Running Through Walls

The results of Venrock's 10th annual Healthcare Prognosis are in. This year's survey covers some of the biggest questions in healthcare, from AI in medical care and the future of GLP-1s to consumer peptides, IPOs, M&A, and what's ahead for healthcare policy. In this episode, Bryan Roberts, Bob Kocher, and Siobhan Nolan Mangini sit down to discuss the most interesting findings, share their perspect...

As Arca launches with $64 million in funding and more than $1 billion in assets under management, founder and CEO Rron Rexha joins Nick Beim to share his vision for AI-native wealth management built around human-first advice. Rron reflects on his journey from Kosovo to fintech, his year as an Entrepreneur-in-Residence at Venrock, and why he believes the next era of wealth management will be more p...

Metsera CEO Whit Bernard joins Venrock's Nimish Shah to discuss how the company's ultra-long acting GLP-1 program helped position it as a strategic standout in the obesity market. The conversation covers the bidding war between major pharma players, lessons in first-principles company building, and why the next decade of biotech could reward high-volume, accessible innovation. 

Nimish Shah sits down with Andy Robbins, CEO of Cogent Biosciences, for a candid conversation about building a targeted therapy company in oncology. Andy shares how Cogent made high-stakes decisions around bezuclastinib, why speed matters in biotech, and what it takes to build conviction years before clinical answers arrive. They also dig into what's overhyped, what's undervalued, and why the best...

SmithRx CEO and co-founder Jake Frenz joins Venrock's Siobhan Nolan Mangini to talk about the company's mission to fix the opaque and broken US drug ecosystem. SmithRx started by tearing down the existing misaligned model of PBMs with a per member model that is incentivized to deliver the lowest possible cost for patients. The two get into how his personal challenges with the US healthcare system...

Bob Kocher speaks with Brad Stulberg, on the many lessons in his newly-published book The Way of Excellence , including why we find excellence on the side of the mountain, not at its peak. Drawing on the ancient Greek concept of Arete, Brad argues that you find true success in pursuit itself: the bidirectional process where chasing a goal, whether writing a book, building a company, or competing i...

Leading AI researcher and Professor at the Santa Fe Institute Melanie Mitchell joins Ethan Batraski for a conversation on how our current generation of AI is powerful, promising, and still badly in need of transparency about how it actually "thinks." She gives advice on how to redesign our benchmarks as true measures instead of targets, and how we can incorporate dynamic testing and deeper interpr...

Siobhan Nolan Mangini sat down with author and UCSF physician Bob Wachter for a fireside chat about his new book on AI in healthcare, A Giant Leap. In this special live-recorded episode, he reflects on what he learned from interviewing top leaders across healthcare and technology about the coming wave of AI in healthcare. The discussion unpacks how AI could ease clinician burnout and expand access...

Ethan Batraski speaks with Astronomer CEO Pete DeJoy several months into taking the helm at the company he cofounded over 8 years ago. They discuss the company's journey from their earliest days stewarding the Apache Airflow open-source project to how they're driving the renaissance of the data engineer in the age of AI today, and the team's remarkable authenticity and resilience when the Coldplay...

Farzad Mostashari, CEO and founder of Aledade, and Sunny Kishore, Associate Professor at UCSF, join Bob Kocher for a conversation about why U.S. blood pressure control has stalled for two decades despite having the tools to do far better. Sunny and Bob recently co-authored a piece in the New England Journal of Medicine about this paradox, and Farzad launched the Million Hearts campaign to prevent...

Bryan Mistele, co-founder and CEO of INRIX, joins Venrock's Brian Ascher to deep dive on the company's use of their Innovation Week to maintain startup-style innovation two decades into their journey. Their conversation serves as a master class for how to foster new ideas from within, from geographic and departmental diversity, to encouraging junior team members to lead, to how they've accelerated...

One of the critical questions in our first annual Beyond the Battlefield survey was how we more effectively get technology from the private sector to the battlefield. Who better to discuss that than the man responsible for making those decisions for the US Department of Navy, Chief Technology Officer Justin Fanelli. He joins Morgan Hitzig for a deep dive on the results and what they mean for the f...

