P5 Health Ventures

Most interesting chart I’ve seen in quite some time. From @eglyman

Sam Altman told the world exactly what skills will matter when AI takes over 30 to 40 percent of the global economy. He was asked what his own kids should do to survive it. His answer was surprisingly human. He said the single most valuable thing anyone can build right now is the meta-skill of learning how to learn. Not a degree or a certification but the raw ability to adapt when everything around you changes. He also said learning to understand what other people actually want and building useful things for them will be more valuable than almost any technical knowledge. That skill has never been automated and is not close to being automated. He said human creativity and the desire to express it are, in his words, limitless. Every major technological revolution increased the demand for creative, curious, and socially intelligent people, not decreased it. The Industrial Revolution is the clearest parallel. Machines replaced physical labor and people were terrified. The next generation took those machines and built industries, art forms, and institutions nobody had conceived of before. The people who thrived were not the ones who competed with the machines. They were the ones who learned to direct them toward something new. That dynamic is already playing out right now with AI. The practical implication is this, depth in a single rigid skill is becoming less valuable. The ability to move across domains, pick up new tools quickly, and apply judgment in ambiguous situations is becoming more valuable. Altman also pointed to something most career advice ignores entirely, learning how to interact with the world, build relationships, and earn trust from other people. Those are things AI can simulate but cannot replace. The honest opportunity in this moment is not to outrun AI. It is to focus on the things that make you irreducibly human. Curiosity, judgment, empathy and the ability to ask the right question before anyone knows what the right question is. The people who will matter most in an AI-driven economy are not necessarily the ones who understand the technology deepest. They are the ones who can figure out what the technology should actually be used for. Altman has spent his career betting on human potential in the face of technological disruption. Based on every historical precedent, that is still the right bet to make.

One of the best interviews you’ll watch this week. The phenomenal @visegrad24 interviews the brilliant @Imamofpeace. I encourage you to watch all of it. You can thank me later. Or better yet, thank @visegrad24. Exceptional 🔥

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

I try to keep politics out of P5 as it is about healthcare and building companies. But this is in my feed and I cannot ignore it. This young man was a beast. No way he committed what they accused him of. They used him as a warning to their people. No caring about human life or justice. Beyond… May he rest in peace - which should have come after a long life well lived.

"Israel acted alone against gas compound": Israeli Prime Minister Benjamin Netanyahu clarifies after Donald Trump's rebuke

Dr. Thomas Seyfried (cancer researcher) drops a stark warning: Cancer is primarily a mitochondrial metabolic disorder—not just genetic. The key to slashing risk? Keep your mitochondria healthy so cells can't go dysregulated and ferment. His practical advice: - Live in semi-nutritional ketosis (like traditional/hunter-gatherer lifestyles where cancer is rare). - Track your Glucose Ketone Index (GKI) — aim to keep it below 20 (ideally much lower, e.g., 1-2 range for strong metabolic therapy per his research). - GKI = [glucose (mmol/L)] / [ketones (mmol/L)]. Lower = healthier mitochondria, remote cancer probability. - Modern life (processed carbs, obesity, inactivity, stress, screen addiction) damages mitochondria → obesity epidemic, childhood obesity as "canary in coal mine," rising young-adult cancers. If you binge and spike into red zone? Act fast to return to green—prevents cancer, diabetes, heart disease, dementia—all tied to mitochondrial dysfunction. Parents: Morbidly obese kids are on path to lifelong mitochondrial stress—knowledge gap is the real neglect. What's one step you're taking to protect your mitochondria (keto, fasting, exercise, etc.)?

Wow, first I discovered the 2007 NIH workshop that ranked Il-15 the number one immunotherapy to cure cancer, now I find a  2017 lecture on IL-15 by NIH AND NCI describing its power. Building on the shoulders of immunology giants at the NIH and  NCI , the late Drs William E. Paul and Thomas Waldman. This is such an important lecture for all to listen to and to comprehend the future of immunotherapy 2.0. I post the video in my tweet in which we have shortened the introduction to start with the lecture. The full video is here: youtube.com/watch?v=h7qixN… The immense power and value of IL-15 was recognized almost 20 years ago. Amazingly, Dr. Waldman foresaw the need to COMBINE IL-15 (today's ANKTIVA) with a checkpoint inhibitor (today's Keytruda) in order to maximize T cell activity as well as stimulate macrophages (today’s Abraxane). This is what the Saudi FDA scientists and regulators at the SFDA recognized - the power of IL15 and Anktiva as the backbone and that is why we have the world's first approval for ANKTIVA in combination with checkpoint inhibitor in Saudi Arabia. This is such an important lecture that every regulatory authority in the world should study and understand the evolutionary science of the immune system and the importance of appropriate combinations… so important for science to drive regulatory decision-making, especially for the reviewers who may not be trained immunologists and coming to conclusions based on past archaic practices. Oncology and infectious disease is now fundamental immunology. So hopeful that regulatory reviewers around the world watch this... It is such an important educational video of what we have been building at IBRX that I will leave this pinned for a month!!! So inspired to see that we have been independently   pursuing the right strategy for the past decade. The power of immunotherapy 2.0 is clearly spelt out in Dr Walkman’s talk in 2017  where he explains why T cell memory is needed to cure cancer and why orchestrated sequenced combinations are needed. Anktiva which grows and activates T and NK cells, Abraxane that induces DAMPs and activates macrophages, and checkpoint inhibitors that take the brakes off T cells is THE FUNDAMENTAL COMBINATION DESCRIBED by NCI scientists a decade ago in this lecture! Remarkably, Dr. Waldman shows that when administered as single-agents, these molecules did not achieve durable complete remissions but when placed in the correct sequence of combination therapy, magic happens. Quantum oncotherapeutics So please share this video with whomever wants to be enlightened that immunotherapy 2.0 now exists and has been studied in multiple Quantum Oncotherapeutics trials across multiple tumor types under QUILT

