After an extended break, I’m excited to return to writing and share my latest thoughts - this week on the state of the longevity industry. While my hiatus wasn’t exactly restful, it was productive—I’ve recently taken on an advisory role with a new AI startup, which has been both energizing and rewarding. 

My passion for longevity and preventative medicine remains as strong as ever though 💪. Over the past few months, I’ve attended two of the most significant conferences in the industry: the Rejuvenation Startup Summit and the Founders Longevity Forum, where I was fortunate to meet many prominent investors and entrepreneurs, many of whom have been at the forefront of longevity for years. I have also continued to engage with entrepreneurs, investors, and doctors in the space.

One of the first things that stood out as I engaged more with the longevity community is how small and tightly connected it is: a group of people—still mostly scientists—working together on difficult, long-term problems with a shared excitement and sense of purpose. It reminded me of what I experienced when I first landed in Silicon Valley 15 years ago (yes, that’s pre Uber/Airbnb: I’m a dinosaur in tech).

The second thing that stood out is how the longevity market has evolved over the past six months: the initial “hype” surrounding longevity as a mainstream consumer topic is beginning to settle, bringing tailwinds to more foundational businesses and opportunities in the industry. I speak about that in today’s newsletter.

Thank you to Sebastian Brunemeier (GP, Healthspan Capital) and Lutz Finger (Venture Partner, Cherry Ventures) for their invaluable insights and contributions to this newsletter.

1. The Longevity Market Is “Overrated”

Max Marchione, founder of the digital preventative health clinic Superpower (which wants to be the “Tesla” of healthcare and garnered an impressive waitlist) recently shared his thoughts about the state of the Longevity industry.

His insights resonated with me on several levels.

First, the excitement around longevity has cooled over the past few months. We've moved past the initial "longevity" trend and beyond the wave of curiosity that influencers like Andrew Huberman and various podcasters helped spread - just look at how the topic is trending on Google Trends:

The main challenge of the "consumer" longevity industry lies in human psychology. Beyond the initial peak of curiosity, patients have come to