Investors · new episode 20 Oct 2026
VC10X
Hosted by Prashant Choubey
Venture investors and fund managers, from India and around the world, on how they invest.
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Investors named as guests in the most episode titles on VC10X.
Every episode 333 · page 1 of 12
- 333Allocator10x - Inside $50Bn+ Wealth Firm - Aoifinn Devitt, Managing Director, Global Wealth, Moneta20 Oct 2026 · 44 min▶Show page
About this episode
Get new episodes in your inbox - https://vc10x.com Aoifinn Devitt is Managing Director of Global Wealth at Moneta, a wealth management firm with $50.54 billion in assets under management. She previously served as Chief Investment Officer of Moneta and London CIV, ran her own investment consulting firm, and holds a…
- 332VC10X - Lean AI Playbook - Yash Patel, Managing Partner, Capra Ventures13 Oct 2026 · 53 min▶Show page
About this episode
Get new episodes in your inbox - https://vc10x.com Yash Patel is Managing Partner at Capra Ventures, a fund built around Lean AI: AI native companies that do more with less. Capra takes high conviction bets in seed and Series A companies, primarily at the AI application layer. Its first portfolio company, Higgsfield…
- 331Allocator10x - Capital With a Soul - Jessie Jia Guo, Investment Partner at Next Legacy Partners6 Oct 2026 · 46 min▶Show page
About this episode
Get new episodes in your inbox - https://vc10x.beehiiv.com Jessie Jia Guo is an Investment Partner at Next Legacy, a venture fund-of-funds that has been investing since 1999 on behalf of philanthropists, nonprofit organizations, and a community of athletes, entertainers and changemakers. One hundred percent of the…
- 330VC10X Pulse - Jev: What it can really do?24 Sept 2026 · 5 min▶Show page
About this episode
Jev by TypeSafe is a different kind of AI model. It doesn’t write essays, generate images, or try to replace frontier LLMs. Instead, Jev is designed to make fast, structured decisions, which tool to use, which model should handle a task, whether an action is safe, how relevant information is, or whether something…
- 329Allocator10x - How This $11B Allocator Picks Venture Managers - Tom Duffy, Director, Private Markets, TIFF22 Sept 2026 · 30 min▶Show page
About this episode
Get new episodes in your inbox - https://vc10x.beehiiv.com Tom Duffy is a Director on the private markets team at TIFF Investment Management, an institutional investment firm founded over 35 years ago to serve nonprofit endowments and foundations. TIFF runs outsourced CIO and individual asset class strategies, with…
- 328VC10X Pulse - AI Slowdown? - What it really means17 Sept 2026 · 3 min▶Show page
About this episode
AI spending isn't slowing down. But the AI investment story may be changing. Global AI spending is still accelerating, Nvidia is reporting extraordinary growth, and hyperscalers continue committing hundreds of billions of dollars to data centers, GPUs, networking and power. So why are we hearing more about an "AI…
- 327VC10X - What if it goes right? - Morgan Flager, Managing Partner, Silverton Partners15 Sept 2026 · 1h 1mMorgan FlagerSilverton PartnersFTV Capital▶Show page
About this episode
Get new episodes in your inbox - https://vc10x.beehiiv.com Morgan Flager is Managing Partner at Silverton Partners, the longest-running and most active early-stage venture firm in Texas. He joined Silverton in 2006 and has spent two decades backing seed and Series A companies out of Austin, with outcomes including…
- 326VC10X Pulse - Will AI Kill Us All?10 Sept 2026 · 10 minGoogle▶Show page
About this episode
AI researchers are resigning, and some are warning that the technology is getting dangerously good. The latest is Jacob Coxon, who recently resigned from Anthropic after previously working at OpenAI and publicly shared his reasoning on X. But this isn't simply a story about one researcher leaving an AI lab. The…
- 325FamilyOffice10x - I Can't Eat IRR - Ned Brines, Chief of Investment Strategy at Arnel & Affiliates8 Sept 2026 · 1h 10m▶Show page
About this episode
Get new episodes in your inbox - https://vc10x.beehiiv.com Ned Brines is Chief of Investment Strategy at Arnel & Affiliates, a single family office in Southern California, where he runs the portfolios for both the family and its foundation. He spent six years in investment banking and more than two decades as an…
- 324VC10X Pulse - Nvidia Acquires Hugging Face for $12.93 Billion: Here's what that means3 Sept 2026 · 6 min▶Show page
About this episode
Nvidia just announced its acquisition of Hugging Face for $12.93 billion, one of its biggest moves yet. But this isn't simply Nvidia buying another AI company. Hugging Face sits at the developer and model layer of the AI stack, while Nvidia dominates the compute underneath it. The deal could give Nvidia a much…
