🎙️ When venture capital rewrites the rules, AI moats move, and gene editing goes commercial—all in one episode.

In this episode, the hosts break down A16z’s record-shattering $15B fund and what it really signals about the next era of AI investing, where pure infrastructure plays can’t win and defensibility comes from domain expertise, distribution, and regulation. They then shift to healthcare and biotech, unpacking how CRISPR and personalized gene therapies are becoming real businesses, why regulatory complexity can be a powerful moat, and what to make of the scientist behind Baby KJ entering the market. Finally, the conversation turns to CES: from repairable laptops and meaningful consumer tech to disposable gadget theater, the hosts separate durable innovation from short-lived spectacle—through the lens of what actually matters for founders and operators. 🚀

• 🎯 Why A16z’s $15B AI and venture bet signals the end of infra-only strategies and the rise of defensibility through data, workflow depth, and customer intimacy.
• 💡 How AI startups can outcompete big tech by owning niche problems, regulated workflows, and hard-to-copy integrations instead of generic models.
• 🧬 Where CRISPR and gene editing are becoming real businesses, and how regulatory, clinical, and reimbursement hurdles turn into long-term competitive moats.
• 📈 What the Baby KJ scientist’s move into personalized therapies reveals about the future of biotech commercialization and rare disease markets.
• 📰 Which CES products—like Framework’s repairable laptops—signal true infrastructure shifts, and which flashy devices are headed for the gadget graveyard.

✨ If you’re a founder, operator, or investor tracking the future of AI, biotech, and consumer tech, this episode is packed with signal over noise. Subscribe on your favorite podcast platform, leave a quick review, and share the episode with someone building in these spaces. Have a founder or topic the show should cover next? Tag the team on social or send in your suggestions—new episodes drop every Wednesday.