Madeline Renbarger has rejoined me as my co-host to help break down all of the news across venture capital and startups.
This week, we’re kicking off with a massive $693 million chip deal and Google’s huge quantum computing breakthroughs, in news that feels like flashes of Silicon Valley returning to its “silicon” roots. Still, some of this tech feels a bit too early to be exciting for a venture-backable model.
We also dig into the personnel shake-ups across the major multi-stage funds, including Brian Singerman’s step back from Founders Fund last week. Lightspeed also saw partners exit as part of a consumer investing reshuffle. And just this morning after recording, Lux Capital’s Bilal Zuberi announced on X that he was leaving to “embark on a new chapter.”
Chapters
01:06 - Tenstorrent’s $693 million Series D
04:44 - Google’s Quantum Computing Breakthrough
06:42 - Lightspeed’s Consumer Investing Re-org
09:24 - Brian Singerman Steps Back and Founders Fund’s Roster
14:08 - Mega-funds in Transition and Tech’s Trump Positioning
Episode produced by Christopher Gates