| Ginkgo Cloud Lab |
World-class FAL infrastructure, OpenAI integration |
Boston-centric, no India/APAC presence, no India genomic data |
India-native, 5x cheaper execution, local regulatory |
| Recursion |
50PB dataset, phenomics moat, BioHive-2 |
Drug-discovery only, $1B+ invested to build, US-centric |
Platform model, faster to market, India data layer |
| Isomorphic Labs |
AlphaFold, Alphabet backing, $600M |
Protein structure only, no wet lab, no APAC |
Full-stack multiomics + wet lab orchestration |
| Indian CROs (Syngene, Aragen) |
Lab execution, India presence, regulatory familiarity |
No AI-multiomics capability, execution-only, no IP |
We are their AI brain — potential partners, not just rivals |
| Indian Genomics (MedGenome) |
India NGS data, clinical relationships |
Diagnostics-only, no drug discovery, no wet lab orchestration |
Discovery + translation + atlas (they become a data supplier) |