Chemistry cofounder: “more talented founders than ever” are moving into healthcare | Term Sheet
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Chemistry cofounder says the market may be nearing a “reckoning” point. So why is she still optimistic going into 2026? In this episode of Term Sheet, Shen discusses why she decided to co-found her own VC firm, her excitement around health care, and why her team is focused on bringing the human element into venture capital. Allie also talks about the recent SpaceX and xAI merger and her exclusive feature story on Kleiner Perkins. 00:00 Introduction 00:40 SpaceX and xAI merger 01:40 Allie’s Kleiner Perkins exclusive 02:10 Kristina Shen introduction 02:55 Why Shen left to form Chemistry 04:50 Time for league shift in venture 05:20 Benefits of Dedicated early-stage fund 06:55 Most surprising part of starting Chemistry 08:15 Working with a person, not a firm 09:00 Benefits of cofounder partnerships 10:50 Freedoms of running Chemistry 13:03 Building Chemistry 14:18 Interpersonal dynamics matter 15:30 Pickiness and Assort Health 17:00 AI in health care 19:25 Where Shen would invest in health care 20:55 Where Shen wouldn’t invest in health care 21:40 Factoring in a potential bubble pop 22:35 Quality of revenue 25:10 Recognizing the “reckoning” 26:30 Who is leading in AI? 28:10 Chinese AI models 28:50 Predictions for 2026 30:10 Advancements in computer tasks 30: 55 What gives a team chemistry 33:00 Analyzing cofounder relationships 34:10 Shen’s experience as a cofounder 36:50 Advice for founders 38:10 Episode recap Subscribe to Fortune's YouTube: http://www.youtube.com/subscription_center?add_user=FortuneMagazineVideo Subscribe to Fortune: https://fortune.com/subscribe/?utm_source=youtube&utm_medium=social&utm_campaign=video-description Fortune Magazine is a global leader in business journalism with 55 million monthly page views and a readership of nearly 32 million, with major franchises including the Fortune 500 and the Fortune 100 Best Companies to Work For. The new Fortune video channel dives into personal stories from business owners and entrepreneurs becoming successful in business and sharing their tips to help you reach your goals. Website: http://fortune.com/ Facebook: https://www.facebook.com/FortuneMagazine Twitter: https://twitter.com/FortuneMagazine TikTok: https://www.tiktok.com/@fortune
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