Venture Science Deep Dive

In this year-end investor outlook, Matt Oguz, Founder and CIO of Venture Science, joins Marketloop to discuss how AI shaped markets in 2025 and where key investment themes are emerging for 2026.The conversation explores the unprecedented scale of AI infrastructure spending, elevated but fundamentally supported valuations, and the role of healthcare and lifesciences as AI accelerates discovery and innovation. Matt also shares insights on space technology, nuclear energy, advanced materials, and critical infrastructure, as well as how regulatory shifts and geopolitical uncertainty may drive increased market volatility.The episode concludes with a discussion of asset allocation, IPO participation, and Venture Science’s dual strategy of investing in both private and public companies, supported by its Silicon Valley presence and close proximity to founders and operators.This episode is designed for investors seeking a clear, long-term perspective on innovation-driven growth, risk, and opportunity. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

As we look ahead to 2026, investors are reexamining how AI, deep technology, and advanced computing are reshaping markets and long-term capital allocation.In this episode, Matt Oguz of Venture Science joins Yesim Celik of K&L Gates for a year-end discussion on investment trends across AI, healthcare, life sciences, and infrastructure. The conversation covers risk and return in tech investing, portfolio positioning across public and private markets, and what may define the investment landscape in 2026. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In this pre-recorded webinar, Venture Science founder and managing partner Matt Oguz joins Yesim Cevik of K&L Gates to explore the transformative impact of AI and quantum computing. The conversation highlights how these technologies are redefining sectors ranging from healthcare to space, and outlines the emerging opportunities and risks for investors navigating this fast-changing landscape. Focused on innovation and strategic allocation, the discussion offers timely insights for both investors and technology leaders. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In this episode, Matt Oguz meets with visionary entrepreneur Alex Fielding to discuss the groundbreaking mission of Privateer Space, a company Alex co-founded with Apple co-founder Steve Wozniak. Privateer is dedicated to building the infrastructure for sustainable space exploration, focusing on geospatial AI and real-time Earth observation. Alex shares insights into the challenges and opportunities in the space domain, emphasizing the importance of keeping space safe and accessible for future generations. Tune in to explore how Privateer is reshaping the future of space and the exciting innovations on the horizon. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

Teknoloji dünyasının duayenlerinden Ersin Pamuksüzer ile değişen ve yüksek rekabetçi dünyada başarılı olmak için gayret gösterirken hem kendimize hem de yakın çevremize faydalı, yardımcı, ve etkili olmanın püf noktalarını konuştuğumuz özel podcast. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In this episode of Strata, Matt Oguz sat down with Robert Carlisle, cofounder and CEO of Argo Space—a next-generation space company tackling one of the hardest problems in aerospace: building infrastructure for orbit.Robert shares his journey from working at SpaceX—alongside his two brothers, now also cofounders—to launching Argo with a mission to deliver modular, scalable solutions for propulsion, payload integration, and in-space operations.We talk about what it takes to start a space company in a capital-intensive, risk-sensitive industry, the transition from elite aerospace to startup life, and why Argo believes the next big frontier isn't launch—it’s what happens after you're in orbit.For investors and founders interested in space, defense, and frontier tech, this is a conversation full of hard-earned insight and forward-looking vision. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In this episode of Deep Dive, we break down the headline-grabbing pledge between President Donald Trump and Crown Prince Mohammed bin Salman, which touts up to $1 trillion in commercial deals across defense, tech, energy, and more.We explore what this means for U.S. investors, the sectors that may actually benefit, and how capital commitments on this scale shape geopolitical alignment—and risk. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

Quantum computing is no longer five years away. In this episode of Signals from Strata, Matt Oguz, CIO at Venture Science, breaks down how quantum is already driving real-world breakthroughs—from drug discovery and materials design to battery innovation and logistics optimization.You'll hear why quantum computing doesn’t replace AI, but complements it—and why Venture Science is actively backing quantum companies today, including early investments like PsiQuantum. Matt explores the emerging hybrid stack of AI + quantum, and why this convergence could define the next decade of innovation.Whether you're an investor, founder, or just curious about what's next, this five-minute briefing delivers clarity on a complex topic—and why Strata is leaning in. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In this episode of Venture Recap, Matt Oguz sat down with Dermot Tierney, co-founder and COO of AMPLY Discovery, a groundbreaking company reimagining drug discovery at the intersection of AI, synthetic biology, and evolutionary science.Dermot shares how AMPLY’s platform, AMPLYfolioAI, leverages nature’s own R&D engine—evolution—to find novel molecules that can fight cancer, drug-resistant infections, and more. We explore the company's unique "drug discovery studio" model, how it's flipping traditional biotech economics, and why the next generation of therapeutics might come from the genomic dark matter of frogs, fungi, and everything in between.We also dive into Dermot's experience transitioning from university tech transfer to full-time founder, and how his commercialization mindset is helping AMPLY scale faster, smarter, and more impactfully.Whether you're interested in deep tech, biotech, or what’s next in AI-powered healthcare, this episode is packed with insight, optimism, and practical takeaways. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In this episode, Matt Oguz sat down with Paul Newman CBE—renowned roboticist, BP Professor of Information Engineering at the University of Oxford, founder of the Oxford Mobile Robotics Group, and CEO of autonomous vehicle company OXA.Paul takes us inside the world of robotics and autonomy, sharing stories from his early days at Oxford to building one of the most forward-thinking companies in self-driving technology.We talk about what it means to turn cutting-edge science into real-world systems, the leap from academia to entrepreneurship, and how Paul sees the world—not just through sensors and data, but through the eyes of a scientist, a builder, and, as you'll quickly hear, a very entertaining human being.Whether you’re a technologist, investor, or just curious about the future of autonomy, this episode is full of insight, wit, and big ideas. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In this episode we dive into the fascinating world of gut health and the microbiome—an area of science that’s rapidly reshaping how we understand the connection between the body and the brain.Venture Science founding partner Matt Oguz sits down with the Founder and CEO of Jona, a pioneering company at the forefront of microbiome diagnostics and personalized gut health insights.Together, they explore:The link between gut health and chronic conditions like obesity, inflammation, and anxietyHow Jona is using cutting-edge science to turn microbiome data into actionable health guidanceWhy the gut is emerging as one of the most important systems in preventative medicineThe founder’s journey from scientific leadership roles at HeartFlow and Paige AI to launching JonaWhether you're an investor curious about the next frontier in healthcare or simply fascinated by the science of well-being, this episode offers powerful insights into a field that's only just beginning to show its potential. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

