Journalist Nayeema Raza—host of Smart Girl Dumb Questions—joins Eric Newcomer to preview Deus Ex Medicina, their AI–health–longevity summit happening Tuesday, Sept 9 (San Francisco). They discuss the big themes going into the conference: how longevity went mainstream, why precision medicine and novel bio are finally feeling real, and who wins the race to own the patient. Eric and Nayeema get into the policy whiplash in D.C., HIPAA’s fraying edges in a wearables world, and whether or not AI will actually discover something novel, like a new drug or cure for Alzheimer's? Plus, what they’re most excited to ask on stage at Deus Ex Medicina.
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Welcome to the Newcomer podcast. I'm Eric newcomer, thrilled to
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have Naima Raza, independent journalist, Co host of Smart
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Girl Dumb Questions here with me.
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We are about to together host Deus Ex Medicina, our brand new
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AI health and longevity summit. Naima, welcome to the show.
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Well, hi Eric, thank you for having me.
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I feel like these are like our wedding vows or something.
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You're the pro, so really you should be guiding us through
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this podcast. Oh, I don't know.
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I somehow it was like a long con.
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I somehow got Eric to. I'm like, I would love if we can
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collaborate on a conference. We tell people a story of why
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we're doing this thing. So what is the story?
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I remember we got coffee and I was like, wow, now you must
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seems to really like know everybody excited, cool,
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something I want to do stuff with and like we were kicking
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around conference ideas. I don't know what.
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What's the story in your mind or how did this all come together?
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Yeah. So what happened was I remember
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Eric, you had tweeted something or you actually wrote a, you
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wrote a sub stack. It was like October of 2024.
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And I get the sub stack from Eric.
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And it's basically like, oh, you know, ever since I left the
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media business, this dying media business, which I was covering
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at the time because I was doing a show with Ben Smith at
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Semaphore called Mixed Signals, which she still does with
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Maktani. It's awesome.
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You should check it out. But you know, you're like, I'm
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leaving this dying. I've left this dying media,
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legacy media business and I just made $4 million and I'm hiring
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people. I don't think it was 4 million.
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Yeah, yeah. How many millions went there?
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Revenue on a million, 2 plus revenue on a million and
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profit is basically what we said with ambitions to sort of
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continue to grow it. Yeah, I really put out the bad
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signal that we were a media business with money and wanted
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more respect and, you know, wanted to work with fun, cool
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people. Yeah, in Jay-Z language, that's
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known as this for those watching on YouTube.
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It's just that it's. Just everybody else brags about
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how much money they raised, and here we're a business making
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money. At some point, you just need to
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say, well, here's here's what's going on.
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Which is awesome. So congratulations, Eric.
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And I was like, you know, we'd met each other before we'd met
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at the code conference. We kind of had people in common
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and I wrote, I reached out to you and I was like, hey, Eric,
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you have this great business. You're looking to do more
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events. I don't want a job, but I want
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to go and host things because I love, I love, I love
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interviewing people. That's my bread butter.
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I love doing stage events. I'm a big believer in the return
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to live in the age of AI and, and if you want to, if you have
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the infrastructure to handle all this, like I would love to
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partner with you editorially. That's what happened.
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I think we're both spiritually similar and we love to host.
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We're very, we're different people, obviously.
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But I was saying to someone literally yesterday I was like,
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you know, we hosted the first Ruble Valley AI Summit the same
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year I got married. And it's like, oh, I love being
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a groom. I love everybody so excited.
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So I meet you. It's like it's hard to network.
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Any other way we provide. The taste.
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Yes, yeah, that's true. I I, yeah, I love, see, I love
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to host, but I think the actual infrastructure around it,
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there's so much that goes into an event.
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There's an amazing team, people like Riley, so many people have
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been involved in helping boost and support this event.
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And that's the stuff that even though I came up as a producer,
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I'm like, I love, I love the stage stuff.
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I love having the conversation, thinking about what we're going
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to talk about. And I couldn't be more excited
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because you have killed it in this AI event space.
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And I, I just think we're ripe to have a conversation about
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this next era in American healthcare in a way that really
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bridges the technology, the AI, the consumer trends, the policy
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shift. And I'm so excited to be doing
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this on September 9th in San Francisco.
