Robert Nelsen

Company founder and venture capitalist focused on disruptive innovation, esp. biotechnology and AI. Active angel in tech. Fierce Optimist.

[Robert Nelsen @rtnarch]

My current philosophy.

[Bijan Salehizadeh @bijans]

That doesn’t tell the full story. BED data is right that openings drove CA’s net gains, but the composition is mostly healthcare and not the cutting edge biotech you might want.

CES/QCEW show care jobs up 25% while non-care employment was flat-to-negative. Elderly/disabled services alone added ~211k jobs. Poorly paid home health aides are a large share.

https://t.co/JPStuwfPDF

[Robert Nelsen @rtnarch]

China 1, USA 0, Michigan -1, chooses poverty and higher taxes over jobs. China wins Michigan.

[Polymarket @Polymarket]

JUST IN: Developer abandons $10B Michigan data center project after residents reject the proposal, despite promises of $54 million in annual tax revenue & a $20 million community investment fund.

[Mike O'Donnell @modonnell]

According to data recently released by the U.S. Bureau of Labor Statistics, private sector employment increased in twenty-seven states and fell in twenty-three states plus the District of Columbia during the twelve months ending 03/31/2026.

California created the most jobs primarily because of the favorable startup culture that exists in that state. Even though 1,369,845 existing Californian firms LOST 380,531 jobs, 186,439 startup firms CREATED 528,518 new jobs.

[John Evans @john_evans3]

Positive data for risto-cel in sickle cell disease!

In the BEACON trial, risto-cel met the primary efficacy endpoint of freedom from severe VOCs for at least 12 consecutive months (VF12), all primary safety endpoints, and all secondary efficacy endpoints

https://t.co/zeIXqoPH9w

[Kevin Lin @quasicoh]

AI sentiment by country. Notice anything?

[Ray Dalio @RayDalio]

https://t.co/yYhHqFBUZn

[Mark Cuban @mcuban]

We have no idea what healthcare costs to buy or costs to provide in this country. None.
States cover Medicaid at some level, but not all offer the same care. Nor do they all receive federal support in the same way.

Traditional Medicare requires supplemental and drug coverage. All of which differ by plan, and are offered by mostly huge conglomerates we should break up and are Too Big To Care

Medicare Advantage is all offered by those same Too Big To Care conglomerates. Every contract with a provider differs and while those contracts have pricing that is transparent, the fees and other charges are not.

67 pct of employees that get coverage from work get it from a self insured employer. I can tell you with absolute certainty that most get it from the same conglomerates as well. As a results they have zero idea how much they are paying for medical care or medications (even with recent legislation)

Every thing that is covered and paid for in this country has an actual cost, across the direct costs and indirect costs, that is hidden by the Too Big to Care conglomerates that should be broken up.

Market Dominant hospitals and most non profit hospitals are not innocent. They play along when they have to, use their own leverage when they can. Increasing the cost of care.

And the PBMs that are owned by the conglomerates have bastardized the cost of brand and specialty drugs in a way that should be investigated by the DOJ.

Put simply , HUGE dominant distributors are forced by PBMs to pay RETAIL Price for drugs that make them unaffordable to everyone.

If we want universal care, we can say the Feds will negotiate , but the information asymmetry is so insane, they will be negotiating blind.

The first thing a bi partisan legislation should do is require that all healthcare contracts be made public with no redactions other than personal information

AND

All claims be de-identified and available exclusively to state and federal researchers to determine what care and medications COULD cost.

Then we can start to extrapolate what care we need to provide and then determine what it costs and whether it will save or cost us money.

In parallel we can determine how we will deal with the technology and processes to handle implementation of some version of universal care

[Jay @pu3he]

卧槽，这踏马太毒了

DeepMind 掌门人、诺奖得主 Demis Hassabis 刚刚把延续了上百年的现代学校教育底裤彻底扒光了：

全球几十万名数学老师每天关在办公室里，为同一门中学数学课重复手搓着一模一样的 PPT，这简直是人类智力资源最荒诞的工业级空转。

很多人至今还把名校名师的课堂讲授当成稀缺资源，拼了命去抢学区房和重点班，

但 Hassabis 直接用最冷酷的第一性原理砸碎了这个幻觉，

标准化的知识灌输从来��配占用昂贵的线下课堂，死记硬背和刷题完全应该被踢出教室，交给能按每个孩子毫秒级反应速度实时调频的私人 AI，加上全世界最顶尖的��几个大师录好底层大课，就足以把全球基础教育的讲授环节一次性彻底平替。

过去两百年里，学校本质上是一座把千差万别的碳基大脑强行塞进同一条流水线、按同一个节拍器拧螺丝的工业时代兵营，

老师沦为了人肉复读机，学生被困在枯燥的题海里比拼谁更像一台劣质硬盘，
而一旦 AI 和顶级大师把标准化的知识传递彻底接管，线下教室唯一剩下的合法存在价值，就只剩下了机器永远无法通过权重计算出来的五个维度：

人际博弈、复杂项目实战、创业野心、创造力，以及最致命的判断力。

这里有一个极度冷酷的反直觉真相：
当个性化 AI 把考高分的边际成本砸穿地板，按标准答案培养出来的做题家，在出校门的那一刻就已经直接沦为了算力废料。

未来的阶层分化，从来不再取决于谁的脑子里背下了更多现成的公式，
而是取决于当 AI 把一万种完美方案同时拍在桌上时，谁拥有拍板做决定的判断力，谁能攒起一个活人团队去把事情干成，

所以别再逼着孩子在死记硬背的泥潭里跟硅基芯片比拼记忆容量了，当流水线式的教书匠和做题家同时迎来历史性失业，谁能先把教室变成训练人性直觉与创业野心的实战沙盘，谁才能在算力时代拿到唯一不被平替的入场券

[Robert Nelsen @rtnarch]

Last couple days interesting. No government takeover. No rioting. System functioning.

