TechSurge: Deep Tech Podcast
TechSurge is a deep tech VC podcast hosted by partners of Celesta Capital, covering the intersection of emerging tech, geopolitics, and business. Episodes feature conversations with entrepreneurs, investors, and industry leaders on topics like AI, data centers, blockchain, and healthcare innovation. Guests have included Vinod Khosla, Indra Nooyi, and executives from Microsoft and OpenAI. New episodes release every two weeks.
Episodes
Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU
In this episode, host David Goldman speaks with legendary graphics chip architect Raja Koduri, who explains why every gigawatt of AI infrastructure now costs $50 to $60 billion, and why China's goal of doing it for under $10 billion is the real threat to Western AI. Raja twice led graphics at AMD, directed Apple's graphics architecture and was chief architect at Intel. He argues that the
The Race to Build the Next Trillion-Dollar AI Chip Company
Almost 2% of U.S. GDP will be spent on AI infrastructure this year, nearly double 2025's figure. But beneath those headline numbers, the composition of that spending has quietly flipped: for the first time, dollars spent on running models in production now outweigh dollars spent training them. In this episode of TechSurge, host David Goldman speaks with Austin Lyons, a semiconductor analy
The Nobel Winner Behind Google's Quantum AI Lab: Why I'm Building the NVIDIA of Quantum
In this episode, Nobel Prize-winning physicist Dr. John Martinis reveals how his breakthrough in superconducting qubits made quantum physics real at macroscopic scale and what it means for the future of technology. The former lead of Google's Quantum AI lab explains why quantum computing is so fragile, why a lot of hype has a low chance to work, and why his fabless company Qolab could be
Intel CEO Lip-Bu Tan on 40 Years of Contrarian Bets in Semiconductors
Silicon Valley was built on semiconductors, but for nearly two decades, venture capital shifted its attention towards software. Today, AI is changing that as the demand for compute, memory and networking explodes, hardware is once again at the centre of the industry's biggest bets. In this episode of TechSurge, host Michael Marks speaks with Lip-Bu Tan, CEO of Intel and one of the semicon
The Moving Bottleneck: Networking, Power, Memory, and the Race to Win AI
Artificial intelligence is often discussed through models and GPUs. This episode looks beneath that surface, at the power delivery and networking required to make AI work at scale.Host Sriram Viswanathan speaks with Rajiv Khemani, a serial deep tech entrepreneur whose career has tracked several major infrastructure cycles: internet networking, cloud switching, blockchain compute and now A
Physical AI, Quantum, and Bio-Innovation: Inside Canada’s Research Frontier
Canada produces world-leading science, engineering, and AI research. So why does so much of that research still commercialize outside of Canada?In this episode of TechSurge, host Nic Brathwaite puts that question to four leaders at two of Canada's top research universities: Mary Wells (Dean of Engineering) and Chris Houser (Dean of Science) at the University of Waterloo, and Heather Shear
Google's Chief Technologist on Intelligent Search in the Age of AI
TechSurge is sponsored by Notion. From product roadmaps to investor updates, Notion is where modern teams plan, write, and ship together. Get started at http://notion.dev/techsurge.Search began as a way to find pages. AI is turning it into a way to ask, reason, decide, and act.Search has always been more than a technical problem. It is a way of organising knowledge, connecting intent with
Battle for the AI Data Center: Deep Dive on the Semiconductor Supercycle
Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now shaping the speed, cost, and strategic direction of modern computing.In this episode of TechSurge, host Michael Marks speaks with Stacy Rasgon, Managing Director and Senior Analyst covering U.S. sem
In-Orbit Manufacturing, AI Data Centers, and the New Space Economy with MIT’s Ariel Ekblaw
For most of human history, space has been a place we visited. The next chapter may be about building there.For decades, space was the domain of governments, astronauts, and science fiction. Today, falling launch costs, reusable rockets, and a new generation of ambitious founders are turning orbit into something else entirely: a place to build. The question is no longer whether humanity ca
The U.S. – China Deep Tech Arms Race
For years, the United States told itself a reassuring story: China could manufacture and copy, but it couldn't innovate. That story is no longer credible. From DeepSeek's compute-efficient AI model to BYD's dominance of the global EV market, China is producing both volume and quality across sectors that matter. The question is no longer whether China can compete — it's whether the United
Rare Earth Rush: Strategic Minerals and Tech's New Resource Wars
For thirty years, the United States largely ignored critical minerals. We mined less, processed less, and stockpiled less — while China quietly built the most dominant mineral supply chain in modern history. When China imposed rare earth export restrictions in 2024, manufacturers from Detroit to Tokyo scrambled. The invisible inputs powering electric vehicles, semiconductors, AI data cent