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So Dave sex medicina we we agonized over the name.
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I don't know if you've noticed whether Twitter is like auto
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correcting it out of Latin because it's like it's
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translating it for you. So AI is ruining our beautiful
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name. I can only imagine Grok AI does
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not like anybody else being called.
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Or where? Or you're just off.
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No I'm not. I just, I'm like, no, I like to
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thirst trap with my pictures on Instagram like a real
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millennial. I see just.
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And you're super. Now you know.
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Exactly. No, but I can, I can imagine
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that that croc and X might not like anyone else being called
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DX, you know, being called God and.
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I see it's the X. They're they're sabotaging us.
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But yeah, I mean, we really saw, you know, we've been hosting
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Cerebral Valley since March 2023.
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Obviously that's really focused on sort of foundation models and
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people, you know, building software.
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You know, we had anthropic CEO Alexander Wang at scale just in
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London. We had, you know, Dart, Uber,
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what we didn't have a lot of the health piece of it, but that was
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clearly becoming a larger and larger piece of the AI story.
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So there was that. There was sort of this longevity
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thing that's been going on. And then there's sort of all the
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change that's happening, whatever you think about it,
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because of what's happening with Maha, RFK and the Trump
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administration. So I just like, you know,
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together we were like, oh, you know, there are these like 3
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wild themes and it's a little, it's a little wild.
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But I do think going into it, we are like, oh, there's a set of
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Silicon Valley people that are going to get it.
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Like this is just like the first cerebral Valley where if you're
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paying attention, you're like, oh man, there are a lot of
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interesting things going on at once that Silicon Valley loves
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because that means things are investable.
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I mean. You're, you're a technology
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journalist as, as your build, but I have often thought, I
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mean, technologies like infrastructure, it's kind of
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like being like I am, I work in Rd. because like I happened to
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take one on the way to my office, you know, but I think
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that there is a, it's, it is AI just had a conversation with one
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legacy media outlet that's very concerned about like how, how do
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its audience understand technology, etcetera.
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And we're talking about it. And I'm like, it's kind of just
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everything now. But Healthcare is a great way
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into the topic because everybody cares so much about healthcare.
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I mean, we're in a moment where obviously, you know, we saw in
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New York City the killing of the United Healthcare CEO last year,
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us all even this recent shooting that happened on Park Ave. with
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NFLI mean there was a concussion background to it.
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I think Healthcare is just such a human and real.
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I mean, everything I say right now is going to sound so dumb
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and earnest, but like it is it is the thing that touches all of
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our lives and all of our parents lives from the moment we're
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born. And when I started Smart Girl
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Down questions, the first episode I did was Can
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Billionaire Save us with Mark Cuban talking about capitalism
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in healthcare. And he outlined this vision for
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how private Healthcare is going to be the only way to get to a
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kind of national single payer, single payer system over time.
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So I just think it is the best place to talk about some of
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these themes, including AI and including policy.
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We went through some bad names. I for a second thought we should
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call it Maha Valley. Eric was like, no.
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Yeah, we got very close to that, but I think we clearly want to
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reflect a couple different themes.
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There was there was something with blood too that we like
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really agonized over. Do you remember?
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What it was, yeah. You wanted to call it something?
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I was like, what is that? That sounds so.
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Terrible. You wanted a video game.
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So then I was like, I don't, I don't know if it was that or
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there was some random summit, I can't remember.
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I don't know. It was like, it was like finger
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prick or something. I was like, OK, Elizabeth
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Holmes, calm down. We're not going to.
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We're not going to call it that. It's like.
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Anyway, did you come up with? The one sort of the technology,
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the sort of creation, you know, it's a little bit sci-fi.
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If you're a regular listener to this podcast, you know that
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ahead of Cerebral Valley, I'll have my coast.
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Max and James, you actually I think are friends or you went to
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Business School with Max, right? I did Max Style, dropped out of
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Business School. He took his excellent voice.
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He's too. You're always like, he's too
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cool for school. Yeah.
