Nick Grossman
speaker
350 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Nick Grossman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Within that category, there's a question of how much it becomes commoditized and flattened as a business model versus really defensible.
We have a portfolio company that does DNA synthesis and uses a really patented chemical process to generate data for folks building biomodels.
That's an example to me that feels more defensible and specialized.
versus just sort of doing work out in the world.
And then I think we see all the time companies in the middle, like new startups, that are getting out and building something.
And the question is, should I take my product direct to consumer?
Should I internalize and verticalize?
Or should I sell data or something else as a service to either one of the big labs or some other incumbent?
And I think we're generally
just as USV less excited about that category because it feels like you should be looking to capture the most value you can.
And depending on how defensible your kind of your spot is selling data to the labs, you know,
probably may not be the best option.
So I think it really kind of depends on where it sits.
Like there's a parallel there.
Totally.
And then you could also argue, you know, one layer above that, you know, those labs are selling inference to, you know, developers who are building applications.
Maybe those developers are, you know, capturing the value on top of the inference.
So maybe, maybe, maybe, you know, and it depends.
Yeah.
I mean, I think, you know, if one way, I think it's going to be a little while.
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