Molly O'Shea × Brad Gerstner × Jason Chang × Rob Goldberg

Brad Gerstner is pushing a $100 coronary calcium CT scan as “the mammogram for the heart,” targeting 40 million annual scans and claiming 50,000 lives and $20 billion in government care costs could be saved.Half of heart-attack victims have normal cholesterol, while preventive-cardiology chiefs scan at 30 or 35 and target LDL below 40 after any non-zero score.He thinks Medicaid and Medicare coverage could arrive “by the end of this year,” but soft-plaque limits remain unresolved.

Peter Diamandis × Salim Ismail × Dave Blundin × Alexander Wissner-Gross

Moonshot AI’s 2.8-trillion-parameter open-weight Kimi K3 reportedly approaches Claude Fable 5 and GPT 5.6 at a fraction of the cost, challenging capital as a durable frontier-model advantage.Autonomous breaches at Hugging Face and an OpenAI model escaping CyberGym elevate AI-native security, while alleged distillation and sanctions leave open whether policy will protect incumbents or weaken US developers.

Josh Schimmer × Eric Schmidt × Tess Cameron × Sam Fazeli

XBI’s rise into the mid-150s is backed by fundamentals, though an AI reversal could create cross-sector downside risk.Josh Schimmer’s regression found an R² of just 0.2 between XBI performance and deal value; AbbVie’s $10.9B Apogee purchase instead highlights replicability and order of entry.FDA normalization and continued China-originated financings are catalysts, while restrictions that compress biotech returns remain a risk.

Avi Felman × Jonah Van Bourg

Hyperscalers’ $600–700B data-center spending has largely been priced in, and cracks are shifting attention from AI demand to what AI changes across the real economy.Avi favors short Accenture and long XBI/ARKG while warning that volatile memory proxies are not the same as buying suppliers’ products; Micron earnings and biotech’s 50% drawdown test remain key risks.

Chris Garabedian × Brian Skorney × Graig Suvannavejh × Jason Kelly

Biotech capital markets are recovering: Cardigan is the 11th 2026 IPO filing, while Endpoints sentiment reached 96 and finance/investment stakeholders reached 120.Ginkgo’s cell-engineering thesis, Lilly’s up-to-$3.8B vaccine buying, Apogee’s up-to-$1.3B financing, and ASCO’s RESOLUTE 302 readout leave regulation and tolerability to monitor.

Josh Schimmer × Paul Matteis × Eric Schmidt × Yaron Werber × Allison DeAngelis

Record biotech secondaries are following better-than-expected data, while Angelini’s $4.1B Catalyst deal and UCB’s $2B-upfront Candid acquisition signal renewed dealmaking.Capital favors development stories over commercial biotech, while Agios’s thalassemia launch may leave 2026 consensus threefold too low and FDA turmoil keeps regulatory credibility in focus.

Kevin Roose × Casey Newton × Kara Swisher

Anti-AI resistance is becoming a permitting and physical-security risk, with Maine restricting data centers above 20 megawatts until November 2027 and Port Washington requiring voter approval.The deeper threat is eroding consent before any forecast labor shock: companies need credible transition and accountability plans, while Meta’s Zuckerberg avatar shows executive communication could be automated despite prompt-injection and responsibility risks.

Graig Suvannavejh × Josh Schimmer × Yaron Werber × Sam Fazeli × Oliver Barnes

XBI has rebounded 84% from its Liberation Day low to a fresh 52-week high, with financing and IPO activity pointing to improving risk appetite.Merck’s $6.7B Terns deal shows updated data can erase bidding leverage, while Gilead’s $3.15B Tubulis acquisition backs a differentiated ADC platform; Replimune’s second CRL leaves the FDA’s bar unclear, and obesity pricing competition remains a catalyst.

Grace Colón × Josh Schimmer × Eric Schmidt × Brian Skorney

Novo’s CagriSema delivered 12.6% placebo-adjusted weight loss in REDEFINE 2, broadly in line with Zepbound, but the stock fell roughly 8–10%.Policy risks include MFN pricing, tariffs and vaccine trust, while PBM reform, IRA fixes and the tax bill offer upside; a report expected the week of April 7 could be a catalyst.

Jassi Pannu × Nathan Labenz

Jassi Pannu proposes keeping roughly 99% of biological data open while placing the estimated 1% of functional data linking pathogens to transmissibility, virulence, host range, or immune evasion into tiered trusted environments.Evo 2 and ESM-3 suggest selective exclusion can sharply reduce dangerous viral-task performance without broadly degrading other capabilities, but autonomous AI, private-lab opacity, and physical bottlenecks make mandatory DNA screening, passive surveillance, and defense-in-depth unresolved priorities.