AI Index / Tempus AI, Inc.
Tempus AI, Inc. (TEM)
Tempus’ revenue comes from: 1) Genomics diagnostics testing (Oncology solid and liquid therapy selection, MRD monitoring, Hereditary via Ambry, and rare disease). AI contributes indirectly (workflow, interpretation), but revenue is primarily for wet-lab tests. 2) Data licensing/Insights (multiyear contracts licensing datasets, analytics software Lens, and a large foundation-model deal with AstraZeneca/Pathos). AI contributes directly here. 3) Emerging AI algorithms/digital pathology (via Paige) with limited current reimbursement; future upside if reimbursed. Overall, AI is a direct driver in the Insights segment, but diagnostics remains the larger share today.
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We're going to look and smell and feel like a tech company in many ways, including lines of code we write, amount of money we spend on cloud and compute, number of software engineers we have on staff. And we're in a world where AI is coming and we happen to be perfectly situated, we think, we're investing in that heavily.
- Eric Lefkofsky
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Quotes from tempus Executives About Artificial Intelligence and Generative AI
In general, the team is super happy with the progress we're making, both on every side. And so there's no kind of red flags.
- Eric Lefkofsky
I would -- we're in the midst of procuring additional GPU capacity. We feel like this is just an advantage we have, and we want to lean into it and double down.
- Eric Lefkofsky
Paige is awesome in that they have their own foundation model work going on in digital pathology. They have a tremendous team and have made really interesting progress there.
- Eric Lefkofsky
We're aggregating some of that data and trying to understand the insights. And so there's just quite a bit of good momentum that comes from that.
- Eric Lefkofsky
We've invested in a ton of products around that, including proprietary software and tools and technology.
- Eric Lefkofsky
And you look at Tempus relative to other companies, we're going to look and smell and feel like a tech company in many ways...
- Eric Lefkofsky