Managing Partner @ LeverVenture | Backing Life Sciences & Deep Tech Founders | 20 Years Building Startup Ecosystems | Former JumpStart Chairman
San Juan, PR
Joined February 2009
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1/5 🧵 Your AI project isn't failing because of bad data or wrong models
It's failing because of integration architecture
Worked with 50+ companies on AI deployments. The pattern is always the same...
4/5 Quick test for your AI system:
🔄 Can it write back to your core systems?
⚡ Real-time sync or just batch exports?
👥 Are humans manually copying AI outputs?
If you're failing these tests, you have an intelligence problem, not an AI problem
1/7 🧵 Life Sciences VC in 2026: Why the old playbook isn't working anymore
Just analyzed $270M+ in Q1 deals. The data shows a fundamental shift that most investors are missing...
6/7 What this means for fund strategy:
❌ Pure-play biotech funds struggling
❌ Generalist AI funds missing domain expertise
✅ Hybrid approaches with technical + clinical diligence
✅ Co-investment with strategic partners (Sanofi, etc.)
1/7 🧵 The AI-biotech convergence is creating the biggest shift in life sciences investing we've seen in decades. Here's what the data is telling us about 2026 trends:
6/7 🏆 Platform > single assets: Investors are prioritizing scalable technology platforms over one-shot drug candidates. Proprietary datasets + novel ML = defensible moats that pharma giants want to partner with.
7/7 The question isn't IF AI transforms drug discovery, but WHICH companies will own that transformation. What AI-bio companies are on your radar? #VentureCapital #AIBiotech #DrugDiscovery #LifeSciences