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

Thrive Capital is betting that AI-driven drug discovery, diagnostics, and hardware will produce the next trillion-dollar healthcare companies faster than software did.

• AI-accelerated drug discovery: Isomorphic Labs targets 88-90% clinical success rates versus today's 90%+ failure rate, aiming to compress a 10-15 year, billions-of-dollars process toward ~4 years.
• OpenEvidence outpaces Epic: OpenEvidence hit two-thirds physician adoption in 3 years versus Epic's sub-50% after 40 years; ~300M weekly ChatGPT health queries make OpenAI a de facto top healthcare provider.

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