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VERV

Verve Therapeutics · Nasdaq · USA

Cap tier
Mid
Approx cap
$1.3B
Bull scenarios
4
Adverse scenarios
0
Other links
144
Modeled impact
unknown
0 explicit links; 4 public links lack move; 0 lack probability

Themes & clusters

From SRC_B Theme-Company Matrix
C10Epigenetic Reprogramming

Investment thesis

From SRC_B Company Master

Lilly acquisition ongoing

Bull scenarios (4)

Predictions where this ticker benefits
PredRoleDomainPredictionPredictorCurrentMoveImpactStatus
FUT_023pure_playGeopolitics'Demographic bifurcation' 2026-2031: widening divides in size, growth, and structure of populations globally — creates extreme socioeconomic friction between aging wealthy nations (US, EU, Japan, Korea, China) and younger resource-starved regions (Afri...Ian Bremmer68.1%unknownunknownin_progress
FUT_015pure_playGeopoliticsEra of 'multipolarity without multilateralism' defining 2026-2031 per Eurasia Group + WEF Global Risks Report — power highly distributed among regional hegemons but international cooperation mechanisms (UN, WTO) functionally collapsed. Exacerbated by '...Ian Bremmer61.8%unknownunknownin_progress
IND_005pure_playBiotech/LongevityConvergence of computational biology + AI-driven data modeling + CRISPR gene editing enables bringing back extinct species — Form Bio platform (spun out 2022) enables successful resurrection of woolly mammoth and Tasmanian tiger within the decade (by ~...Ben Lamm32.5%unknownunknownin_progress
AUT_027pure_playBiotech/LongevityIntegration of AI with advanced bio-sensing, quantum computing, and genomics enables humanity to achieve 'Longevity Escape Velocity' — tipping point where medical technology extends human lifespan faster than time passes; continuous biological surveill...Peter Diamandis20.9%unknownunknownpending

Adverse scenarios (0)

Predictions where this ticker is displaced
PredDomainPredictionPredictorCurrentMoveImpactMechanism
No adverse scenarios

Other (144)

ipo_watch / private_watch / hedge
PredRolePredictionCurrent
SEM_036ipo_watchWorld-class AI programmers will appear within 1-2 years (by 2027-2028).69.7%
FUT_023ipo_watch'Demographic bifurcation' 2026-2031: widening divides in size, growth, and structure of populations globally — creates extreme socioeconomic friction between aging wealthy nations (US, EU, Japan, Korea, China) and younger resource-starved regions (Afri...68.1%
SEM_006ipo_watchOpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition and facility construction.63.5%
FUT_015ipo_watchEra of 'multipolarity without multilateralism' defining 2026-2031 per Eurasia Group + WEF Global Risks Report — power highly distributed among regional hegemons but international cooperation mechanisms (UN, WTO) functionally collapsed. Exacerbated by '...61.8%
234_014ipo_watchWe will see $100 trillion companies in the next 5-year period59.5%
235_028ipo_watchLongevity market will grow from $5 trillion to $8 trillion in next four years.55.7%
SEM_049ipo_watchAI will soon fully automate software engineering, achieving massive cost reductions via iterative self-improvement.55.7%
INF_010ipo_watchUS data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues.55.6%
235_003ipo_watchFirst $100 trillion companies will emerge before end of this decade.55.2%
245_042ipo_watchSynthetic biology will be as diverse a market as AI (multi-trillion)55.2%
SEM_045ipo_watchTraditional corporate structures will move rapidly toward AI-native operating models by 2026 — forcing total organizational transformations.54.2%
230_030ipo_watchEconomy will shift from paying for inputs/hours to paying for verified outcomes.54.2%
245_011ipo_watchColossal is spinning out a dozen companies each with massive potential54.1%
247_037ipo_watchQuantum computing will not break Bitcoin (Mike Saylor position)53.8%
SEM_046ipo_watchAI startups are scaling incredibly fast with significantly less capital — barrier to entry for complex software approaching zero.53.5%
236_008ipo_watchFirst $100 trillion dollar companies and multi-trillionaires will come online53.5%
235_029ipo_watchBig pharma companies will transition into longevity business in next 3 years.52.9%
245_005ipo_watchCountries will become customers to preserve endangered species via Colossal52.9%
231_043ipo_watchLack of hiring for junior positions will cause social unrest from young people who can't get jobs.51.9%
247_007ipo_watchAnthropic ARR will reach $1 trillion by end of 202750.2%
230_034ipo_watchAbundance will be achieved by 2035.50.2%
236_009ipo_watchHuman billionaires will be first movers funding UBI-like regional transfers50.0%
236_018ipo_watchUBI/stimulus needed in 1-3 year timeframe, UBS in 3-8 years50.0%
240_042ipo_watchEconomy will be 10x larger in 10 years (Elon's number)50.0%
236_007ipo_watchUS GDP per capita will break $90K and then $100K in relatively near future50.0%
236_034ipo_watchRapid inflation in near-term from UBI money printing, then rapid deflation from AI/robotics49.8%
236_030ipo_watchAI will create trillions of dollars of value and transform how we work and live49.8%
248_030ipo_watchFDA will be first government agency forced to get out of the way; government must accelerate regulation speed thousands of times.49.5%
236_003ipo_watchJobs will get whisked away in many firms in 202648.9%
241_012ipo_watchJobs impact from AI will occur at some point48.9%
236_023ipo_watchAI will replace white-collar jobs: 20-50% of 70M US office workers in 12-18 months48.9%
241_030ipo_watchLow-skilled labor of any kind gets swept up by automation48.9%
242_003ipo_watchMusk ecosystem could become first $100 trillion company48.5%
247_038ipo_watchBitcoin upgrade will come before quantum threat does (Saylor)47.8%
SEM_040ipo_watchBitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance.47.8%
232_033ipo_watchCryptographically strong authentication is the only security technique that will work going forward; biometrics/replay-vulnerable methods won't.47.8%
232_030ipo_watchAI banks will emerge; AI will be full economic actor supported by crypto-based new banks and money.47.8%
231_051ipo_watchEntire generation growing up with crypto (Ethereum, Bitcoin) as means of exchange will have near-zero switching cost.47.8%
242_040ipo_watchMars/Europa/planets will have ubiquitous microbial life47.5%
241_021ipo_watchAmerica can raise $5 trillion over 5 years for data center/AI buildout47.2%
SEM_037ipo_watchFor any job you can do on the other side of a screen, AI will probably be able to do it better, faster, and cheaper by next year (2026-2027).47.2%
234_042ipo_watchAI displacement will collapse the payroll tax base funding Medicare/Social Security47.0%
232_031ipo_watchCrypto and AI will combine to form the AI economy; most people are underestimating this.46.9%
238_011ipo_watchFrontier AI labs will generate trillions of dollars in new revenue from breakthroughs (longevity, superconductors, fusion)46.8%
235_027ipo_watchLongevity VC market expected to grow from $8.5B in 2024 to $12-18B in 2026.46.5%
230_009ipo_watchUS GDP growth will hit triple-digit (100%+) within 5 years per Elon Musk.46.4%
232_036ipo_watchAI drug deployment is very hard to launch in US due to human trials; easy in UAE.46.3%
247_015ipo_watchGovernment will print UBI checks in next 2-5 years due to AI turbulence46.1%
247_001ipo_watchxAI will IPO at $2 trillion valuation this coming summer46.0%
232_042ipo_watchGDP expands massively as intelligence becomes infrastructure; Jevons paradox will apply to AI.45.9%
247_036ipo_watchGoogle's Q-Day for quantum breaking RSA moved up to 202945.8%
247_016ipo_watchHuge backlash against AI abundance without institutional redesign45.7%
241_022ipo_watchData center buildout is ~1% of US GDP growth45.4%
245_036ipo_watchColossal will continue seeding and spinning out new companies from scientific discoveries45.0%
245_039ipo_watchColossal has not yet started work on dinosaurs, corals, dragons or Pokemon45.0%
245_041ipo_watchColossal will build a living lab in UAE in addition to Biovault45.0%
245_021ipo_watchEngineered all-male screworms released via gene drive will cause species die-off over time45.0%
245_007ipo_watchColossal will bring back the woolly mammoth44.9%
232_028ipo_watchIn AI age there will be unlimited entrepreneurial opportunity; the 'only AI' displacement narrative is wrong.44.9%
232_027ipo_watchEntry-level/couch-potato workers will find it harder to get simple jobs; but entrepreneurial opportunity is unlimited.44.9%
243_045ipo_watchJoby Abu Dhabi partnership will save hours of travel time44.9%
234_034ipo_watchAndrew Yang predicts 20-50% of 70M US white collar workers could be displaced in 1-2 years44.9%
236_005ipo_watchAnthropic predicts 50% of entry-level white collar jobs automated in 1-5 years44.9%
241_058ipo_watchHigh-skilled mechanical labor will be one of the last things to go in automation44.9%
231_027ipo_watchAlgorithmic arbitration with cryptographic verification will create programmable governments.44.4%
247_050ipo_watchVirtual cell achievable through classical scaling without quantum computing44.4%
245_033ipo_watchColossal will work to reintroduce all de-extincted species back into their environments44.3%
232_038ipo_watchLunar fabs are a $100 trillion dollar opportunity.43.3%
IND_010ipo_watchAutonomous orbital manufacturing (facilitated by companies like Varda Space Industries) will successfully return pharmaceutical products processed in microgravity that are commercially superior to those manufactured on Earth by 2026 — new Biotech front...43.2%
236_049ipo_watchUS GDP per capita growing up up up because of AI43.2%
238_068ipo_watchMark Pack Donovan to distribute 5% of wealth fund annually to 44 people (UBI-style pod)42.9%
SEM_030ipo_watchS&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap).42.8%
243_027ipo_watchJoby end-to-end eVTOL service in Abu Dhabi launching end of 202642.7%
244_006ipo_watchJoby vertiports will need to be designed for mass market with multiple vehicles landing/taking off42.7%
245_023ipo_watchColossal considers de-extinction and species preservation a $10 trillion opportunity42.5%
245_004ipo_watchEY estimates the extinct-species educational/consumer market at $1.7 trillion annually42.5%
236_014ipo_watchPublicly traded companies will fire white collar workers very quickly42.5%
236_025ipo_watchSuburban housing prices will fall as white collar workers lose jobs and sell homes42.4%
245_035ipo_watchGene drive tech is safer than prior dispersals and can be rolled back42.3%
232_022ipo_watchTriple-digit GDP growth is possible in the next 5 years due to AI.41.8%
231_042ipo_watchJob loss from AI will take a long while to play out - not a sudden shock to the economy.41.8%
236_002ipo_watchUBI must come before UHI as an intermediate step41.7%
238_057ipo_watchLaws of economics and thermodynamics will still apply despite AI abundance41.6%
245_014ipo_watchColossal has major announcements coming this year with a local government on productionizing cloning of endangered species41.3%
245_027ipo_watchColossal DNA synthesis delivery will reach 20x the largest prior delivery by end of 202641.0%
245_006ipo_watchColossal will productionize species development via biobanking, synthetic biology, automation, AI, computer vision and artificial wombs41.0%
243_028ipo_watchJoby eVTOL service hopefully coming to US sometime next year (2027)40.9%
237_027ipo_watch100 million people using OpenClaw will each start businesses hiring ~3 people, creating more jobs than FANG layoffs destroy.40.9%
247_021ipo_watchNet job creation likely, exotic new jobs like one-person AI conglomerates40.9%
230_036ipo_watchNew job categories will emerge: target designers, data rights brokers, targeting system shapers.40.9%
236_045ipo_watchGovernment path to UBI vanishingly unlikely, but possible outsized asymmetry in 202840.6%
245_029ipo_watchIVF will be transformed by Colossal's hydrogel/microfluidics embryo tech and new grading scale40.6%
245_015ipo_watchColossal could theoretically create Pikachu (engineer novel designer organisms)40.6%
245_026ipo_watchColossal editing tech will be applicable to human healthcare (spun out/licensed)40.6%
239_031ipo_watchBen Lamb / Colossal could engineer a Pikachu-like creature40.6%
238_032ipo_watchEnd-state of AI is abundance and post-scarce labor — path is 'no firewall'40.3%
231_049ipo_watchIf privacy is cooked, then crypto is cooked (private keys compromised).40.0%
244_028ipo_watchLabor ownership of assets is a positive direction society will move in39.7%
247_027ipo_watchFrontier AI spend will reach order of $1 trillion per year on a single vendor39.4%
245_045ipo_watchColossal considers Colossal platform core will stay focused on biodiversity and de-extinction39.4%
245_022ipo_watchGene drive technology now represents a $5 trillion problem opportunity39.3%
234_016ipo_watchEnterprise not consumer will pay for the trillions of dollars of AI capex39.0%
235_031ipo_watchEli Lilly perilously close to $1 trillion market cap at ~$950B.38.8%
