would a all-encompassing model look like, where you actually have compounding returns in drug discovery.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, absolutely.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think we actually do both today.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So we can train these models where basically the inputs are a notion of what that cell looked like at the starting place.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Here's what a generic old cell looked like.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then representations of the transcription factors themselves.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We derive those from protein foundation models.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They're language models basically to train on protein sequences.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Turns out that gives you a really good base level understanding of biology.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the model is kind of starting from a pretty smart place.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then you can predict a number of different targets from some learned embedding the same way you could have multiple heads on a language model.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so one of those for us is actually just predicting every gene the cell is expressing.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Can I just recapitulate the entire state and guess what effect these transcription factors will have on every given gene?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you can think about that as like an objective rather than a value judgment on the cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I'm not asking whether or not I want this particular transcriptome.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I'm just asking what it will look like.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then we also have something more like, you know, value judgments.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I believe that that transcriptome looks like a younger cell, and I'm going to select on that and train a head to predict it where I can denoise across genes and then select for younger cells.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But you could do that for arbitrary numbers of additional heads.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

What are some other states you might want?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Do I want to polarize T cells to a less inflammatory state in somebody with an autoimmune disease?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Do I want to make liver cells more functional in a patient who is suffering from certain types of metabolic syndrome, be that maybe even orthogonal to the way that they age?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Do I want to go in and change the way a neuron is functioning to a different state to treat a particular type of neurodegenerative disease?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

These are all questions you can ask.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They're not the ones we're going after, but that is the more general, broader vision.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah, they do.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think the conceptual analogy is very apt.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We don't actually use RL at the moment, so I don't want to overstate the level of sophistication we've got.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I think the general problem reduces down in a similar way.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you can think about, you know, your earlier question of what does the general model look like that enables you to actually have compounding returns in drug discovery?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, you might have something like this base model, which, as you said, just predicts this object function of how are these perturbations hitting these targets going to change which genes are turned on and off in this cell?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Then there's an entirely other task, which is, well, which genes do you want to turn on and off?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And what state do I want the cell to adopt?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Our lens on that is that across many different diseases people have, age is one of the strongest predictors of how they're going to progress, whether that disease arises.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so in many, many circumstances, you have evidence in humans where you can say, oh, if I could make the cell younger, maybe that's not a perfect fix, but that's going to dramatically benefit not only patients who have a diagnosed disease, but it might actually help most of us stay healthier longer, even subclinically before anyone would formally say that we're sick.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now, that's another more general function, the same way that in LLMs, you might have to create these particular RLVF environments.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You need to have places where you can state a value function of the particular task that you're trying to optimize for.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In drug discovery, you would then need to know, well, what are the cell states I want to engineer for?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's kind of the next generation of what a target might be.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Beyond just which genes do I want to move up and down and which gene perturbations do I put in, you then need to know, what cell state am I engineering for?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

What do I want

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I love that one.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Potentially.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Potentially.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the original procedure is created by a bunch of brilliant folks.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's a group in Ido Ahmed's lab at the Weizmann Institute, Aviv Regev's lab at the Broad, where Trey Dixit, a friend of mine, helped work on this, and then Jonathan Weizmann's lab at UCSF, where Britt Adamson did a lot of the early work.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They all constructed this idea where you can go in and you label a perturbation that you're delivering to a cell.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So this is typically a transgenic perturbation, meaning you're integrating some new gene into the genome of a cell, and that turns another gene on or off.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They used CRISPR, but there's lots of ways to do it, and the concept's pretty general.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then you attach on that new transgene, that new gene you put into the genome of the cell, some barcode that you can read out by DNA sequencing.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So now when you rip the cells open, you're able to not only measure every gene they're using, but you also sequence these barcodes and you know which genes you turned on and which are off.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So you can then start to ask questions like, well, I've turned on genes A, B, and C. What did it do to the rest of the cell?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So that's the general premise of the technology.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so it's useful to just set that up because it explains why this didn't all happen earlier.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One, the actual readout, ripping the cells open and sequencing them, used to be pretty bad and it used to be really expensive.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And it's gotten much better over time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So the metric people often think about here is like cost per cell to sequence.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It used to be measured in dollars and now it's measured in cents and down to the fractions of cents because that cost curve has made it...