- 323FamilyOffice10x - Inside Eric Schmidt's Family Office - Ken Goldman, Fmr. President, Hillspire1 Sept 2026 · 58 minKen Goldman▶Show page
About this episode
Get new episodes in your inbox - https://vc10x.beehiiv.com Ken Goldman spent five years as President of Hillspire, Eric Schmidt's family office, an organization of over five hundred people spanning investments, legal, IT, aviation, personal property, foundations, and an oceanographic research vessel. He was CFO of…
- 322VC10X Pulse - Nvidia Earnings: $5T Growing at 100%+ YoY - Date: 27 Aug '2627 Aug 2026 · 8 min▶Show page
About this episode
Nvidia is now a roughly $5 trillion company, and it's still growing at more than 100% year over year. In its latest earnings, Nvidia reported $96.2 billion in quarterly revenue, up 106% year over year, with Data Center revenue reaching $89 billion, up 117%. The company is also guiding for approximately $108 billion…
- 321VC10X - 24 Year Old Partner Sourcing Deals on Tiktok - Sydney Landau, Partner, Shakti VC25 Aug 2026 · 50 minSydney Landau▶Show page
About this episode
Sydney Landau joined SHAKTI as an intern with no background in venture. Two years later, she became a Partner, at 24. Sydney breaks down how she reads founders using the psychology training she picked up as a psych major, why her firm invests in what they call "reimagination of toothbrushes," and what SHAKTI's…
- 320VC10X Pulse - Etched Just Doubled Its Valuation to $21B in 1 Month, Here's What They're Building20 Aug 2026 · 7 minJane Street▶Show page
About this episode
Etched just raised another $700 million at a $21 billion valuation, nearly doubling its valuation from around $10.3 billion in less than a month. But the headline valuation isn't the most interesting part. Etched is building specialized AI chips and inference systems designed to challenge the economics of Nvidia for…
- 319VC10X - 900 Fund Ones Raised in 2021/22. Only 200 Made It to Fund Two - Matt Curtolo, Advisor to LPs & GPs18 Aug 2026 · 38 minHamilton Lane▶Show page
About this episode
Matt Curtolo is an independent advisor to LPs & GPs with over twenty years on the LP side of private markets, across Hamilton Lane, Hirtle Callaghan, MetLife, and Allocate. He now works directly with fund managers on strategy, fundraising, and positioning, giving them the candid LP read most of them never get. This is…
- 318VC10X Pulse - Nvidia's $500B AI Financing Plan: What Does It Really Mean?13 Aug 2026 · 7 min▶Show page
About this episode
Nvidia just announced partnerships with some of the world's biggest financial institutions to mobilize more than $500 billion of capital for AI infrastructure. But there's an important distinction: Nvidia isn't investing $500 billion. The initiative is about bringing institutional capital into the financing of AI…
- 317VC10X - 12 Years at a Seed Fund - Andrea Hippeau, Head of Portfolio Management, Lerer Hippeau11 Aug 2026 · 54 minAndrea HippeauLerer Hippeau▶Show page
About this episode
Andrea Hippeau is Head of Portfolio Management at Lerer Hippeau, an early stage venture firm based in New York. She has been at the firm for twelve years and recently moved into this role from Partner, shifting her focus from sourcing new deals to supporting the existing portfolio at scale. Lerer Hippeau invests at…
- 316VC10X Pulse - Nvidia v/s AMD: Who is winning the semiconductor race?6 Aug 2026 · 3 minElon Musk▶Show page
About this episode
This week, one tweet from Elon Musk reignited one of the biggest debates in AI investing. After AMD reported strong earnings, Musk posted that SpaceX has committed to using Nvidia GPUs exclusively because they are the best. At the same time, xAI continues to deploy both Nvidia and AMD GPUs, raising an important…
- 315VC10X - Why the Labs Suddenly Love Open Weights - David Epstein, GP, USF Ventures4 Aug 2026 · 53 minCrosslink Capital▶Show page
About this episode
David Epstein is General Partner at USF Ventures, the venture fund backing companies connected to the University of San Francisco. He was previously a General Partner at Crosslink Capital and has held management and CEO roles at more than half a dozen startups. He also teaches entrepreneurship and finance, and began…
- 314VC10X Pulse - Why Big Tech Is Suddenly United Behind Open AI30 Jul 2026 · 3 minGoogle▶Show page
About this episode
Some of the biggest names in AI, including Nvidia, Microsoft, Meta, IBM, Palantir, OpenAI, and Google, came together this week to support open-weight AI models. In an industry defined by intense competition, that level of alignment is rare. So why are these companies pushing for broader access to AI? And why did…
