Going Against the Grain in VC | Oscar Carreón & Roberto Nieves, Cabra Ventures

Finite to Infinite: Why Energy Innovation Needs Operators, Not Observers | Vineet Shah, 8 Clockwise

Vineet Shah spent 18 years inside the energy industry. From a 4.6 gigawatt power plant through CurtissWright and Caltrol to co-founding Honeywell's lithium-ion battery business, where he created the industry's first-ever performance guarantee product. He launched 8 Clockwise as both a venture studio and seed fund backing founders in energy access, decarbonization, and advanced materials, guided by a single organizing principle: finite to infinite. We get into why most climate tech and industrial startups fail, how a venture studio model lets 8Clockwise roll up its sleeves on high-conviction portfolio companies rather than spray and pray across 20 bets, and why senior energy executives are the ideal LP for a fund that requires patience, domain fluency, and a belief that the next wave of industrial innovation belongs in venture capital.

The Fund That Bets on AI Built In, Not Bolted On | Anca Burke & Andrey Mikhalchuk, ARTA VC

Anca Burke and Andrey Mikhalchuk co-founded ARTA VC around a shared frustration: 70% of enterprise AI integrations fail because companies try to attach AI to systems that were never designed for it. Their fund backs early-stage founders in the DMV who have already done the opposite. We get into how AI-powered autofocus eyeglasses gave a retired military pilot better vision than he'd ever had, why the DMV's second-largest tech talent pool in the country is still chronically underfunded, and what two decades of combined operating experience teaches you about which AI bets are actually worth making.

The VC Window Into Quantum Is Finally Open | Mike Keymer, AlphaKet Capital

Mike Keymer is an MIT-trained engineer who spent two decades commercializing deep science for U.S. defense agencies, biotech analytics, and quantum computing platforms. He launched AlphaKet Capital to back seed-stage companies building the infrastructure layer that quantum needs to scale: the quantum equivalent of modems, repeaters, and memory. We get into why a massive capital influx in late 2024 fundamentally changed quantum's investment landscape, what it means to bet on sensors that can navigate without GPS by mapping the Earth's magnetic field, and why the four-to-seven-year horizon to utility-scale quantum puts us squarely inside the venture window right now.

Can VC Rebuild America's Industrial Base? | Ryan Else, Roadster Capital

Ryan Else spent nearly two decades working inside enterprise security, industrial markets, and frontier tech before launching Roadster Capital to back seed-stage founders modernizing the American industrial base. His portfolio already includes a company that received a $150 million commitment from the U.S. Department of Commerce for extreme ultraviolet lithography critical to national chip security. We get into why Ryan believes narrative follows execution and not the reverse, why he sometimes backs founders who know nothing about the industry they're disrupting, and what it means to invest at the point of true technical risk before institutional consensus arrives.

The MedTech Founder Backing Surgical AI | Garrett Smith, ReefHaven Ventures

Garrett Smith holds a PhD in bioengineering from UC San Diego and co-founded two medtech companies acquired for a combined $600 million, one before FDA approval. After spending years investing in and partnering with early-stage companies at Johnson & Johnson, he launched Reef Haven Ventures to back life science and medtech founders at the convergence of biology, robotics, and AI. We get into why San Diego is an underserved gem for medtech seed capital, how Garrett thinks about backing AI-assisted surgical tools that could eventually move toward full autonomy, and what it means to invest in a company that can identify a patient's cancer type in real time rather than waiting weeks.