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StrictlyVC Download

Connie Loizos & Alex Gove
StrictlyVC Download
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211 episodios

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    Competing in the post-Humane AI wearables era with Sandbar CEO Mina Fahmi

    31/12/2025 | 25 min

    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

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    Building and losing iRobot: Why Colin Angle thinks the FTC is to blame

    23/12/2025 | 25 min

    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

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    X-Light's Nicholas Kelez and Pat Gelsinger on government-backed chips

    16/12/2025 | 24 min

    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

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    Brain-computer interfaces are coming faster than you think

    09/12/2025 | 30 min

    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

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    Why Kevin Hartz is betting big on teenage founders

    02/12/2025 | 19 min

    In this episode, TechCrunch's editor-in-chief, Connie Loizos, sits down with Kevin Hartz, the serial entrepreneur behind Zoom and Eventbrite who's now managing partner of A-Star Capital, a $300 million generalist fund. Recorded live at TechCrunch Disrupt 2025, Kevin shares his unique perspective as a founder, investor, and LP—discussing why staying in the market matters even when two-month-old companies are raising at $60 million valuations. The two explore the dramatic rise in teenage founders, with Kevin revealing that 20% of his recent investments now include teams with a teenage founder, up from just 5% two years ago. Kevin also discusses A-Star's approach to differentiated deal flow through company incubations, including Sauron, his autonomous drone security startup applying self-driving car technology to home security. They dive into the controversial question of whether venture capital is truly an asset class, the lessons learned from taking companies public through both traditional IPOs and SPACs, and why the abundance of private capital is keeping quality companies out of the public markets indefinitely. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Each week, StrictlyVC Editor-in Chief Connie Loizos and Alex Gove, a former journalist, VC, and operating exec, review the top stories in StrictlyVC and interview a mover and shaker in the world of tech.
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