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12 Feb 2026 Latent Space 🔬Beyond AlphaFold: How Boltz is Open-Sourcing the Future of Drug Discovery
“One thing I was thinking about with regards to infrastructure, like in the LLM space, you know, the cost of a token has gone down by I think a factor of a thousand or so over the last three years, right?”
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- 12 Feb 2026
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…hese agents, are they like a language model wrapper or they’re just like your models and you’re just calling them agents? A lot. Yeah. Because they, they, they sort of perform a function on behalf of. They’re more of like a, you know, a recipe, if you wish. And I think we use that term sort of because of, you know, sort of the complex pipelining and automation, you know, that goes into like all this plumbing. So that’s the first part of the product. The second part is the infrastructure. You know, we need to be able to do this at very large scale for any one, you know, group that’s doing a design campaign. Let’s say you’re designing, you know, I’d say a hundred thousand possible candidates. Right. To find the good one that is, you know, a very large amount of compute, you know, for small molecules, it’s on the order of like a few seconds per designs for proteins can be a bit longer. And so, you know, ideally you want to do that in parallel, otherwise it’s going to take you weeks. And so, you know, we’ve put a lot of effort into like, you know, our ability to have a GPU fleet that allows any one user, you know, to be able to do this kind of like large parallel search. So you’re amortizing the cost over your users. Exactly. Exactly. And, you know, to some degree, like it’s whether you. Use 10,000 GPUs for like, you know, a minute is the same cost as using, you know, one GPUs for God knows how long. Right. So you might as well try to parallelize if you can. So, you know, a lot of work has gone, has gone into that, making it very robust, you know, so that we can have like a lot of people on the platform doing that at the same time. And the third one is, is the interface and the interface comes in, in two shapes. One is in form of an API and that’s, you know, really suited for companies that want to integrate, you know, these pipelines, these agents. is the interface and the interface comes in, in two shapes. One is in form of an API and that’s, you know, really suited for companies that want to integrate, you know, these pipelines, these agents. So we’re already partnering with, you know, a few distributors, you know, that are gonna integrate our API. And then the second part is the user interface. And, you know, we, we’ve put a lot of thoughts also into that. And this is when I, I mentioned earlier, you know, this idea of like broadening the audience. That’s kind of what the, the user interface is about. And we’ve built a lot of interesting features in it, you know, for example, for collaboration, you know, when you have like potentially multiple medicinal chemists or. We’re going through the results and trying to pick out, okay, like what are the molecules that we’re going to go and test in the lab? It’s powerful for them to be able to, you know, for example, each provide their own ranking and then do consensus building. And so there’s a lot of features around launching these large jobs, but also around like collaborating on analyzing the results that we try to solve, you know, with that part of the platform. So Bolt’s lab is sort of a combination of these three objectives into like one, you know, sort of cohesive platform. Who is this accessible to? Everyone. You do need to request access today. We’re still like, you know, sort of ramping up the usage, but anyone can request access. If you are an academic in particular, we, you know, we provide a fair amount of free credit so you can play with the platform. If you are a startup or biotech, you may also, you know, reach out and we’ll typically like actually hop on a call just to like understand what you’re trying to do and also provide a lot of free credit to get started. And of course, also with larger companies, we can deploy this platform in a more like secure environment. And so that’s like more like customizing. You know, deals that we make, you know, with the partners, you know, and that’s sort of the ethos of Bolt. I think this idea of like servicing everyone and not necessarily like going after just, you know, the really large enterprises. And that starts from the open source, but it’s also, you know, a key design principle of the product itself. One thing I was thinking about with regards to infrastructure, like in the LLM space, you know, the cost of a token has gone down by I think a factor of a thousand or so over the last three years, right? Yeah. And is it possible that like essentially you can exploit economies of scale and infrastructure that you can make it cheaper to run these things yourself than for any person to roll their own system? A hundred percent. Yeah. like essentially you can exploit economies of scale and infrastructure that you can make it cheaper to run these things yourself than for any person to roll their own system? A hundred percent. Yeah. I mean, we’re already there, you know, like running Bolts on our platform, especially on a large screen is like considerably cheaper than it would probably take anyone to put the open source model out there and run it. And on top of the infrastructure, like one of the things that we’ve been working on is accelerating the models. So, you know. Our small molecule screening pipeline is 10x faster on Bolts Lab than it is in the open source, you know, and that’s also part of like, you know, building a product, you know, of something that scales really well. And we really wanted to get to a point where like, you know, we could keep prices very low in a way that it would be a no-brainer, you know, to use Bolts through our platform. How do you think about validation of your like agentic systems? Because, you know, as you were saying earlier. Like we’re AlphaFold style models are really good at, let’s say, monomeric, you know, proteins where you have, you know, co-evolution data. But now suddenly the whole point of this is to design something which doesn’t have, you know, co-evolution data, something which is really novel. So now you’re basically leaving the domain that you thought was, you know, that you know you are good at. So like, how do you validate that? Yeah, I like every complete, but there’s obviously, you know, a ton of computational metrics. That we rely on, but those are only take you so far. You really got to go to the lab, you know, and test, you know, okay, with this method A and this method B, how much better are we? You know, how much better is my, my hit rate? How stronger are my binders? Also, it’s not just about hit rate. It’s also about how good the binders are. And there’s really like no way, nowhere around that. I think we’re, you know, we’ve really ramped up the amount of experimental validation that we do so that we like really track progress, you know, as scientifically sound, you know. Yeah. As, as possible out of this, I think.…
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