StrictlyVC Download

Afleveringen

• 
  Equity Replay: Menlo Ventures’ Matt Murphy says the lesson for founders now is that a great model isn't enough 04.08.2026 32min

  This week we'r sharing a conversation from our colleagues at TechCrunch's Equity. Anthropic leaped to ⁠a $47 billion revenue run rate by May,⁠ compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures' ⁠Matt Murphy⁠ says he's never seen in 25 years of investing, not in the internet wave, not in mobile, not in the first cloud boom. Menlo led Anthropic's $500M Series D, and Murphy has had a front-row seat as the company went from a pre-revenue, pre-launch bet to one of the most valuable startups out there.    On this episode of TechCrunch's ⁠Equity⁠ podcast, Julie Bort talks with Murphy about backing Anthropic before anyone else would, why a great model was never the point, and what's driving the fastest-growing startups he's ever seen.    Listen to the full episode to hear more about:  Why Menlo bet on Anthropic at a $4 billion pre-revenue valuation when the deal didn't fit cleanly into any of the firm's funds, and why Google and Amazon signing on as investors was an early “green shoot.”  Why Murphy says the model was never the real moat, and how Claude Code, MCP, and Claude Skills turned Anthropic from a strong model into a full platform.  Murphy's take on the backlash to Anthropic's Mythos rollout, and why he pushes back on the idea that it was more marketing than safety.  Why companies like ⁠Lovable⁠ and ⁠Legora⁠ are growing faster than any startups Murphy has seen in 25 years, and what that speed means for founders trying to compete.  Subscribe to Equity on ⁠YouTube⁠,⁠ Apple Podcasts⁠,⁠ Overcast⁠,⁠ Spotify⁠ and all the casts. You also can follow Equity on⁠ X⁠ and⁠ Threads⁠, at @EquityPod.  Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Why Founders Fund Backed a Fish Robotics Startup 28.07.2026 22min

  Much of American-caught fish is processed overseas, and often in China, before it comes back to the U.S. Shinkei wants to change that with robotics, computer vision, and a vertically integrated supply chain built from scratch. This episode of StrictlyVC Download was recorded at StrictlyVC Los Angeles 2026. TechCrunch Editor in Chief Connie Loizos sat down with Saif Khawaja, founder and CEO of Shinkei, and Delian Asparouhov of Founders Fund to talk about one of the most unexpected bets in venture capital right now. They cover everything from the Japanese fish-killing technique that became a startup thesis, why American fish is now being imported into Japanese fish markets for the first time ever, and how Founders Fund thinks about contrarian bets in food and agriculture. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Reed Jobs Is Betting Cancer Doesn’t Have to Be Fatal 21.07.2026 48min

  In this episode, Connie and Alex are joined by Reed Jobs, founder and managing partner of Yosemite, to discuss the firm’s ambitious mission to make cancer nonlethal by building biotech companies from the ground up. Jobs explains why Yosemite pairs venture capital with no-strings-attached research grants, how AI is accelerating drug discovery and clinical trials, and why he believes we’re entering one of the most important eras in the history of medicine.The three also discuss the current state of biotech fundraising, the importance of federal research funding, how Yosemite evaluates breakthrough science, the growing role of AI in healthcare, and why Jobs believes the biggest opportunities in medicine are still ahead of us. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Uber’s Chief Product Officer on Travel, AI Agents, and Playing Both Sides of the Robotaxi Race 14.07.2026 39min

  In this episode, Connie Loizos sits down with Uber Chief Product Officer Sachin Kansal to discuss the company's expanding vision beyond ride-hailing, from hotels and travel planning to AI-powered shopping and autonomous vehicles. Sachin explains how Uber decides which new products to build, why the company believes a hybrid network of human drivers and robotaxis is the future, and how AI is reshaping the experience for riders, drivers, and merchants alike.They also discuss Uber's growing travel ecosystem, the strategy behind Uber One, the company's partnerships with autonomous vehicle developers, and why Uber sees itself as the platform connecting consumers, drivers, and AI in the years ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The Race to Build the First Real Humanoid Robot Business with Peggy Johnson from Agility 07.07.2026 36min