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

has improved dramatically.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The cost of sequencing has likewise come down.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So even beyond the actual reagents necessary to rip the cell open and turn its mRNAs into DNAs that are ready for the sequencer, now the sequencer is cheaper.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The other piece is actually getting these genes in and then figuring out which ones are there started out pretty bad.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So when we started with this technology, it was a beautiful proof of concept, but I don't think anyone would tell you it was 100% ready for prime time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

When you sequenced a cell,

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Only about 50% of the time could you even tell which perturbation you put in.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Sometimes you just like wouldn't detect the barcode and you'd have to throw the cell away or you detect the wrong barcode and now you've like mislabeled your data point.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So this might sound like a trivial sort of technical piece, but imagine you're running this experiment the old fashioned way where you test different groups of genes in different test tubes on a bench.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now imagine you hired someone who every other tube labels it wrong.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So when you then collect data from your experiment, you basically have no idea what happened because you've just like randomized all your data labels.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You wouldn't do much science and you wouldn't get very far that way.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So a lot of those technologies have improved to the point where you had a number of processes which are pretty inefficient and you multiplied a lot of these things together and ended up with like a very small outcome of successful cells you could actually sequence.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They've all improved to the degree where now you can actually operate at scale.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then groups like ours have had to do a bunch of work in order to actually enable combinatorial perturbations, turning on more than just one gene at a time, which it turns out is much, much harder for the same reason we're just alluding to.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Imagine you're having trouble figuring out which one gene you put in the cell and turned on or off.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now imagine you have to do that five times correctly in a row.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Well, if you start out with the original sort of performance of like you could detect roughly 50% of them, then the fraction of cells that would be correctly labeled is like one over two to the N, where N is the number of genes you're trying to detect.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And very quickly, it's like more of your data is mislabeled than it's labeled.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There's lots of technical reasons like this that have gotten worked out over time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Only now are we really able to scale up where we're able to run experiments that are in the millions of cells in just a single day at, for instance, a small company like New Limit.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There was a point even just six or seven years ago where the companies that made these reagents were publishing

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

the very first million-cell data set just as a proof of concept, and only they could do it as the constructors of the technology.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And now two scientists in our labs can generate that in an afternoon.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Maybe to play with the analogy a bit, imagine that you think about New Limit as an LLM company.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If I'm going to put us in the shoes of Cursor, which, oh, so I wish.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Imagine we're trying to, in 2018, create Cursor Tab, but we're not trying to create a full LLM.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I don't know enough about the underlying mechanics to know if that would have been feasible, but it's a much more feasible problem than trying to create their most recent cursor agent or compete with modern cloud code, right?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think that's roughly the equivalent where the problem we're breaking off is a subset of the more general virtual cell problem.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We're trying to predict what do groups of transcription factors do to the age of very specific types of cells?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We only work on a few cell types at New Limit because those are the only cell types where some of the only cell types today we believe we can get really effective delivery of medicines.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we think they're just more important because we can act on them today.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If we solve the problem of what TFs to use, we can make a medicine pretty quickly.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So in a way, we're carving out a region of this massive parameter space and saying, if we can learn the distribution of effects, even just in this small region, it's going to be really effective for us and we can make really amazing products unlike the world has ever seen.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And over time, we can expand to this more general corpus of predicting every possible gene perturbation in every possible cell type.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think that's maybe the way the analogy maps on.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But it is true that we are vertically integrating here.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We're generating our own data in a way that's proprietary.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We think we have a much, much larger data set for this particular regime than the rest of the world combined.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that enables us to build what we think are the best models.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And in many cases, what we found is that unlike with LLMs, where a lot of the data that was necessary to build these was sort of a common good.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It was produced as a function of the internet, shared across everyone.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's pretty common across all the domains everyone wants to use it for.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

This biological data is still in its infancy.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's like, imagine we're in like the early 1980s and we are just now thinking about trying to create some of the first web pages.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's kind of the era we're in.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we're going after and generating some of our own data in this very niche circumstance, like building the very high quality corpus, the Wikipedia that you might train your overly analogized now LLM on.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

and then building the first products based on that, and then expanding from there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so we think that's necessary because of where we are today.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

There isn't this internet-like equivalent of data that everyone can go out and reap rewards from.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The gray market piece I'll maybe put aside and say, you know, that's sort of a IP enforcement at a geostrategic level that I'm maybe not qualified to speak to.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I do think it comes down to IP enforcement effectively.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think for that gray market piece, another reason that sort of the traditional pharmaceutical industry I think will still continue to reap the majority of rewards here is that

