Podcast

August 25, 2026

Arc Institute wants to build a virtual cell with a billion experiments

Founded on December 15, 2021 by Patrick Hsu, Silvana Konermann and Patrick Collison with $650 million, the California institute has grown past 300 people and released STATE, its first cell model. The date it has put in writing to make it work is 2029.

It began on 15 December 2021, when bioengineer Patrick Hsu, biochemist Silvana Konermann and entrepreneur Patrick Collison pooled $650 million in initial funding commitments and founded a private institute partnered with Stanford, Berkeley and UCSF. Four years on the Arconauts number more than three hundred, spread across nine core labs and five technology centres, and the pledge made to their funder is over a billion cellular experiments — while the largest published screen tops out at two and a half million cells. The first model, STATE, arrived on 23 June 2025 as a preprint; a year later an independent benchmark placed it below a plain additive baseline scoring 0.890. Then comes 2029, the date set down in writing.

Arc Institute wants to build a virtual cell with a billion experiments

Four kilos and six hundred grams

On the bench sits a gray box twenty-five and a half centimeters wide. It stands nineteen centimeters tall and fits comfortably in a gym bag. On the scale it reads four kilos and six hundred grams: less than a bowling ball, yet enough to make itself felt in the wrist of whoever lifts it. An object you pick up with one hand and move without calling anyone.

Inside the box runs a calibrated electrical pulse. It is : the membrane eases open, and in that instant the cargo enters. The molecular scissors that switch off a gene. A flash, an opening, a gene gone silent. The gesture is all here, and there is no escaping it.

The plan is to repeat it more than a billion times.

Arc Institute has put it in writing together with its funder: the Technology Centers will conduct "more than a billion cellular experiments" to establish cause-and-effect relationships. A billion shocks. A billion genes switched off one at a time. A billion cells asked what happens when a piece of them is taken away. And at the end of that chain stands a goal with a name that sounds like it came out of a novel: the first high-utility virtual cell.

Here lies the disproportion that holds the whole thing up. On one side, a number that refuses to be imagined, all of biology reduced to a loop that turns on itself and learns. On the other, an object that fits in a gym bag, with a button, a tray, one shock at a time.

Because the scale, however large it is written into the contracts, must pass materially through that box. Between the promise and the bench there is no shortcut: every single event of that billion is a real cell, in a real well, crossed by a real current for a fraction of a second. The figure is abstract. The gesture is not. And the gesture has a weight: four kilos and six hundred grams.

Arc Institute in four figures

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dati: Arc Institute (About, Introducing Arc Institute, Virtual Cell Initiative) and The Audacious Project · produced by gamma97
The exterior of the Arc Institute building in Palo Alto, California
The exterior of the Arc Institute building in Palo Alto, California — foto: Raymond Rudolph · CC BY-SA 4.0 · via Wikimedia Commons · originale

The loop that feeds itself: how a virtual cell gets built

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dati: Arc Institute, Virtual Cell Initiative and The Audacious Project (method as stated by the institute) · produced by gamma97

The electroporation system, dimensioned and at the same scale

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dati: Thermo Fisher Scientific spec sheet SPEC-9011485 (Neon NxT, Cat. No. NEON1S) — measurements logged by the research · produced by gamma97

From Three to Three Hundred

In the summer of 2022 the first lab spaces opened. A year after launch, the institute told of growing from a handful of people to more than a hundred, scientists and operations staff together. Today Arc declares more than three hundred. They divide into two cross-cutting initiatives, nine core labs and five technology centers. The internal vocabulary has already annexed them: in there they are called Arconauts.

The technology centers are more than a line on an org chart. In the classic academic model every lab builds its own instruments, its own protocols, its own daily grind: everything in-house, and every house redoing from scratch the work of the house next door. Here, none of that. Here data production is a centralized, industrial service, and the labs use it the way they use electricity. It is the arrangement of an organization that expects to have to generate numbers in quantities no single group could sustain.

In 2025 the leap in scale found its money. Arc joined the annual cohort of The Audacious Project, the philanthropic initiative connected to TED that raises funds around long-range projects. That is where the billion experiments stopped being a hallway phrase and became a commitment with a date attached: by 2029, Arc's model will have to be accurate enough.

