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TechSurge: Deep Tech Podcast: Daily Summaries Delivered
by Celesta Capital | Deep Tech Venture Capital Firm
The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, geopolitics, and business, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more. Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests include investor Vinod Khosla, former PepsiCo CEO Indra Nooyi, the Global Head of McKinsey, and executive leaders from Microsoft, OpenAI, and other leading tech.
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- Today53 min
Battle for the AI Data Center: Deep Dive on the Semiconductor Supercycle
Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now shaping the speed, cost, and strategic direction of modern computing.In this episode of TechSurge, host Michael Marks speaks with Stacy Rasgon, Managing Director and Senior Analyst covering U.S. semiconductors and semiconductor capital equipment at Bernstein Research. Stacy has spent years analyzing the chip industry across cycles, but argues that the current moment feels different in scale: AI demand has created an unprecedented scramble for compute, memory pricing has surged, and companies across the stack are being forced to rethink capacity, architecture, and capital allocation.The conversation explains the 4 different kinds of semiconductor cycles—supply, inventory, product, and demand — and why Stacy believes the industry is currently in a demand cycle of unusual magnitude. The discussion also unpacks the distinction between DRAM and NAND, why high-bandwidth memory is becoming strategically central to AI systems, and how the physical realities of wafer capacity and silicon area are constraining supply in ways the broader market often misses.Stacy and Michael also discuss the hardware economics behind the current boom, with Michael pressing Stacy on why compute remains so scarce and how companies are improving performance through packaging and system design. Michael then moves the conversation beyond market headlines to the core business questions: who is actually paying for this compute, which use cases are generating real revenue, and whether AI spending is creating durable economic value or simply shifting costs elsewhere. Together, these questions highlight two of the episode's clearest insights: coding may be one of the earliest AI applications with meaningful willingness to pay, and inference, not training, is the real test of whether the current buildout becomes a lasting business or just another expensive wave of infrastructure.Stacy explains the concentration of power among the major wafer fabrication equipment players, the rise of ASICs as a meaningful share of AI silicon, Broadcom's rapidly expanding AI opportunity, and the growing role of Chinese companies as new entrants, especially in memory and semiconductor equipment. Along the way, the conversation asks the defining question facing the sector: is this just another semiconductor upswing, or the first true supercycle the industry has seen? Stacy believes that this might be the biggest supercycle he has seen in his career.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future episodes.Links:Stacy Rasgon on LinkedIn: https://www.linkedin.com/in/stacy-rasgon-6924963Bernstein: https://www.alliancebernstein.com/corporate/en/home.htmlReferences Mentioned During the DiscussionNVIDIA Blackwell Platform: https://www.nvidia.com/en-us/data-center/blackwell-platform/High Bandwidth Memory (HBM) overview from Micron: https://www.micron.com/products/memory/hbmDRAM overview from IBM: https://www.ibm.com/think/topics/dramNAND flash overview from IBM: https://www.ibm.com/think/topics/nand-flash-memoryFurther ReadingMcKinsey on the semiconductor industry outlook: https://www.mckinsey.com/industries/semiconductors/our-insights/the-semiconductor-industry-in-2025Semiconductor Industry Association: 2025 State of the U.S. Semiconductor Industry: https://www.semiconductors.orgNVIDIA on the Blackwell architecture and AI infrastructure roadmap: https://www.nvidia.com/en-us/data-center/blackwell-platform/Broadcom AI investor materials and infrastructure commentary: https://investors.broadcom.comASML on lithography and advanced chip manufacturing: https://www.asml.com/en/technologyMicron on HBM and AI memory demand: https://www.micron.com/products/memory/hbmChapters<p
- 1 weeks ago1h 28m
In-Orbit Manufacturing, AI Data Centers, and the New Space Economy with MIT’s Ariel Ekblaw
