What podcasts say about James Citrini
Every statement, with the speaker, the exact quote and the moment it was said.
What James Citrini has said on podcasts
43 statements · 21 positive · 20 negative · 2 mixed
Citrini remains bullish on NVIDIA.
“I'm still pretty bullish on NVIDIA from here.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 3:00
Incremental AI spending increasingly relies on equity and debt financing.
“every incremental dollar that's being spent in AI is from selling equity, whether that's venture capital or in the public markets and from financing, from debt.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 5:56
AI infrastructure sentiment now has greater fundamental impact.
“sentiment can have a much more pronounced impact”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 6:18
AI biology models need vastly more data to discover new targets or breakthroughs.
“in very specialized areas like biology, for example, where you have a model that can do literature review or it can go off the existing data, but it's not like it's going to come up with... new targets or kind of like breakthroughs without and really, you know, orders of magnitude more data.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 8:16
AI will provide good long-term returns on investment.
“I don't have any doubt, I've never had any doubt that AI would provide a good return on investment and that the returns to intelligence would be good over the long term.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 8:51
AI demand currently exceeds supply.
“The demand still currently exceeds supply.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 14:57
- on US AI models versus Chinese open-source modelsPositiveOct 25, 2026· Monetary Matters with Jack Farley
US AI models retain a capability gap over Chinese open-source models.
“the gap in capability between the US models and open source Chinese, it's remained defended.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 16:47
Faster paid-usage growth would make Citrini more constructive on AI infrastructure.
“I would become much more constructive on infrastructure if we saw it's the same growth in paid usage. And that second derivative kind of speeding up again”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 18:53
Current estimates imply roughly $1 trillion of AI annual revenue by 2028.
“you're looking at about a trillion dollars in AI AR by 2028.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 20:18
Average drug development takes 10–15 years from idea to FDA approval.
“Average drug takes between 10 to 15 years from, hey, we've got an idea to, okay, here's our FDA approved drug.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 27:00
AI drug discovery still requires money, infrastructure, and specialized expertise.
“we wanted to experience what AI could accelerate. We wanted to experience what the bottlenecks still were, what still required money and infrastructure and especially what required real expertise.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 32:12
Seventeen AI-designed proteins bound the scorpion-toxin target.
“We got 17 of the designs that bound”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 37:16
AI compressed some drug-discovery work from months into days.
“the AI kind of compressed what would be months of work for scientists into days.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 38:45
Synthesis, testing, and controls still take months despite AI assistance.
“the synthesis, the testing, getting the controls, that still took months.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 38:53
Citrini recommends exposure to experiments and experiment-enabling businesses.
“we really want to be long experiments”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 39:55
AI-driven cancer research will not drive much compute demand within two years.
“if you're concluding that the demand from AI over the next year or two is going to come from how much compute it's going to take to cure cancer, you're probably going to be disappointed.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 41:38
Causal biology is a primary bottleneck for AI drug discovery.
“the bottleneck is in, first off, like causal biology.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 42:03
Predictive AI toxicology requires vastly more causal-biology data.
“we would need like some there are like patrick sue is working on this with the virtual cell atlas there are efforts to kind of create these perturbational maps of like causal biology in order to like really understand it to like the degree where you're getting an ai that can that can predict say toxicology we're going to need orders of magnitude more data”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 42:30
AI has largely solved drug design within causal biology.
“drug design is pretty much at least in in causal biology it's like pretty solved”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 45:09
AI advances will further commoditize large-molecule drug design.
“it's going to commoditize even more”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 45:32
AI may reduce roughly 20% of drug-design-to-trial work; 80% remains irreducible.
“our estimate i think is overall in the entire like drug design like to clinical trial thing you can reduce about 20 of it and 80 of it is just irreducible”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 45:44
AI-designed drugs will enter clinical trials.
“There will be AI designed drugs that enter clinical trials.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 48:33
AI will most strongly benefit preclinical experimentation through more experiments.
“the most pronounced impact will be on taking advantage or benefiting from this explosion of experiments especially in pre the pre-clinical space”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 49:38
AI lowers barriers and speeds creation of drug candidates ready for laboratory testing.
“the biggest impact that AI is having is in creating additional candidates, like reducing the barrier to entry, reducing the amount of time it takes to get from, I have an idea to, I have a molecule that's ready to send to the lab.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 50:27
- on Preclinical and early-clinical drug assetsNegativeOct 25, 2026· Monetary Matters with Jack Farley
Preclinical and early-clinical drug assets will lose value over time.
“the value of having either a preclinical or early clinical stage asset is probably going to go down over time.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 52:35
Eli Lilly has successfully acquired molecules and advanced them to FDA approval.
“companies like Eli Lilly has a great track record of executing on acquiring these kind of companies, acquiring molecules and bringing them through to FDA approval.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 55:36
Eli Lilly will benefit from commoditization of phase-one assets.
“that that's a example of a company that is going to benefit from this commoditization of phase one assets.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 56:24
At 8% mortgage rates, prior 125% housing appreciation is unlikely to persist.
“mortgage rates are 8%. You do not get to keep the 125% you made when they were zero.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 57:57
Citrini is relatively bullish on interest rates.
“I'm relatively bullish.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 58:26
Some homebuilders may be attractive because they trade below book value.
“home builders, I think like, if you're going to buy them broadly, it's probably a decent time to buy a thing, but you can, you can find some good ones that are like trading below book.”
Open the episode · Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware TradeListen at 58:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.