  In this episode, Connie Loizos and Alex Gove sit down with Agility Robotics CEO Peggy Johnson following the company's announcement that it will go public, making it one of the first pure-play humanoid robotics companies to reach the public markets. Peggy explains why she believes the industry is moving beyond flashy demos and into real commercial deployment and how Agility built a $300 million pipeline for its humanoid robot Digit. They also discuss the economics of humanoid robots, Agility's robots-as-a-service model, how AI is accelerating robot training, what separates real commercial deployments from pilot programs, and why Peggy believes safety will be the defining challenge for the industry. Finally, she shares her perspective on the crowded humanoid robotics race, why Agility chose to go public through a SPAC, and what it will take for robots to eventually work safely alongside people in factories and, one day, in our homes. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Is Your AI Actually Worth What You're Spending? with Parker Conrad 30.06.2026 34min

  In this episode, Connie Loizos sits down with Rippling founder and CEO Parker Conrad to discuss the company's biggest product launch in years: Rippling Data Cloud. Parker explains why he believes the future of enterprise AI depends on giving AI access to an organization's people data and business systems, not just more powerful models. He also shares how Rippling is using AI internally, what the company learned from analyzing its own AI spending, and why measuring ROI—not just productivity—will become increasingly important as AI adoption grows. They also discuss Rippling's expansion into banking and financial services, the company's growth past $1 billion in annualized revenue, the state of today's fundraising and IPO markets, and Parker's advice for founders navigating soaring valuations. Finally, Parker weighs in on Rippling's ongoing legal battle with Deel and why he believes the outcome could have broader implications for the startup Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Is There an AI Bubble? VCs on Valuations and ARR Inflation 23.06.2026 25min

  This episode features a conversation recorded live at StrictlyVC LA in El Segundo between Connie Loizos, Cheng Xu, partner at Basis Set Ventures, and Carter Reum, founder of M13. Together, they discuss whether today's AI boom represents a bubble, how investors are thinking about soaring startup valuations and ARR growth, and what it takes to build a lasting company in an increasingly competitive AI landscape. The conversation also explores the opportunities and risks facing founders, the impact of AI on venture investing, and where each investor sees the next generation of breakout companies emerging. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The return of the Consumer Gold Rush? What Chi-Hua Chien is betting on next 16.06.2026 43min

  In this episode, Connie and Alex talk with Goodwater Capital co-founder Chi-Hua Chien, whose career spans some of Silicon Valley’s biggest technology shifts, from helping source Accel’s investment in Facebook as a young associate to backing a new generation of consumer and AI startups. While much of the venture world is focused on models, chips, and infrastructure, Chi-Hua argues that history suggests the biggest long-term winners of the AI era may be the application companies built on top of them. They talk about why AI startups are reaching unprecedented revenue levels with remarkably small teams, what’s driving today’s soaring valuations, and why he believes many infrastructure businesses will eventually face the same commoditization pressures seen in previous technology cycles. He also shares what he’s seeing inside consumer AI, from hyper-personalized entertainment and women’s health platforms to new products built around voice, agents, and individualized experiences. And they discuss the increasingly public tensions between founders and VCs, why some of the most interesting fintech innovation is happening outside the U.S., and why Chi-Hua believes one of the biggest opportunities in consumer technology may be helping people reconnect in the real world. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Runway and HOLYWATER TECH: Two AI Companies Trying to Upend Entertainment 09.06.2026 31min

