This Week in VC Podcasts

Aug 25 – Aug 31, 2025

9 top clips from 3 episodes across 3 shows

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Clip of the week

Seedcamp Podcast· Nandan NayampallyBusiness Mechanics

Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the breakdown in the supply chain.

4:10 / 4:48

Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the breakdown in the supply chain and tried to started developing on okay. TSMC will manufacture for you. Synopsys and Cadence are tool players that will help you take your top level designs and help them make them manufacturable. And that kind of spurred an industry that was capable of doing different things. And that has been kind of the bedrock of the innovation that you see over the last two or three decades.

4:10 - 4:4839sRead the episode →

Top clips

The Consumer VC · Ezra Galston

Origin Story

The nine months between June 2022 and ChatGPT coming out were the slowest months I've ever seen in the venture capital industry. So many firms were like, 'We're on pause.' By the way, that's when we chose to raise our third fund.

Perfect timing story with specific dates and vivid industry context. The self-deprecating humor about 'great timing' makes it relatable while showing contrarian decision-making during market lows.

48:19 - 48:4324s

Seedcamp Podcast · Nandan Nayampally

Business Mechanics

There's probably in most houses, especially in the Western Hemisphere, there's probably at least 20, if not more, ARM based processing units around you, whether it's in your headphones, whether it's in your TV, whether it's in your washing machine, whether it's in your car.

Concrete, relatable examples that make abstract chip technology tangible. The specific number '20' and everyday items create strong visualization for audiences unfamiliar with semiconductor ubiquity.

5:04 - 5:4036s

Seedcamp Podcast · Nandan Nayampally

Consequences

The demand is immediately overnight, so it will have to sort itself out. Every country is beginning to take charge, at least some key infrastructure. You've seen India announce their silicon program.

Captures the urgency and global scope of semiconductor reshoring. The contrast between 'overnight demand' and infrastructure reality shows market tension driving geopolitical shifts.

14:03 - 14:3633s