Andreessen Horowitz's Vijay Pande: "AI doctors"

The Times Tech Podcast

Will Morley

Business, Unknown, Technology

4.9 • 654 Ratings

🗓️ 28 April 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Sunday Times’ tech correspondent Danny Fortson brings on Vijay Pande, head of Andreessen Horowitz’s $1.5bn bio fund, to talk about how artificial intelligence is impacting healthcare (3:30), tools that “understand” biology (8:50), trying to eliminate cancer (12:50), trying to get techie founders to get into healthcare (14:25), America’s plunging life expectancy (18:00), the (potential) end of radiology (21:10), AI’s “hallucination" problem in healthcare (25:55), the future of therapy (29:00), putting healthcare on the Moore’s Law curve (33:10), using automation to slash the industry’s costs and inefficiencies (37:30), the next trillion dollar company (40:00), if capitalism is the best way to crack healthcare (45:40), and solving the billing problem(48:35).

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Transcript

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0:00.0	Yo! Technology.
0:03.0	What is it all about?
0:04.5	I think it sounds crazy to think that, you know, 30 years from now, maybe even five years from now,
0:09.0	there'll be certain cancers that we just, you don't get anymore.
0:13.2	And that the way we think about polio, that the next generation will not even worry about cancer
0:18.2	is the dream that we're trying to hunt down.
0:33.8	Yeah. will not even worry about cancer is the dream that we're trying to hunt out. Hello and welcome to Danny in the Valley.
0:36.4	We are back for another week. How is everyone doing? I can tell you, I'm doing fabulously. All of a sudden, it's as if summer has arrived here in Northern California. We're outside, we're barbecuing. I'm coaching Little League. The kids are swimming. It's a wonderful thing after like six months of basically nonstop rain.
0:55.9	But you don't care about that. I care about what's happening in Techland. And of course,
1:00.3	the story remains and is and probably will be for the foreseeable future, AI. But we want to take a different tack this week.
1:08.5	So only the most original OGs of Danny in the Valley will
1:14.8	recall that over five years ago I had on the program a guy called VJ Ponday who runs the bio fund
1:21.9	at Andresen Horowitz. They just raised their most recent fund, which is $1.5 billion. And what VJ is doing there is he's
1:31.6	investing really at the crossroads, the intersection of computer science and biology. And Ponday was,
1:39.7	in a former life, a professor of both computer science and structural biology at Stanford.
1:44.9	Anyhow, you can probably guess why I wanted to have him on because one of the areas that we
1:50.3	have not covered in this kind of AI boomlet is how it could change medicine, both with the
1:57.5	invention of new treatments, perhaps new diagnostics tools, and of course there's a
2:02.1	whole potential automation piece. We're just getting better at automating these really
2:07.2	antiquated and super costly and painful, kind of the business of administering healthcare,
2:15.0	which is a big reason, one of the many reasons it is so expensive.
2:19.5	At least in the U.S., healthcare now counts for about a fifth of the entire economy in terms of
	...

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