The US Crypto Awakening
For years, crypto policy in the United States was defined less by clear rules than by the threat of enforcement. Startups and institutions building in the space operated in a gray zone: no clear guidance, no path to compliance, and always the possibility of a regulatory hammer coming down. In 2025, that began to change.In this episode of TechSurge, host Sriram Viswanathan speaks with Comm
Pixels to Intelligence: The Next Era of Imaging
Digital imaging is so ubiquitous today that it’s easy to forget how improbable it once was. In this episode of TechSurge, guest host Nic Brathwaite sits down with Dr. Eric Fossum, inventor of the CMOS active pixel image sensor, to unpack the breakthrough that made it possible to embed cameras into billions of devices and the deeper lessons behind it.Eric explains how his work began not wi
Sovereign AI Stacks: The New Strategic National Resource
As artificial intelligence becomes a strategic capability for nations as well as companies, questions of governance, safety, and geopolitical competition are moving to the forefront. In this episode of TechSurge, host Sriram Viswanathan speaks with Helen Toner, Interim Executive Director of the Center for Security and Emerging Technology (CSET) at Georgetown and a former OpenAI board memb
Governing AI Before It Outpaces Us: Safety for Critical Infrastructure
As generative AI systems move from novelty to infrastructure, questions of safety, trust, and governance are becoming urgent. In this episode of TechSurge, host Sriram Viswanathan is joined by Dr. Rumman Chowdhury, CEO of Humane Intelligence PBC and responsible AI Pioneer, about what AI safety really means and why the industry may be focusing on the wrong problems.Rumman argues that the m
India: The Next Tech Global Superpower?
As global supply chains fracture, AI reshapes productivity, and technology becomes a core instrument of national power, India is making an ambitious push to redefine its role in the world economy from IT services provider to deep tech superpower.In the season 2 premiere of TechSurge, host Sriram Viswanathan brings together three defining perspectives to examine how India is positioned to
TechSurge: Season 2 Trailer
TechSurge returns for an all-new season exploring the forces reshaping the future of deep tech, where breakthrough innovation meets real-world market dynamics. In season 2, we dive deeper into the intersection of emerging technology, market forces, and entrepreneurial discovery, featuring candid conversations with Silicon Valley leaders, visionary founders, investors, and bold builders sh
Season 1 Finale: Risks, Rewards, and Realities of Open vs. Closed AI
In TechSurge’s Season 1 Finale episode, we explore an important debate: should AI development be open source or closed? AI technology leader and UN Senior Fellow Senthil Kumar joins Michael Marks for a deep dive into one of the most consequential debates in artificial intelligence, exploring the fundamental tensions between democratizing AI access and maintaining safety controls.Sparked b
Betting Early on Zoom, Canva, and Crypto: Inside the Playbook of Visionary Solo VC Bill Tai
Legendary technologist and investor Bill Tai joins our latest episode for a wide-ranging conversation spanning decades of Silicon Valley innovation. Bill shares his remarkable journey from being employee #1 at TSMC to becoming one of the first seed investors in Zoom and Canva, and his early embrace of Bitcoin when it was priced at just 7 cents.The conversation explores Bill's unique inves
Blueprint for an AI Future: OpenAI Chief Economist on How AI Will Shape the Global Economy
Will AI displace more jobs than it creates? How can the U.S. win the AI race? How can AI benefits be evenly distributed across businesses and society?We explore these questions and more as Sriram Viswanathan sits down with Ronnie Chatterji, Chief Economist at OpenAI, for an in-depth exploration of AI's economic impact and policy implications. Ronnie brings a unique perspective, having ser
Inside Nokia’s Strategy: CSTO Nishant Batra on Telecom’s Future, Brand Reinvention, and Betting on Bell Labs
In this episode of TechSurge, host Sriram Viswanathan sits down with Nishant Batra, Chief Strategy and Technology Officer at Nokia, for a deep dive into the evolving landscape of telecom and wireless technology. Nishant shares insights into the seismic shifts transforming network infrastructure—from core networks to edge computing—and discusses how Nokia leverages artificial intelligence
Leading Through Chaos: John Chambers on Tariffs, Cyber Threats, & the AI Supercycle
Competition, growth, tariffs, hacks, AI – what does it take to be an effective leader today? John Chambers, former CEO and Executive Chairman of Cisco and founder of JC2 Ventures, joins TechSurge host Sriram Viswanathan to share valuable wisdom on leading and growing businesses through times of significant change. As a leader who has transitioned from the c-suite to venture capital and no
China, Funding Cuts, & Campus Controversy: Is U.S. Tech Leadership Falling Behind?