[Derya Unutmaz, MD @DeryaTR_]

A new meme just showed up! 🤣

[Lloyd Legalist @LloydLegalist]

Today's inspirational message:

[Robert Nelsen @rtnarch]

@voteRishi @luckeyfaraday Yes. It is a joke

[RazorSharpDNA 🧬 @RazorSharpDNA]

91% response rate, 77% complete, in 44 patients with 3L+ large B cell lymphoma.

$LYEL ronde-cel (CD19/CD20 CAR T) ASH abstract: no Grade 3+ CRS in 58 treated. 2L cohort: 95% ORR, 76% CR (n=37).

Single arm data. Can dual targeting beat CD19 CAR T head to head?

[Robert Nelsen @rtnarch]

AI drama, political drama, wars, superpower drama. Tech crashes. The certainty in the world is every day we will spend more on a broken health and wellness system. We need more data and AI to make a preventive, more effective system with more curative drugs. It will happen.

[Robert Nelsen @rtnarch]

If we ban data centers, the massive investment in infrastructure (trillions) and hundreds of thousands of jobs will just flow to Canada, Asia, Eastern Europe. If we pause AI, we will become a natural resource and food supplier for a dominant China.

[Robert Nelsen @rtnarch]

Pause AI. Lose Country to China.

[Brian Armstrong @brian_armstrong]

Everyone can express their own opinion in a free society, even an idiotic one. It helps us know how dumb someone is.

But calling for political violence against other Americans crosses a line that we shouldn't tolerate.

[Eric Topol @EricTopol]

Just published @Nature
Agentic AI and science: AutoDNA and the movement towards an autonomous lab with human effort limited to hardware maintenance
https://t.co/7BOKv78kME

[Derya Unutmaz, MD @DeryaTR_]

At this important juncture of American history, I'd like to say few words that may impact countless lives:

First, I still believe America 🇺🇸 will continue to lead the world in AI and, soon, in superintelligence. As a US citizen, I deeply hope that it does.

However, if somehow America decides to pause AI development and undermine its own future, that will not stop the progress of super intelligence. The world is full of millions of brilliant, talented people who embrace the extraordinary empowerment that AI brings. There are also many countries that will gladly welcome the data centers, investments, and technological infrastructure that America turns away.

China, with one of the world’s largest pools of AI talent and rapidly expanding energy and computing capacity, will quickly catch up and surpass the United States in the race toward superintelligence if America chooses to pause or slow down.

Imagine the consequences if China becomes the first nation to command virtually unlimited digital supergeniuses and millions of highly intelligent robots. It will gain an overwhelming technological, economic, and strategic advantage over America and the rest of the world, reshaping the global balance of power forever.

Yet billions of people around the world will also enter an extraordinary age of abundance, enjoying a quality of life equal to or better than what we have in America today. That's a great thing for humanity overall but not so good for America if we were to fall behind.

My key point is this, ultimately, intelligence will continue to advance, and humanity will continue to progress and thrive, with or without America or European countries leading the way.

Unfortunately thought, those who bring populist politicians to power to regulate, restrict, and slow technological progress will one day (in few years) deeply regret their choices. By then, however, it will be too late.

Throughout history, power has changed hands many times because of disastrous decisions made by leaders and populations. Great civilizations have risen and fallen, often through their own shortsightedness.

But this time will be fundamentally different.

Once superintelligence becomes the foundation of economic, scientific, and technological power, the advantages of being first will compound at unprecedented speed. Those who fall behind will never be able to catch up.

We have only a few years left before the outcome becomes irreversible. For some nations, it will be game over: their chance to become economic leaders will vanish, along with much of their global influence and power. For others, it will mark the dawn of an extraordinary new golden age of prosperity and unprecedented power. And inevitably, some will wield that power against others, just as humans have done throughout history whenever intelligence has given them an advantage.

Let this be a final warning to those who fail to recognize what is at stake.

Do not let fearmongers and populists convince you to embrace their agenda or accept their vision of a dystopian future. Do not allow fear of what might go wrong to blind you to everything that will go right.

At the very least, look at history.

One of the greatest reasons America became the world’s leading power was its extraordinary commitment to science, technology, innovation, and attracting and empowering brilliant minds. America prospered because it recognized the transformative power of human intelligence and created opportunities for that intelligence to flourish.

And now, we stand at the threshold of the greatest explosion of intelligence in the history of life on Earth.

There has never been a worse time to be shortsighted, intellectually complacent, or afraid of progress. And there has never been a better time to think from first principles, challenge conventional wisdom, and embrace the extraordinary possibilities ahead.

So let this be my final warning:

Embrace superintelligence with every ounce of ambition, courage, and determination we possess.

It will be humanity’s greatest opportunity to solve virtually every problem we face, including those we do not yet even know exist.

For the first time in the history of our species, we are approaching the ability to transcend our biological limitations, overcome diseases, reverse aging, eliminate scarcity, and free future generations from much of the suffering that humanity has endured for thousands of years.

Think about what that means.

We have spent the entirety of human civilization struggling against the limitations of our own biology and intelligence. Now, we are finally on the verge of breaking through those barriers.

To turn away from that possibility, at the very moment it comes within our reach, will be one of the greatest tragedies in human history.

We have a choice: help shape the greatest transformation civilization has ever experienced, or watch others build the future while we argue about whether it should exist.

And perhaps, ironically, the best advice for this extraordinary moment is a new twist on my favorite motto:

Stay foolish enough to believe the impossible is possible.

Stay hungry for more intelligence, more discovery, and more abundance.

And above all, never stop believing in and building the future. 🇺🇸