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So Max and James and I, you know, do an episode or two
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before the conference just sort of like, you know, talking about
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what's going to come. And I thought one of my favorite
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pieces from those conversations is often they're just like, what
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themes do you think are going to emerge?
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So we don't want to, like, spoil everything.
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Obviously, the joy of these events is like the unexpected.
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And the answer is we don't know. But we're obviously diligent
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journalists, so we've done prep calls.
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So I wanted to play this game with Naima of just coming up,
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each of us taking turns with three themes that we think will
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emerge and that we're excited to sort of interrogate during Deus
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Ex Medicina. OK, Are you ready?
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Yeah. I mean, I didn't do my homework
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because I'm like, oh, podcast, I do this.
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We'll. Figure it out.
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Yeah, yeah, but I love it. Why don't you go 1st and then
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I'll be like you stole all my great ideas.
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Now I I want to do better than next child.
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Well, yeah, we all love a little.
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This is very competitive, I think podcast, I mean.
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Max already won because the like the trick is leaving but like
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the most successful people leave.
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Drop out of school. I think that's literally, I
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think biology or I don't know, somebody gave a speech, I think
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while he was a Business School. It was like, you need to drop
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out. You know, it's classic Stanford,
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everybody. Yeah, Max Child disciple of
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biology. Yeah, that makes sense.
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OK. The OK longevity is everywhere.
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So longevity is nowhere. I think that with the rise of
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GLP ones, it's like, yeah, duh, longevity.
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It's like between statins and GLP ones.
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Everyone clearly sees that helping pretty healthy people
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have higher quality of life, longer life is is a big money
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maker is a good idea, something that people want, something that
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maybe consumers will even spend money on out of pocket.
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And I think longevity has been this term.
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That said, the medical world you don't embrace like life
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extension. So we need to give it a
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different name. But now with, you know, with
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Govi and everything else, it's just clear that like this is a
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big opportunity. And I think the questions will
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be much more when does like sort of big pharma and everybody else
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sort of explicitly say we're going after like anti ageing and
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just embrace it themselves? But I think it's a matter of
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when. OK, I love that.
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Longevity is everywhere, so longevity the word is.
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Nowhere or do I agree with that. The way I think about this in my
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kind of smart call dumb questions framework is like, why
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are millennials so optimistic that we want to live forever,
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but so pessimistic that we don't want to procreate like what is
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happening to our generation? But do I agree?
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I think that longevity is very much in the zeitgeist and and
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very much in our culture, but it is Americanized and commercial.
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I think the experience of longevity in America is so
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specific to the United States that even if you like go across
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the pond to Europe, you do not see this obsession.
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There's something uniquely American that is happening here
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and I feel like the capitalist movement into the longevity
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space is is an example of that. The use cases for GLP ones are
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very particular in the United States as well.
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You're seeing this commercialization and this
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visualization of longevity in the United States.
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Do I think it's everywhere? No, because I think it's like.
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Because. It can take you see the.
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World, it's like once capitalism has embraced it, it is
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everywhere and you're like, oh, there's more than just whether
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like every company in healthcare sees like, oh, this is a way to
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make money That's like there's more to that, Eric, but.
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But yeah, yeah. But but I do think it's a
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profound moment because Americans are really
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reconsidering like longevity and health and buying into that.
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However, we know from the health data that we pay more than most
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other countries. We have worse health care comes
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than most other countries. You know, consternation around
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what's in our food supply, what, you know, the what do we use
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plastics in our ecosystem, whatever it is.
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Like people are very concerned about their health, but it's all
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happening in a relatively unregulated, highly capitalistic
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and commercialized world. So I agree with you.
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In the United States, longevity is now everywhere and therefore
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it's nowhere. But I think in the rest of the
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world it's nowhere and somehow it's everywhere.
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No, there's a couple. Beats behind everybody else I
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guess. No, but.
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I I think actually what I'm saying is different.
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Like the rest of the world, longevity is nowhere to be
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discussed and everywhere to be had.
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People are living. Yeah, I guess.
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America needs the to meet, Yeah, match the lifespans of some
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other countries. Exactly.
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OK, I like that. Unpack there.
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All right, now you're up. Should I?
