Inside Oak HC/FT's $1M to $100M Check Strategy

Lamont argues only ~10% of current AI company valuations are justified, even as AI genuinely transforms drug discovery and healthcare economics.

• Chai Discovery's roadmap: After mastering antibody design (now ~100x more productive than a lab without it), Chai is advancing into peptides and then small molecules.
• Devoted Health's inflection: The Medicare Advantage/primary-care hybrid tripled in size over the past year, halved its operating ratio, and dramatically increased EBITDA.

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