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StrictlyVC Download

StrictlyVC Download

Connie Loizos & Alex Gove 229 Episodes Aug 4, 2026

Each week TechCrunch Editor-in-Chief Connie Loizos, and Alex Gove, a former journalist, VC and operating exec who today runs StrictlyVC, interview a mover and shaker in the world of tech.

Episodes

Equity Replay: Menlo Ventures’ Matt Murphy says the lesson for founders now is that a great model isn't enough
Equity Replay: Menlo Ventures’ Matt Murphy says the lesson for founders now is that a great model isn't enough Aug 4, 2026 1925 This week we'r sharing a conversation from our colleagues at TechCrunch's Equity. Anthropic leaped to ⁠a $47 billion revenue run rate by May,⁠ compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures' ⁠Matt Murphy⁠ says he's never seen in 25 years of investing, not in the internet wave, not in mobile,
Why Founders Fund Backed a Fish Robotics Startup
Why Founders Fund Backed a Fish Robotics Startup Jul 28, 2026 1356 Much of American-caught fish is processed overseas, and often in China, before it comes back to the U.S. Shinkei wants to change that with robotics, computer vision, and a vertically integrated supply chain built from scratch. This episode of StrictlyVC Download was recorded at StrictlyVC Los Angeles 2026. TechCrunch Editor in Chief Connie Loizos sat down with Saif Khawaja, founder and CEO of Shi
Reed Jobs Is Betting Cancer Doesn’t Have to Be Fatal
Reed Jobs Is Betting Cancer Doesn’t Have to Be Fatal Jul 21, 2026 2914 In this episode, Connie and Alex are joined by Reed Jobs, founder and managing partner of Yosemite, to discuss the firm’s ambitious mission to make cancer nonlethal by building biotech companies from the ground up. Jobs explains why Yosemite pairs venture capital with no-strings-attached research grants, how AI is accelerating drug discovery and clinical trials, and why he believes we’re entering
Uber’s Chief Product Officer on Travel, AI Agents, and Playing Both Sides of the Robotaxi Race
Uber’s Chief Product Officer on Travel, AI Agents, and Playing Both Sides of the Robotaxi Race Jul 14, 2026 2378 In this episode, Connie Loizos sits down with Uber Chief Product Officer Sachin Kansal to discuss the company's expanding vision beyond ride-hailing, from hotels and travel planning to AI-powered shopping and autonomous vehicles. Sachin explains how Uber decides which new products to build, why the company believes a hybrid network of human drivers and robotaxis is the future, and how AI is reshap
The Race to Build the First Real Humanoid Robot Business with Peggy Johnson from Agility
The Race to Build the First Real Humanoid Robot Business with Peggy Johnson from Agility Jul 7, 2026 2197 In this episode, Connie Loizos and Alex Gove sit down with Agility Robotics CEO Peggy Johnson following the company's announcement that it will go public, making it one of the first pure-play humanoid robotics companies to reach the public markets. Peggy explains why she believes the industry is moving beyond flashy demos and into real commercial deployment and how Agility built a $300 million pip
Is Your AI Actually Worth What You're Spending? with Parker Conrad
Is Your AI Actually Worth What You're Spending? with Parker Conrad Jun 30, 2026 2040 In this episode, Connie Loizos sits down with Rippling founder and CEO Parker Conrad to discuss the company's biggest product launch in years: Rippling Data Cloud. Parker explains why he believes the future of enterprise AI depends on giving AI access to an organization's people data and business systems, not just more powerful models. He also shares how Rippling is using AI internally, what the c
Is There an AI Bubble?  VCs on Valuations and ARR Inflation
Is There an AI Bubble? VCs on Valuations and ARR Inflation Jun 23, 2026 1559 This episode features a conversation recorded live at StrictlyVC LA in El Segundo between Connie Loizos, Cheng Xu, partner at Basis Set Ventures, and Carter Reum, founder of M13. Together, they discuss whether today's AI boom represents a bubble, how investors are thinking about soaring startup valuations and ARR growth, and what it takes to build a lasting company in an increasingly competitive
The return of the Consumer Gold Rush? What Chi-Hua Chien is betting on next
The return of the Consumer Gold Rush? What Chi-Hua Chien is betting on next Jun 16, 2026 2614 In this episode, Connie and Alex talk with Goodwater Capital co-founder Chi-Hua Chien, whose career spans some of Silicon Valley’s biggest technology shifts, from helping source Accel’s investment in Facebook as a young associate to backing a new generation of consumer and AI startups. While much of the venture world is focused on models, chips, and infrastructure, Chi-Hua argues that history sugg
Runway and HOLYWATER TECH: Two AI Companies Trying to Upend Entertainment
Runway and HOLYWATER TECH: Two AI Companies Trying to Upend Entertainment Jun 9, 2026 1865 This week on StrictlyVC Download, we're bringing you a conversation from our recent event in Athens. Connie Loizos spoke with Anastasis Germanidis: Co-Founder & Co-CEO, Runway and Anatolii Kasianov: Co-Founder & Co-CEO, HOLYWATER TECH. Runway began within art school, with a sparse network and little investor insight into AI video. HOLYWATER TECH started in Kyiv with no venture capital, and a ma
What VCs think about SpaceX, AI-valuation fever and where to bet next
What VCs think about SpaceX, AI-valuation fever and where to bet next Jun 2, 2026 1761 For this episode of StrictlyVC Download, we're bringing you a conversation from the StrictlyVC Athens event. Connie Loizos sat down with three seasoned investors to break down the state of venture capital, the hunt for white space, and what it actually takes to back a breakout company in 2026. Featuring: Ben Blume: Partner, Atomico Andreas Stavropoulos: Partner, Threshold Ventures Nik
Eclipse Ventures Co-Founder Lior Susan's Insights Into a $1.3B Bet on Physical AI
Eclipse Ventures Co-Founder Lior Susan's Insights Into a $1.3B Bet on Physical AI May 26, 2026 1251 This week on StrictlyVC Download, we're sharing and interview from our 2026 event in San Francisco with TechCrunch reporter Marina Temkin and Lior Susan who is dresh off raising a $1.3 billion fund. Eclipse Ventures is doubling down on what it calls physical AI. Temkin and Susan discuss robotics, manufacturing, autonomous systems, and what it takes to build enduring companies where AI meets the p
Inside Stanford's Secret Tech Elite (And the Freshman Who Exposed It)
Inside Stanford's Secret Tech Elite (And the Freshman Who Exposed It) May 19, 2026 1661 In this episode, we talk with Theo Baker, a soon-to-be Stanford graduate and author of How to Rule the World, about what he found when he traded his coding ambitions for student journalism. Within his first semester, Theo broke the story that led to Stanford president Marc Tessier-Lavigne’s resignation, a months-long investigation into manipulated research images that put him in the crosshairs of

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