• Why VCs Are Betting on EV Charging Infrastructure Startups
    2026/07/21
    In this episode of The Venture Capital Podcast, Lucas and Luna dive into the growing venture capital interest in electric vehicle charging infrastructure. With headlines like Einride investing $38 million in EV charging, they explore why VCs see this as a massive opportunity despite the capital intensity. They discuss the challenges of scaling charging networks, the role of software in optimizing grid load, and how startups differentiate from utilities. Lucas and Luna also touch on the broader implications for climate tech investing and the data center energy crunch. If you're curious about where smart money is flowing in the transition to electric mobility, this episode offers a sharp, focused look at one of the most capital-intensive bets in venture today. #VentureCapital #Startups #EVCharging #ElectricVehicles #InfrastructureInvesting #ClimateTech #Einride #CleanEnergy #VCPodcast #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #Investing #Technology #GridManagement #GreenTech #CapitalIntensive #Mobility Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why VCs Are Betting on De-Extinction Startups in 2026
    2026/07/21
    Colossal Biosciences is reportedly raising at a $20B to $30B valuation. Lucas and Luna break down the venture logic behind de-extinction: the science, the spinouts in gene editing and synthetic biology, and the parallels to longevity biotech. They examine whether Colossal's valuation is backed by real platform potential or hype, referencing the latest headlines and the broader VC appetite for frontier tech. The episode also touches on how VCs underwrite risk when the product is resurrecting the woolly mammoth. #DeExtinction #ColossalBiosciences #VentureCapital #StartupInvesting #GeneEditing #SyntheticBiology #LongevityBiotech #Biotech #Valuation #FrontierTech #Science #Business #Technology #FexingoBusiness #BusinessPodcast #VCPodcast #TermSheets #Startup Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How VCs Are Backing Inference Startups in 2026
    2026/07/20
    In this episode, Lucas and Luna explore the rising venture capital interest in AI inference startups. With the recent $15 million seed round by Infinity, backed by Touring Capital, OpenAI, and Anthropic researchers, they unpack why inference—the process of running trained AI models—is becoming a hotbed for investment. They discuss how inference startups differ from training-focused companies, the infrastructure demands of real-time AI applications, and the competitive landscape against cloud giants. The conversation also touches on market signals like NVDA's recent dip and ARKK's decline, connecting broader tech trends to venture strategy. A must-listen for startup founders and tech investors. #Infinity #TouringCapital #OpenAI #Anthropic #Inference #AIStartups #VentureCapital #MachineLearning #SeedFunding #Business #Technology #FexingoBusiness #BusinessPodcast #VCInvesting #AIInfrastructure #StartupFunding #ArtificialIntelligence #ModelDeployment Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How VCs Are Underwriting Revenue-Based Financing in 2026
    2026/07/20
    Lucas and Luna explore the rise of revenue-based financing (RBF) as an alternative to traditional venture capital. With interest rates still elevated and IPO markets tight, startups are turning to RBF for non-dilutive capital tied to monthly revenue. The hosts break down how RBF works, why VCs are now co-investing alongside RBF funds, and what happened when a fast-growing SaaS company, Streamline Analytics, used a $5 million RBF deal to delay its Series B. They also discuss the risks: revenue-based loans can become expensive if growth stalls, and some startups face repayment pressure that equity wouldn't impose. Specific data points include the current ARKK ETF performance and market sentiment around growth stocks. The episode offers a clear-eyed look at a financing model that's quietly reshaping early-stage startup dynamics. #RevenueBasedFinancing #VentureCapital #StartupFunding #NonDilutiveCapital #SaaS #StreamlineAnalytics #Business #Finance #Technology #LucasAndLuna #FexingoBusiness #BusinessPodcast #StartupInvesting #TermSheets #RBF #GrowthStocks #ARKK #AlternativeFinance Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • Why VCs Are Funding Open Source AI Projects in 2026
    2026/07/19
