In the latest Seedcamp Deep Dive, our Managing Partner, Carlos Eduardo Espinal, discusses the complexities of investing in deeptech, dual-use and the defence sector. He's joined by two distinguished guests from defence and investment backgrounds: Nicola Sinclair, General Partner at Twin Track Ventures, and Samuel Burrell, Partner at Expeditions Fund.
Nicola begins the conversation by explaining her motivation for founding Twin Track, highlighting the need to connect startups with the defence and security sectors and detailing her approach to evaluating deep tech investments. Sam then discusses his transition from military service to venture capital and emphasizes the importance of understanding end-user needs in defense tech investments.
This insightful conversation covers a wide range of topics, including:
- The challenges of dual-use technologies
- The role of prime contractors
- The evolving geopolitical landscape
- Investment opportunities in space technology
- The future of defence tech investments
Show Notes:
Nicola Sinclair - linkedin.com/in/nicola-sinclair-
Samuel Burrell - linkedin.com/in/samuelrburrell
Carlos Eduardo Espinal - linkedin.com/in/carloseduardoespinal
Twin Track Ventures - twintrack.vc
Expeditions Fund - expeditionsfund.com
Seedcamp - seedcamp.com
Sam’s weekly newsletter This Week in Dual-Use [www.samuelburrell.com]
“Working with Defence & Security” Survey. The results will be released on 14 November 2025
All content for This Much I Know - The Seedcamp Podcast is the property of Carlos Espinal and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In the latest Seedcamp Deep Dive, our Managing Partner, Carlos Eduardo Espinal, discusses the complexities of investing in deeptech, dual-use and the defence sector. He's joined by two distinguished guests from defence and investment backgrounds: Nicola Sinclair, General Partner at Twin Track Ventures, and Samuel Burrell, Partner at Expeditions Fund.
Nicola begins the conversation by explaining her motivation for founding Twin Track, highlighting the need to connect startups with the defence and security sectors and detailing her approach to evaluating deep tech investments. Sam then discusses his transition from military service to venture capital and emphasizes the importance of understanding end-user needs in defense tech investments.
This insightful conversation covers a wide range of topics, including:
- The challenges of dual-use technologies
- The role of prime contractors
- The evolving geopolitical landscape
- Investment opportunities in space technology
- The future of defence tech investments
Show Notes:
Nicola Sinclair - linkedin.com/in/nicola-sinclair-
Samuel Burrell - linkedin.com/in/samuelrburrell
Carlos Eduardo Espinal - linkedin.com/in/carloseduardoespinal
Twin Track Ventures - twintrack.vc
Expeditions Fund - expeditionsfund.com
Seedcamp - seedcamp.com
Sam’s weekly newsletter This Week in Dual-Use [www.samuelburrell.com]
“Working with Defence & Security” Survey. The results will be released on 14 November 2025
Beyond Silicon: Navigating The Future of Semiconductor Innovation and Geopolitics
This Much I Know - The Seedcamp Podcast
46 minutes 46 seconds
2 months ago
Beyond Silicon: Navigating The Future of Semiconductor Innovation and Geopolitics
In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry.
Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing.
The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in!
Show Notes:
Nandan Nayampally - linkedin.com/in/nandannayampally
Carlos Espinal - linkedin.com/in/carloseduardoespinal
Baya Systems - bayasystems.com
Seedcamp - seedcamp.com
This Much I Know - The Seedcamp Podcast
In the latest Seedcamp Deep Dive, our Managing Partner, Carlos Eduardo Espinal, discusses the complexities of investing in deeptech, dual-use and the defence sector. He's joined by two distinguished guests from defence and investment backgrounds: Nicola Sinclair, General Partner at Twin Track Ventures, and Samuel Burrell, Partner at Expeditions Fund.
Nicola begins the conversation by explaining her motivation for founding Twin Track, highlighting the need to connect startups with the defence and security sectors and detailing her approach to evaluating deep tech investments. Sam then discusses his transition from military service to venture capital and emphasizes the importance of understanding end-user needs in defense tech investments.
This insightful conversation covers a wide range of topics, including:
- The challenges of dual-use technologies
- The role of prime contractors
- The evolving geopolitical landscape
- Investment opportunities in space technology
- The future of defence tech investments
Show Notes:
Nicola Sinclair - linkedin.com/in/nicola-sinclair-
Samuel Burrell - linkedin.com/in/samuelrburrell
Carlos Eduardo Espinal - linkedin.com/in/carloseduardoespinal
Twin Track Ventures - twintrack.vc
Expeditions Fund - expeditionsfund.com
Seedcamp - seedcamp.com
Sam’s weekly newsletter This Week in Dual-Use [www.samuelburrell.com]
“Working with Defence & Security” Survey. The results will be released on 14 November 2025
