Bravo @grant_brewster !! 👏👏👏
This is amazing work.
Oh boy seems that you have stirred the pot a bit with this launch @bertgodel !
Nice work!!!
Amazing, @nworahayogu is in fact the best. Looking forward to listening to this one!
NEW: Inside Thrive Capital w/ Partner Dr. Nworah Ayogu
Investing in Neuralink, OpenAI, Isomorphic Labs, OpenEvidence, Oscar Health & the next trillion-dollar healthcare companies.
@ThriveCapital manages $65B+ in AUM, having raised $10B+ for Thrive X earlier this year. Healthcare has been part of the firm's DNA since inception, with Josh Kushner incubating Oscar Health alongside Thrive itself.
The firm has incubated ~10 healthcare companies, the majority valued at over $1B, including Oscar Health, Cedar, Rightway & Cadence.
I sat down with Nworah (@nworahayogu), a Harvard-trained, board-certified physician & neuroscientist, former Amazon Clinic GM & Amazon Pharmacy's first Chief Medical Officer, to break down AI's next frontier in medicine.
We cover:
›› Isomorphic Labs: Demis Hassabis, AI-designed drugs & the race to compress drug development from 10 years to 4
›› Neuralink: $9B last funding valuation, brain implants, surgical robotics & restoring independence to patients with paralysis
›› OpenEvidence: $15B valuation, ~$300M annualized revenue & adoption by more than 65% of US physicians. Why AI could create 10X doctors
›› OpenAI: Why healthcare could become AI's most important use case, from clinical reasoning to personalized medicine
Thrive's thesis: Building companies that are world-class in both technology & medicine, with investments spanning Chai Discovery, Formation Bio, Nudge, Fortell, Nourish & more
“Because as a nation, I think we need a 10X nurse a lot more than we need a 10X engineer.”
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Dr. Nworah Ayogu, Partner at Thrive Capital
(01:52) The next AI trade is hiding in biotech
(03:48) How AI designs a new drug
(08:37) 9 out of 10 drugs fail, can AI flip that?
(11:33) How Thrive got into Isomorphic Labs
(14:14) Giving paralyzed veterans their hands back
(20:39) Neuralink is more interesting than SpaceX
(23:21) The hearing aid that broke the rating scale
(30:18) The doctor who built Amazon Health
(33:21) Why AGI makes healthcare the biggest bet
(35:25) One cancer drug outearns every AI lab combined
(37:55) How Lilly became healthcare's first $1T company
(40:04) How Thrive helped OpenAI break into healthcare
(44:13) OpenEvidence: 2/3 of US doctors in 3 years
(46:16) Healthcare is 6x bigger than defense
(48:15) $40T spent, zero gain in life expectancy
(51:43) A custom gene therapy built for one baby
(55:47) Saving Medicare $2.5M a week
(1:04:13) Oscar's comeback from down 95% to up`1 100%
(1:06:19) Why OpenAI is now a giant healthcare provider
Love what Nate and Chris are doing with their Tradeoffs podcast. Both of these guys are incredible resources for the community of hardware founders out there!
New Tradeoffs episode!
@ChrisRill and I had a blast talking to @_bchen about his time building Bluesmart and ROOM. Both were crazy experiences that shape his new focus: helping hardware teams overcome the compliance challenges he encountered as a founder.
Give it a listen! Link is in the comments.
I once pitched a VC, and all he wanted to do was talk about the Knicks.
I won’t mention who it was, but c’mon!
It’s weird out there.
Sharp contrast to the McDonald’s CEO who says he asked ChatGPT for recommendations on food trends once.
This is cool but is still very much individual AI versus organizational.
Don't think I've heard any other CEO describe agent use in such detail before. @pedroh96 out here running a $5bn company on OpenClaw
Full episode with lots more detail in the replies
Congrats @m_franceschetti @a_zatarain !!! 👏👏👏
Really inspiring to see your execution!
BREAKING NEWS: We just launched our newest products @eightsleep
✅Pod 5
✅Hydro-powered Blanket for 2x thermal coverage
✅Base with zero-gravity elevation & surround-sound w/ @hubermanlab content
✅AI that monitors your health while you sleep
Get yours👉eightsleep.com
So you invented anti-gravity shoes. You'll never guess what happens next...
A parable of compliance for physical products.
Thanks for having me @karenmangia !
Excited to have others hear our conversation!!
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On Earth Day, nothing more appropriate. The sustainability benefits of modular architecture need to be discussed way more! Thanks @GernotWagner for helping to oversee this project. 💪🏼
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Highly recommend the team at @sjfventures - they have been an amazing partner to ROOM. Feel free to DM me and I’ll pass along!
We are hiring three new team members at @sjfventures - please spread the word to awesome individuals looking to drive positive impacts in the world through venture capital! #Jobs #impinv #VentureCapital sjfventures.com/sjf-hiring-f…
Can’t recommend these guys enough!!!
We are hiring @slow 🚀!
medium.com/@slow/were-hiring…
Prefab workspace maker = @madebyroom
Zoom and HP are working with a prefab workspace maker to create a $17,000 office pod for video calls — see inside the Room for Zoom businessinsider.com/photos-z… via @businessinsider
Woohoo!! Office looks great!!
Love the @madebyroom meeting rooms and phone booths we’ve installed in the @wearetomo offices in Seattle. Fun to work with my former @ZillowGroup colleague @joglekar to get them! Go Chat your product is amazing.






















