Illumina announced BioInsight, a business unit offering sequencing‑intensive, pharma‑grade data packages that Illumina will develop and temporarily exclusivize for partners — a step that moves the company from reagent supplier to data provider. CEO Jacob Thaysen framed the effort around expensive experiments like Perturb‑seq and downstream AI model training. In parallel, the Baker lab released RFdiffusion3 as open source, an all‑atom protein‑design model capable of producing DNA binders and enzymes. Together these moves underscore a shift: large curated biological data sets and advanced generative models are becoming strategic assets for drug discovery and foundation models in biology.