MIT President Emeritus Dr. Rafael Reif joins host Michael Marks for a discussion about the state of U.S. competitiveness in technology, university research funding, current immigration policy, and more. Reif explains why universities remain the innovation engines of economies, educating top talent and generating the foundational research that powers emerging tech and creates new industrie
Inside Microsoft's Trillion Dollar Playbook with Chief Strategy Officer Bobby Yerramilli-Rao
Bobby Yerramilli-Rao, Chief Strategy Officer at Microsoft, joins TechSurge host Sriram Viswanathan to offer a rare glimpse into the strategic playbook of one of the world’s most powerful tech companies. Bobby shares how the company navigates today’s biggest technology paradigm shifts, placing bets with trillion-dollar implications. Touching on Microsoft’s AI strategy, OpenAI partnership,
Scaling the AI Era: Next-Gen Data Storage Solutions with Pure Storage CEO Charlie Giancarlo
In this episode of TechSurge, host Sriram Viswanathan sits down with Charlie Giancarlo, Chairman and CEO of Pure Storage, to discuss the evolution and future of data storage in the digital age. Charlie shares insights from his career spanning his pivotal role in Cisco's success as a networking pioneer, to his leadership in transforming Pure Storage into a leader in innovative storage solu
Why AI Isn't Ready to Make Medicines
Many in venture capital and biopharma are anointing artificial intelligence the savior of drug discovery—but what can AI actually do?In this eye-opening episode, Michael Marks sits down with Mike Nohaile, CEO of Prellis Biologics, to explore the hype versus reality in AI-enabled drug discovery. Mike details why, despite significant breakthroughs like AlphaFold and recent Nobel Prize win f
Understanding the Elegant Math Behind Modern Machine Learning
Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI.Anil helps us explore the journey and many br
21st Century Warfare: The Nexus of Technology, Economy, & National Security
With global economic alliances shifting and new threats emerging, will the U.S. maintain its dominance in an increasingly complex world? From chips to cyberterrorist threats to cryptocurrency, battles for global dominance are no longer only fought on the battlefield—they're playing out in markets, boardrooms, and cyberspace. In this episode, we sit down with Juan Zarate, a key member of t
Adapting to AI & Geopolitical Disruption with Global Head of McKinsey Bob Sternfels
The world is evolving faster than ever – how will we keep up?From AI breakthroughs to global supply chain disruptions, the forces shaping business and technology today are relentless. In this episode of the TechSurge Deep Tech VC Podcast, we sit down with Bob Sternfels, Global Managing Partner of McKinsey & Company, the global consulting firm who has been on the frontlines of helping
The Future of Wireless, Academia, & Intel: A Conversation With Dr. Andrea Goldsmith
The future of wireless technology is unfolding, are you ready for what's next?How can Intel regain market dominance? How will AI and IOT shape the next generation of wireless? What are the challenges in transitioning to 5G, NextG, and beyond? How will academia and the startup world intersect in the 21st century economy? We explore these questions and more in our latest episode of the Tech
How AI Is Fueling the Transformation of Medical Imaging
In this episode, host Michael Marks dives into the transformative role of artificial intelligence in healthcare. Michael is joined by Dr. Alex Sardiña of WhiteRabbit.ai and Kalyan Sivasilam of 5C Network, two early adopters bringing AI to medicine through sharply contrasting market models in the U.S. and India, respectively. The discussion unpacks how AI is revolutionizing diagnostics, he
The Tech CEO Playbook: Strategies for Success
Host Sriram Viswanathan sits down with Qualcomm Chairman Mark McLaughlin, the former CEO of Palo Alto Networks and Verisign and a trailblazer in technology and cybersecurity. Mark shares his remarkable transition from West Point to the heights of the tech industry, drawing on the many powerful leadership lessons developed throughout his career. Mark shares advice on balancing family prior
Customer Experience x AI: Industries at the Intersection Series
Host Sriram Viswanathan speaks with Andy Lee and Anand Chandrasekaran from Crescendo AI about the transformative impact of AI on the customer service and call center industry. The conversation covers Crescendo's unique approach to integrating AI in business process outsourcing, the dynamics of the sector, and the potential future of human-AI collaboration. Discover how AI is poised to dis
