Backing the Founders that Ate Glass | Nathan Maton, Basal Capital

Vertical First, AI Second: Why Domain Experts Win | Vijay Rajendran & Amit Goel, gAI Ventures

Vijay Rajendran led portfolio value creation at 500 Global across 2,800 companies in 80 countries before co-founding gAI Ventures. Amit Goel brings 20 years as a payments and identity operator, including building and selling a fintech company. Together they've built a venture studio around one central idea: vertical expertise should drive AI company formation, not the other way around. We get into why most enterprise AI deployments fail despite the hype, what Amit means when he says a task is not a job, and how gAI co-builds from the ground up with domain experts before carving portfolio companies out as independent businesses.

Science Fair Winners Are Founding Unicorns at 3x the YC Rate | Anthony Atlas, Science Fair Fund

Anthony Atlas won first place at the International Science and Engineering Fair at 17, earning himself a minor planet in the process. He spent years noticing that science fair alumni kept turning up as exceptional startup founders, then built the data to prove it: finalists who go on to start companies do so at a 15 percent unicorn rate, with over two-thirds making it through Series A. We get into how he built a 55,000-person alumni database to backtest the thesis before ever pitching an LP, what the science fair experience actually trains that translates to founding, and why the 2,000-plus alumni who volunteered to help may be the fund's most underrated edge.

The VC Finding Latin American Founders Before US Funds Do | Lorenzo De Leo, Enya Ventures

Lorenzo De Leo spent more than a decade as managing director at Rocker, one of Miami's leading venture studios, where he helped build over 40 companies across the US and Latin America. That operator background is now the foundation of Enya Ventures, his pre-seed AI fund targeting Latin American founders at the moment before US capital starts paying attention. We get into why Latin America is at a tipping point for founder quality, what it means to back an AI native team versus one that just bolts AI onto the product, and why in the current environment distribution and data matter more than the model itself.

Betting on AI and Blockchain Before Anyone Else | Radhika Iyengar & Jorden Woods, StarChain Ventures

Radhika Iyengar was named one of the Top 100 Women of the Future and has advised startups that generated $4 billion in shareholder value. Her co-founder Jorden Woods is a Caltech astrophysicist with her own exits and $50 million raised for portfolio companies. Together they wrote a book in 2019 predicting enterprise AI and blockchain would converge. Then, they spent six years building the track record to invest in it. We get into why they treat trust as a literal architectural requirement rather than a feature, how a portfolio company is extending hyper-personalized lending to small businesses with under a 0.2% default rate, and why micro VC math produces better returns at every performance percentile than mega funds chasing hectacorns.

Supply Chains Don't Just Fail Companies — They Fail Nations | J.P. Keating, ProChain Ventures

J.P. Keating spent 25 years inside five Fortune 500 supply chains — Boeing, Anheuser-Busch, Allstate — before deciding insiders needed to be the ones writing the check. Now, as founder of ProChain Ventures, he's backing pre-seed and seed stage founders building the technology that makes global supply chains faster, more resilient, and harder to break. In this episode, JP and Connor dig into why supply chain is less about efficiency and more about survivability, how ProChain finds the right LPs (spoiler: industry operators first), and why a self-propelled autonomous rail car might be the most exciting investment in the portfolio.