Palle Broe

FINALLY I can share what I have been working on for the past 12 months.

@HalePrevention is coming out of stealth.

We started Hale because we believe everyone should have access to cutting-edge preventive heart care.

Heart disease impacts almost all of us in some way.

➡️ 900K lose their life to heart disease each year in the US
➡️ Roughly 30% reading this post will already have plaque build up in their arteries*
➡️ $400B is the total annual economic burden in the US (estimated to reach  $1.3T in 2030)

I started my career at Uber, where I saw firsthand how technology can transform entire industries and fundamentally change the consumer experience.

I think we are in the same very early innings in healthcare and right now feels like a unique inflection point of consumer agency, awareness and technology all enabling new ways to access and consume preventive health.

Finally, none of this would have been possible without my co-founder Patrick and Sebastian, our investors Menlo Ventures (Shawn, Ryan) medical advisors and everyone who has supported us along the way.

Explore what we have been building at halehealth(dot)com 👀

*𝘉𝘢𝘴𝘦𝘥 𝘰𝘯 𝘮𝘺 𝘢𝘶𝘥𝘪𝘦𝘯𝘤𝘦 𝘥𝘦𝘮𝘰𝘨𝘳𝘢𝘱𝘩𝘪𝘤𝘴

I'm pretty sure we have the best UX in the health game.

And when the end-user becomes king this really matters.

You cant action what you don't understand.

Here’s what I’d do if I were Dario Amodei (founder of Anthropic):

1. IPO Anthropic at $2T.
2. Buy Novo Nordisk for $300B — a ~50% premium.
3. Build the world’s most powerful pharma company.

Why?

The next generation of pharma won’t just own the drugs.

It’ll own the intelligence stack behind discovering, developing, manufacturing and commercializing them.

Anthropic brings the intelligence. Novo brings the biology, data, infrastructure and distribution.

AI → discovery → clinical trials → manufacturing → patients.

Own the entire stack.

Are you still a tier 1 VC if you missed OpenAI and Anthropic?

I think you can be but definitely hurts to miss out on the two largest VC outcomes ever.

Imagine being the partner who passed on either back in 2021-2023.

If you didn't get into at least one of them early - nothing else really matters.

Some of the biggest names in venture missed the boat (some got in later but at high valuations):

- Benchmark
- Accel
- Index Ventures
- Lightspeed
- Founders Fund
- Insight Partners
- NEA
- General Catalyst

What's remarkable is the scale of the opportunity.

Even if you invested early in the biggest winner outside the AI labs Cursor, now sold to Elon at $60B, you'd likely need ~15 Cursor-sized outcomes to match the value created by one early investment in Anthropic.

That's the power law of venture capital.

One extraordinary investment can define an entire fund - or even an entire firm.

Thanks to Harmonic for the data!

Exciting!