Episode 32: Nucleus Genomics, IPO landscape, AI trend report by ...
The hosts gathered at 7am after oversleeping their 6am alarms. This week, they delve into Nucleus Genomics, the thriving IPO market, and Mary Meeker’s AI trend report.
Nucleus Genomics and Nucleus Embryo
Nucleus Genomics introduced a new product called Nucleus Embryo. This innovative product allows IVF parents to compare embryos not just based on health markers, but also on traits like height, eye color, and IQ. The hosts discuss the science behind polygenic risk scores (PRS) versus traditional embryo screening for rare diseases. They also explore the controversies surrounding genetic selection, including concerns about accuracy, risks of eugenics, potential for ableism, and the implications of a genetically engineered upper class.
IPO Market and Circle's Success
The discussion then shifts to the resurgence of IPOs, with Circle, the company behind USDC, experiencing a significant IPO jump. The hosts analyze how Circle generates most of its revenue from interest on the reserves backing the stablecoin. They touch upon Circle’s unsuccessful SPAC attempt and the mainstream adoption of crypto. Additionally, they cover Omada Health’s IPO and the slow return of digital health IPOs post-pandemic.
Mary Meeker’s AI Trend Report
The episode concludes with an in-depth review of Mary Meeker’s highly anticipated 2025 AI trend report. The hosts dissect the extensive report filled with charts and graphs, emphasizing the rapid adoption of ChatGPT compared to Google. They also discuss the future impact of AI commoditization on the business models of AI companies.
On this episode of Get the Check, the trio kicks things off with a vulnerable chat about work besties. They cover Grammarly’s relevance in the AI era, Rhode’s $1B exit, and the convergence of venture capital and private equity practices.
Grammarly, Rhode Acquisition, and VC Trends
Grammarly recently secured a billion-dollar funding round without giving up equity, utilizing a revenue-based funding model. The hosts explain this unique financing approach and Grammarly’s sustained success in the face of AI writing tools. They also discuss Grammarly’s strategic acquisitions and potential future expansions.
Hailey Bieber’s skincare brand, Rhode, was acquired by e.l.f. for a billion dollars, leading to a strategic partnership benefiting both parties. The hosts delve into the implications of this acquisition and e.l.f.’s market expansion strategy.
Lastly, the hosts explore the trend of VC firms emulating PE firms by acquiring small businesses and incorporating AI technology. They analyze the characteristics of successful AI rollup targets and the potential impact on software revenue models.
Recent Tech Launches and Trump’s Middle East Trip
The hosts discuss recent tech launches, including OpenAI’s Codex, Airbnb’s strategic shifts, and Uber’s route share program. They analyze these developments in the tech industry and their potential implications.
Furthermore, they delve into Trump’s Middle East trip, highlighting significant AI investments and strategic partnerships in the region. They examine the economic impact and geopolitical implications of these collaborations.
Hims & Hers Partnership and GPT Update
The hosts explore Hims & Hers’ collaboration with Novo Nordisk and the introduction of branded weight loss drugs at discounted rates. They analyze the business model and potential healthcare access implications.
Trump's Ultimatum and AI Cheating Tool
The hosts dissect Trump's ultimatum to Columbia and Harvard, demanding compliance with DEI initiatives. They examine the universities’ responses and the broader implications of federal intervention in higher education.