    Lucas and Luna examine a surprising 2026 trend: venture capital flowing into nonprofit open source AI initiatives like Current AI, which aims to build a freely available AI infrastructure. They discuss how the current VC model adapts to funding public goods, the tension between open source and proprietary AI, and why some LPs are warming to the idea. Referencing recent TechCrunch coverage and market data on AI-related stocks, the hosts explore whether this is a philanthropic pivot or a strategic bet on ecosystem dominance. A concrete look at how VCs navigate the open-closed AI divide. #OpenSourceAI #VentureCapital #CurrentAI #ArtificialIntelligence #NonprofitTech #AIFunding #TechCrunch #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #StartupInvesting #VCTrends #OpenSource #AIInfrastructure #LPStrategy #Philanthropy #EcosystemBet #TechPolicy Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How VCs Are Backing Startup Liquidity via Secondary Markets
    2026/07/19
    Secondary markets for startup shares are booming in 2026, with platforms like Forge Global and EquityZen processing record volumes. This episode explains why founders and early employees are selling before IPOs, how VCs use secondaries to capture returns without exits, and what the $1.2 trillion private-secondary market means for the IPO pipeline. Lucas and Luna discuss the rise of 'non-traditional' buyers like family offices and sovereign wealth funds, the data behind the trend (including the 18% year-over-year volume increase in Q2 2026), and how startups themselves are facilitating internal tender offers. A must-listen for anyone tracking the shift from public to private markets. #SecondaryMarkets #StartupLiquidity #VentureCapital #PrivateMarkets #IPO #ForgeGlobal #EquityZen #TenderOffers #FamilyOffices #SovereignWealthFunds #Liquidity #Business #Technology #FexingoBusiness #BusinessPodcast #StartupInvesting #VC #PrivateEquity Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why VCs Are Betting on Climate Tech Startups in 2026
    2026/07/18
    Episode 120 of The Venture Capital Podcast: Lucas and Luna dive into the surge of venture capital flowing into climate tech in 2026. With a focus on carbon removal and sustainable materials, they discuss the recent $150 million Series B for Heirloom Carbon, a direct-air capture startup. They explore why VCs are now treating climate tech as a hard-tech infrastructure play, the role of government contracts and offtake agreements, and how this contrasts with the boom-and-bust cycles of earlier clean tech. Lucas breaks down the unit economics of carbon removal pricing, while Luna questions whether the market can scale fast enough to meet net-zero targets. They also touch on the broader market context, noting the Ark Innovation ETF's 3.9% weekly decline, suggesting investors are rotating toward tangible assets like climate infrastructure. A must-listen for founders and LPs navigating the climate tech landscape. #ClimateTech #VentureCapital #CarbonRemoval #HeirloomCarbon #DirectAirCapture #SustainableMaterials #CleanTech #InfrastructureInvesting #NetZero #ClimateFinance #Business #Technology #Podcast #FexingoBusiness #BusinessPodcast #VCInvesting #Startups #2026Trends Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • How VCs Are Betting on Bootstrapped Startups in 2026
    2026/07/18
    When Databricks hits a $188 billion valuation and the AI narrative dominates headlines, most venture capital flows to high-burn, high-growth startups. But a quiet counter-movement is gaining traction: VCs are increasingly backing bootstrapped companies that have proven revenue and profitability before taking outside money. In this episode, Lucas and Luna examine the case of Guild Education, which remained bootstrapped for years before raising venture capital on its own terms, and contrast it with the recent news that Neil Rimer from Index Ventures thinks the AI money is 'coming back out.' They explore why bootstrapping is becoming a deliberate strategy rather than a last resort, how it changes the power dynamic between founder and investor, and what it means for valuations. Along the way, they reference Databricks' staggering $188 billion valuation and the pullback in high-growth tech stocks like ARKK, down nearly 4% in five days, to ground the discussion in today's market realities. This episode is for anyone who thinks the only path to startup success involves a deck, a demo, and a term sheet. #Bootstrapping #VentureCapital #StartupFunding #GuildEducation #Databricks #IndexVentures #NeilRimer #RevenueFirst #BusinessModel #FounderPower #ValuationDynamics #SustainableGrowth #Profitability #NoBurn #StartupStrategy #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    6 分