Longevity Advice

Our longevity biotech deep dive for Social Capital crossed 350k views (way more than we anticipated). The full report is private. For investors looking at longevity biotech, here are two bets worth understanding: 1) The overcrowded bet: cellular reprogramming. Bezos, Altman, and Brian Armstrong went in early, and NewLimit just raised $435M from tier-1 VCs and Eli Lilly - a genuinely bullish signal. Still, only two studies show a lifespan gain in normal mice (7-12%), so don't expect systemic rejuvenation from the first generation of epigenetic reprogramming therapies, but they'll very likely show efficacy against specific diseases. It might not be too late to enter the field, but it's definitely not early: three companies with only preclinical data are already at unicorn valuations. 2) The asymmetric bet: growing and preserving organs. Today up to 75% of donated hearts and lungs are wasted because they last only hours outside the body, and globally just ~10% of the need is met. The companies fixing that, building new organ sources and learning to bank them long-term, are early, and many are still in stealth. We personally know who's building what, and it's still possible to get in at low valuations. That's where the alpha is hidden. For the @chamath's @socialcapital deep dive, we assembled a group of 17 leading scientists, founders, and experts. Much of the useful signal is offline: who’s building in stealth, which founders can actually deliver, and which science is real versus merely well-promoted. With that work finished, we now have capacity for the next longevity biotech project for a family office, fund, private banking team, or private investor looking at the field. Beyond deep dives, we can help you source stealth deals, run due diligence, build custom intel tools, or launch client-facing longevity products. Know someone who runs a family office or fund and is into longevity? Share this with them. Want details? Let's jump on a quick call - DM.