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Do 1. So I think that the future of
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medicine is N of one. It is.
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Expound I think I know what you're I learn the health lingo
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a little bit, enough to know what you're saying, but explain,
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explain it a little bit more like.
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Even if you think about a concept like longevity that
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we're talking about, it's no longer going to be about, oh,
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you know, the average lifespan in the United States in the mid
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70s and I'm going to live to the 90s.
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It's like I based on my own biometric information, the
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genetic data that I have, everything I know about myself,
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you know, should be expected to live based on my parents
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history, everything should be expected to live to, I don't
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know, 87, but I believe that I can extend that to 100 and B and
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I believe that I can be, you know, at age 39, feel like I'm
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age 27. You know, that is what I mean.
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It's so personalized and everything that you're seeing
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and. There's obviously this big
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movement in health around drugs that are like specifically
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targeted to you in treatments and like, yes.
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Exactly. That's where I was going to go.
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For example, we're doing this one panel at at DS that's going
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to be around Novel Biosciences and Therapeutics and we're going
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to have a Janice Chen from Mammoth Biosciences as well as
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Jacob Mccraft from Strand Therapeutics.
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And if you look at what's happening in healthcare, like
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the idea that you can find out what particular cancer somebody
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has, what cells, what bad cells are replicating, how we go into
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their genetic code to create individualized medicine,
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individualized therapies. You know, some of this is
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preclinical, but that is the future of medicine.
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It is all going to be against yourself.
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It is a very different world to operate in.
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I don't know what it means for clinical care, et cetera, which
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gets to my second theme, which I will not scoop myself on.
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I my. My my one response to that,
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Yeah. Tell me I definitely.
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Think it's a trend, but I'm of two minds.
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I think 11 pushback is just like if AI is really one of the
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transformational forces, like it's desperate for data and in
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some of the things people already want to do, like improve
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drug discovery, their questions of like, does it have all the
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data it needs to improve? How?
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Like somebody was literally just telling me today, it's like, if
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we're using AI to improve trials, we don't actually know
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what occurring Alzheimer looks like.
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So how does AI model that, right?
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Because we don't even have the data.
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And so then if you're saying, or are we going to make leaps with
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the individual, it's like even harder for AI just to know, you
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know, even on a system wide, let alone an individual.
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And I get there are lots of different pieces of technology
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happening at once, but I probably lean a little bit more
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on the like there's a lot of work on like the big side on
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the. General meta though, even there
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are a lot of. People doing exactly what you're
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saying, no. And I think there's probably
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like some income distribution to this thing, which is like there
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is going to be a group of people who, and you already hear about
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people who are coming up with unique PCR tests and and funding
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development of their own personalized mRNA vaccines for
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their own type of cancer in their whatever it is.
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So you're hearing stories about that happening.
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Meanwhile, you're right, the big push is going to be on raw data,
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but that I mean you in healthcare are an anecdote.
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I just wore CGM for a couple of weeks because I'm seeing this
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longevity doctor right now as a part of CGM continuous glucose
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monitoring like levels. Remember the means.
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Yeah, get what there be live forever.
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What are you doing? I'm I, I, I think, I don't know
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if I've said this on the podcast, I'm going to be open
00:15:05
about this, the event. I I've started taking Wigovi so
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I'm deep in one of the. 1. Thing so at least on that front,
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I'm I'm not the full medical dose.
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I'm like the one before that. So it's an ongoing experiment.
00:15:17
So I'm I'm certainly in and I use like one medical or
00:15:20
whatever, but I'm not deep in I I wouldn't say, hey, I'm a super
00:15:24
health hacker. I'm always asking these health
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people and I I'm sure I'll ask them at the event on Tuesday.
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Some of them like do you do anything different?
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And honestly, some of the more medical people, they're like,
00:15:33
no, I don't. I don't do anything weird like,
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man. So it'll be interesting to see
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if we can get anyone to say like, Oh yeah, I, I'm doing
00:15:40
something, no. I'm I'm super curious when I'm
00:15:43
speaking to Celine from loyal and Saju.
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No, no, I just talked to her. I just talked to her spoil.
