AI, Biology, and the Next Venture Capital Battleground
Harry joined host Nic Encina on Unnatural Selection for a conversation about where artificial intelligence, biology, and venture investing are colliding, and what that collision means for healthcare, drug discovery, and the pace of innovation itself. Watch the full episode below.
Much of the discussion centers on how Harry and his partners at Scientia Ventures separate genuine technical breakthroughs from well-marketed hype. He describes team depth as the first filter: understanding whether founders truly grasp how a model works, how to guard against its failure modes, and how to build the auditability a regulated industry demands, rather than simply riding the wave of a trend. From there, the conversation turns to what makes a position in AI-driven biology defensible, from proprietary datasets to unique modeling approaches, and why tenacity in a founding team often matters as much as the original idea.
Harry and Nic spend real time on drug discovery, including how large tech players are pushing into territory long dominated by pharmaceutical companies, and how partnerships that blend a company’s own models with data contributed by biotech startups are starting to reshape research and development. They also dig into a theme running through Harry’s upcoming book: the idea that traditional software interfaces are giving way to a personal operating layer, an orchestration of AI agents working in the background on a person’s behalf, and why that shift is likely to hit business models harder than most leaders currently expect.
Healthcare data gets particular attention, especially the shift away from static systems of record toward AI agents that query and interpret data directly, and why that change quietly reduces the importance of the legacy systems that have long controlled access to patient information. The conversation also covers why trusted inference, the ability to prove where an answer came from and how confident a system is in it, may become a bigger competitive battleground than raw data ownership, and why companies that build directly in the path of a fast-moving platform shift risk losing their footing almost overnight.
It’s a wide-ranging discussion for investors, founders, and healthcare leaders trying to understand not just where AI is heading, but how quickly the ground underneath their strategy can move.
NEW BOOK
The Invisible Interface
Harry Glorikian’s new book explores how AI is quietly rewriting who controls your customer relationships, your workflow, and your competitive edge — before most executives realize it’s happening. Available June 30, 2026.