Episode Description
In this episode of Neural Compass, host Mark Jacobstein sits down with Greg Kubin and Matias Serebrinsky — co-founders of Sci-Med Ventures and hosts of the Business Trip podcast — for a conversation about what it actually takes to invest at the frontier of brain health, and why the century of the brain may already be underway.
Greg rode the founder roller coaster, started therapy for the first time mid-startup, and worked with a psychedelic therapist. Matias spent years living what he calls a Clark Kent and Superman life — AI infrastructure at Nvidia by day, brain and mental health investing on his own time. Their first podcast episode involved Kubin getting a ketamine injection on air and then interviewing the clinic founder. It was, as Mark put it, Joe Rogan and Elon Musk, hold my beer.
New episodes every two weeks. This one covers the full arc — from psychedelics to BCIs to what augmentation looks like when you move past treating disease entirely.
This episode covers:
- Why being contrarian and right isn't enough — and why timing the consensus matters as much as the thesis
- The jigsaw problem: how you do rigorous diligence when no single expert spans neuroscience, clinical trials, payer dynamics, and commercial market reality
- Why digital therapeutics underperformed as a category — and why pairing them with an approved drug changes the math
- A focus and attention device whose long thesis isn't ADHD — it's that attention will be the scarcest resource in the age of AI
- What it means that AbbVie acquired a psilocybin program — and what almost nobody would have predicted four years ago
About the Speakers
Greg Kubin, Guest
co-founded Sci-Med Ventures after riding the full founder roller coaster — raising, hiring, pivoting — and realizing midway through that he had never done any work on his own mental health. He started therapy for the first time, worked with a psychedelic therapist, and built a mindfulness practice. The gap between what he experienced in those settings and what was broadly available in the healthcare system became the investment thesis.
He co-hosts the Business Trip podcast, where the first episode involved him getting a ketamine injection on air.
Matias Serebrinsky, Guest
co-founded Sci-Med Ventures after a front-row seat at Nvidia in 2018, watching AI and computational neuroscience converge into what he describes as the early signals that the century of the brain had begun. He spent years living what he calls a Clark Kent and Superman life — AI infrastructure by day, brain and mental health investing with his own money and time outside of it.
His anchoring line, from a book recommended by MIT neuroscientist Ed Boyden: "When we don't understand something, we call it behavior. As soon as we start to understand it, it turns into metabolism." That is the frame through which he sees the whole field.
Mark Jacobstein is the co-founder and president of Jimini Health. A longtime entrepreneur at the intersection of AI and health tech, he now leads Jimini’s mission to transform mental and behavioral health through clinically grounded, AI-powered care.
For healthcare executives, researchers, investors, and anyone who thinks the mental health crisis deserves serious answers — this is the show.