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She doesn't do anything weird. She is like, hopefully.
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Sage from Noom is doing some stuff.
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She's like, no, you need to see studies and everything.
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Like even sort of a big believer in longevity.
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She's doing life extension for dogs which I'm super excited
00:16:02
Anyway going. To be so excited and Noom has
00:16:05
just gotten into a micro dosing GLP 1.
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So one very cool. Thank you for sharing with us
00:16:10
about the Vicovia. I'm I'm so curious what you'll
00:16:12
learn from it. I've thought about it as well.
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Like I've definitely talked to doctors about micro dosing.
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I'm very worried about it because I'm worried about losing
00:16:18
any muscle mass. It was so important for, for
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women to retain muscle mass and becomes harder in your mid to
00:16:25
late 30s and beyond. And so I something that I think
00:16:28
a lot about, Oh, I was going to say the CGM thing.
00:16:29
I just want to say one thing on CGM.
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I was wearing the CGM and for example, like everyone will tell
00:16:34
you, oh, carbs, rice, whatever. Like I don't spike.
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I don't spike with ice cream. I didn't spike with cookies.
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I'm not saying it's not it's good.
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I. Should try this.
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I hate blood. You know, I'm like a big fainter
00:16:43
about blood, but you. Won't see any.
00:16:45
It just like it goes into your arm.
00:16:46
I know. And I take the shots with Govi
00:16:48
so and I gave, you know, my wife, I think I can say this,
00:16:51
all these IVF shots. So, you know, I'm used to, yes.
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Well, I mean, now I'm doubly confused about why you wanted to
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call it like blood point or whatever bad name you wanted to
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give to our conference that I'm afraid of.
00:17:02
Blood. Well, it's just you got to lean
00:17:03
into your weaknesses. All right?
00:17:04
All right, Yeah, OK. Confront.
00:17:05
Your fears OK, second trend whether you got this is?
00:17:08
A big, big idea, but I'm just calling it friends to enemies.
00:17:14
Like I think there are a lot of these companies that are just
00:17:17
going to collide. You know, like certainly at all
00:17:20
our AI events, you know, Open AI, Anthropic, Loom large and
00:17:24
some of these companies build on top of them.
00:17:25
But they're trying to make sure it's like we need you, but we
00:17:28
can do our own thing. And then even all the companies
00:17:30
in the space they're raising, it's such high valuations that
00:17:34
they need to be everything. And so I think it's a small
00:17:37
world. Everybody knows each other, they
00:17:39
try to be friendly, but they also have these enormous
00:17:42
valuations that they need to justify.
00:17:44
And so I think there's going to be this, are we partners or are
00:17:47
we competitors? And.
00:17:49
I like it, yeah. I I kind of feel the frenemy
00:17:52
frenemy ship that's that's evolving even as we're, you
00:17:55
know, kind of prepping for this because partnerships are always
00:17:58
an interesting reality in the healthcare space.
00:18:01
I have a related one to this, which is race to the bundle.
00:18:05
Race to the bundles. I think this is like, you know,
00:18:07
I came up and kind of documentary film.
00:18:10
I worked briefly at Jason Kyler's vessel had phrase $125
00:18:13
million for like a short format video service that was going to
00:18:17
window YouTube content for three days.
00:18:19
I mean, I won't. I.
00:18:22
Know, you know, I turned down an offer to be like employee number
00:18:24
120 at Stripe to do that. It's on my list of interesting
00:18:31
decisions. Yeah.
00:18:33
But but what I will say is, you know, what you, what you've seen
00:18:37
in the streaming wars, I think is, is really interesting
00:18:41
because of this push, because of the trends that are happening,
00:18:43
which is consumers as payers and increasingly subscription fees
00:18:47
versus fee for service, which has been the historical model of
00:18:50
healthcare delivery. You have data at your fingertips
00:18:52
and subscription pay versus, you know, data in the hand of the
00:18:56
clinician and fee for service. That's been on a huge shift.
00:18:59
And as a result of that, I think it's like, OK, consumers are
00:19:01
going to be like, well, how many, you know, I don't want to
00:19:03
pay for Peacock and Netflix and Hulu and whatever.
00:19:05
I love all you guys, Peacock and Netflix, Hulu, we love you guys
00:19:08
of my pod, some of you. But I do think that there's
00:19:11
going to be kind of a reckoning where not everyone can.
00:19:15
Who are the big IPO? That's a big question I have.
00:19:17
Who do you think are the big IP OS?
00:19:18
Because I think we have some big IP OS coming to our conference
00:19:21
future. Interesting.
00:19:22
I mean, it's going to take a while.
00:19:24
The funny thing is that this space has extreme hype and
00:19:27
extreme pessimism in that biotech has been in a terrible
00:19:31
downturn. But obviously computational AI
00:19:34
based companies are raising a massive valuations and biotech
00:19:38
companies are traditionally the ones that like go public early
00:19:41
on. Where is the highly valued AI
00:19:44
startups are like, I'll just raise from the private market.
00:19:47
So I honestly, I don't have a great read on who's like about
00:19:50
to go out. It's sort of a mixed.
00:19:52
It's like, who can frame themselves which way?
00:19:55
Yeah. I'll be curious to see, but I do
00:19:56
think that some of these, you know, you have these companies
00:19:58
that are all of a sudden, I think, you know, Aura did a
00:20:01
partnership with, I'm going to forget the name, but Aura did a
00:20:04
partnership with the CGM company.
00:20:06
Now you know what CGMS are. So, you know, and it's not wear
00:20:08
it all the time and it's something that the ring can't
00:20:10
do, but it is, you know, how do you integrate that data around?
00:20:15
They've always had this idea of experimentation at Aura.
00:20:17
So like, can you not? Drink coffee for a couple weeks,
00:20:19
can you not? And so this is a kind of in the
00:20:21
model of experimentation, they can have these partnerships that
00:20:24
are going to teach their consumers so much.
00:20:26
The question is over time, do you develop a bundle?
00:20:29
Do you acquire these companies you vertically integrate?
00:20:31
Are you doing everything or does some strategic just come in and
00:20:34
buy the thing? All right.
00:20:36
So that was about bundling. Bundling.
00:20:39
Services and companies. My third and final theme is
00:20:43
drama blinders. It's like there have been major
00:20:47
changes at the, you know, CDC obviously Maha is, you know,
00:20:52
proposing a lot of things. Some people in the medical
00:20:54
community will have, you know, are certainly more Dem aligned,
00:20:58
I think. But I think that honestly, more
00:21:00
than I think people sort of, I don't, I'm really interested to
00:21:02
see, but I think a lot of people are going to be like doing my
00:21:05
thing. I'm happy to work with the
00:21:07
government where it's possible, like excited that they're taking
00:21:10
swings. I don't know.
00:21:11
I think there will be a lot of, there's so much going on.
00:21:13
There's so much opportunity. I I think that there's going to
00:21:16
be some desire to avoid. Confrontation not.
00:21:20
Just with the administration, but just sort of like, you know,
00:21:23
exact like this fitting with my first theme, like the longevity.
00:21:27
It's like these are not the Brian Johnson's types.
00:21:29
Like I I didn't extend, we didn't extend an invitation to
00:21:32
Brian Johnson here partially because I wanted sort of like
00:21:35
the real like a builder class of people here.
00:21:39
And I do think a lot of the people who are going to be
00:21:41
speaking are like, not necessarily trying to, you know,
00:21:43
they're not selling like what some, you know, I don't know,
00:21:47
like what what are they even called supplement or whatever.
00:21:49
You know, I, I just think we're not going to have sort of the
00:21:52
grifter class here, which you can often see in longevity.
00:21:54
And we're not going to see people looking to like, fight
00:21:58
with the administration. And so drama blinders maybe
00:22:01
doesn't even fully capture it. It's sort of like, yeah, hard at
00:22:04
work. Focus on their thing.
00:22:06
I don't know. You know, since the pandemic,
00:22:07
there has been this real politicization of healthcare.
00:22:10
We have seen for sure. And it is even through this last
00:22:14
week when we have seen the CDC appointee from the Trump
00:22:18
administration is no longer holding the job.