  This week on StrictlyVC Download, we're bringing you a conversation from our recent event in Athens. Connie Loizos spoke with Anastasis Germanidis: Co-Founder & Co-CEO, Runway and Anatolii Kasianov: Co-Founder & Co-CEO, HOLYWATER TECH. Runway began within art school, with a sparse network and little investor insight into AI video. HOLYWATER TECH started in Kyiv with no venture capital, and a mandate to be profitable from day one. Seven years later, both have succeeded in disrupting, and putting some level of fear in, creative industries worldwide. At this StrictlyVC Athens 2026 discussion, host and TechCrunch Editor-in-Chief Connie Loizos brought both on stage to get the inside story of how these two breakout companies actually broke out. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  What VCs think about SpaceX, AI-valuation fever and where to bet next 02.06.2026 29min

  For this episode of StrictlyVC Download, we're bringing you a conversation from the StrictlyVC Athens event. Connie Loizos sat down with three seasoned investors to break down the state of venture capital, the hunt for white space, and what it actually takes to back a breakout company in 2026. Featuring: Ben Blume: Partner, Atomico Andreas Stavropoulos: Partner, Threshold Ventures Niko Bonatsos: Founder & General Partner, Verdict Capital Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Eclipse Ventures Co-Founder Lior Susan's Insights Into a $1.3B Bet on Physical AI 26.05.2026 20min

  This week on StrictlyVC Download, we're sharing and interview from our 2026 event in San Francisco with TechCrunch reporter Marina Temkin and Lior Susan who is dresh off raising a $1.3 billion fund. Eclipse Ventures is doubling down on what it calls physical AI. Temkin and Susan discuss robotics, manufacturing, autonomous systems, and what it takes to build enduring companies where AI meets the physical world. Plus, you can get a peek into Susan's perspective about the SpaceX IPO. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Inside Stanford's Secret Tech Elite (And the Freshman Who Exposed It) 19.05.2026 27min

  In this episode, we talk with Theo Baker, a soon-to-be Stanford graduate and author of How to Rule the World, about what he found when he traded his coding ambitions for student journalism. Within his first semester, Theo broke the story that led to Stanford president Marc Tessier-Lavigne’s resignation, a months-long investigation into manipulated research images that put him in the crosshairs of one of the world’s largest law firms. But that was just the beginning. Baker walks us through what he calls the “Stanford inside Stanford”: a parallel world of yacht parties, slush funds, secret seminars, and VC scouts hunting for teenage talent as soon as freshmen hit campus. We also get into the secret class literally called “How to Rule the World,” why he thinks the same system that built Silicon Valley is also what corrupts it, and what the SBF saga and the overnight pivot to AI looked like from the inside. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  CEO Amjad Masad on How Replit Is Changing Who Gets to Build Software 13.05.2026 18min

  This week, we're sharing a conversaiton from Strictly VC's recent event in San Francisco. Replit co-founder and CEO Amjad Masad joined Connie Loizos to talk about AI-driven software development, competing with major AI players, and how coding is changing as software creation becomes more accessible. Plus, he gives some insight into their back-and-forth with Apple over app store policies. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Is Airwallex Undervalued or is Stripe Overvalued? 21.04.2026 34min

  In this episode, we talk with Airwallex cofounder and CEO Jack Zhang about building a global financial infrastructure company by taking the long, unglamorous path. Rather than layering on top of existing banking systems, Airwallex spent a decade acquiring licenses, integrating with local payment rails, and constructing its own end-to-end network for moving money across borders. Jack shares why he turned down a $1.2 billion acquisition offer from Stripe early on, how that decision shaped the company’s trajectory, and why he believes this hard-won infrastructure is becoming a major advantage in the age of AI. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  How secondary markets are pricing SpaceX, OpenAI, and Anthropic before they go public 07.04.2026 24min

  In this episode, Connie Loizos talks with Rainmaker Securities managing director Glen Anderson about the surge in the secondary market as investors race to buy shares in some of tech’s most sought-after private companies. From SpaceX to OpenAI to Anthropic, demand is intensifying ahead of a potentially reopening IPO window. Glen explains how the secondary market really works, why some companies have plenty of buyers but no sellers, and what recent activity reveals about investor sentiment. He also shares why SpaceX has been such an outlier, what’s behind the imbalance between OpenAI and Anthropic, and how institutional investors are navigating this increasingly competitive market. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  High tech herding with Craig Piggott, Halter 31.03.2026 26min