From three founders to three hundred people: that is a pace. And a pace, when that billion sits at the end of the chain, leads straight to a single question. Where the count stands.

The sign with the Arc Institute’s logo outside the Arc Institute building in Palo Alto, California
The sign with the Arc Institute’s logo outside the Arc Institute building in Palo Alto, California — foto: Raymond Rudolph · CC BY-SA 4.0 · via Wikimedia Commons · originale

The institute growing, 2022–2026: the three documented points

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dati: Arc Institute — "Our progress, one year in" and About page (figure self-declared by the institute) · produced by gamma97

Quanto è lontano un miliardo

The count around Arc runs on a stopwatch: a billion experiments, and the race already under way. But before the finish line, it helps to look at the numbers along the track. Three numbers alone, and three different worlds.

The first comes from academic labs. The largest ever published covers about two and a half million cells, across more than two thousand genetic perturbations. All in one go.

The second is the figure Arc sets beside its own model: over a hundred million perturbed cells. Only most of those perturbations are not CRISPR cuts. They come from Tahoe-100M, an archive of cells exposed to drugs. Switching off a gene means tearing a page from the book and watching what changes in the story. Bathing a cell in a molecule means pouring something over it and watching how the ink reacts. Two different questions, put to the same cell.

The third is the finish line: the billion. Between the starting point of two and a half million and that figure lie four hundred times as much, and then some more. This is no growth curve — it is a change of category, like moving from a small province to the population of half a continent.

Then there is the word holding everything up. In this field an experiment can mean a sequenced cell, a perturbation condition tested, or a single well on a plate: the same activity, counted the three ways, gives numbers far apart from one another. Change the unit of measure, and the billion drifts several lengths closer or farther away.

Nianzhen Li, who runs the experimental platform, points meanwhile to a nearer milestone: results from more than a hundred million single cells by year's end. Cells sequenced, one by one. Yet another unit, another boundary on the same map.

And this is where the count stops being bookkeeping. Between two and a half million and a billion, the distance cannot be read by lining up the digits — the zeros all look alike, and the eye slides past them. It can only be read once it is clear that every leap is a multiplication, never an addition, and that none of the three numbers is counting the same thing as the others.

The orders of magnitude of the billion (logarithmic scale, millions of cells)

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dati: Replogle 2022 via review in the Journal of Experimental Medicine; Arc Institute (STATE, Virtual Cell Initiative); The Audacious Project · produced by gamma97
Gaelic version
Gaelic version — foto: James atmos · CC BY-SA 4.0 · via Wikimedia Commons · originale

How many cells the virtual cell projects put on the table

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dati: taccuino-notte-glm · produced by gamma97

Quando la somma batte la macchina

On June 23, 2025, Arc put its first virtual cell model on the table. It is called STATE, and the manuscript appeared on bioRxiv as a : born that way, and still that way today, without the stamp of a journal. Its data diet is disclosed, and worth looking at squarely. On one side, 167 million observational cells: cells watched while they go about their business, untouched by anyone. On the other, more than a hundred million perturbed cells, spread across seventy different cellular contexts.

The ratio between the two piles says something precise. This virtual cell has watched far more than it has touched. The figures Arc claims are two, and both are comparisons with earlier models: a 50 percent improvement in telling the effects of one perturbation from another, and double the accuracy in spotting the genes that, after an intervention, turn out more switched on or more switched off than before. Arc calls it the first model to consistently beat simple linear baselines.

On June 18, 2026, VCBench arrived, a shared test bed for single-cell models. On the subset of 71 perturbations common to the various models, the additive baseline scores 0.890. It is an elementary rule: to predict the effect of two interventions together, add the two individual effects, with no artificial intelligence involved. And it beats every foundation model in the test, STATE included. Geneformer stops at 0.627, scGPT at 0.545. It is not an isolated stumble: already in 2025 a study in Nature Methods had shown five foundation models unable to beat simple linear baselines in predicting perturbation effects. The sum beats the machine.

