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Vijay Pande
Huge congratulations @wennmachers ! What an amazing contribution to a16z and venture capital as a whole.

Margit Wennmachers31.7.2025
Time for a Margit update!
Here is the news: I’m “graduating” from operating partner to partner emeritus @a16z.
First, let me back up. It seems that I do things in decade and a half increments. I got to the US in 1991 (October 19 is like a sort of birthday. Ask any immigrant and they will know their US birthday!). There was a tech recession at the time. Also, no American resume. Nor academic credentials. But this is America! And it came through for me.
I spent a few years trying to get a job. I got a temp job at a tech PR firm. Then I got my first real break. A huge thank you to @simonecoxe and @maureenblanc for giving me my first real job and a shot at an actual career. That was a job as Account Executive at Blanc & Otus.
I worked there for 4+ years. Then the talented @carynm650 and I started The Outcast Agency, which turned out to be the very best tech comms firm in the world. We built Outcast into the most sought after firm for tech franchises for over a decade and a half. We sold it to Nextfifteen (thank you, @timdyson . So that house was built; it’s still around and has amazing clients.
@bhorowitz and @pmarca came calling. Before they ever raised money. These guys were ballsy. It was the height of the financial crisis, there was zero liquidity. Ben and Marc wanted to raise $300m. Just the two of them. When probed on this, Marc just said, “Let’s assume success, shall we?”
Despite the risk…. It was a chance to build the top brand in venture capital. Period. Mind you, back then no VC firm was doing any marketing at all. It was seen as almost unseemly! I love building so I took a chance. The founders made me - I think - the first VC firm CMO. Now every firm has one of those, and that’s a good thing.
Over the last 15 fabulous years, we’ve done so many things:
- We marketed ahead of any result. We had to. So we marketed people and their ideas.
- We invented going direct, creating a powerful content operation that allows us to communicate on our terms.
- We produced events where people tried to crash multiple times and had to be escorted out by security.
- Literally so many firsts and big things, there are too many to list them all.
Now we actually have results! And we’re still the most exciting brand. a16z is full of talented people giving their best, full of amazing portfolio companies, and a very large and powerful network that everyone in our orbit can plug into.
I can’t possibly thank every single person in the firm here, so I will keep it to the founders for being committed to building the top brand, and to @garcegarce of course. She was my first hire - she also took a chance on me and our entire project. Finally, a heartfelt thanks to the indefatigable @Mili10 , who has made my life easier and more productive for a decade.
My sincerest thanks. Many more of you deserve a thank you, I’ll ping you directly.
What’s ahead? I will be an active advisor for the next 6 months. We all want to make sure the change is smooth, in particular for the folks in our network who have a long-standing relationship. After that, I will not be gone and dead, haha. While I’ll take a nice break, I’ll also be looking for what to build next. My number won’t change. So feel free to reach out if you need anything.
The house is built. I will forever bleed a16z. Here’s to more building!
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Super interesting idea -- a conference where AI is both the authors and reviewers. Curious to see where it goes @james_y_zou .
But you know, the ultimate would be where the AI is also the organizers :-)

James Zou11.7.2025
📢New conference where AI is the primary author and reviewer!
Current venues don't allow AI-written papers, so it's hard to assess the +/- of such works🤔 #Agents4Science solicits papers where AI is the main author w/ human advisors.
💡Initial reviews by LLM reviewers w/ final assessment + selection by human experts.
💡Submissions are asked to clearly document AI contribution.
💡All submissions/reviews will be public to enable transparent study of the strength and limitations of AI as researcher and reviewer.
We expect AI will make mistakes and it will be instructive to study these in the open!
Many thanks to the fantastic co-organizers and expert advisory board! Please see the website for more information.

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This email from Thiel is clearly old but even more poignant today for NYC of course.
I suspect this will take on a cyclical nature: NYC may be entering into what SF was a few years ago, with ideas of being more permissive on crime and more socialist leanings.
But that will inevitably go very poorly with elevated crime, etc, and eventually people will elect more centrist candidates (eg see SF now), which will bring back the previous ways -- just to the point where everything heals just enough for the next socialist candidate to come in.

Ana Mostarac26.6.2025
Peter Thiel on why 70% of Millennials say they are pro-socialist:
“When one has too much student debt or if housing is too unaffordable, then one will have negative capital for a long time… and if one has no stake in the capitalist system, then one may well turn against it.”




8,29K
What does "good times create weak men" look like quantitatively?