00:22:21
All of a sudden, there's been a, you know, acting CDC director
00:22:25
appointment for Deputy Health Secretary Jim O'Neill.
00:22:27
I mean it makes. Sense I mean this is these are
00:22:29
his people he was in Silicon Valley.
00:22:31
Like, I think for the Trump administration to have a super
00:22:34
positive health agenda besides, you know, maybe something like
00:22:37
the food quality stuff, having us sort of work around what's
00:22:41
happening in AI makes a lot of sense.
00:22:42
So yeah. So it's it's a natural place for
00:22:45
him to be. Yeah.
00:22:46
So. Jim O'Neill's has roots in
00:22:47
Silicon Valley, had worked in HHS under, you know, Bush 43
00:22:50
administration, had been the CEO of the Teal Foundation, worked
00:22:54
at various investment firms in the Valley for a long time.
00:22:57
But there is a really interesting shake up happening
00:23:00
in American healthcare. There is a lot of media coverage
00:23:04
about that. I think that there is a real
00:23:06
question around future of science, the role of private
00:23:09
sector companies, role of the public sector.
00:23:11
You're seeing and the big beautiful bill cuts to you know,
00:23:15
health provision programs, particularly Medicaid.
00:23:18
You're also seeing these big off branches extended to private
00:23:20
companies. New more companies are actually
00:23:23
working with CMS and HHS on this great data collection.
00:23:27
I'm really interested to hear about what what is the future of
00:23:31
healthcare? What is the conversation that's
00:23:33
happening in Washington, What it what is the role of Silicon
00:23:35
Valley, what is the role of science, etcetera.
00:23:37
We have a lot to discuss, but my last theme, the end of privacy.
00:23:41
Oh, interesting. That's a good difference like.
00:23:43
What even is HIPAA anymore? Right?
00:23:45
Like HIPAA who? Wants it, you know.
00:23:48
Like all of a sudden silicon. Valley alive on it.
00:23:50
But it's just like for all of us.
00:23:51
You're taking, you're putting devices to yourself.
00:23:54
It's just like, yeah, I feel like, by the way.
00:23:56
I am like somebody who doesn't have my memory on on Chachi PT
00:23:59
and I'm like, let me give you my minute to minute blood glucose
00:24:02
data. You know, I never have been a
00:24:05
big privacy person I want. These companies have the.
00:24:08
Information, yeah. And that's where I think the
00:24:10
integration is really interesting.
00:24:12
And that's actually where, I think, you know, there's been
00:24:14
some surprising moves out of DC, including, you know, the stake
00:24:18
and Intel, right? We did not expect a Republican
00:24:21
Party to be doing, you know, joint stock ventures in the mode
00:24:25
of, you know, percentage stakes in private companies.
00:24:27
I used to see that when I worked in Vietnam in my past 100 lives.
00:24:31
But they are the ones that they're pushing for this great
00:24:33
data integration across all these streams.
00:24:35
Now, there's also a lot of, you know, concerns about that you
00:24:37
hear, particularly for women and their fertility.
00:24:39
I'm curious to talk to Maven and Nora about this.
00:24:41
Like, there's a lot happening unfolding in the world of
00:24:44
privacy and data. And what does your private
00:24:47
health data mean? And can it save other people's
00:24:49
lives as you know, mission to actually sharing?
00:24:52
I'm interviewing Han Pack, you know, Samsung's top health
00:24:54
executive and obviously they take data very seriously.
00:24:57
I mean, they have an interesting position that a lot of their
00:25:00
devices customers are not buying in necessarily with health as
00:25:03
the first and only thing. So you have to balance what do
00:25:06
people think about this devices for while providing value to
00:25:09
people who want health information.
00:25:11
And so I think they're interesting trade-offs there,
00:25:13
yeah. So we'll see.
00:25:14
End of privacy, maybe the end of longevity.
00:25:17
Frenemies galore. This is going to be so much fun.
00:25:20
Longevity in a in it's sort of gone mainstream moment.
00:25:24
Yeah, I'm I'm really excited. I think there's a lot we're not
00:25:26
even thinking about yet. I mean the potential, you know,
00:25:30
if any one of these companies that we talked to discovers, you
00:25:33
know, the next satin, the next GLP one, it'll be amazing.
