What comes after AI: the $200B peptide opportunity
Why peptides and GLPs became the most important market in biopharma, and where founders can still build
Two companies sold roughly $90 billion of one drug class last year. That class will hit $200 billion by 2030. Most of the value is still locked behind problems AI is uniquely good at solving: oral delivery, tolerability, manufacturing, and patient matching.
If you are building or investing in AI for biology, this is the most concentrated profit pool in healthcare and the cleanest case study for where AI moves the needle in drug development. Here is what is actually going on, what is already won, and what is still open.
In this issue
What peptides actually are (and how they differ from normal drugs)
Why peptides are exploding now: the five unlocks
The peptide family map: leaders, niches, and frontier
What AI can solve that traditional chemistry can’t
Is GLP-1 actually the biggest opportunity?
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With the premium access you’ll get also access weekly to:
What’s happening now (and where the money’s headed).
Who’s already building it (so you can invest, partner, or steal their playbook).
👋 Just a quick note before you continue!
Building great AI systems and agents is quickly becoming one of the most important advantages a company can have. So we’ve been building non-stop and this will become a much bigger part of AIMF and PMF going forward.
From now on, as a PMF + AI subscriber, you’ll get access not just to the best resources on fundraising and growth (160+ Playbooks, 65+ Success Stories, 30+ Pitch Deck Collections, 25+ Investor Resources), but also:
🤖 3+ New AI agent Templates Every Week
📚 A Growing Library of 20+ AI Agents
Here, few examples:
We’re already 70,000+ founders and operators inside.
👋 Just a quick note before you continue!
Building great AI systems and agents is quickly becoming one of the most important advantages a company can have. So we’ve been building non-stop and this will become a much bigger part of AIMF and PMF going forward.
From now on, as a PMF + AI subscriber, you’ll get access not just to the best resources on fundraising and growth (160+ Playbooks, 65+ Success Stories, 30+ Pitch Deck Collections, 25+ Investor Resources), but also:
🤖 3+ New AI agent Templates Every Week
📚 A Growing Library of 20+ AI Agents
Here, few examples:
We’re already 70,000+ founders and operators inside.
