VC10X - Investing, Venture Capital, Asset Management, Family Office, Wealth Management

On January 12, 2026, Apple officially announced a multi-year partnership with Google to integrate Gemini models into the next generation of Siri and Apple Intelligence. This decision marks a significant pivot in the AI landscape, as Apple bypasses OpenAI for its default system integration. In this deep dive, we analyze the strategic reasoning behind this deal, the technical implications for iOS 26...

In this episode, we sit down with Jim Curry from BuildGroup to discuss why the traditional venture capital model might be failing founders. Jim is rewriting the rules of investment with a $330 million fund backed exclusively by family offices, operating without the traditional 10-year cap. This unique "Patient Capital" structure allows BuildGroup to align with founders for the long haul,...

A lot of people often dismissed AI advances by saying things like "tell me when it can do my laundry". Well, now, it can! Not just laundry, it can do a lot more. At CES 2026 in Las Vegas, the tech world made its biggest pivot since the smartphone, from software AI to Physical AI This week, we break down the CES reveals that are moving artificial intelligence out of your phone screen and into your...

In this episode, Phylicia Koh, GP at Play Ventures, explains why gaming is the new operating system for consumer engagement and how "playable apps" are transforming industries from fintech to relationship wellness. Play Ventures focuses on apps that use gaming's "live operations" and in-app economies to drive user habits. These products succeed by offering controllable outc...

Two weeks ago, silver was unstoppable. Today, investors are staring at a massive 15% drop. Headlines are calling it a "bubble burst," but the data tells a very different story. In this deep dive, we look past the panic to analyze the *real* reasons behind the crash, from the CME margin hikes to China's new export rules. We also break down the structural "Big Three" demand drivers for 2026: Solar,...

In this episode, we sit down with Rajeev Ranka from Incubate Fund, a Japanese Venture Capital firm managing over $1.5 Billion in AUM, to understand the bold decisions behind building generational companies. Rajeev breaks down the Japanese Way of investing which involves thinking in 100 year cycles. He shares why they backed Captain Fresh during the first month of the COVID lockdown and the massive...

The AI race isn't about chips anymore. It's about electricity. In a massive $4.75 billion deal, Google (Alphabet) just acquired Intersect Power, a major clean energy developer, to secure the grid access its data centers desperately need. But Google isn't alone. From Microsoft restarting Three Mile Island to Amazon's massive nuclear contracts, Big Tech is panic-buying power plants. In this video, w...

In the inaugural VC10X LP Roundtable, we bring together experienced allocators Matt Curtolo & Anurag Chandra to unpack the state of venture capital as we close out 2025 and look ahead to 2026. ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Topics covered: - How the recent Fed rate cut does and does not change venture capital - Why DPI pressure has become the do...

While everyone was watching Bitcoin crash, the quietest asset in the room just went parabolic. In December 2025, Silver prices shattered their 45-year record, soaring past $60 an ounce—a 100% gain this year alone. In this deep dive, we break down exactly why silver is exploding. It's not just a hype rally; it's a "perfect storm" of physics and finance. From the massive "Short Squeeze" breaking the...

In this episode, we sit down with Maxim and Pavel from FinSight Ventures to explore their unique "secondary-first" investment strategy, which allows them to capture equity in giants like Anthropic, SpaceX, Stripe, and Palantir. We dive deep into their newly launched $50M Generative AI Index Fund, a novel product bringing index investing logic to private markets. Maxim and Pavel also brea...

Global bond yields are quietly climbing again in late 2025—even as central banks start cutting short‑term rates. In this video, we break down what’s actually happening in the bond market, why the 10‑year government bond is so important, and what higher yields could mean for stocks, startups, real estate, and your portfolio. Using simple charts and real numbers, we explain concepts like term premiu...

In this episode, we sit down with Caitlyn Krebs, Co-founder and CEO of Nalu Bio, to discuss how her company is leveraging generative AI to revolutionize drug discovery. Caitlyn shares how they are creating novel chemical entities five times faster than traditional methods to tackle massive unmet needs like endometriosis and post-surgical pain. We also dive deep into the business of biotech: the lo...

Two years ago, Google declared a "Code Red" because of ChatGPT. Now, the tables have turned. On December 1st, 2025, Sam Altman sent a panic memo to OpenAI staff, declaring a "Code Red" to fix ChatGPT as traffic plunges for the first time in history. In this deep dive, we break down why OpenAI is suddenly losing the AI war to Google's Gemini and the viral "Nano Banana" tool. We analyze the 6% user...