The Rabbit Hole24.6.2025
On the decline: patriotism, religion, family values, community
On the rise: greed

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A Personal Update
By Vijay Pande
Today, I’m sharing that after more than a decade, it’s both exciting and bittersweet that I’ll be stepping away from my role at Andreessen Horowitz. This has been one of the most meaningful chapters of my life, and I’m filled with gratitude as I reflect on the journey.
I joined @a16z in 2014 as a Professor-in-Residence, just coming off my time as chair of Biophysics and Henry Dreyfus Professor of Chemistry at Stanford. What started as an observation that tech companies are poised to make major impacts in Bio and Health quickly evolved into something much larger: my founding of the a16z Bio + Health fund, a new strategy at the intersection of AI, computation, and biology — and the chance to build an investing platform from the ground up.
I’m also proud not only of the companies I’ve backed — including Devoted Health, Function Health, Insitro, Freenome— but also of the team I built to carry this vision forward. What began as a speculative bet became a thriving and deeply mission-driven practice, thanks to the people who believed in it and helped shape it every step of the way.
This transition could not have been possible without the incredible people I’ve worked with:
● I want to thank Marc and Ben for taking a bet on me—and on the idea that biology could be engineered, and that venture capital had a role to play in building that future. Their support and belief shaped everything that followed. We should all be proud of the impact we’ve had shaping the future of health.
● I’m deeply grateful to the team I’ve helped build in the Bio + Health practice: Jorge Conde, Julie Yoo, and Vineeta Agarwala. It’s been an honor to work alongside them to build this platform from the ground up. I’ve had the privilege of mentoring Vineeta since her days at Stanford, and I could not be prouder of the leader she’s become.
● To our founders, thank you for your courage, your brilliance, and your trust. Your creativity, commitment and energy to building what we all know is possible is nothing short of inspiring and contagious. You’ve challenged me, inspired me and reminded me why this work matters so much. It’s been one of the greatest privileges of my career to support you.
● To our limited partners, thank you for believing in this vision and making it possible to pursue it with long-term conviction.
Though I’m stepping away from the firm, I’m not stepping away from the cause. If anything, I feel more energized than ever about the future of bio + health. Writing the next chapter of the playbook in healthcare will require a deep imagination, more cross-disciplinary collaboration, and a willingness to build boldly—and I look forward to being part of that in new ways.
Some of you may remember a talk I gave called Disrupt Yourself — and true to that message, I’m doing just that. I’m heading into a new chapter focused on the future of AI, healthcare, and prevention.
With deep gratitude,
Vijay Pande
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"Big Food’s Big Tobacco moment" - @ariannahuff
"We are entering Big Food’s Big Tobacco moment. The fight to hold tobacco companies ... culminated in a 1998 $206 billion settlement ...
Is that where Big Food is headed?"
1/

Arianna Huffington22.5.2025
Big Food is entering its Big Tobacco moment.
Just as the tobacco industry was finally held accountable for the health effects and associated healthcare costs of smoking, a reckoning is happening for the food industry for its role in an epidemic of diet-related diseases.
Like tobacco, ultra-processed foods and sugary drinks are a health disaster. And in fact, many of them were developed with the same science when tobacco companies owned several of the big food companies in the 1980s. And the playbook defending them is also the same. As one expert put it: “Deny, denounce, and delay.”
But as with tobacco, change is coming. Lawsuits have begun. Public awareness is growing. Companies are scrambling to diversify with healthier brands. And the science is unequivocal: ultra-processed foods are driving chronic disease, early death, and enormous healthcare costs.
It’s time to act on the science and help people live longer, healthier lives.
Read more in my latest piece for @FortuneMagazine:

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Congratulations @drmarkhyman !

Mark Hyman, M.D.9.5.2025
I’m honored to be named to the TIME100 Health list for 2025.
But what this really signals is the shift you’re driving in the future of health. A future where you have game-changing tools to help take control—and no longer settling for a system that manages symptoms.
That’s why I co-founded @function. By measuring over 100 biomarkers, from heart and metabolic health to nutrient levels and toxic exposures, Function empowers you with— - access to your health data - insights you can act on - the power to stay proactive
Thank you for believing in this future and for helping build it with us.
Read the full @TIME 100 Health feature here: #TIME100Health #FunctionHealth


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On top of this, medical specialities silo a lot of how medicine is done vs a systems approach, which is way better for patients.
AI facilitating this shift would not just be a fundamental improvement for patients but a radical change for how medicine is done.

Morgan Cheatham6.5.2025
prediction: AI will collapse traditional medical specialties as we know them.
medical specialties emerged out of necessity. as medicine became more complex, no single physician could master its full scope. we began dividing care by organ systems, technologies, and life stages — structures that mirrored both biology and the way symptoms typically presented. over time, hospitals, licensing bodies, and reimbursement systems ossified these divisions.
we learned to think this way not just because it made biological sense, but because it was the only way we could manage complexity.
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