For most of human history, space has been a place we visited. The next chapter may be about building there.For decades, space was the domain of governments, astronauts, and science fiction. Today, falling launch costs, reusable rockets, and a new generation of ambitious founders are turning orbit into something else entirely: a place to build. The question is no longer whether humanity can construct large-scale infrastructure in space, but what we should build first—and why.In this episode of TechSurge, host Sriram Vishwanath speaks with Dr. Ariel Ekblaw, Founder and CEO of Aurelia Institute, Research Affiliate at MIT’s Space Exploration Initiative, and founder of Rendezvous Robotics. Ariel has spent her career exploring one of the most fundamental challenges of the emerging space economy: how to build structures in orbit that are far larger than anything that can fit inside a rocket.Ariel explains the origins of TESSERAE, her pioneering work on autonomous self-assembling space architecture, and how ideas borrowed from biology, swarm intelligence, and modular construction could unlock a future of massive solar arrays, communications infrastructure, orbital laboratories, and eventually human habitats in space.The conversation explores the rapidly emerging market for in-orbit infrastructure, including AI data centers in space, space-based solar power, and the technologies needed to support a permanent industrial presence beyond Earth. Ariel breaks down the engineering realities behind these ideas—why cooling data centers in space is harder than most people assume, how autonomous assembly could solve the scale problem, and why the future of orbital infrastructure may look more like a business park than a collection of standalone satellites.Sriram and Ariel also discuss the broader implications of humanity’s return to space: the economics unlocked by reusable launch systems, the opportunities created by dramatically lower transportation costs, and the second-order innovations that may emerge from building an industrial ecosystem in orbit. Along the way, they examine space debris, stewardship of the orbital commons, artificial gravity, and what it will take to make long-term human habitation in space viable.At the heart of the discussion is Ariel’s belief that space is not an escape from Earth’s problems, but a tool for solving them. Whether through advanced manufacturing, new energy systems, biotechnology research, or entirely new industries, she argues that the next era of space exploration should be focused on improving life here at home.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future episodes.Links:Ariel Ekblaw on LinkedIn:https://www.linkedin.com/in/arielekblawAurelia Institute:https://www.aureliainstitute.orgRendezvous Robotics:https://www.rdvrobotics.comMIT Space Exploration Initiative:https://www.media.mit.edu/groups/space-exploration/overview/How Aurelia is Designing Self-Assembling Space Stations: https://www.fastcompany.com/91242689/how-the-aurelia-institute-is-designing-a-self-assembling-space-stationOverview Energy (Space-Based Solar Power): https://www.overviewenergy.comStarCatcher Industries (Space-to-Space Power Transmission): https://www.starcatcherindustries.comImpulse Space (Orbital Transportation): https://www.impulsespace.comReferences Mentioned During the DiscussionEarthrise - The Apollo 8 Photograph: https://www.nasa.gov/image-article/apollo-8-earthrise/Carl Sagan’s “Pale Blue Dot”: https://www.planetary.org/worlds/pale-blue-dotBuckminster Fuller Institute: https://www.bfi.orgWatch Ariel’s Talks & InterviewsAurelia Institute YouTube Channel: https://www.youtube.com/@AureliaInstituteAriel’s TED Talk: https://youtu.be/IHrGK3Mu5K4?si=QwGHq1BEoB-QMUjkSpace Business Podcast - Self-Assembling Space Habitats with Ariel Ekblaw: <a href="https://spacebusiness.podbean.com/e/137-self-assembling-space-habitats-ariel-ekblaw-founder-ceo-aurelia-institute/
- 3 weeks ago47 min
The U.S. – China Deep Tech Arms Race
For years, the United States told itself a reassuring story: China could manufacture and copy, but it couldn't innovate. That story is no longer credible. From DeepSeek's compute-efficient AI model to BYD's dominance of the global EV market, China is producing both volume and quality across sectors that matter. The question is no longer whether China can compete — it's whether the United States is playing its own hand well.In this episode of TechSurge, host Michael Marks speaks with Vivek Chilukury, Senior Fellow at CNAS, where he focuses on U.S.