Ezekiel Emanuel joins Venrock's Bob Kocher to talk about his newest book, Eat Your Ice Cream: Six Simple Rules for a Long and Healthy Life and dive deeper on what surprised him and how his own life changed through his research. From the magnitude of the impact of social relationships to how to build new neural pathways and expand your mind to fiber becoming the new protein supplement, their conver...

Morgan Hitzig speaks with two of Forterra's leaders, Josh Araujo, CEO, and Scott Sanders, CGO about how they refounded Forterra in flight and their approach to implementing autonomy at scale. Their conversation serves as a roadmap for building in defense tech, from finding investors who understand the market to the right approach to dual-use and shoring up supply chains– and when to light things o...

Dominik Schumacher, CEO and co-founder of Tubulis GmbH, joins Venrock's Nimish Shah to dive deeper on the company's ADC technology which specifically targets cancer cells thereby reducing side effects on the rest of the body, dramatically improving outcomes and quality of life for patients. They cover how their chemistry sets them apart from similar ADC treatments, what other diseases their breakt...

Siobhan Nolan Mangini, Bob Kocher and Bryan Roberts delve deeper into their 2026 predictions for healthcare in this special episode of Running Through Walls. They discuss what they've already gotten right on AI, what they see ahead for inflation and TrumpRx, and more. To read all 10 of their annual predictions, plus 2 bonus predictions, check out their article in Fortune Magazine .

Hunter Smith, Rhythm Pharmaceutical's Chief Financial Officer, joins Venrock's Nimish Shah for a conversation about how he manages the financial intricacies of a public company to enable them to change the lives of patients with rare neuroendocrine diseases. They go deep on how Hunter and the rest of the leadership team's journey took the stock from single-digits to over $100 today, how they motiv...

Matt Holt, Managing Director & President, Private Equity at New Mountain Capital speaks with Venrock's Bryan Roberts and Siobhan Nolan about how the healthcare industry should come together to build a system that optimizes for patient outcomes through the rebuilding of trust on all sides. While there's significant work to do, they're optimistic about how AI can help us get past regulatory complexi...

Sam Kulkarni, PhD, CEO and Chairman of CRISPR Therapeutics, joins Venrock's Nimish Shah for a conversation about how they're using gene editing to find potential cures so miraculous, it almost sounds like science fiction. Sam shares advice on how to fundraise in the extraordinarily capital-intensive biotech market, having the courage to go after difficult things and face detractors, and how CEOs s...

Dylan Parker, Co-Founder and CEO of Moment, joins Venrock investor Nick Beim to discuss how Moment is transforming the fixed income market, starting with rebuilding execution and portfolio management for some of the largest players in U.S. wealth management. Their discussion ranges from how to win in an industry with a risk tolerance of zero, never letting your talent bar drop, when to diversify f...

Ellen Lord, former Under Secretary of Defense for Acquisition and Sustainment (A&S) at the Departmet of Defense, joins Venrock investor Morgan Hitzig to discuss the defense tech ecosystem, building resilient supply chains and efficient teams, and making the often conflicting timelines between VC, government, and early stage companies work for industry and our warfighters. Plus, our new favorite pi...

The results of our 9th annual Healthcare Prognosis are in and the healthcare experts who took our survey aren't too optimistic about what's ahead. Bryan Roberts and Bob Kocher sat down to discuss the most interesting findings, their perspective on what it means and what's ahead, and even offer a few glimmers of optimism.

Punit Soni, CEO and Founder of Suki, joins Venrock partner Bob Kocher for a conversation about how AI will invisibly assume administrative burdens in healthcare, enabling a future where doctors get to do what they love – serving patients. They discuss building companies during generational step changes, advice for getting started in health tech, jumping on high-growth rocket ships, and more.

Charlie Glazer, Head of Healthcare Equity Capital Markets at Jefferies, joins Venrock partner Nimish Shah for a conversation on what will move the needle for the healthcare market in the months ahead. He shares advice on transactions including crossovers, reverse mergers, IPOs and also, his thoughts on what makes a strong management team, and how companies can prepare to impress public investors.

Jonathan Violin, CEO of Crescent Biopharma and Venture Partner at Fairmount, speaks with Venrock partner Nimish Shah about how the company is keeping a frenetic and exciting pace to generate a new class of drugs while preparing to launch on the public markets later this year.