“We’re not doing 30 bets a year”: Vijay Pande on betting small after running $4 billion at a16z

Vijay Pande left a16z’s $4 billion portfolio to launch VZVC, a firm that makes a handful of concentrated AI-driven biotech bets and operates without associates. He argues that AI can replace imperfect animal models, reducing trial costs and increasing success rates, while precision medicine aims to match patients with the right drug from the first dose.