–China technology competition, AI policy, and digital geopolitics. Vivek's path from counter-terrorism work at the State Department to tech policy in the Senate gives him an unusually grounded perspective on how government actually functions — and where it keeps failing itself.Vivek and Michael work through the full competitive landscape: the wake-up moments that shifted Washington's focus from manufacturing to technology dominance, why the dual-use nature of advanced technology has pulled the national security community into conversations once left to industry, and what Made in China 2025 actually achieved — and where it fell short.The conversation goes deep on America's policy toolkit: what the CHIPS Act accomplished and why it wasn't enough, how export controls on advanced semiconductors are working and what they're missing, and why Washington is far too weighted toward restriction at the expense of the "run faster" side of the equation. Vivek is also candid about what DeepSeek really tells us — not just about Chinese innovation, but about the gap between building a model and deploying AI at scale.They also explore the global dimension: China's "easy button" approach to technology exports, what the U.S. AI exports program is trying to do in response, the rise of "AI sovereignty" movements from Brussels to Delhi, and why the talent and immigration decisions of the past year amount to a serious self-inflicted wound.The United States still holds the best hand in the world for this competition. The question Vivek keeps returning to is whether we're playing it well — and right now, his honest answer is no.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes.Episode Links:Connect with Vivek: https://www.linkedin.com/in/vivekchilukuri/Learn more about CNAS: https://www.cnas.orgTimestamps:[02:11] Wake-Up Calls: Chips & 5G[04:17] Atoms vs Bits in AI[07:27] China's Innovation Surge[10:57] Systems Capital vs Planning[14:14] Made in China 2025 Scorecard[17:23] US Tools: Chips & Controls[24:12] DeepSeek & Compute Scarcity[26:47] Energy Constraints & Scaling[29:01] AI Exports & the Easy Button[32:43] Allies & AI Sovereignty[36:13] Talent Flows & Immigration[39:04] Beyond AI: The Biotech Frontier[43:30] Founder Advice: Global South[45:20] Wrap-Up & Key Takeaways
- May 7, 202657 min
Rare Earth Rush: Strategic Minerals and Tech's New Resource Wars
For thirty years, the United States largely ignored critical minerals. We mined less, processed less, and stockpiled less — while China quietly built the most dominant mineral supply chain in modern history. When China imposed rare earth export restrictions in 2024, manufacturers from Detroit to Tokyo scrambled. The invisible inputs powering electric vehicles, semiconductors, AI data centers, and defense systems had suddenly become visible — and vulnerable.In this episode of TechSurge, host Sriram Viswanathan speaks with Dr. Gracelin Baskaran, Director of the Critical Mineral Security Program at the Center for Strategic and International Studies. A mining economist with over a decade of field experience across Africa, Latin America, Asia, and the Middle East, Gracelin is one of the sharpest minds working on how the world secures the raw materials that make advanced technology possible.Gracelin brings a clarifying perspective to a topic that is often framed as a geopolitical contest: the real challenge, she argues, is economic. Until mining in allied countries is genuinely profitable — until the capital, energy infrastructure, processing technology, and policy stability are all in place — supply chain security remains aspirational, regardless of how many executive orders get signed.Sriram and Gracelin work through the full landscape: what critical minerals actually are and why the term matters, how China built its dominance not just through geology but through industrial strategy and foreign policy, and why the 29-year average timeline from mineral discovery to production creates a fundamental tension with the pace of technology investment. They examine the gap the CHIPS Act left unfilled, the case for aggregating allied demand to change the economics of new mines, and what tech CEOs are dangerously wrong to assume about their own supply chains.They also dig into the emerging policy architecture: Project Vault as a demand-driven civilian stockpile, the critical minerals ministerial that brought 55 countries to Washington, and the role of recycling and AI-driven exploration in accelerating a supply chain that cannot be built on mining alone.Ultimately, Gracelin argues that America's greatest advantage is not its geology — it is its capacity to innovate. But innovation without investment, and investment without durable policy, will not be enough. The window is open. The question is whether the commitment holds.