Entrepreneur, investor. Founder of @fiftyyears. Make something civilization needs.
San Francisco, CA
Joined April 2009
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Fifty Years just crossed $1 billion in gains.
Most of that is still unrealized.
But for a kid who grew up on food stamps, literally counting pennies, it’s a pretty cool milestone.
Seth Bannon retweeted
I added 55 companies over the last 4 days 😅 The map now has 193 companies.
Updates:
- BD Search & Evaluation 4 → 15 companies
- Competitive intel 11 → 26
- AI-natives and incumbents are now dead even, 95 to 95
Added to Research: @awscloud Bio Discovery @Ginkgo @dnanexus @OwkinScience @Biorelate @AraceliBio @OxBioDynamics @Proscia @mindwalkcorp @DrugBankDB @SHIMADZU_PR MNDL Bio @theorema_ai @Heureka_Labs_AI @transfyr @jura_bio @AxiomBio @TacitLabsCo Microsoft Discovery
Added to BD & intel: @PrudentiaSciX @Gosset_ai @sleuthinsights @VibeBio @qedScience @IN_PART @AllianceBoardCo @ai_argon Mindgram @BioCentury @ElsevierConnect @NewAdisInsight @DoctorEvidence @AlphaSenseInc @globaldataplc @evaluatepharma (cant believe i left these last 3 out in the original 🤦♀️)
Added to clinical, regulatory & evidence: @FaroHealthInc @withpowerhq @pumas_ai @VerantosRWE @evidencepartner Cellbyte @hippocraticai @motif_bio Peer AI @LogicFlo_AI @IMOsolutions @evidence_prime @readcube
Added to ops: @KetryxHQ Invert @purrmin @Kinaxis @anaplan @kaleidoscopebio MediTrust Health
I’m surprised I still haven’t found an AI startup for regulatory strategy & intelligence.
Thanks all for feedback & corrections! Keeping this a living resource: elicit.com/ai-for-pharma
66 AI startups are competing with 69 incumbents and 3 frontier labs to automate drug development.
Many people trying to get into AI x Pharma don't actually understand how pharma works. The biggest pharma companies are up to 100,000 people (Roche, J&J) or have been around for 358 years (Merck Group).
So let's visualize it all as an org chart.
What are is every step in drug development? Who is competing with whom? How feasible is it for a single company to "do it all"? Is there any white space left? 👇
Incredible resource! A searchable and sortable database of 138 AI x pharma companies.
elicit.com/ai-for-pharma
More deets
66 AI startups are competing with 69 incumbents and 3 frontier labs to automate drug development.
Many people trying to get into AI x Pharma don't actually understand how pharma works. The biggest pharma companies are up to 100,000 people (Roche, J&J) or have been around for 358 years (Merck Group).
So let's visualize it all as an org chart.
What are is every step in drug development? Who is competing with whom? How feasible is it for a single company to "do it all"? Is there any white space left? 👇
3
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Seth Bannon retweeted
I am 100% Team Nate in this beef. It’s *obvious* to anyone paying attention that the betting markets just moved over time towards the models. That’s the info they were working off of! They didn’t “discover” anything
Seth Bannon retweeted
Give me a break, the polls and models provided the direction in contast to vibes and dumb insiders. And yes it's good that traders were smart enough to trust them. But the better election models were more confident about the outcome than the markets and got there more quickly.
Last night, the power to decide what America sees changed hands.
I have spent a ton of time in DC over the last few months. The elites were certain the markets were off. I heard many variants of “no chance markets are right about X” and “I’ve been in politics for a decade. ‘These people’ don’t really know much.”
Last night, ‘these people’ beat the elites.
Prediction market favorites won 479 of the first 487 races. That’s 98%.
The elites live in a bubble. They theorize, write, ideate, and mistake credentials for an understanding of lives they’ve never lived. They don’t see and feel what the everyday man, on the ground, sees and feels.
Knowledge is not exclusive to the elites but scattered across millions of people.
