Thrive Capital’s Dr. Nworah Ayogu on Why Neuralink Is More Interesting Than SpaceX
Oct 14, 2026 · 1:10:25
Dr. Nworah Ayogu, physician and Partner at Thrive Capital, argues AI's most important breakthroughs will happen in medicine, pointing to portfolio companies like Isomorphic Labs, Neuralink, OpenEvidence, and Cadence. He explains how Isomorphic Labs could cut drug development from 10 years to 4, and why Neuralink—more interesting than SpaceX, he argues—insources everything from neurosurgical robots to pathology labs. OpenEvidence reached two-thirds of US physicians in three years versus Epic's sub-50% share after 40. He details Cadence cutting hospitalizations 25% and saving Medicare $2.5M weekly, OpenAI's 300 million weekly health questions, and $40 trillion spent over a decade with no life expectancy gains, closing with his case that America needs a 10X nurse more than a 10X engineer.
