What's Actually on the Shelf | Moy Aras, Lucinda Capital

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.

The Fund That Creates the Founders It Invests In | Alan Blakeborough, Launchpad Ignite Fund

Alan Blakeborough is a military veteran and 35-year serial entrepreneur who built startup accelerator Launchpad after discovering South Carolina had no support system for tech founders. People were leaving for Atlanta, Charlotte, and Austin just to find a community. Now he's running the Launchpad Ignite Fund, which primarily invests in companies that stay on after graduating the accelerator. We get into why South Carolina's manufacturing culture creates a blind spot for tech founders, how Alan is converting local real estate investors into their first VC checks, and why the fund's Opportunity Zone status offers a tax advantage no other tech fund has figured out.

The Fund Betting on Founders Who've Lived the Problem | Mike Saloio, Begin Ventures

Mike Saloio spent eight years as a sell-side equity analyst at Oppenheimer, covering Cisco, Apple, and EMC, before founding Huddle, a VC-backed marketplace that helped over 150 startups assemble design and engineering teams. Now he's launching Begin Ventures to back the founders pre-seed ecosystems routinely miss: domain experts using AI to reinvent legacy consumer industries. We get into why AI is turning non-technical operators into weekend-prototype founders, why Mike believes the consumer AI application layer is still a wide-open blank slate, and what he'd tell aspiring VCs who think they haven't checked enough boxes yet.