  In this episode, we talk with Halter founder and CEO Craig Pigott about building a $2 billion agtech company that’s transforming how farmers manage livestock. Using solar-powered collars and virtual fencing, Halter helps ranchers increase productivity, monitor animal health, and rethink how land is used. Craig shares his journey from Rocket Lab to agriculture, why farming is still underserved by technology, and how AI and hardware are reshaping one of the world’s oldest industries. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The wearable you’re never supposed to stop wearing with Will Ahmed of WHOOP 24.03.2026 35min

  WHOOP founder and CEO Will Ahmed joins Connie Loizos and Alex Gove on StrictlyVC Download to discuss the company’s evolution from a niche wearable for elite athletes into a fast-growing health platform. The three talk about WHOOP’s unconventional decision to skip a screen, its subscription-driven business model, and how it won over top athletes early on. They also dig into the company’s push into medical-grade monitoring, blood testing, and AI-driven insights, and what it all means for the future of continuous health tracking Chapters: 00:00 — The Rise of Whoop 02:45 — From Athlete to Founder 04:50 — Rejection and Early Challenges 06:10 — Why Whoop Skipped the Screen 08:25 — How Whoop Broke Through 13:30 — The Subscription Model 20:45 — Expanding Into Health and AI 27:50 — The Future of Wearables Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Is Ring building towards safer neighborhoods or neighborhood surveillance? 10.03.2026 28min

  Ring founder Jamie Siminoff joins Connie Loizos and Alex Gove on StrictlyVC Download to discuss the company’s new AI-powered Search Party feature, which aims to help neighbors find lost dogs but has sparked debate about surveillance and privacy. The three discuss how the feature actually works, the company’s decision to abandon a partnership with Flock Safety, what Ring ultimately hopes to build in neighborhoods around the world, and how much control over that vision Ring really has. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The AI Safety Showdown: Max Tegmark on government, Anthropic, and what’s next 04.03.2026 41min

  In this episode of StrictlyVC Download, Connie Loizos and Alex Gove sit down with MIT AI researcher Max Tegmark to discuss the growing clash between AI companies and the U.S. government and the bigger question of who should control increasingly powerful AI systems. From the Trump administration’s move to phase out Anthropic’s technology to the broader race toward superintelligence, Tegmark argues that the real risk isn’t just geopolitical competition, but losing control of the systems we’re building. He makes the case for treating AI like any other high-stakes industry by implementing binding safety standards and independent oversight before the technology outpaces our ability to manage it. A broad coalition, including Tegmark's Future of Life Institute have released The "Pro-Human AI Declaration" outlining a path forward in which AI would best serve humanity. View the statement here. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Future-Proofing work in the age of automation with Bill Gurley 24.02.2026 42min

  This week on StrictlyVC Download, Connie Loizos talks with Bill Gurley, longtime venture capitalist, former Benchmark partner, and author of the new book Running Down a Dream. After stepping back from day-to-day investing, Gurley has turned his focus to a different question: how people build meaningful, enduring careers—and what they might do differently if given the chance to start over.In this conversation, Gurley reflects on why nearly 60% of professionals say they would rethink their career paths, how to know when it’s time to pivot, and why “regret minimization” can be a powerful decision-making framework. He shares his views on mentorship, peer networks, and the risks of following conventional career tracks in the age of AI. Gurley also weighs in on Silicon Valley’s shifting work culture, the resurgence of 996-style intensity, and why he believes the best way to future-proof your career isn’t to avoid technology—but to run straight at it. It’s a candid discussion about ambition, reinvention, and designing a career you won’t second-guess. Learn more about your ad choices. Visit megaphone.fm/adchoices