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Back to Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine, with Nworah Ayogu.

What Is the Price of One Child's Life?

Nworah Ayogu said medicine can now treat rare genetic problems one patient at a time, and said a million and a half dollars to make and deliver a treatment is worth it so a child lives. The answer given is yes: raise taxes or cut spending somewhere else if that is the way to pay.

The fight is over the total bill. Cancer care, a transplant, and gene therapy are each life or death, so a health system keeps deciding what to fund, what to leave unpaid, and where values sit. Underneath sits the price of a life, including the life of a child. The same push is to stop leaving development at a million and a half dollars. Infrastructure has to make the work scalable, repeatable, and cheaper, with manufacturing that holds up and a way to pay.

The frontier is exciting because the science can now do work people had dreamed about for a long time, with massive impact. As more of the work shows up, and shows up faster, the rest of the system has to be ready across the whole supply chain.

Transcript

Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine ·

Sourcery

More from this episode

  1. Why Is Drug Discovery Moving Faster Than Ever?Nworah Ayogu said that, more so than at maybe any other time in history, the frontier of science and the frontier of what has been accomplished is moving…
  2. What Do Drug Discovery Models Actually Get Right?Drug discovery models have gotten better and better at the first job: choosing a molecule that binds a chosen target well.
  3. How Does Neuralink Give Paralyzed People Function Back?Nworah Ayogu said healthcare often does a very good job of extending life and does not do a very good job of improving quality of life or giving people life…
  4. Why Is Neuralink More Interesting Than SpaceX?Nworah Ayogu called Neuralink a more interesting company than SpaceX, because the brain is vaster than space. "A $3 trillion company?"
  5. How Did One Merck Drug Outearn Every Major Lab?Nworah Ayogu said Keytruda, one Merck drug, had 2025 revenue larger than the revenue of all the major labs combined. Biotech is already big business.
  6. How Did OpenEvidence Reach Two Thirds of Doctors?Nworah Ayogu said OpenEvidence spread because doctors wanted it. Nworah Ayogu said he had never heard doctors rave about a clinical tool.
  7. How Did Oscar Health Recover From a 95 Percent Drop?Oscar Health, the first company Thrive ever invested in, fell 95% from its peak value in December 22. It then climbed back above its IPO price.

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