Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg
The a16z Show14 Marras 2025

Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg

Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai are rewriting the competitive playbook faster than American founders can file INDs. When the infrastructure that built monoclonal antibodies becomes the commodity threatening to hollow out an entire industry, the only path forward demands inventing medicines that are literally impossible to make without tools that don't exist yet—and they're betting everything on which approach survives.

Resources:

Follow Jorge on X: https://x.com/JorgeCondeBio

Follow Lada on X: https://x.com/ladanuzhna

Follow Elliot on X: https://x.com/ElliotHershberg

Follow Erik on X: https://x.com/eriktorenberg

Stay Updated:

If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X: https://x.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

Follow our host: https://x.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jaksot(1000)

The $700 Billion AI Productivity Problem No One's Talking About

The $700 Billion AI Productivity Problem No One's Talking About

Russ Fradin sold his first company for $300M. He’s back in the arena with Larridin, helping companies measure just how successful their AI actually is.In this episode, Russ sits down with a16z General...

1 Joulu 202558min

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

In this episode, a16z GP Martin Casado sits down with Sherwin Wu, Head of Engineering for the OpenAI Platform, to break down how OpenAI organizes its platform across models, pricing, and infrastructur...

28 Marras 202553min

Ben Horowitz: Why Open Source AI Will Determine America's Future

Ben Horowitz: Why Open Source AI Will Determine America's Future

Ben Horowitz reveals why the US already lost the AI culture war to China—and it wasn't the technology that failed. While Biden's team played Manhattan Project with closed models, Chinese developers qu...

27 Marras 202546min

The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm

The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm

Marc Andreessen and Ben Horowitz sit down with Margit Wennmachers—the woman who turned two unknown entrepreneurs with $300 million and zero investing track record into the most talked-about firm in ve...

26 Marras 202559min

How Marc Andreessen Actually Uses AI

How Marc Andreessen Actually Uses AI

Half a billion people can access the world’s best AI on their phone. So why are most using it to write emails while only some are using it to build empires?In this conversation with Mark Halperin from...

25 Marras 202534min

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

Epoch AI researchers reveal why Anthropic might beat everyone to the first gigawatt datacenter, why AI could solve the Riemann hypothesis in 5 years, and what 30% GDP growth actually looks like. They ...

24 Marras 20251h

Robinhood CEO: Making Everyone An Owner

Robinhood CEO: Making Everyone An Owner

Vlad Tenev built Robinhood by breaking every rule Wall Street wrote: zero commissions when competitors charged $10, mobile-first when "serious" investors demanded desktop, a brand that made finance fe...

21 Marras 20251h 5min

Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig

Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig

The former bank regulator who invented deposit networks just revealed why SVB's collapse was inevitable—and why the solution that could have saved them is finally being rebuilt. Gene Ludwig ran the OC...

20 Marras 202543min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
ostan-asuntoja-podcast
herrasmieshakkerit
rss-rahamania
rahapuhetta
rss-seuraava-potilas
rss-merja-mahkan-rahat
rss-40-ajatusta-aanesta
rss-bisnesta-bebeja
rss-20-30-40-podcast
rss-draivi
rss-strategian-seurassa
rss-porssipuhetta
rss-lahtijat
rss-levosta-kasin-yrittajyys
rss-paasipodi
rss-inderes