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Most of the payment in the United States, which provides most of the revenue for drug discovery in the world, goes through a payment system that is not just direct consumer.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It goes through payers.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so if you have the opportunity to either, like, order a sketchy vial off of some website from some company in Shenzhen, or you can go through your doctor and get a prescription with a relatively low copay for trizepatide, the real thing, I think most patients will go for trizepatide.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think you and I probably live in a milieu of people who are much more comfortable with

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

ordering the vials from Shenzhen than most people might be.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I don't consider that to be a tremendous concern writ large.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I do think the broader point of if you have medicines with very long-term durability, how do you reimburse them?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Or if just the benefits are very long-term and, you know, sort of accrue in the out years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

A challenge we have in the U.S.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

system is that the average person churns insurers every three to four years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That number fluctuates around, but that's the right order of magnitude.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that means that if, for instance, you had a

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

dramatically reduce the cost of all other healthcare incidents, but it happened exactly five years after you got dosed with it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

No insurer is technically economically incentivized to cover that.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think there are a couple models here that can make sense.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One is something called pay for performance, where rather than reimbursing all of the cost of the drug upfront, you actually reimburse it over time.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So say you get a medicine that just makes you generically healthier and you can measure the reduced rates of heart attack and reduced rates of obesity and various other things.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And you get this one dose and it lasts for 10 years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Each year you would pay something like a tenth of the cost of the medicine contingent on the idea that it was actually still working for you and you had some way of measuring that.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So that's a big challenge in this industry is like, how would you demonstrate that any one of these medicines is still working for the patient?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

In the few examples we have today, these are things like gene therapies where you can just like measure the expression of the gene and like, okay, the drug is still there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But it gets more complicated when you have some of these sort of longer-term net benefits.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And the idea would be that then each insurer is incentivized to just pay for the time of coverage that you're on their plan.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And we already have a framework for this in post-Affordable Care Act in the U.S., where pre-existing conditions no longer really exist.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So patients are able to freely move between pairs, and you could sort of treat the presence of one of these therapeutics, lowering this patient's overall healthcare costs the same way we treat a pre-existing condition.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think this is something that the system is still overall figuring out.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So what I'm saying here is one hypothesis about what the future might look like, but I think there are alternative, clever approaches people might think about for reimbursement.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I also think over time, we're going to move more toward a direct-to-consumer model for many of these medicines, which preserve and promote health rather than just fixing disease.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You're seeing what I think are really some of the most innovative examples of this right now from Lilly around the incarnate memetics, where they actually launched Lilly Direct.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So for the first time, rather than going to

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

a pharmacy, which interacts with a PBM, which interacts with your primary care physician.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now you can get a prescription from your doctor, go straight to Lilly, the source of the good stuff, and you're able to order high-quality drug from them when you're not involved, you know, some intermediary compounder in the middle that might not even make your molecules properly.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And I think as these medicines develop that have actual consumer demand because you feel it in your daily life, you're actually seeing a benefit from it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It's not just something that your physician is trying to get you to take, that that model will start to dominate.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that means that this sort of like payment over time for some of these long-term benefits might be able to be abstracted away from our current payer system where it turns every few years.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And now a sort of like payment over time plan, the same way we finance other large purchases in life, seems very feasible.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think that's correct.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think the stat is something like drugs are roughly 7% of healthcare spend.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I could be a little bit wrong on that, but the oom is right.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So just as like some quick heuristics, part of the reason I think, there are many reasons that healthcare costs so much in the US.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One of them is something like Baumel's cost disease, which is, you know, very unrelated to pharmaceutical discoveries, but, you know, is something that we will have to solve in the system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Part of it's like the disintermediation of the actual customer and the actual provider.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And these are things that biotech probably isn't going to be able to solve as an industry alone.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's probably a larger economic problem.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But when you think about how will this affect sort of the total amount of healthcare that will need to be delivered, if you have more of these, what I like to think of as sort of like medicines for everyone, medicines that keep you healthier longer rather than medicines that only fix a problem once you're already very sick, I think you actually avoid a lot of the types of administration costs, not just administration like admins at hospitals, but healthcare.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

the cost of administering existing medicines and therapies to you going down.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