Construction Technology: Industries at the Intersection Series
Join host Michael Marks as he discusses the transformative potential of technology in the construction industry with leaders from three innovative companies: Ash Bhardwaj, CEO and co-founder of Onx Homes; Trevor Schick, CEO of Slate.ai; and Camilo Restrepo, CEO of Biomason. The conversation delves into the challenges of disrupting the construction sector, the roles of AI and data in impro
FinTech & InsurTech: Industries at the Intersection Series
In this episode of TechSurge: The Deep Tech Podcast, host Nicholas Brathwaite of Celesta Capital speaks with Christian Mitchell, Chief Digital and Information Officer at Northwestern Mutual, about the profound digital transformation happening in the financial services and insurance sectors. The discussion covers how legacy systems are being modernized, the role of AI in enhancing underwri
Zoox CEO Aicha Evans: AI Robotaxis & the Future of Autonomous Driving
In this episode, we explore the future of mobility and AI with Aicha Evans, CEO of Zoox, a leading developer of autonomous robotaxis and an Amazon company. Joining Celesta Capital’s founding partner Sriram Viswanathan, Aicha shares her journey from Senegal to Silicon Valley, where she led groundbreaking innovations at Intel before taking the helm at Zoox. Together, they discuss the challe
Busting Technology Myths: AI, Jobs, Politics, & Privacy
Will AI will take away all of our jobs? Is technology eroding privacy? Is the pace of technology advancement too fast? We address these questions and more topics around global science and technology policy with Rob Atkinson, founder and president of the Information Technology and Innovation Foundation. Speaking with Celesta Capital founding partner Nic Brathwaite, Rob dives into the inter
MARA CEO Fred Thiel: The Future of Blockchain & Crypto
Fred Thiel, Chairman and CEO of MARA Holdings, dives us into the world of blockchain and cryptocurrency mining. Fred discusses the technological advancements in Bitcoin mining, including significant improvements in energy efficiency, and provides insights into the future of Bitcoin, predicting substantial growth in its value and its linkages with AI inference data centers. He also explain
Micron CEO Sanjay Mehrotra: The AI Data Center Transformation
Micron CEO Sanjay Mehrotra discusses his journey in the semiconductor industry and the growing strategic importance of the memory industry in the age of AI. He highlights innovation in high bandwidth memory (HBM), which enables faster data access and lower power consumption. Sanjay also discusses Micron’s plans to build new U.S. semiconductor factories and the role of the CHIPS Act in bri
Indra Nooyi's CEO Secrets: Tackling Tech, Tariffs, & How to Walk Away on Top
Former CEO of PepsiCo and New York Times bestselling author Indra Nooyi joins host Michael Marks for a wide-ranging conversation to share her insights on the growth of big tech companies, the impact of AI, CEO-board relationships, and much more.Indra currently serves on the boards of Amazon, Phillips, Memorial Sloan Kettering Cancer Center, the National Gallery of Art, and is a Dean’s Adv
The Bio-Intelligence Revolution: Exploring the Intersection of High Tech & Biotech
Driven both by surging demand and rapid technology advancements, an emerging area of health innovation called “bioconvergence” is driving improvements in human health and sustained interest from investors. This episode will explore these new applications merging engineered technologies with scientific disciplines, including in diagnostics, therapeutics, and elsewhere.Nobel Laureate Dr. Ji
Vinod Khosla: What's Ahead in the Age of AI
Legendary technology founder and venture capital investor Vinod Khosla joins host Michael Marks for a wide-ranging discussion on the future of Artificial Intelligence, major tech cycles, and much more. Vinod shares his predictions for the next 25 years of technology advancement and how we should be assessing the risks and benefits as the adoption of AI continues to accelerate. He shares h
TRAILER: The TechSurge Podcast
The TechSurge Podcast explores topics at the intersection of emerging tech, market forces, and entrepreneurial discovery. Hear directly from Silicon Valley leaders, the next generation of daring founders, and other brilliant minds shaping the future of deep tech. Episodes releasing every two weeks.
