# VC10X: the investor podcast, by episode

> VC10X: Venture investors and fund managers, from India and around the world, on how they invest. 333 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/vc10x (Millionrounds; every figure on the page links to its filing or article)

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.

Follow on Apple PodcastsBrowse the episodes

**333** episodes

**124** investors heard as guests

**35 min** an average episode

97 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on VC10X.

[AH *2* **Andrea Hippeau** Lerer Hippeau](https://millionrounds.com/person/andrea-hippeau)[DH *2* **David Hornik** August Capital](https://millionrounds.com/person/david-hornik-3)[EC *2* **Ertan Can** 2 episodes](https://millionrounds.com/person/ertan-can)[MF *2* **Morgan Flager** Silverton Partners](https://millionrounds.com/person/morgan-flager)[PL *2* **Peter Livingston** Unpopular Ventures](https://millionrounds.com/person/peter-livingston)[AK *1* **Aakash Kumar** Matrix Partners India](https://millionrounds.com/person/aakash-kumar)[AB *1* **Adam Breckler** 1 episode](https://millionrounds.com/person/adam-breckler)[AA *1* **Albert Azout** Level Ventures](https://millionrounds.com/person/albert-azout)[AF *1* **Alex Farcet** 1 episode](https://millionrounds.com/person/alex-farcet)[AF *1* **Alex Ferber** Green Egg Ventures](https://millionrounds.com/person/alex-ferber)[AH *1* **Alex Harris** Fiat Ventures](https://millionrounds.com/person/alex-harris)[AM *1* **Alex Menn** Begin Capital](https://millionrounds.com/person/alex-menn)

