The Small Bet Theory: Vijay Pande's Radical Experiment in Biotech Vijay Pande's departure from Andreessen Horowitz (a16z) last year was significant, given his impressive track record managing $4 billion.
His new venture, VZVC, is built around a radical approach: making just a handful of concentrated bets rather than spreading himself thin in the market.
This shift is more than a change in strategy – it's a response to the inherent limitations of AI driven biotech.