🎙️ Thank You to Marty Secada & Resilient Alpha
A heartfelt thank you to Marty Secada, founder of the IVYFON ( Ivy Family Office Network ) and host of the Resilient Alpha podcast, for having me on the show.
Marty has long been a trusted connector in the family office and alternative investing space, and it was an absolute pleasure to join him for such a thoughtful and wide-ranging conversation, under the New York City skyline, the financial center of the world.
💡 Why “Resilient Alpha” Resonates with Me
I genuinely love the term Resilient Alpha — it captures exactly what we strive for at Good AI Capital.
In traditional finance, alpha refers to the outperformance of an investment relative to a benchmark. But resilient alpha is more than just short-term gains — it’s about sustained, long-term outperformance, especially through cycles of volatility, hype, and uncertainty.
That’s the kind of investing that endures — and it’s precisely what we aim to build.
🚀 What Resilient Alpha Means to Good AI
In the venture capital world, alpha is earned through access, insight, and execution, and the consistency to apply that advantage across cycles.
At Good AI Capital, resilient alpha means backing mission-driven founders who utilize AI not for its own sake, but to solve real, persistent problems in deeply technical and high-impact sectors.
Here’s how we do it:
Access: Our network encompasses Stanford, Palantir, NVIDIA, Eli Lilly, Uber, GE Healthcare, top researchers, and successful founders, providing us with early visibility into transformative ideas and teams.
Insight: We focus on AI applications that create tangible value in healthcare, enterprise, and automation, not just buzz.
Execution: We help startups beyond capital — with go-to-market strategy, regulatory support, and expert advisory.
Our north star is simple: doing well by doing good. From early cancer detection to solving GLP-1 drug shortages, we invest where AI drives both impact and returns.
That’s our definition of resilient alpha.
🧠 Podcast Highlights
In this episode, Marty and I dive into:
Why the real opportunity in AI lies in applications, not just models
The evolution of precision medicine and AI-powered diagnostics
How open-source models like DeepSeek are shifting the innovation landscape
Our investment in Persist AI, which uses AI, Robotics, and Microfluidics to reformulate drugs and fix manufacturing bottlenecks
The rise of agentic AI and physical AI — from LLMs that can reason to intelligent robots on the warehouse floor
Why data ownership and domain expertise are the real moats in AI
📚 References & Further Reading
🎙️ From ER to AI: Dr. Daniel Kwan’s Path to Healthcare Innovation
📺 IVYFON AI Outlook 2025 / NYC – March 5th–6th, 2025
📬 Accelerating the Future of Pharma: Our investment in Persist AI
📬 Navigating Headwinds: NVIDIA Export Controls & Global AI
📬 Beyond the Hype: DeepSeek’s Breakthroughs
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