## Every episode 333 · page 1 of 12

- 333 **Allocator10x - Inside $50Bn+ Wealth Firm - Aoifinn Devitt, Managing Director, Global Wealth, Moneta** 20 Oct 2026 · 44 min 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… ▶Show page
- 332 **VC10X - Lean AI Playbook - Yash Patel, Managing Partner, Capra Ventures** 13 Oct 2026 · 53 min 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… ▶Show page
- 331 **Allocator10x - Capital With a Soul - Jessie Jia Guo, Investment Partner at Next Legacy Partners** 6 Oct 2026 · 46 min 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… ▶Show page
- 330 **VC10X Pulse - Jev: What it can really do?** 24 Sept 2026 · 5 min 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… ▶Show page
- 329 **Allocator10x - How This $11B Allocator Picks Venture Managers - Tom Duffy, Director, Private Markets, TIFF** 22 Sept 2026 · 30 min 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… ▶Show page
- 328 **VC10X Pulse - AI Slowdown? - What it really means** 17 Sept 2026 · 3 min 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… ▶Show page
- 327 **VC10X - What if it goes right? - Morgan Flager, Managing Partner, Silverton Partners** 15 Sept 2026 · 1h 1m [Morgan Flager](https://millionrounds.com/person/morgan-flager)[Silverton Partners](https://millionrounds.com/fund/silverton-partners)[FTV Capital](https://millionrounds.com/fund/ftv-capital) 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… ▶Show page
- 326 **VC10X Pulse - Will AI Kill Us All?** 10 Sept 2026 · 10 min [Google](https://millionrounds.com/fund/google-assistant-investments) 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… ▶Show page
- 325 **FamilyOffice10x - I Can't Eat IRR - Ned Brines, Chief of Investment Strategy at Arnel & Affiliates** 8 Sept 2026 · 1h 10m 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… ▶Show page
- 324 **VC10X Pulse - Nvidia Acquires Hugging Face for $12.93 Billion: Here's what that means** 3 Sept 2026 · 6 min 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… ▶Show page
- 323 **FamilyOffice10x - Inside Eric Schmidt's Family Office - Ken Goldman, Fmr. President, Hillspire** 1 Sept 2026 · 58 min [Ken Goldman](https://millionrounds.com/fund/ken-goldman) 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… ▶Show page
- 322 **VC10X Pulse - Nvidia Earnings: $5T Growing at 100%+ YoY - Date: 27 Aug '26** 27 Aug 2026 · 8 min 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… ▶Show page
- 321 **VC10X - 24 Year Old Partner Sourcing Deals on Tiktok - Sydney Landau, Partner, Shakti VC** 25 Aug 2026 · 50 min [Sydney Landau](https://millionrounds.com/person/sydney-landau) 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… ▶Show page
- 320 **VC10X Pulse - Etched Just Doubled Its Valuation to $21B in 1 Month, Here's What They're Building** 20 Aug 2026 · 7 min [Jane Street](https://millionrounds.com/fund/jane-street) 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… ▶Show page
- 319 **VC10X - 900 Fund Ones Raised in 2021/22. Only 200 Made It to Fund Two - Matt Curtolo, Advisor to LPs & GPs** 18 Aug 2026 · 38 min [Hamilton Lane](https://millionrounds.com/fund/hamilton-lane) 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… ▶Show page
- 318 **VC10X Pulse - Nvidia's $500B AI Financing Plan: What Does It Really Mean?** 13 Aug 2026 · 7 min 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… ▶Show page
- 317 **VC10X - 12 Years at a Seed Fund - Andrea Hippeau, Head of Portfolio Management, Lerer Hippeau** 11 Aug 2026 · 54 min [Andrea Hippeau](https://millionrounds.com/person/andrea-hippeau)[Lerer Hippeau](https://millionrounds.com/fund/lerer-hippeau) 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… ▶Show page
- 316 **VC10X Pulse - Nvidia v/s AMD: Who is winning the semiconductor race?** 6 Aug 2026 · 3 min [Elon Musk](https://millionrounds.com/fund/elon-musk) 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… ▶Show page
- 315 **VC10X - Why the Labs Suddenly Love Open Weights - David Epstein, GP, USF Ventures** 4 Aug 2026 · 53 min [Crosslink Capital](https://millionrounds.com/fund/crosslink-capital) 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… ▶Show page
- 314 **VC10X Pulse - Why Big Tech Is Suddenly United Behind Open AI** 30 Jul 2026 · 3 min [Google](https://millionrounds.com/fund/google-assistant-investments) 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… ▶Show page
- 313 **FamilyOffice10x - Talent Over Thesis - Lara Nuchowicz, Principal, AR Capital** 28 Jul 2026 · 45 min [Chase Coleman](https://millionrounds.com/person/chase-coleman)[Jim Simons](https://millionrounds.com/person/jim-simons)[Steve Cohen](https://millionrounds.com/person/steve-cohen) 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… ▶Show page
- 312 **VC10X Pulse - Google's Earnings Just Strengthened the AI Thesis** 23 Jul 2026 · 3 min [Google](https://millionrounds.com/fund/google-assistant-investments) 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… ▶Show page
- 311 **VC10X Pulse - ASML Earnings: The Biggest AI Signal This Week** 16 Jul 2026 · 4 min 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… ▶Show page
- 310 **VC10X Pulse - The Rise of AI Unicorns** 9 Jul 2026 · 4 min 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,… ▶Show page
- 309 **VC10X - Dancing Among The Giants with David Hornik, Founding Partner, Lobby Capital** 7 Jul 2026 · 49 min [David Hornik](https://millionrounds.com/person/david-hornik-3)[Lobby Capital](https://millionrounds.com/fund/lobby-capital)[August Capital](https://millionrounds.com/fund/august-capital)[Google](https://millionrounds.com/fund/google-assistant-investments) 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. ⭐… ▶Show page
- 308 **VC10X Pulse - Is Meta Selling Excess Compute?** 2 Jul 2026 · 4 min 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… ▶Show page
- 307 **VC10X - The AI Bottleneck Keeps Moving - Ashmeet Sidana, Founder & Managing Partner, Engineering Capital** 30 Jun 2026 · 44 min [Ashmeet Sidana](https://millionrounds.com/person/ashmeet-sidana)[Engineering Capital](https://millionrounds.com/fund/engineering-capital) 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… ▶Show page
- 306 **VC10X Pulse - Micron's Blowout Earnings Report: What it means for the AI trade?** 25 Jun 2026 · 5 min 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… ▶Show page
- 305 **Allocator10x - 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 min [Neuberger Berman](https://millionrounds.com/fund/neuberger-berman) 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… ▶Show page
- 304 **VC10X Pulse - Is SpaceX Pulling The Market Down?** 18 Jun 2026 · 4 min 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.… ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[**Google** *27*](https://millionrounds.com/fund/google-assistant-investments)[S **Sam Altman** *4*](https://millionrounds.com/fund/sam-altman)[**DLA Piper** *3*](https://millionrounds.com/fund/dla-piper)[**Techstars** *3*](https://millionrounds.com/fund/techstars)[**August Capital** *2*](https://millionrounds.com/fund/august-capital)[**BlackRock** *2*](https://millionrounds.com/fund/blackrock)[C **Capital One** *2*](https://millionrounds.com/fund/capital-one)[**Elon Musk** *2*](https://millionrounds.com/fund/elon-musk)[**Entrepreneur First** *2*](https://millionrounds.com/fund/entrepreneurs-first)[**FTV Capital** *2*](https://millionrounds.com/fund/ftv-capital)[**Lerer Hippeau** *2*](https://millionrounds.com/fund/lerer-hippeau)[**Lobby Capital** *2*](https://millionrounds.com/fund/lobby-capital)

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