Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
Aktis Oncology has a $1 billion market cap and $500 million enterprise value, with a cash stockpile lasting over 3 years past critical 2027 data milestones.
Where this was said
At 35:20 · chapter starts 27:19
Oleg Nodelman uses a military analogy to explain the history of cancer treatment before pitching Aktis Oncology — a radiopharmaceutical biotech with clinical data due in 2027 and Eli Lilly as a strategic backer.
EcoR1 Capital has returned 10x to investors since its 2013 inception, compounding at 20% annually, growing from $13M to $2.5B AUM.
Chemo is carpet bombing. Immunotherapy is recruiting local allies. Radiopharmaceuticals are micro drones: 2-centimeter precision, single-cell blast radius, autonomous targeting. Aktis Oncology has built the platform to deliver any radioactive payload to any target — and the data readout is less than a year away.
Talen Energy owns 2 gigawatts of nuclear power and 6 gigawatts of natural gas baseload power.
Talen Energy trades at a $25B enterprise value versus a $45B replacement cost. At 7x free cash flow on a $50/share FCF base, with comparable infrastructure at 15x, the equity should more than double just doing nothing. If power prices rise and data center deals accelerate, you get $1,050.
Talen Energy can be purchased at a $25B enterprise value while its replacement cost is $45B, implying the equity alone should more than double just to reach replacement cost.
Despite predictions that AI would eliminate radiologists, the Mayo Clinic's radiology staff grew 55% after AI arrived at reading scans.
In 2025, radiology was the second-highest paid medical specialty in America, with average incomes 48% higher than a decade ago.
A study across 3 hospitals found radiologists spent only 36% of their time reading scans — the part AI can do — with the rest being human judgment.
Robert Greene notes that one in six Americans is on some form of drug to deal with depression, suggesting a deep societal disconnection from meaningful experience.
Spencer Greenberg and Jeremy Stevenson analyzed almost 500 self-improvement techniques and found they all reduce to just 12 underlying psychological drivers.
Cold exposure has good short-term alertness benefits but the evidence base for long-term health benefits is much weaker than popularly believed.
In a randomized study of 20 habit-formation techniques run on hundreds of people, almost none of the techniques produced statistically meaningful results.
People given a tiny-habit fallback option (e.g. 10 squats instead of gym) were actually MORE successful at completing the full habit, not less.
The most effective habit-formation technique was 'habit reflection' — recalling a past successful habit, writing down what helped, then applying those lessons to a new habit.
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