How Venture Capital Really Works at Seed Stage with Omri Amirav-Drory

What if aging isn’t inevitable — but a solvable problem? And what if the biggest opportunity in healthcare isn’t treating disease, but preventing it entirely?

In this episode of Ventures from the Valley, I sit down with Omri Amirav-Drory, General Partner at NFX, to explore one of the most ambitious frontiers in venture capital: longevity, biotech, and the intersection of biology and technology.

Omri leads pre-seed and seed investments at NFX and focuses on what he believes is the ultimate mission — ending involuntary death. We talk openly about why aging is the root cause behind most diseases, how AI is transforming biotech, and why longevity represents a $38 trillion per year opportunity in additional healthy life.

This is a deep, honest conversation about conviction, risk, optimism, and why the future of healthcare looks nothing like today’s system.
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In this episode, we discuss:
• Why aging is the root cause of 9 out of 10 deadly diseases
• The real difference between lifespan and healthspan
• Why longevity could unlock $38T per year in economic value
• How NFX evaluates early-stage biotech and tech-bio startups
• The power-law logic behind seed investing
• Why most VCs miss the biggest opportunities by being pessimistic
• AI’s three major waves in biotech and drug discovery
• Why GLP-1 drugs changed healthcare economics forever
• Precision medicine, biomarkers, and the limits of simulation
• Whether humans alive today could realistically live to 160
• Replacement biology, regeneration, and the ethics of enhancement

Do you believe aging will be cured in our lifetime — or is it science fiction?