VC10X
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Early-stage VCs share stories, frameworks, and tips for founders navigating the startup journey.
Recent Posts
Podcast•Feb 23, 2026•41 min
VC10X - The Consumer AI Opportunity Nobody Is Chasing Ft. Ankur Sethi, Founder, Winner Capital
In this episode, Ankur Sethi, founder of Winner Capital, explains why he believes consumer AI is the present, not the future, and why it remains vastly underfunded compared to enterprise SaaS. He highlights the democratization of large language models that now enable small consumer‑focused startups to become AI‑native, and stresses that durable retention comes from deep user engagement and referral loops rather than fleeting novelty. Sethi also shares operational lessons from his time at Swiggy and Paytm, emphasizing that execution and unit‑economics are non‑negotiable, and illustrates these points with examples ranging from AI‑powered legal tech to ambitious aerospace innovations.
By VC10X
Podcast•Feb 19, 2026•5 min
VC10X Micro - Why Safety Is No Long a Priority for AI Giants
The episode examines how AI giants like Anthropic and OpenAI are deprioritizing safety as they chase trillion‑dollar valuations, highlighted by Anthropic’s safety lead quitting and a $20 billion funding round at a $350 billion valuation. It explores the tension between capital‑market incentives...
By VC10X
Podcast•Feb 10, 2026•39 min
LP10X - Advising $90 Billion in Institutional Capital - Nolan Bean, CIO, FEG Investment Advisors
In this 39‑minute conversation, Nolan Bean, CIO of FEG Investment Advisors, shares how institutional investors allocate over $90 billion across public and private markets, focusing on risk appetite, liquidity, and long‑term returns. He explains the four core risks institutions manage, why...
By VC10X
Podcast•Feb 3, 2026•39 min
VC10X - From Zero to Fund One: Lessons From 1st Time Fund Manager
In this 39‑minute episode, Kevin Moore recounts his 15‑year journey from civil engineer to first‑time VC fund manager, highlighting why there’s never a perfect moment to launch a fund and how sales skills dominate a GP’s role. He demystifies LP...
By VC10X
Podcast•Jan 27, 2026•45 min
VC10X - Engineering Liquidity in Deeptech - Brad Harrison, Founder, Scout Ventures
In this 45‑minute episode, West Point graduate and former Airborne Ranger Brad Harrison explains how Scout Ventures applies military‑grade SOPs and a 40‑revision investment process to back frontier deep‑tech startups at the nexus of national security and innovation. He details...
By VC10X
Podcast•Jan 6, 2026•43 min
VC10X - Gamification of Consumer Apps - Phylicia Koh, GP, Play Ventures
Phylicia Koh, GP at Play Ventures, explains how gaming mechanics are becoming the operating system for consumer apps, with in‑app purchases in non‑gaming sectors now outpacing traditional gaming spend. She outlines Play Ventures' $142 M thesis focused on "playable apps" that...
By VC10X
Podcast•Dec 30, 2025•28 min
VC10X - Inside a $1.5 Billion Japanese Fund’s Big Bet on India - Rajeev Ranka, Partner, Incubate Fund
In this episode, Rajeev Ranka of Japan's Incubate Fund explains their 100‑year investment horizon and how it shapes decisions like backing Captain Fresh during COVID and pivoting it from a domestic brand to a global seafood exporter. He argues that...
By VC10X
Podcast•Dec 25, 2025•4 min
VC10X Micro - BigTech Energy War - The Next Battleground for AI Race
The episode explains how the AI boom has shifted the competitive focus from chips to electricity, prompting Big Tech firms to acquire or contract power assets—Google’s $4.75 billion purchase of Intersect Power, Microsoft’s Three Mile Island restart, and Amazon’s nuclear deals. It highlights...
By VC10X
Podcast•Dec 16, 2025•41 min
VC10X - Stop Competing with Sequoia: Finding Alpha in Secondaries & Emerging Markets
In this episode, Maxim and Pavel of FinSight Ventures explain their "secondary‑first" approach, using secondary market purchases from employees and liquidity‑seeking funds to secure stakes in high‑growth companies like Anthropic, SpaceX, Stripe and Palantir, and they unveil a $50 million Generative...
By VC10X
Podcast•Dec 11, 2025•0 min
VC10X Micro - Why Bond Yields Are Rising Again (And What It Means for Investors)
The episode explains why long‑term government bond yields are rising again in late 2025 despite central‑bank rate cuts, focusing on the 10‑year Treasury as a key benchmark. Higher yields increase the discount rate, pressuring valuations of long‑duration assets such as...
By VC10X
Podcast•Dec 2, 2025•0 min
VC10X - Why Fundraising Is Now a Numbers Game (And How to Win) - Braughm Ricke, Founder, Aduro Advisors
In this episode, Braughm Ricke of Aduro Advisors explains how venture capital fundraising has shifted from relationship‑driven to a volume‑based numbers game, driven by data from over 650 firms managing $131 B+. He highlights the growing polarization between well‑capitalized “haves” and...
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