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes.Episode Links:Connect with Gracelin: https://www.linkedin.com/in/gracelinbaskaran/ Learn more about CSIS Critical Minerals Security Program: https://www.csis.org/programs/energy-security-and-climate-change-program/critical-minerals-securityTimestamps:[00:00] China’s Rare Earth Wake-Up Call[02:57] The Origin Story Behind Gracelin[05:02] What “Critical Minerals” Actually Means[08:17] Saudi Arabia’s Mineral Strategy Playbook[10:33] Why Economics Matters More Than Geology[13:54] Why New Mines Take Decades to Build[16:42] China’s Supply Chain Dominance Explained[24:57] America’s Workforce and Processing Problem[27:05] Innovation vs Scale in the Mineral Race[29:54] Can the US Rebuild Mineral Processing?[33:10] Startups, Capital, and the Mining Challenge[35:02] Belt and Road, Security, and Global Supply[41:19] The CHIPS Act’s Missing Ingredient[46:21] The Policy Blueprint for Critical Minerals[51:59] Project Vault Explained[53:54] Rapid-Fire Takeaways and Final Reality Check
- Apr 16, 202656 min
The US Crypto Awakening
For years, crypto policy in the United States was defined less by clear rules than by the threat of enforcement. Startups and institutions building in the space operated in a gray zone: no clear guidance, no path to compliance, and always the possibility of a regulatory hammer coming down. In 2025, that began to change.In this episode of TechSurge, host Sriram Viswanathan speaks with Commissioner Hester Peirce of the U.S. Securities and Exchange Commission — one of Washington's most closely watched voices on digital asset policy. Known informally as "Crypto Mom" for her consistent advocacy that markets work best with clear rules and room to innovate, Commissioner Peirce was designated in 2025 to lead the SEC's first Crypto Task Force, signaling a more structured, collaborative approach to digital asset regulation.Commissioner Peirce brings a rare perspective: a regulator who believes that ambiguity does not protect investors — it protects incumbents and rewards bad actors. In this conversation, she explains what has actually changed in 2025, what it means for companies building in crypto, and what it will take to make this regulatory progress durable beyond any single administration.Sriram and Commissioner Peirce work through the full landscape: why "crypto" is not one thing but several, how the SEC thinks about Bitcoin as a commodity, what tokenization of traditional securities actually requires, and where real policy gaps remain. They also examine the role of stablecoins and CBDCs, the tension between investor protection and permissionless innovation, and how vertical integration in crypto markets raises the same questions the financial system has always faced — just with new architecture underneath.Ultimately, Commissioner Peirce argues that the best regulatory framework is one that lets markets identify where technology is useful, enforces rules fairly and consistently, and makes enough room for people to build real things that solve real problems. Once those products exist and are woven into daily economic life, she argues, they become durable — regardless of who is in office.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes.Episode LinksConnect with Hester: https://x.com/HesterPeirce Learn more about the SEC Crypto Task Force: sec.gov/crypto Timestamps00:00 Permissionless Innovation 02:05 Crypto Basics Explained 09:25 State of US Crypto Policy 11:13 Howey Test and Tokenization14:25 Crypto as Strategic Advantage23:17 2025 Policy Turning Point 30:06 DeFi Consumer Protection 40:01 Bitcoin’s Unique Role
- Apr 7, 202651 min
Pixels to Intelligence: The Next Era of Imaging
Digital imaging is so ubiquitous today that it’s easy to forget how improbable it once was. In this episode of TechSurge, guest host Nic Brathwaite sits down with Dr. Eric Fossum, inventor of the CMOS active pixel image sensor, to unpack the breakthrough that made it possible to embed cameras into billions of devices and the deeper lessons behind it. Eric explains how his work began not with consumer electronics, but with a NASA constraint: how to shrink a refrigerator-sized space camera into something small enough for spacecraft. The solution required a fundamental shift in architecture. By moving from CCD-based imaging to CMOS, where sensing and processing could happen on a single chip, he enabled a level of miniaturization and scalability that transformed cameras from standalone systems into embedded