Jorge Conde

speaker

469 appearances 4 recordings 1 series first heard Sep 2025 last heard 2 Sep

Jorge Conde’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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The a16z Show · Faster Science, Better Drugs · 15 Sep 2025 podcast

to invest in these companies in the early days 'cause you get rewarded for coming in early.

The problem we have right now is that most companies aren't you're not seeing uh rewards happening when there's value inflection.

So you come in early.

You bear the brunt of the capital intensity.

And even if a company's successful, that success isn't reflected in the valuation.

So we're not seeing the step ups that you see in other parts of the industry.

And that's just really, really hard from a from an investing standpoint.

So I think we need to see those various factors addressed for this space to really get, you know, fixed, to use your word.

Yeah, and look, I think the trend on that is positive.

I would argue the trend on that is positive.

You're absolutely right.

Like the the demonstration of uh the value that has been created uh with the the the use of the increasing use of GLP ones and the value transfer that's gone to companies like Lily and Novo, I would argue is like very merited, right?

Because they've cracked an endemic social problem um in terms of managing diabetes diabetes and eventually helping manage

obesity.

And so I think that's remarkable.

And there's a lot of value that goes to that because they tackled, they cracked a very, very um challenging problem for for society beyond just science.

So that's great.

And I agree with you.

Like the the the the prize

The juice needs to be worth worth the squeeze, right?

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