RS Rezo Shmertz
Podcast episode

VC After AI Concentration, the Desk Map & One Unified Book

What remains investable as AI capabilities change, and how the trading desk is working toward one book across CeFi and DeFi.

BR LabsEpisode 10

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Official BR Labs Episode 10 video thumbnail: AI investing, BRRRolver and one unified trading book
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Episode overview based on BR Labs' published description. Watch the original recording for the full discussion.

Episode topics

Rezo Shmertz discusses the concentration of AI investment and the challenge of building products that remain useful after the next major model release. The episode then turns to founder adaptability, BRRRolver and the trading desk's goal of bringing centralized and decentralized activity into one book.

Explore further

AI investing and trading infrastructure

This episode brings together two areas of BR Labs' work: assessing companies in a fast-changing AI market and operating across crypto trading venues. The investment discussion focuses on founder adaptability and product durability. The desk discussion describes a unified CeFi and DeFi book as a goal, not a completed integration.

For the earlier discussion of liquid and venture investing, see Episode 9. Episode 6 explains intents, solvers and BRRRolver. Rezo Shmertz's What I Build page provides company context, with all episodes available in Media.