This Week in VC Podcasts

Jan 12 – Jan 18, 2026

30 top clips from 10 episodes across 9 shows

Clip of the week

All-In PodcastAll-In PodcastBold/Contrarian

There's gonna be a renaissance in silicon. Young, small teams building decode silicon can make a fortune over the next ten to twenty years. It's gonna be like the PC wars, Dell versus Compaq versus all of these companies.

33:22 / 33:51

of inference available. They have a huge deal with AMD. They have a huge deal with NVIDIA. They now have a huge deal with Cerebras. If you look at the trailer, They have a huge deal with NVIDIA. They now have a huge deal with Cerebras. If you look at the trail of breadcrumbs, my belief, there's gonna be a renaissance in silicon. Young, small teams building decode silicon can make a fortune over the next ten to twenty years. It's a huge opportunity. It's gonna be like the PC wars, Dell versus Compaq versus all of these companies. It's super exciting. Congrats to Cerebras. They deserve it.

33:22 - 33:5129sRead the episode →

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