Sourcery

Molly O'Shea × Nworah Ayogu

Thrive’s healthcare thesis is that AI may shift bottlenecks from molecule generation to validation, trials, manufacturing, and commercialization.Cadence cites 25% fewer hospitalizations, over-80% more controlled-blood-pressure patients, nearly one-point lower A1C, and $2.5 million in weekly Medicare savings across 100,000+ monitored patients.Neuralink and OpenAI show upside, while clinical processes and manufacturing capacity remain unresolved constraints.

Jonathan Siddharth × Molly O'Shea

Healthcare AI has crossed O'Shea’s threshold for measurable impact, with biological and chemical models, laboratory robotics and simulations targeting drug development’s high failure rates.After a decade building licenses, networks and care infrastructure, Devoted Health tripled in size, halved operating expenses and significantly increased EBITDA, while China’s rising pharmaceutical research share leaves domestic research and regulatory capacity as risks to monitor.

Molly O'Shea × Brad Gerstner × Jason Chang × Rob Goldberg

Brad Gerstner is pushing a $100 coronary calcium CT scan as “the mammogram for the heart,” targeting 40 million annual scans and claiming 50,000 lives and $20 billion in government care costs could be saved.Half of heart-attack victims have normal cholesterol, while preventive-cardiology chiefs scan at 30 or 35 and target LDL below 40 after any non-zero score.He thinks Medicaid and Medicare coverage could arrive “by the end of this year,” but soft-plaque limits remain unresolved.

Ben Lamm × Molly O'Shea

Colossal’s woolly mice validated mammoth-editing in 30 days, with 100% healthy births and predicted phenotypes.With $635M raised, its screwworm solution could eradicate the problem in six to seven months versus $1.5B in taxpayer spending over eight years, pending permits.Astromec uses evolutionary-genomics AI for drug discovery; another extinct species may arrive within 12 months, but the target remains undisclosed.