Source
Dwarkesh Podcast — Evolution designed us to die fast; we can change that — Jacob Kimmel (August 21, 2025) ·
at 1:14:00 ▸
When this applies
when diagnosing whether a field's bottleneck is execution capability or knowing what to execute on
The takeaway
To locate the true bottleneck in a discovery process, separate 'can we build the tool' from 'do we know what to point the tool at,' and test the latter by checking whether the problem is already solved in an environment where tool-building constraints are removed.
Why it works
Making a molecular tool (antibody, small molecule) against a known target is a largely solved, repeatable skill, but knowing which gene/target actually causes a given disease outcome is the unsolved, high-uncertainty step, and this can be tested empirically by checking whether animal models (where any gene can be manipulated at will) already cure the analogous disease.
One level up
Diagnosing a stalled pipeline requires isolating which stage — knowledge of the right target vs. ability to execute against it — is actually rate-limiting, rather than assuming it's the visible, hard-looking step.
Where it stops holding
This stops working when tool-building genuinely is the bottleneck for a given class of targets (e.g., truly undruggable physical interfaces), or when animal models don't faithfully represent human disease biology.
Detail
rule: List of high-conviction, agreed-upon target-disease pairs is short (fits on one page); the space of possible disease-gene combinations is astronomically larger.
threshold: Test: if a disease is still untreatable even in the best transgenic animal model (where genes can be turned on/off arbitrarily), the bottleneck is target knowledge, not drug delivery tools.
rationale: Most of the risk in drug discovery is in figuring out what gene to target, not in the chemistry of making the molecule that hits it.
In their words
Most of the time, we just don't know. 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.