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StrictlyVC Download — 83 episodes

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Title
1

The Anti-a16z? Vijay Pande’s Bet on a Tiny, AI-Native VC Firm

2

Equity Replay: Menlo Ventures’ Matt Murphy says the lesson for founders now is that a great model isn't enough

3

Why Founders Fund Backed a Fish Robotics Startup

4

Reed Jobs Is Betting Cancer Doesn’t Have to Be Fatal

5

Uber’s Chief Product Officer on Travel, AI Agents, and Playing Both Sides of the Robotaxi Race

6

The Race to Build the First Real Humanoid Robot Business with Peggy Johnson from Agility

7

Is Your AI Actually Worth What You're Spending? with Parker Conrad

8

Is There an AI Bubble? VCs on Valuations and ARR Inflation

9

The return of the Consumer Gold Rush? What Chi-Hua Chien is betting on next

10

Runway and HOLYWATER TECH: Two AI Companies Trying to Upend Entertainment

11

What VCs think about SpaceX, AI-valuation fever and where to bet next

12

Eclipse Ventures Co-Founder Lior Susan's Insights Into a $1.3B Bet on Physical AI

13

Inside Stanford's Secret Tech Elite (And the Freshman Who Exposed It)

14

CEO Amjad Masad on How Replit Is Changing Who Gets to Build Software

15

Is Airwallex Undervalued or is Stripe Overvalued?

16

How secondary markets are pricing SpaceX, OpenAI, and Anthropic before they go public

17

High tech herding with Craig Piggott, Halter

18

The wearable you’re never supposed to stop wearing with Will Ahmed of WHOOP

19

Is Ring building towards safer neighborhoods or neighborhood surveillance?

20

The AI Safety Showdown: Max Tegmark on government, Anthropic, and what’s next

21

Future-Proofing work in the age of automation with Bill Gurley

22

Rethinking series A in the age of mega funds

23

How Tether became crypto's most profitable company—and what it's building next

24

Airtable is betting big on a standalone ai agent that could replace its own product

25

Working in orbit: what happens when space goes blue-collar?

26

Why VCs think consumer AI hasn't lived up to the hype

27

True Ventures' contrarian playbook: High ownership, low noise

28

Competing in the post-Humane AI wearables era with Sandbar CEO Mina Fahmi

29

Building and losing iRobot: Why Colin Angle thinks the FTC is to blame

30

X-Light's Nicholas Kelez and Pat Gelsinger on government-backed chips

31

Brain-computer interfaces are coming faster than you think

32

Why Kevin Hartz is betting big on teenage founders

33

Equity: Startups should rethink how they pursue sales and traction, according to VC Tim Chen

34

Astro Teller isn’t afraid of killing ideas; here’s why

35

Why Harvey's Hardest Problem Isn't AI—It's Multi-Entity Collaboration

36

Vinod Khosla on softening the blow from AGI, and other future bets

37

Roelof Botha on Sequoia, startup building, and Washington -- days before stepping down

38

UNC Chancellor Lee Roberts on pushing his university into the AI age

39

How Hans Swildens pulled off a blockbuster Goldman Sachs sale, and what it means for venture liquidity

40

The politics of AI: OpenAI’s Chris Lehane on AI’s promise and peril

41

How Monarch Collective scored some of the biggest early deals in women's sports

42

How Replit went from $2.8M to $150M ARR by pivoting away from professional developers

43

Google Cloud's COO isn't stressed about landing the AI giants with Francis deSouza

44

How the world's energy economics flipped with Al Gore and Lila Preston

45

General Catalyst's plan to eat the $16 trillion services market

46

Adeo Ressi and Sarah Lacy call B.S. on the shrinking emerging manager narrative

47

Uncork Capital on 21 years of venture cycles—and what's different about this one

48

Seven Seven Six bets on moonshots that are mining on the actual moon

49

The $20B LP View: AI Valuations, Solo GPs, and What's Really Happening in Venture

50

A VC's take on the billion dollar AI researcher gold rush

51

This Greek startup is challenging defense giants, and attracting attention, with its low-cost autonomous weapon systems

52

VC Aileen Lee Still Sees the Most Promise in Mundane Tech (Re-Release)

53

Mayfield's Navin Chaddha on the $5 trillion AI services revolution

54

Drive Capital's Columbus gamble is paying off

55

How Circle co-founder Sean Neville plans to build the first AI-native financial institution

56

Katie Haun on the GENIUS Act and what it may mean for the future of crypto

57

VC Charles Hudson on the new LP timeline

58

The U.S. Navy says 'welcome aboard' to new startup partnerships

59

Elad GIl is hoping to teach old companies new tricks with AI

60

Prime Minister Kyriakos Mitsotakis on Greece's big tech moment

61

Accel partner Sonali De Rycker on AI, exits, and European tech

62

These investors are betting big on Greece’s founders

63

Why Eric Slesinger, a former CIA officer, is now funding European defense tech

64

Ali Partovi is using these indicators to spot future tech billionaires

65

The RealReal founder Julie Wainwright has written a memoir–and an entrepreneurial survival guide

66

Hans Swildens of Industry Ventures on the ways VCs are "manufacturing" liquidity in 2025

67

AI has opened a new era in Venture Capital with Forerunner's Kirsten Green

68

Trump's tariffs swift impacts on the global supply chain with Flexport CEO Ryan Peterson

69

Peter Diamandis answers the question: is longevity only for the wealthy?

70

Why the founder of BuzzFeed is building an AI-Native social media platform with Jonah Peretti

71

The rise of secondaries and seed-stage liquidity with Michael Kim

72

VC Aileen Lee Still Sees the Most Promise in Mundane Tech

73

Can Kevin Rose and Alexis Ohanian bring Digg back?

74

Chris Farmer of SignalFire is betting the venture industry will never look the same

75

Slow Ventures creates a creators fund, Meta enters the humanoid bot race, and everything else you may have missed

76

Nirav Tolia is turning to AI to keep things neighborly on Nextdoor

77

Dub, an app at the intersection of TikTok and Wall Street, has teens talking

78

As Boom breaks the sound barrier, founder Blake Scholl says supersonic travel is around the corner

79

Fifth Wall’s Brendan Wallace on wildfires, insurance, and the unquenchable demand for data centers

80

Robinhood, already a ‘comeback’ stock, has even more aggressive plans for 2025

81

GV CEO David Krane on what it takes to manage 800 investments in five years

82

Why Lead Edge founder Mitchell Green keeps buying Bytedance shares

83

How AI is powering a comeback in consumer startups, with Brynn Putnam and Ben Lerer