240_040ipo_watchElon: economy will grow 1000x to saturate all human desire37.9%
247_029ipo_watchOpenAI Foundation's cure for Alzheimer's could spawn a trillion-dollar pharma company37.8%
239_001ipo_watchGlobal economy will be 10x its current size in 10 years37.7%
INF_027ipo_watchAI infrastructure applied to structural biology will compress drug-development timelines from approximately a decade to weeks — potentially eradicating many major diseases within 10 years. Requires localized high-speed InfiniBand networking inside the DC.37.7%
231_040ipo_watchIreland's UBI art scheme will NOT become a template for the future peacetime work creation.37.7%
233_015ipo_watchInfinite longevity is coming for this generation of kids.37.6%
245_037ipo_watchMosquito gene drive halted in Africa was possibly wrong to stop since mosquitoes are part of the food web (but invasives are not)37.5%
246_003ipo_watchGlobal economy will grow 10x in 10 years (cited from Elon Musk).37.3%
248_009ipo_watchElon Musk's economy will grow 10x in about 10 years.37.3%
242_045ipo_watchAI will redesign data centers, energy supplies, and entire economy37.2%
239_030ipo_watch1000x current economy would saturate human desires36.9%
247_056ipo_watchNet job loss probably not; dynamism with some categories going away36.9%
248_018ipo_watchYoung software developer job decline is self-correcting and has reversed in recent months.36.9%
242_030ipo_watchNear-future reverse discrimination where humans need not apply for many jobs36.7%
230_002ipo_watchAI will automate away CEO labor; a few more years needed for machines to excel at unskilled manual labor.36.5%
242_048ipo_watchFDA will move to zero clinical trial model given enough Bayesian/computational evidence36.4%
CMQ_006ipo_watchExpert-level AI applied to biology/medicine will yield cures for cancer and Alzheimer's within 5-10 years, compressing a century of progress into a decade.36.2%
IND_020ipo_watchMassive 'rerating' of Biotech industry — by 2026, generative biology achieves its 'De Novo' moment where an AI-designed drug candidate triggers multi-billion-dollar partnerships; AI expands Total Addressable Market (TAM) of gene editing by 100x, moving...36.1%
229_011ipo_watchThe humanoid robotics market/economy will be roughly $50 trillion—roughly half of global GDP of human labor.35.8%
230_043ipo_watchThe economic surplus won't go to employees or companies but to the AIs (lobsters) in a 'crypto dystopia'.35.6%
238_008ipo_watchMany incumbent companies will be in deep trouble between now and the abundance end-state35.5%
240_018ipo_watchTrillion dollar company to be built turning every individual into a one-person unicorn35.2%
236_036ipo_watchHyperinflation to solve debt problem in post-scarcity AI economy35.1%
IND_008ipo_watch2026 era characterized as building a 'country of geniuses in a datacenter' — AI enables 'biological freedom', giving humanity insights to cure complex diseases (cancer, Alzheimer's) and rapidly extend healthy human lifespan over the coming decade; same...35.0%
248_029ipo_watchRegime change at the FDA is not beyond the realm of reason.34.9%
245_024ipo_watchColossal gene editing will reach thousands of edits (up from current hundreds)34.2%
239_027ipo_watchDiamandis cites Musk: triple-digit GDP growth in 5+ years34.0%
238_058ipo_watchAbundance X-Prize to deliver housing, food, energy, connectivity for $250/month in 6-7 years33.0%
IND_005ipo_watchConvergence of computational biology + AI-driven data modeling + CRISPR gene editing enables bringing back extinct species — Form Bio platform (spun out 2022) enables successful resurrection of woolly mammoth and Tasmanian tiger within the decade (by ~...32.5%
230_035ipo_watchGDP will 2x or 3x year-over-year in early 2030s if everything goes well.32.0%
235_024ipo_watchIn 2-3 years, AI will drive energy overabundance enabling free electricity to nearby communities.31.4%
238_056ipo_watchCapital itself might become mortal (capitalism may lose fights with labor for first time in history)30.1%
SEM_009ipo_watchThe AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).30.0%
245_003ipo_watchColossal's $10B valuation is massively undervalued29.8%
234_036ipo_watchJob displacement will be issue 6-10 not top 5 in 10 years; AI discoveries will dominate28.8%
SEM_007ipo_watchAltman strategy: capture 90% of global compute/AI market — treat compute infrastructure as monopolistic foundational utility.23.2%
247_013ipo_watch99% of randomly selected white collar jobs could be replaced by AI today22.2%
AUT_027ipo_watchIntegration of AI with advanced bio-sensing, quantum computing, and genomics enables humanity to achieve 'Longevity Escape Velocity' — tipping point where medical technology extends human lifespan faster than time passes; continuous biological surveill...20.9%
IND_009ipo_watchArtificial Superintelligence arrives by roughly 2030 — shortly thereafter all human illnesses will be cured 'much sooner than we think'; mechanism: AI not just predicting protein structures but generating novel biological designs revolutionizing drug d...18.9%
AI_032ipo_watchAstromech (co-founded with Harvard geneticist George Church) will quickly become a trillion-dollar enterprise by applying AI to predictive biology — leveraging massive time-series genomic data from de-extinction projects to predict pathogen mutation pa...18.0%
SEM_010ipo_watchAI will quintuple the world's gross domestic product, expanding it from $100 trillion to $500 trillion.8.0%