infrastructure. But the conversation goes far beyond the invention itself. Nic and Eric explore what it takes to commercialize deep technology, from the early days of Photobit to its acquisition by Micron, and the critical role ecosystems play in turning breakthroughs into global platforms. They discuss why intellectual property is less about protection and more about leverage, and why even the most important inventions require manufacturing scale, capital, and partnerships to succeed. The episode also looks forward. As AI systems increasingly rely on visual and physical data, sensors are shifting from tools designed for human perception to components optimized for machine intelligence. Eric highlights the challenges of pushing intelligence to the edge, the limitations of current architectures, and the growing importance of sensing technologies beyond traditional imaging—including molecular detection and new materials that go beyond silicon. While much of today’s investment is concentrated in models and compute, this conversation makes the case that the next wave of innovation may come from deeper layers of the stack, where machines interact directly with the physical world. The future of AI may depend not just on how systems think, but on how they see, detect, and understand their environment. If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes. Episode Links Connect with Eric and learn more about his work and recognition: https://engineering.dartmouth.edu/community/faculty/eric-fossum Learn more about CMOS image sensors: https://www.spacefoundation.org/space_technology_hal/active-pixel-sensor/ Timestamps 02:00 From CCD to CMOS: Rethinking How Images Are Captured 06:45 The NASA Problem: Shrinking a Camera for Space 12:30 From Refrigerator to Coffee Cup and Beyond 19:30 From Lab to Market: Founding Photobit 26:00 Scaling the Technology: Micron, Manufacturing, and Cost 31:00 The Role of IP in Deep Tech: Leverage vs Protection 39:30 From Human Vision to Machine Perception 44:30 Edge AI vs Centralized Compute: Where Intelligence Lives 49:30 Beyond Imaging: Molecular Sensing and New Frontiers 53:30 What Comes Next: Materials, Sensors, and the Limits of Silicon
- Mar 19, 202659 min
Sovereign AI Stacks: The New Strategic National Resource
As artificial intelligence becomes a strategic capability for nations as well as companies, questions of governance, safety, and geopolitical competition are moving to the forefront. In this episode of TechSurge, host Sriram Viswanathan speaks with Helen Toner, Interim Executive Director of the Center for Security and Emerging Technology (CSET) at Georgetown and a former OpenAI board member, about the rise of sovereign AI stacks and the global implications of increasingly powerful AI systems. Helen brings a rare vantage point from both inside the frontier AI ecosystem and the policy world. She reflects on lessons from her time on the OpenAI board, including the governance challenges that arise when nonprofit missions intersect with enormous commercial incentives and rapid technological progress. As AI capabilities accelerate, she argues that the industry is still grappling with deep uncertainty about how these systems work, how they will evolve, and what responsibilities companies and governments should carry. The conversation explores the idea of sovereign AI; the growing push by countries to control key layers of the AI stack, including compute infrastructure, models, and data. Helen explains why governments increasingly view AI as a strategic national resource, comparable to past transformative technologies like electricity or the internet. At the same time, she cautions that full technological independence may be unrealistic for most nations, given the complexity and global interdependence of the AI supply chain. Sriram and Helen also examine the evolving US–China AI competition, the role of export controls and semiconductor supply chains, and how different countries, from China to emerging AI hubs in the Middle East, are positioning themselves in the race to build advanced AI capabilities. Along the way, they discuss whether the industry should slow down development, how companies are experimenting with “safety frameworks” for frontier models, and why installing guardrails may be more realistic than attempting to halt progress altogether. Ultimately, Helen argues that society is entering a period of profound uncertainty. AI is transitioning from a research discipline into a foundational system that will shape economies, security, and daily life. Navigating that transition will require