Eli Lilly launched TuneLab to share proprietary AI drug-discovery models with biotech partners via federated learning, signaling a strategic shift toward open, collaborative AI infrastructure. Lilly said TuneLab allows partners to use internal models without moving data offsite, enabling collective model improvement while preserving data privacy and IP. Recursion announced a leadership transition as it pivots from early-stage AI discovery to delivering clinical proof points; Najat Khan will become CEO to drive the company toward later-stage therapeutic validation. The change highlights industry pressure on AI‑first companies to translate platform outputs into clinical-stage assets. Together these moves show large pharmas and AI biotech aligning on pragmatic collaboration: big companies provide compute and models; AI companies must deliver clinical candidates. R&D teams should reassess partnership models and data governance structures to exploit federated learning opportunities.