Fundraising used to be a relationship business. Now, it’s a volume game. In this episode, we sit down with the founder of Aduro Advisors to unpack the data behind the current venture capital landscape. With $131 Billion+ in assets under administration across 650+ firms, they have a bird’s-eye view of the market that few others possess. We dive deep into the "haves vs. have-nots" dynamic...

On November 25th, 2025, Nvidia did something they've never done before: they publicly defended themselves. After reports broke that Meta is negotiating a multi-billion dollar deal to buy Google's AI chips instead of Nvidia's GPUs, Nvidia posted a defensive tweet claiming they're "a generation ahead" of ASICs like Google's TPUs. But if Nvidia is so far ahead, why are they tweeting about it? And why...

What does it really take to scale a B2B software company from early traction to a category leader? In this episode, Maitlan Cramer, Managing Director at Bow River Capital, breaks down the "Capital Plus" playbook used to manage roughly $4.7 billion in assets across the firm. Maitlan moves beyond the typical VC advice, explaining why growth equity is about "rolling up your sleeves&quo...

India's IPO market has completely lost its mind. Groww is worth more than the Bombay Stock Exchange (as of 18th Nov '25 the date of recording). PhysicsWallah is losing ₹243 crore but got a 33% listing pop. And companies are literally moving their headquarters from the US to India just to IPO here. What's going on? In this deep dive, we expose the wild world of Indian startup IPOs. You'll discover...

In this episode, we sit down with a true legend of the tech and investing world, Fabrice Grinda, Founding Partner at FJ Labs. With a track record that includes founding the global classifieds giant OLX (used by 350M+ people), achieving over 350 exits as an investor, and being named the #1 Angel Investor by Forbes, Fabrice shares a masterclass on what it takes to win in the world of startups. We di...

Michael Burry—the legendary investor who predicted the 2008 housing crash—has just placed a massive bet against the AI boom. His latest 13F filing reveals he's shorting Nvidia and Palantir, the two darlings of the AI revolution. Is this the beginning of the AI bubble bursting, or is Burry making the biggest mistake of his career? In this deep dive, we break down Burry's exact positions, the warnin...

After selling your company for half a billion dollars, what do you do next? Our guest, Shay Levi, decided to start all over again with an even more ambitious mission. Shay previously co-founded the API security giant Noname Security, which was acquired by Akamai for a staggering $500 million. Now, he's back with Unframe, a company taking on the entire software industry with a radical promise:...

Meta and Amazon are making billions in profit, so why are they laying off thousands of employees in late 2025? It’s not a recession, it’s a strategic shift. We break down the real reasons behind the new wave of "quiet layoffs" sweeping Big Tech and what it means for the future of your career. In this deep dive, you'll learn about the "Great AI Re-Allocation," how the "Year of Efficiency" became a...

In this episode, we sit down with Michelle Urben, Managing & General Partner of the Synergos Fund, an innovative firm that is challenging the traditional VC model. They've launched a "continuum fund," a new structure designed to support transformative companies through their entire lifecycle, from seed to commercialization. We dive deep into why they "don't invest for an...

How did Intel go from losing $18.8 billion to a $4.1 billion profit in just six months? A legendary venture capitalist, Lip-Bu Tan took over and executed a masterclass in corporate turnaround strategy. We break down the VC playbook that not only saved the iconic chipmaker but also convinced its biggest rival, Nvidia, to invest $5 billion. In this deep dive, we unpack one of the most dramatic busin...

Jan Szilayi is the co-founder of Reflexivity, a AI market research platform that is quietly becoming the secret weapon for some of the world's top investors. Backed by legendary figures like Stanley Druckenmiller, Thomas Peterffy, and Greg Coffey, and partnered with Microsoft, Reflexivity is already being used by major hedge funds like Millennium and Soros Fund Management to navigate the overw...

Ganesh Padmanabhan is the Founder & CEO of Autonomize AI. After eleven years scaling infrastructure at Dell, Ganesh took on healthcare's biggest problem—an industry drowning in data but struggling to use it. We're discussing AI agents, healthcare transformation, and why patients believe healthcare has deteriorated despite all the technological innovation. ⭐ Sponsored by Podcast10x - P...