Fexingo
The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing
Lucas and Luna sit across from each other at a Sand Hill Road conference table, a term sheet between them, dissecting the mechanics of venture capital. Each episode of The Venture Capital Podcast with Fexingo is a real-time examination of startup investing: the arithmetic of liquidation preferences, the nuance of anti-dilution clauses, the signal in a down round. They never opine for the sake of opinion. Instead, they pull live data — deal flow from PitchBook, valuation trends from Carta, IPO filings from the SEC — and ask the questions a thoughtful investor would ask: What does this cap table...
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Episodes
Why VCs Are Pouring Money Into AR Glasses Now 22.05.2026 7:05
Lucas and Luna dive into the surging venture capital interest in augmented reality hardware, sparked by Google's latest AR glasses launch. They unpack new funding rounds, the role of AI in making AR viable, and why this time feels different from the Google Glass era. Plus, a look at how Apple's App Store battles intersect with AR's future. Specific numbers and deals ground the conversation. #Augme...
The Leica Turnaround How a Camera Maker Defied Digital Disruption 22.05.2026 7:05
In the mid-2010s, Leica was a beloved but struggling German camera maker—revenue stagnant, market share slipping, branded as a luxury relic. Then it did something unusual: instead of chasing higher-end mirrorless specs, it leaned into its heritage as an optical and mechanical luxury house, partnered with Huawei on smartphone lenses, and opened experiential retail. By 2025, the company posted recor...
Climate Tech VCs Bet on Disaster Resilience 21.05.2026 8:03
Lucas and Luna break down the rise of climate-adaptation venture capital. They focus on Convective Capital's new $85 million fund for wildfire and flood resilience tech, compare it to the broader climate-tech landscape, and discuss why disaster startups are attracting serious institutional money. They reference ARKK's 2.3% weekly gain and PLTR's 3.1% rise as context for thematic investing. The con...
How Venture Capital Is Reshaping Defense Tech 21.05.2026 11:21
In this episode, Lucas and Luna dive into the growing intersection of venture capital and defense technology, using Palantir's recent 2.6% five-day stock gain and its $75 billion market cap as a jumping-off point. They discuss how firms like General Catalyst and Andreessen Horowitz are increasingly backing startups targeting government contracts, from AI surveillance to autonomous systems. The con...
Mach Industries Just Spent $50 Million on Defense Tech 19.05.2026 8:40
In the debut episode of The Venture Capital Podcast, Lucas and Luna dive into a single headline from today's news: defense tech startup Mach Industries just spent $50 million to acquire a key manufacturing capability. They unpack why a venture-backed company would burn that much capital on a physical asset, what it signals about the hardware renaissance in VC, and how the broader VC landscape is s...
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