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▶ 0:00 · AI in Healthcare · Longevity as a Service becomes highest-value subscription via ontology velocity
episode briefing
Antonio Linares

hims is the next big thing

2026-06-18 · 3 company · 3 thematic
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speakers
antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

now playing · AI in Healthcare
AI in Healthcaretailwindscore 9/10antonio linares
Longevity as a Service becomes highest-value subscription via ontology velocity
Healthcare is shifting from pill-volume to tokenized intelligence: the platform with the deepest biomarker ontology trains AI that delivers more healthspan per token, creating a winner-take…
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Health ontologies emerge as new AI scaling law: healthspan per token
Just as compute scaling laws drove semiconductor demand, a new scaling law — healthspan extension per token — will drive massive demand for proprietary biomarker data, inference infrastruct…
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Pharma R&D migrates to closed-loop platforms with real-world outcome data
Drug developers increasingly rely on platform ontologies (like Hims) for distribution and, crucially, for real-time biomarker feedback loops that accelerate iteration cycles; the 'write' fu…