Someone knows their hometown better than any national pundit. Someone has followed a local race passionately for months. Someone has followed a local race dispassionately for months. Someone notices a shift in their community before it makes the headlines. Someone is shaped by an incident at work. Someone is shaped by what’s getting harder or easier for their families.
Each holds a piece of the picture that no expert can see in full.
And for the longest time, that knowledge had no way to reach the rest of the world.
For generations, election night meant turning on the TV and waiting for a handful of people to tell you what happened.
Prediction markets change that.
You don't need a title, a large following, or an editor to publish you. All you need is a perspective and the conviction to back it.
That changes who holds power over information.
Anyone can see the market. Anyone can contribute to it. Anyone can question it. No title gives you the final word. No gatekeepers can filter your view.
Sometimes the signal can be wrong. But anyone can challenge the consensus and improve it.
And when people consolidate their knowledge together, something remarkable happens: millions of individual perspectives become a signal that we all can learn from.
Over the last few months, the people showed up on Kalshi to tell the world what they were going to do.
Last night, the megaphone was passed to them.
A 25 point shift in Texas.
A 22 point shift in South Carolina.
A 21 point shift in Kansas.
The strongest Democratic gains in Congress since 1958.
America soundly rejected the corruption, nativism, and incompetence of MAGA.
In the dustbin of history it goes!
Seth Bannon retweeted
Re: Texas governor election. Let's take a deep breath.
If companies ask for no subsidies, promise a ton of union jobs, and guarantee that water and electricity costs won't rise/plus add supply, data centers can be built under her governorship.
This is directly from Gina's website:
The Democrats' biggest stars this cycle:
A Muslim from Michigan
A Jew from Georgia
A Christian from Texas
Love this country! 🇺🇸
If you're sick of the corruption
If you're sick of reckless foreign wars
If you're sick of the lies, the cruelty, the incompetence
VOTE
Turning surplus wind power into industrial heat that competes with natural gas on price sounds too good to be true.
Antora is doing this today, at scale. See photo -- not a render.
They built a battery that heats carbon blocks to 4,352°F and, fully charged, delivers 100 hours of continuous industrial steam. The wind can stop for four days but the steam keeps flowing. It’s already operating in South Dakota.
Here’s how it works:
When nearby wind farms produce more electricity than the grid can use, prices can fall to nearly zero. Antora uses that cheap electricity to heat carbon blocks until they glow white hot.
When electricity prices rise, the charging stops. They then use the stored heat to produce steam for a neighboring factory. The customer, POET, says that steam is cost competitive with natural gas. It plans to switch off its gas boilers nearly year round.
Industrial heat accounts for roughly 10% of global greenhouse gas emissions. More than all the world’s cars combined!
Factories need heat to make paper, cement, chemicals, food, and so much more. Antora can plug into existing industrial steam systems like POET. That project was built in under a year.
Take electricity that would otherwise go to waste --> store it in carbon as heat --> deliver that heat whenever a factory needs it. And win on price.
Proud to have backed Antora since the seed and in every round since at @fiftyyears.
Check out their recent profile in the NYT: nytimes.com/2026/10/29/clima…
America has no place for Islamophobia.
America has no place for antisemitism.
And no, those aren't contradictory.
Enough is enough.
The blatant racism and bigotry directed at @AbdulElSayed simply because of his faith and his name are a betrayal of America’s most fundamental ideals.
We don't agree on every issue, but I'm maxing out to his campaign.
Trump's "made in America" phones are actually just rebranded HTCs that are not made in America.
One of the most shameless grifter families in history is using "American reindustrialization" to pull a con.
a16z come get your boy.
Seth Bannon retweeted
Does anyone have a mostly autonomous mammalian tissue culture system? Something that can do passage, microscopy/confluence, and transfection? If so, I would love to check it out.
Seth Bannon retweeted
So, we have made something truly awesome. For 18 months, we've followed the rise of robot fights in SF and beyond. The result is an 8-part docuseries. Part drama. Part tragedy. Part comedy. A very human story with robots in between.
youtube.com/watch?v=SXo3vqC7…