The traditional 10-year VC model is outdated in a world where private and public markets are converging and technology-driven opportunities are accelerating. In this episode, Matt Oguz, founding partner at Venture Science, breaks down why venture capital needs a hybrid, evergreen approach that offers flexibility, liquidity, and long-term upside. We discuss how AI and quantum computing are driving the next trillion-dollar opportunities and why investors and entrepreneurs must rethink their strategies to stay ahead. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

Venture capital has long been the go-to strategy for investing in technology, but is it still enough? In this episode, we explore why a complete tech investment strategy must go beyond early-stage startups to include publicly traded technology giants like Google, Apple, Microsoft, and Nvidia. We discuss how AI, Quantum Computing, and deep tech are evolving, why public markets still offer massive upside, and how investors can build a hybrid portfolio that captures the full lifecycle of innovation. If you're serious about tech investing, this is an episode you won’t want to miss. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

In today’s episode, Venture Science Founding Partner Matt Oguz is joined by Susan Conover, founder and CEO of Piction Health, an AI-powered dermatology platform revolutionizing how patients access skin care. We’ll discuss her journey, the role of AI in healthcare, the challenges of scaling a medical startup, and what’s next for Piction Health. In addition, Matt gives an overview of the AI investment thesis of Venture Science. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

Quantum computing is on the verge of transforming industries, offering unprecedented advantages in optimization, machine learning, and simulation. As qubit counts rise and error rates improve, commercial applications are becoming a reality. In this episode, we explore how quantum technology is reshaping logistics, fraud detection, drug discovery, and materials science. We’ll also break down different approaches to building quantum computers and what businesses need to know to stay ahead in this rapidly evolving space. Tune in for a deep dive into the quantum future and its impact on the corporate world. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

Quantum computing is no longer just a theoretical breakthrough—it’s becoming a transformative force across industries. In this episode, we explore how quantum computing is moving from the lab to real-world applications, with a focus on optimization, machine learning, and simulation. We break down recent advancements, including IBM’s 1,121-qubit processor and the groundbreaking work by Quantinuum and Microsoft in logical qubit development.Join us as we discuss how industries like healthcare, financial services, and materials science stand to benefit from quantum’s unparalleled computational power. From drug discovery to portfolio optimization, we uncover the practical applications and challenges of this revolutionary technology.Are we at the dawn of a quantum-powered future? Tune in to find out. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

Which industries will dominate the economy by 2040? In this episode, we break down McKinsey Global Institute’s latest report on emerging “arenas of competition”—industries poised for rapid growth and market shifts. From AI and cloud computing to nuclear fission and e-commerce, we explore the key forces driving these sectors and what it means for investors, businesses, and policymakers. Tune in for insights on where to allocate capital, how industries evolve, and the future of market competition. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

The World Economic Forum forecasts the global space economy to reach almost $2 trillion by 2035, driven by increased connectivity, mobility, and data demand. The podcast analyzes the growth of both the space industry's core infrastructure ("backbone") and its wider applications across various sectors ("reach"), highlighting key drivers like decreasing launch costs and commercial innovation. Growth projections consider both optimistic and pessimistic scenarios, based on technological advancements and market competitiveness. Finally, the report explores space's potential to address global challenges such as disaster response and climate change mitigation.Learn more about Venture Science's investment initiatives in Space Economy. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

Welcome to The Venture Science Podcast, an experimental, AI-generated podcast exploring the future of quantitative venture investing. Created using advanced AI models, this podcast delves into how stochastic finance, Multi-Criteria Decision Analysis (MCDA), and the Kelly criterion are revolutionizing venture capital.Backed by Venture Science, a Silicon Valley-based investment firm pioneering probability-driven VC, this AI-powered series breaks down the math, strategy, and technology behind high-growth investing. Through AI-generated insights and expert analysis, we explore how data, algorithms, and financial modeling are reshaping the way breakthrough startups are funded.Join us as we experiment with AI-generated conversations, explore cutting-edge investment strategies, and challenge traditional venture capital wisdom—because the future of VC isn’t just about instincts; it’s about science and AI. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions. 

AI and Quantum Computing are transforming industries at an unprecedented pace, and investors are searching for the best way to capitalize on these breakthroughs. In this episode, we dive into the evolving deep tech landscape and introduce Strata, the latest fund by Venture Science, a quant-driven VC firm in Silicon Valley. We explore Strata’s hybrid model, how it overcomes traditional VC limitations, and why it’s positioned to thrive in the AI and Quantum era. Tune in to learn how Strata is redefining venture investing for sophisticated investor. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions.