Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg
a16z Podcast
Nov 14
Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg
Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg

a16z Podcast
Nov 14
Shownote
Shownote
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...
Highlights
Highlights
The biotech industry stands at a crossroads, where unprecedented scientific potential collides with systemic inefficiencies that drive costs into the billions and slow life-saving innovation. As global competition intensifies, particularly from China, American biotech must confront not just technological gaps but deep-rooted structural and regulatory challenges that threaten its long-standing dominance.
Chapters
Chapters
Why is biotech innovation so expensive despite scientific progress?
00:00Can the U.S. keep up as China accelerates drug development?
14:38Is AI really changing drug discovery—or just the hype?
23:53What will it take to finally treat aging as a disease?
33:13What kind of medicine can only be made with tools we haven't invented yet?
56:17Transcript
Transcript
Lada Nuzhna: Since the birth of this industry, we only had increasing regulation over time. I think there was like only one time in the history of biotech where we made it easier to develop an appropriate drug.
Elliot Hershberg: So when George Yancopoulos...