Thrive Capital partner: if you're AGI-pilled, you should be long healthcare

HealthcareAIGuy · x · 2026-10-15

Dr. Nworah Ayogu, partner at Thrive Capital — a Harvard-trained physician and neuroscientist, former GM of Amazon Clinic and first CMO of Amazon Pharmacy — argues in an interview that if you truly believe in AGI, you should be long healthcare.

Thrive manages $65B+ in AUM and raised $10B+ for Thrive X earlier this year. Healthcare has been in its DNA since inception, with 10 incubated companies mostly valued over $1B (Oscar Health, Cedar, Rightway, Cadence), plus investments in Neuralink, OpenAI, Isomorphic Labs, and OpenEvidence.

Related event: Thrive Partner: If You Believe in AGI, Go Long on Healthcare(2 posts)→

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