And here Arc made its most surprising move: it opened up the contest instead of defending the score. The Virtual Cell Challenge asks entrants to predict what happens to an H1 stem cell when a gene inside it is switched off. The first edition closed in December 2025: more than five thousand entrants from 114 countries, more than 1,200 teams submitting results, over three hundred reaching the final submission. The hundred-thousand-dollar prize went to the BioMap team; the generalist category was won by Altos Labs, and the awards were presented at NeurIPS, the big machine-learning conference. The contest metrics remain the technical ones: genes more switched on or off after the intervention, the ability to tell one perturbation from another, error on expression counts. None of them measures a therapeutic outcome.

STATE's diet: how much it watched, how much it touched

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dati: Arc Institute — "Arc Institute's first virtual cell model: STATE" and Virtual Cell Initiative · produced by gamma97

Who showed up for the first Virtual Cell Challenge

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dati: taccuino-notte-glm · produced by gamma97
systemscore
additive baseline (no AI)0.890
Arc STATEbelow the additive baseline
Geneformer0.627
scGPT0.545
VCBench, 71 shared perturbations: where the simplest rule lands — dati: VCBench, bioRxiv preprint of June 18, 2026 · produced by gamma97

Four or five years, she says

Silvana Konermann sets herself a short horizon. Four years, maybe five: that much time, in her view, before virtual cell models become accurate enough to genuinely serve anyone hunting therapies against complex diseases. This is no promise to hand down to whoever comes after. It is a thing she wants to see herself, with her own eyes, while she is still at the bench.

On safety the tone does not change; it stays dry. A tool designed for human cells, she says, would be hard to bend to any dangerous use. Building the same tool for viruses, though, is an idea to avoid. She says it just that way, without beating around the bush.

It is a line the institute has drawn on its own, unprompted. No regulator has asked for it yet.

Opinion reported as such, not verified by the editorial team.

The well and the whole body

Meanwhile the flow of data keeps widening. The institute's cell atlas has passed 600 million cells, spanning observations and perturbations — an archive anyone can open and query.

On January 12, 2026, Tahoe Therapeutics, Arc and the Biohub announce they are working together. The partnership will yield more than 120 million single-cell data points across 225,000 drug-patient interactions, released openly for anyone who wants them. Opening the archives today carries as much weight as opening the model.

Yet a gap remains that none of those figures close. Every measure in play says one thing only: how well a cell's reaction can be predicted in culture. And a cell in culture is a plastic well, a warm liquid, a population behaving the only way it knows how inside it.

Between that number and a therapy that works in a person lie all the steps medicine has always known. The whole body. Time. The liver breaking molecules down one after another. And people, each responding in their own way.

From 650 million to a billion: the milestones, 2021–2029

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dati: Arc Institute (press releases and About page), The Audacious Project, bioRxiv · produced by gamma97

Due geni che nessuno vedeva

Lo scetticismo più tagliente sulle classifiche dei modelli arriva da dentro casa. Hani Goodarzi lavora ad Arc, e su Science ha messo giù la frase che nessuno voleva scrivere: ogni volta che compare un nuovo modello, è sempre il migliore. Ci sta dentro tutti i giorni, in quel settore. Lo dice uno che ha il banco in quella stanza.

Poi c'è la storia dei due geni dell'emoglobina. Setacciando le interazioni fra geni, i ricercatori hanno visto la stessa coppia riaffiorare da previsioni di modelli diversi: HBG2 e HBZ, sempre loro, come un nome che ricorre in due lettere scritte da mani lontane. Sono andati a guardare da vicino.

Quello che hanno trovato è un buco. Quasi tutti i modelli si aspettavano un effetto quasi nullo quando i due venivano spenti insieme. Eppure ciascuno dei due, spento da solo, colpiva forte. La sinergia fra quella coppia era il punto cieco: ciò che quasi nessuno dei modelli stava vedendo.

Alla prossima Virtual Cell Challenge la classifica dirà se la cellula virtuale sta imparando davvero. Poi arriverà il 2029, la data che l'istituto ha messo per iscritto. E si saprà se quella scatola grigia da quattro chili e sei etti stava costruendo una previsione o una promessa.

Supporting the thesis

  • The institution and its scale are documented by independent sources: launch on December 15, 2021 with $650 million in initial commitments, partnerships with Stanford, UC Berkeley and UCSF, and growth from a handful of people to today's more than three hundred, across nine core labs and five technology centers.
  • The program is not merely announced: a first model has been public since June 2025 and trained on more than a hundred million perturbed cells, the community responded with more than 1,200 teams at the first Challenge, and the January 12, 2026 deal will add more than 120 million data points released openly.