- 313FamilyOffice10x - Talent Over Thesis - Lara Nuchowicz, Principal, AR Capital28 Jul 2026 · 45 minChase ColemanJim SimonsSteve Cohen▶Show page
About this episode
Lara Nuchowicz is the Principal at AR Capital, a next-gen allocator at the family office, where she manages the private markets portfolio. She started attending investment meetings with her father at fifteen, sitting across from Chase Coleman at Tiger, Steve Cohen at Point72, and Jim Simons at Renaissance. In 2017…
- 312VC10X Pulse - Google's Earnings Just Strengthened the AI Thesis23 Jul 2026 · 3 minGoogle▶Show page
About this episode
Google's latest earnings weren't just about another strong quarter. They offered one of the clearest signals yet on the health of the AI investment cycle. From resilient Search revenue to continued Cloud growth and massive AI infrastructure spending, the results suggest that AI is becoming deeply embedded across…
- 311VC10X Pulse - ASML Earnings: The Biggest AI Signal This Week16 Jul 2026 · 4 min▶Show page
About this episode
ASML may have delivered the most important earnings report of the week for semiconductor investors. The company raised its full-year sales guidance again, reported a sharp increase in memory-related revenue, and announced plans to expand EUV lithography production by around 30% annually in 2027 and 2028. While the…
- 310VC10X Pulse - The Rise of AI Unicorns9 Jul 2026 · 4 min▶Show page
About this episode
Has the AI funding boom peaked? Many investors expected higher interest rates, rising infrastructure costs, and questions around AI monetization to slow venture capital activity. Instead, the opposite is happening. New AI unicorns continue to emerge, with billions of dollars flowing into AI infrastructure,…
- 309VC10X - Dancing Among The Giants with David Hornik, Founding Partner, Lobby Capital7 Jul 2026 · 49 minDavid HornikLobby CapitalAugust CapitalGoogle▶Show page
About this episode
David Hornik is the Founding Partner of Lobby Capital, an early-stage venture firm built on concentrated, conviction-driven investing. Before founding Lobby, he spent 20 years as a General Partner at August Capital, where he was the earliest investor in Splunk and backed companies like WePay, Bill.com, and Fastly. ⭐…
- 308VC10X Pulse - Is Meta Selling Excess Compute?2 Jul 2026 · 4 min▶Show page
About this episode
Reports that Meta is selling excess AI compute sparked an important question across the investment community: Is this the first sign that AI demand is slowing? Or is the market reading too much into a normal part of operating hyperscale infrastructure? In this episode, we separate headlines from fundamentals and…
- 307VC10X - The AI Bottleneck Keeps Moving - Ashmeet Sidana, Founder & Managing Partner, Engineering Capital30 Jun 2026 · 44 minAshmeet SidanaEngineering Capital▶Show page
About this episode
What does it take to back a technical founder before there's a product, a customer, or a dollar of revenue? Ashmeet Sidana has been doing exactly that, and he's been oversubscribed on every fund he's ever raised. Ashmeet is the Founder and Managing Partner of Engineering Capital, a seed-stage venture fund he runs…
- 306VC10X Pulse - Micron's Blowout Earnings Report: What it means for the AI trade?25 Jun 2026 · 5 min▶Show page
About this episode
Micron just delivered one of the most important earnings reports of the AI era. The company reported record fiscal Q3 results and issued a blowout forecast for the next quarter, sending the stock sharply higher. But the real story wasn't the earnings beat. It was management's commentary that memory shortages could…
- 305Allocator10x - The $600Bn Perspective: What Institutions Get Wrong About Risk, Diversification & AI - Jeffrey Blazek, co-CIO of Multi-Asset, Neuberger Berman ($600B+ AUM)23 Jun 2026 · 42 minNeuberger Berman▶Show page
About this episode
What does managing $600 billion teach you about risk that most investors never learn? Jeffrey Blazek, Co-CIO of Multi-Asset at Neuberger Berman, joins Prashant on VC10X to challenge the assumptions that have quietly shaped, and quietly undermined, institutional portfolios for a generation. From the macro shift…
- 304VC10X Pulse - Is SpaceX Pulling The Market Down?18 Jun 2026 · 4 min▶Show page
About this episode
For years, investors have focused on the same AI winners: Nvidia. Microsoft. Amazon. Alphabet. Meta. Now a new question is emerging: Is SpaceX becoming so large that investors are selling other stocks to make room for it? As one of the largest IPOs in history, SpaceX has captured enormous institutional attention.…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