00:25:37
You know, 1 discovery like that could be transfer informational.
00:25:40
I think, you know, on the flip side in AI, I think, you know,
00:25:43
while we've seen progress from people like Alphabet and there's
00:25:48
still like, you know, AI producing novelty is still in my
00:25:52
mind an open question as somebody who follows this.
00:25:55
Seriously. And.
00:25:56
There's nowhere we want it more than in health, right?
00:25:59
We want some novel thing that humans couldn't figure out.
00:26:03
And so I think taking the temperature on everybody on,
00:26:05
like, will AI be able to produce something new?
00:26:09
I'll be interested to hear. Yes, I, I mean, one thing I
00:26:11
didn't mention and it was part of my kind of end of 1 thesis is
00:26:16
this huge move into genomics and baby sequencing.
00:26:20
We have Robert Green coming from Harvard Medical School.
00:26:23
He's done the he's overseeing the greatest kind of genetic
00:26:25
sequencing project as it relates to babies and children.
00:26:28
That was done in the UK where there is a preponderance of
00:26:31
data. So I think like the unlocking of
00:26:32
data allows a ton of research, a lot, a lot of discovery.
00:26:36
It's a huge shift. But like, I think we should add
00:26:39
on a bit of a sci-fi future prediction of the.
00:26:42
But there is something in, you know, in the film Gattaca or, or
00:26:46
as my cousin in Pakistan, Omar called it when we went to rent
00:26:49
it from the movie store, Gattaca, Gattaca, the Ethan
00:26:51
Hawke film. You know what I'm talking about.
00:26:53
Gattaca. I've heard of it.
00:26:55
Yeah, yeah. I don't know.
00:26:55
I don't know if I've actually watched it it.
00:26:58
Was like, really? It's like from like, I'm like
00:27:00
sci-fi. Babies.
00:27:01
But this idea of like kind of choosing your baby and what
00:27:04
color eyes, etcetera, etcetera. I mean, we're in a world where
00:27:08
that is not, that is not necessarily where we're going,
00:27:12
but the idea that you can know from the, you know, from, from
00:27:17
the biology and the genetics of an embryo or a newly born child
00:27:24
what is likely to happen to them in the course of their life.
00:27:28
And that they could maybe have customized healthcare that
00:27:31
anticipates that, sees the signs of that early on and potentially
00:27:34
has customized drugs to deal with these interventions.
00:27:37
I mean, how we're going to do this at scale for everybody.
00:27:40
And this doesn't become like a great luxury, like the great
00:27:43
business class of Healthcare is going to be something to say,
00:27:46
but we've already seen so much real technological movement and
00:27:50
a lot of this is going to be unleashed through AI.
00:27:52
It's like the back end stuff. And a lot of these companies
00:27:55
that we're seeing of how using AI and clinical trials, how are
00:27:58
you seeing AI optimize A diagnosis?
00:28:01
Those companies are, yeah. I mean, my other, you know,
00:28:04
personal health journey is just, you know, my wife weeded out
00:28:07
Bracha from our child that is due soon after this conference.
00:28:12
So it'll be interesting. I'm obviously that's a deeply
00:28:15
personal theme. And then I'll be seeing this
00:28:17
whole conference just from the perspective of what what's my
00:28:20
kid going to get or like what's what's this kid going to benefit
00:28:23
from? And it definitely gives you, you
00:28:26
know, it'll give me a different perspective.
00:28:27
Wait, Naima. So excited to do this.
00:28:29
I think it's going to be a really fun event.
00:28:31
Obviously, not everybody listening to this is going to
00:28:33
get to go in person, but we will be publishing videos as always
00:28:38
from the event and writing up sort of the key takeaways in the
00:28:41
sub stack. So subscribe to Newcomer and go
00:28:44
listen to smart Girl dumb questions.
00:28:47
Naima Raza, thanks so much for doing this with me.
00:28:49
Thank. You so much Eric gives me fun.
00:28:51
See you on Tuesday. Sounds good.
00:28:53
All right. See ya.
00:28:54
Bye.