离开a16z后，Vijay Pande新基金每年只做少数集中押注
前a16z医疗健康负责人Vijay Pande解释为何从管理40亿美元转向小型集中投资，并指出生物数据孤岛是AI医疗面临的关键问题。
Vijay Pande曾是斯坦福教授，创立Folding@home分布式计算项目，后加入a16z管理近40亿美元医疗健康投资。去年他离职创立VZVC，转向每年只做几笔集中投资，不设分析师，日常运营重度依赖AI。他同时指出，生物数据无法像文本那样从互联网抓取，各公司自建数据孤岛，可能阻碍AI在医学领域的进展。
正文摘录
It used to be that Vijay Pande was better known in academic circles than investor circles. That changed pretty abruptly a dozen years ago, when Marc Andreessen and Ben Horowitz — who’d spent their firm’s first five years explicitly avoiding healthcare and life sciences — decided the category was worth betting on after all and handed the keys to Pande. At the time, he was a Stanford chemistry professor who was best known for building Folding@home, the distributed-computing project that turned millions of home PCs into a supercomputer for disease research. Over the next decade-plus, he grew a16z’s bet into a practice managing close to $4 billion. So it was somewhat unexpected when in June of last year, Pande walked away from it all to start something much smaller. In fact, his new firm, [VZV…