Best ever

I’m in the bomb shelter again. Rocket sirens continue to ring across Israel as the Islamic regime in Iran launches ballistic missiles at millions of innocent civilians. This evil regime cannot have a nuclear weapon. That’s why we have to take action now.

The most valuable skill in history just changed forever. Elon Musk just handed you the only survival framework that matters. Musk: “The biggest thing is, what questions do we not know to ask?” For centuries, the smartest person in the room held the most answers. AI didn’t level the playing field. It burned it down. Superintelligence in your pocket answers anything. Instantly. Perfectly. For free. Musk: “Once you know the question, the answer is usually the easy part.” Let that land. The next generation of winners won’t be defined by what they know. They’ll be defined by what they think to ask. AI commoditized execution. Script, plan, code, strategy. Models handle all of it. The bottleneck was never intelligence. It was never labor. It’s curiosity. It’s always been curiosity. Traditional education spent decades training you to memorize answers. AI made that obsolete overnight. Human value is no longer tied to knowledge. It’s tied to the judgment of which problems are even worth solving. That’s the gap machines can’t close. Because asking the right question isn’t a skill. It’s a worldview. It requires taste. Intuition. The ability to look at a landscape everyone else is staring at and see the one thing nobody thought to interrogate. Master the art of asking the exact right question to a machine that knows everything and you can build anything. The skill isn’t knowing. It’s knowing what to ask. That judgment, that taste for what’s worth pursuing, that’s the last truly human edge. The only one markets will keep paying for. Answers are infinite now. Free, instant, and available to everyone on earth equally. The only thing separating you from the person who builds the next great company is the quality of your questions. Answers are free. Questions are everything.

This ‘Machine Eye’ Could Give Robots Superhuman Reflexes singularityhub.com/2026/02/19/thi…

Very helpful start. Easy notes.

Innovation is out of control. And it’s great! I was at the Cisco AI Summit a few days ago, and I genuinely loved the conversation, especially this moment from Jensen Huang that made the room laugh first — and then think twice. Because behind the humor is an uncomfortable truth: most of our companies still run on a deep belief that good leadership means control — tight plans, fixed roadmaps, approvals everywhere, ROI before learning, and predictability at all costs. Jensen puts it bluntly: innovation is not always in control. And when leaders obsess over control, they are not protecting the company — they are slowly suffocating it. AI is accelerating this leadership tension. The faster technology evolves, the less traditional control actually works. What scales now is not control, but influence: setting direction, defining intent, establishing clear guardrails, and then allowing people to explore, experiment, and learn inside those boundaries. If you are a leader, your job isn't to be the "Architect" anymore. Your job is to be the "Gardener." Stop trying to control the shape of every leaf. Just make sure the soil is rich, the water is flowing, and—as Jensen says—don't be afraid of a little mess. A perfectly controlled garden is usually a dead one. Trying to “control AI” the same way we controlled past technologies is like trying to control creativity itself. It may feel responsible and reassuring, but it almost always leads to slower learning, weaker ideas, and average results. The question every leader should be asking right now is simple — and uncomfortable: 👉 Where am I still confusing control with leadership? #CiscoAISummit #CiscoAmbasssador #AILeadership #Innovation #AgenticAI #FutureOfWork

Elon Musk: “The federal payments system, PAM, handles nearly $5 trillion annually, about $1 billion an hour. Payments could be sent without codes or descriptions essentially blank, untraceable checks, In a public company, this would trigger delisting and criminal charges, Yet it’s normal for the government! That contrast says everything about the accountability gap”

Super cool!

LET’S GO.

Trying to make kids bored and tell the they can’t amount to anything. All in themselves of being fair. And he does this after being born with a silver spoon. Again, all in fairness so everyone is equal, a philosophy that has consistently led to the destruction of every society that has embraced it. And it’s all just ruse because it’s a power play to dumb down people so you can screw up and blame others and the have to be dumb or ignorant to believe you and not see thru you. This channel is supposed to be about innovation. But this is stifling the minds of future innovators.

Elon Musk says the most dangerous thing happening in AI right now isn’t the speed of development. It’s the direction. “It is very important to have truth-seeking AIs.” Instead, he warns that models are being programmed with ideological filters at the code level. They’re being taught to prioritize certain narratives over objective reality. This breaks the fundamental promise of intelligence. If a system adjusts its answers to satisfy social sensibilities rather than describe the world as it is, it stops being useful for anything that actually matters. We’re building the most powerful decision-making tools in history. If they can’t tell the truth, they aren’t intelligence. They’re just automated bias at scale. A “safe” AI that lies to avoid controversy isn’t safe. It’s the most dangerous tool we could possibly create.