Against the thesis

  • The state-of-the-art designation rests on a preprint not yet through peer review and on metrics computed by the authors themselves, while an independent test bed from June 2026 places an additive baseline at 0.890 above every foundation model tested, and a 2025 study in Nature Methods had already shown that five foundation models did not outperform simple linear baselines.
  • The intermediate figures on the road to the billion have no public corroboration and the perimeters do not match: much of STATE's perturbational data comes from chemical-pharmacological perturbations and not from CRISPR knockouts, while the largest published Perturb-seq screens remain between one and two and a half million cells; the evaluation metrics concern gene expression, not demonstrated therapeutic outcomes.

The verdicts

confermata

The 2021 founding and the 2022 start of operations hold up on multiple independent sources. Arc Institute was officially presented on December 15, 2021 with initial funding commitments of $650 million, in partnership with Stanford, UC Berkeley and UCSF. The institute's own communication places the opening of the first labs to researchers in the summer of 2022, and a scientific outlet from that same year describes it as already operational.

confermata

The institutional page declares "300+ Arconauts," spread across two cross-cutting initiatives, nine core labs and five technology centers: the figure matches the claim. The datum is self-declared by the institute and is not corroborated by financial statements or an updated independent filing. The comparison with the "more than 100" of the first year makes the growth trajectory coherent.

incerta

The billion target is documented: both Arc and the funder speak of more than a billion cellular experiments conducted by the Technology Centers using CRISPR to establish causal relationships. The "four years" horizon, however, is not stated verbatim in any source found: Arc indicates 2029 as the target date for the model's accuracy, compatible with about four years from 2025 but not equivalent. It also remains undefined what the institute counts as a single experiment — a sequenced cell, a perturbation condition, a well — and that choice changes the scale of what is being promised.

incerta

No primary source found reports the figure of 60 million experiments already completed, and the funder's page contains no intermediate number. The quantities Arc publishes are of a different nature: STATE is trained on observational data of about 167 million cells and perturbational data of more than 100 million, largely derived from Tahoe-100M, that is, chemical-pharmacological perturbations and not CRISPR gene knockouts. The head of the experimental platform indicates as a goal more than 100 million single cells by year's end, without citing the 60 million. For comparison, the largest published CRISPR Perturb-seq screens remain between one and two and a half million cells.

incerta

The model's existence and date are documented: STATE came out as a preprint on bioRxiv on June 23, 2025, with Arc claiming a 50 percent improvement in distinguishing perturbation effects and twice the accuracy on differentially expressed genes. The "state of the art" designation remains a self-declaration: the manuscript is still a preprint, not accepted by a peer-reviewed journal as of the verification date, and the metrics are computed by the authors themselves. An independent test bed of June 18, 2026 finds that, on the subset of 71 shared perturbations, an additive baseline at 0.890 beats every foundation model tested, STATE included, with Geneformer at 0.627 and scGPT at 0.545. The "eight months" window is not verifiable because the date the phrase refers to is not public.

confermata

The Virtual Cell Challenge exists and the first edition closed in December 2025, with prizes awarded at NeurIPS. Official data speak of more than 5,000 entrants from 114 countries, more than 1,200 teams that submitted results and more than 300 reaching the final submission; Science reports "more than 1000 teams have entered." The thousand-teams figure is therefore compatible with the documented order of magnitude, while remaining ambiguous as to which phase it refers to. The annual cadence is announced, but as of the verification date only one edition has been held.

smentita

The sources document that Silvana Konermann won the individual first prize at the European Union Contest for Young Scientists in 2005, in Moscow, at seventeen and not at fifteen, with a system for preventing catheter-associated urinary tract infections. Born on May 18, 1988, she is also documented as a two-time winner of the Swiss national contest "Schweizer Jugend forscht," but no source dates those wins to age fifteen. The national-then-European sequence is plausible; the age given is not documented.

References

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  2. UC Berkeley partners with new Arc Institute to tackle complex diseases — — December 15, 2021 — https://news.berkeley.edu/2021/12/15/uc-berkeley-partners-with-new-arc-institute
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