VC React Podcast - Silicon Valley:
Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on Silicon Valley startups, funds, and investment rounds.
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Hosts:
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Available on:
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Guest:
1. Arjun Arora, Managing Partner at Format One.
- LinkedIn Profile: https://www.linkedin.com/in/arjundevarora/
- Company Website: https://www.formatone.io/
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News of the week brought to you by FWDstart.
This Week On The VC React Podcast:
An investor in Firefly Aerospace, OpenAI, Anthropic, Perplexity, Replit, Circle, Uniswap, Notion, and many many more join us today! With him we will discuss: Mega funds, fragile consumer AI, and the future of money:
- We break down Lightspeed’s record $9B AI raise, Is capital concentrating around the same winners again?
- We debate why most consumer AI startups still can’t stick. Is a pivot to enterprise what will make them the real revenues?
- And finally, we zoom out: from traditional banks to neobanks to stablecoin-native banks and capital markets now. With Circle’s new Arc blockchain, are we watching the next financial infrastructure shift unfold in real time?