VC: The $575B AI Bet (Biggest Since the World Wars) and the New Two-Buyer Reality in Software | Tomasz Tunguz,...
In this GTM Now episode, Tomas Tunguz of Theory Ventures explains that AI infrastructure spending is on track to become the fifth‑largest U.S. infrastructure project ever—about $575 billion by 2030—as hyperscalers pour roughly $12 into data‑center build‑out for every $1 earned from AI services. He breaks the AI value chain into layers, from energy and chips to AI platforms and applications, and argues the short‑term battle is for market share while the long‑term fight will be over margins and efficiency measured in intelligence‑per‑watt. Tunguz also notes how AI is reshaping company organization, hiring, and go‑to‑market tactics, with agents increasingly handling discovery and qualification before humans intervene.
Part I: Forus Just Raised $160M at a $1B Valuation to Become the Operational Routing Layer for Specialty Rx &...
The episode examines Forus (formerly Tandem), a New York startup that raised $160 million at a $1 billion valuation to become the operational routing layer for specialty prescription drugs. Host explains that investors are betting on healthcare orchestration— the invisible transaction network...
The AI Boom Is Headed For A Reckoning — with Aswath Damodaran
In this live‑stream episode, Professor Aswath Damodaran, NYU Stern’s valuation guru, discusses the looming macro‑economic correction sparked by the AI boom, noting that unlike the dot‑com era, the fallout will ripple through data‑center construction, utilities, and employment, making it a broader...
VC10X - How Defy Owns 17% of Their Best Companies Without Following On Every Round
In this episode, Neil Sequeira, co‑founder and GP of Defy, explains how the firm deliberately stays small and uses a three‑bucket investment framework—prioritizing the founder over market and hard work—to secure an average 17% stake in its seven top‑valued portfolio...
Julien Fredonie, Honda Xcelerator Ventures: Europe Isn’t Fragmented. It’s a Deep Tech Circuit Board.
Julian Fredonie of Honda Xcelerator Ventures explains why Europe’s deep‑tech ecosystem is a tightly‑connected “circuit board” rather than a fragmented landscape. He outlines seven reasons the region now attracts hardware‑focused startups, from strong public funding and a surge of deep‑tech...
Ignite Singularity: The End of Venture as We Know It with David S. Rose | Ep267
In this episode, serial entrepreneur and angel investor David S. Rose discusses the evolution of venture investing, emphasizing the need for scalable business models and personal investment theses. He shares his unique background—from early tech experiments in real estate (coining...
What Two Operators Learned Writing First Checks
The episode follows two founders-turned-angel investors as they recount their journeys from early startup failures to successful exits and subsequent investing. One guest describes pivoting from a failed "LinkedIn for engineers" idea to a student-focused platform, raising $900K, and experiencing...
Eddie Ramos: How AI Is Reshaping Investing and Boardrooms
In this episode, Eddie Ramos—a veteran investor, board director, and ESG advocate—explores how artificial intelligence is fundamentally reshaping investment practices, board oversight, and capital formation. He explains AI’s rapid rise since ChatGPT’s debut, its integration into mutual funds, venture‑focused public...
Protein Ice Cream Brands Scoop Up Cash
In this episode of CPG Week, Brad Avery and Lucas Southard discuss the rapid growth of online grocery sales, highlighting a new FMI and Nielsen IQ report that projects e‑commerce to reach $452 billion by 2028 and to outpace brick‑and‑mortar growth....
How Much $1B+ Investors Actually Invest (Check Sizes Explained)
In this brief 3‑minute Family Office Club episode, several ultra‑wealthy investors reveal the typical size of deals they consider, ranging from a $1 million minimum up to $30 million or more when co‑investing. Gary notes a $1‑5 million personal range, with occasional $30 million...
From Series A to B: How Dreamdata Scaled Predictable Growth and Raised $55M
In this episode of Predictable B2B Growth, host Javier Lozano talks with Nick Turner, CEO of DreamData, about how the company scaled from Series A to a $55 million Series B round. Turner explains that investors were convinced by solid go‑to‑market metrics—steady...
Ben Horowitz on Venture Capital and AI
In this Stanford CS153 talk, Ben Horowitz, co‑founder of Andreessen Horowitz, explains how his firm reinvented venture‑capital structure to better serve entrepreneurs as software reshaped markets. He describes centralizing decision‑making, scaling the firm into small, focused teams, and building a...
Ro Gupta on Toyota’s Speedboat Strategy for Venture-Driven Innovation
In this episode, Ro Gupta, managing director of Woven Capital—the $1.6 billion growth‑stage venture fund backed by Toyota—explains how the fund operates as a "fleet of speedboats" to scout and accelerate emerging technologies for Toyota’s broader ecosystem. He outlines the dual...
$22M Exit, Broken Deal & Buyback | Jaclyn Johnson, Founder, Create & Cultivate & Co-Founder, Cherub
Jacqueline Johnson, founder of Create & Cultivate and co‑founder of the angel‑investing platform Cherub, recounts her 20‑year entrepreneurial journey—from early marketing agency work and a pandemic‑era $22 million private‑equity exit to buying back her company in 2024. She highlights the personal...
CPG Due Diligence: The Operator Framework Behind a $800M Exit | Keith Levy Part 1
In this episode, M&A Science host Kisan Patel dives deep with operating partner Keith Levy, a veteran of the consumer packaged goods world who spent 24 years at Anheuser‑Busch, led Royal Canin, and oversaw Mars Wrigley’s acquisition of KIND before...