StrictlyVC Download

This week on StrictlyVC Download, Connie Loizos and Alex Gove talk with Jon Callaghan, managing partner at True Ventures. Callaghan has spent two decades building True Ventures into one of Silicon Valley's most successful seed-stage firms, managing nearly $4 billion across 12 funds while staying deliberately quiet in an increasingly loud venture landscape. In this conversation, Callaghan unpacks why True prioritizes founders over headlines, how the firm maintains remarkably high ownership in portfolio companies despite the bubbly market, and why duration is a feature, not a bug, of early-stage investing. Jon also shares his contrarian views on the AI wave, explains why mega-rounds and consensus capital often miss the real outliers, and reveals where he sees the biggest opportunities in consumer applications, personal software, and AI-powered biology.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on StrictlyVC Download, we’re sharing a conversation from our event in Palo Alto, where TechCrunch reporter Marina Temkin spoke with Mina Fahmi, the founder and CEO of Sandbar, and Toni Schneider of True Ventures.   Mina Fahmi is the CEO and co-founder of Sandbar, a startup building the Stream ring—an AI wearable designed to capture your whispered thoughts. Toni Schneider is a partner at True Ventures who backed Fitbit, Peloton, and Ring, and was initially skeptical of AI wearables until he saw Sandbar's demo – and to be clear, Schneider says he’d seen a whole lot of demos. In this conversation, they unpack what it takes to build hardware that people actually want to wear, why "self-extension" beats AI companions, and how privacy through whispering changes everything. They also discuss competing with OpenAI's rumored device with Jony Ive, why devices must do one thing brilliantly before doing ten things adequately, and what Sandbar learned from two years of prototyping to get the interaction model right.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on StrictlyVC Download, Connie Loizos spoke with Conlin Angle, the founder and former CEO of iRobot. Fom his living room into a household name, Angle spent 30 years turning iRobot into one of the most pioneering companies in the robotics industry stepping down as CEO following the failed Amazon acquisition. In this conversation, he unpacks why he considers iRobot's bankruptcy "avoidable and a tragedy," what regulators got catastrophically wrong in blocking the $1.7 billion Amazon deal, and why the FTC's office walls covered with "blocked deals" as trophies revealed a deeply misguided approach to protecting innovation.   Angle also shares the brutal reality of fighting regulators for 18 months while producing over 100,000 documents, why nascent American tech industries keep getting handed to overseas competitors, and what he's building next with his stealth startup, including his contrarian take on humanoid robots and why Rodney Brooks is "never factually wrong, but not necessarily answering the question you think he's answering."  Learn more about your ad choices. Visit megaphone.fm/adchoices

Pat Gelsinger spent 35 years across two stints at Intel, most recently as CEO. Nicholas Kelez is the CEO of X-Light, a semiconductor startup developing breakthrough EUV laser technology for next-generation chipmaking. In this conversation, they unpack what it takes to wake Moore's law from its nap, why the U.S. government just became X-Light's second-largest shareholder, and how faith and deep tech are shaping the future of American competitiveness in the AI era. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on StrictlyVC Download, Connie Loizos spoke with Science Corp founder Max Hodak to discuss how brain-computer interfaces are arriving faster than anyone realizes. The Neuralink co-founder and former president shares how his company recently achieved what may be the biggest breakthrough in vision restoration in decades, enabling 80% of blind patients to read again with a tiny retinal implant smaller than a grain of rice. In this conversation, the two also explore the near-term commercial path for BCIs through medical applications, the long-term potential for cognitive enhancement and “binding” multiple brains together, and why Science, which has so far raised $260 million from investors, is keen to generate revenue while it invests in its future products. Not last, Hodak addresses the practical and ethical questions around hacking, enhancement, and why he thinks it may well be possible in the not-too-distant future to “move consciousness” outside of the body. Learn more about your ad choices. Visit megaphone.fm/adchoices