not just technical breakthroughs, but new approaches to governance, transparency, and global cooperation. If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes. -- Episode Links Connect with Helen: linkedin.com/in/helen-toner-4162439a Learn more about CSET: https://cset.georgetown.edu/ -- Timestamps 03:00 Lessons from the OpenAI Board: Governance in the Age of Frontier AI 05:00 The Big Unknowns in AI Development: Why Experts Still Disagree 12:05 Public Trust and the Risk of an AI Backlash 14:20 When AI Became Infrastructure: From Research Field to Societal System 16:00 Is AGI a Meaningless Term Now? Rethinking the Goalposts 19:05 AI’s True Scale: Internet-Level Impact or Something Bigger? 23:15 Why Frontier AI Labs Struggle to Slow Down 24:40 What “Sovereign AI” Actually Means for Nations 28:10 Mapping the AI Stack: Chips, Cloud, Models, and Applications 33:38 The US–China AI Competition: Who’s Ahead and Why 39:44 China’s Progress in AI: Compute Constraints and Fast Followers 44:03 US AI Policy: Export Controls, Regulation, and Federal Preemption 48:40 Frontier AI Safety Frameworks: How Labs Define Dangerous Capabilities 51:36 The Future of AI: Utopia, Industrialization, or Something Worse? 56:04 Rapid Fire: AI Misconceptions, Governance Reforms, and Regions to Watch
- Mar 5, 202658 min
Governing AI Before It Outpaces Us: Safety for Critical Infrastructure
As generative AI systems move from novelty to infrastructure, questions of safety, trust, and governance are becoming urgent. In this episode of TechSurge, host Sriram Viswanathan is joined by Dr. Rumman Chowdhury, CEO of Humane Intelligence PBC and responsible AI Pioneer, about what AI safety really means and why the industry may be focusing on the wrong problems. Rumman argues that the most overlooked lever in AI development is evaluation. While companies emphasize model training and capabilities, far less attention is paid to how systems are assessed in real-world contexts, who defines “good,” what risks are measured, and how societal impacts are accounted for at scale. She distinguishes between technical assurance and broader sociotechnical risk, from misinformation and bias to over-reliance and erosion of institutional trust. Drawing on her experience at Twitter (X) and in global policy circles, Rumman highlights a fundamental governance gap: unlike finance, aviation, or healthcare, AI lacks a mature, independent ecosystem of auditors and evaluators. Today, the same companies building AI systems often define what counts as harm. She also challenges the belief that stronger guardrails alone will solve the problem, noting that cultural context, language differences, and human behavior complicate any notion of “neutral” or fully objective AI. Rather than focusing solely on speculative existential threats, Rumman urges attention to the harms already visible from AI-enabled misinformation to mental health risks and shifts in how younger generations relate to knowledge and authority. The future of AI, she suggests, will be determined not just by technological breakthroughs, but by whether we build credible systems of accountability, evaluation, and global cooperation around them. If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes. Episode Links Connect with Rumman: https://www.linkedin.com/in/rumman Learn more about Humane Intelligence: https://humane-intelligence.org/ Timestamps 02:50 Why AI Evaluations Matter: Defining “Good” Models in Context 04:25 What Is AI Safety? From Product Performance to Societal Harm 11:30 Regulation Reality Check: EU AI Act, Conformance Assessments & Checklists 15:25 Building the AI Evaluation Profession: Audits, Red Teaming & Legal Protections 23:00 When It’s OK to Outsource Judgment and When It’s Dangerous 39:38Who’s Responsible When AI Outcomes Go Wrong? 52:37 Design vs Governance: Complex Systems, System-Level Evaluation, and Regulating Horizontally 44:11 AI Psychosis, Youth Harm, and What’s Already Here 47:27 What Keeps Rumman Up at Night: Kids, Algorithms, and Hope from Global Governance 54:00 Bringing Sci-Fi to the Real World?
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About TechSurge: Deep Tech Podcast
The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, geopolitics, and business, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more. Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests include investor Vinod Khosla, former PepsiCo CEO Indra Nooyi, the Global Head of McKinsey, and executive leaders from Microsoft, OpenAI, and other leading tech.
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