One stat on why I think that's true, something like a third of all Medicare costs are spent in the final year of life, which is shocking when you realize that the average person on Medicare is, I don't know the exact number, but probably a decade plus covered by it.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so there's an incredible concentration of the actual expenses once someone is already terribly sick.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So helping prevent you from ever having to access the intensive healthcare system, meaning something like an inpatient hospital visit, if you can prevent even just a couple of those visits over a long period of someone's life with a medicine like an increment medic, like a reprogramming medicine that keeps your liver, your immune system younger, I think on net that actually starts to drive healthcare spend down because you're sort of shifting some of that burden from the administration system to the pharmaceutical system.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And the pharmaceutical system is the only piece of healthcare where technology has made us more efficient.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

As drugs go generic, actually the cost of administering a given unit of healthcare is going down.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And the grand social contract is that they eventually go generic.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

That's the way our current IP system works.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I think, you know, if you were to get the question of like, when would you like to be born as a patient?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

You always want to be born as close to today as possible because for a given unit in terms of pharmaceuticals, for a given dollar unit of expense, you can access more pharmaceutical technology today than has ever been possible in history.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

even as healthcare costs everywhere else in the system have shot up.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so pharmaceuticals are the one place where because of the mechanism of things going generic and the fact that our old medicines continue to work and persist over time, you're actually able to get more benefit per dollar.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So I'll just correct one thing to make sure I'm not overstating.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We have way more data for, in particular, the limited sub-problem we're tackling, which is overexpressing TFs in combinations.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think we have way more data than anyone on full stop there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But even more specifically, I feel very, very confident we have more data than anyone looking at trying to reprogram a cell's age.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so that's where we're way larger than the rest of the world.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

When we think about just general single cell perturbation data, various flavors, then I think there are other groups which have very large data sets as well.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We're still differentiated because we do everything in human cells with the right number of chromosomes, whereas it's very common to do things in like cancer cell lines, which have 200 chromosomes.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Is that human?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I don't know.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

It depends on how you actually quantify these things.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So then if you're going to go ask the leaders of some of the traditional pharmaceutical firms, like are you trying to build a general model?

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

I think some of them have in-house like AI innovation teams that are working on this.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They're really smart people there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

But I think as a general trend, I think you can think about some of the modern pharmas a bit like venture capital firms where they've over time externalized a lot of their R&D.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so they often have divisions of external innovation, which you can kind of think of as like the corp dev version of venture capital.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

They work with the biotech ecosystem to have a number of smaller, nimble firms explore really pioneer ideas, like the types of things we're working on.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then eventually partner with them once they have assets that are later downstream.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think the industry has sort of bifurcated where smaller biotechs like ours take on most of the early discovery.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

The stat I'm going to get a little bit wrong from memory, but it's something like 70% of molecules approved in a given year come from originally small biotechs rather than large pharmas.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Even though you look at the actual like dollars of R&D spend on the balance sheet and it's like largely in big pharma.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Another level of disintermediation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Another disintermediation.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And part of the reason for that difference in cost is they're running most of the trials.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Most people partner with pharma to run trials where a lot of the costs are incurred.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it's not just that like, oh, all large farmers are horribly inefficient or anything like that.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Yeah.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think some of them would tell you, like, these ideas are really exciting.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

We have an external innovation department.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

If we don't have one internally or we're collaborating with a startup that's doing something similar.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so you can kind of think of the market structure like you have a bunch of biotechs, which are kind of like the startups in your ecosystem.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And then they're working with something like an oligopsony of pharmas, where it's like a limited number of buyers for this particular type of product, which is a therapeutic asset that is ready for a phase one, phase two trial.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so there's a very liquid market for the phase one, phase two assets.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And that's the point at which these partnerships can come to fruition.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And so I think that's what a lot of those leaders would say.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Now, some of them, by contrast, for instance, Roche bought Genentech back in 2013.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

R&D is currently run by Aviv Radev, one of the scientists I admire most in the world, who is like a thousand times smarter than me.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

And, you know, she's one of the people who invented this technology and has a big group doing this sort of work there.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

So it's not like every pharma takes that view, but I think that's sort of a general trend.

Dwarkesh Podcast
Evolution designed us to die fast; we can change that — Jacob Kimmel

Interesting.