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StrictlyVC Download

StrictlyVC Download

De : Connie Loizos & Alex Gove
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Each week TechCrunch Editor-in-Chief Connie Loizos, and Alex Gove, a former journalist, VC and operating exec who today runs StrictlyVC, interview a mover and shaker in the world of tech© 2024 StrictlyVC, LLC Politique et gouvernement
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  • Equity Replay: Menlo Ventures’ Matt Murphy says the lesson for founders now is that a great model isn't enough

    Equity Replay: Menlo Ventures’ Matt Murphy says the lesson for founders now is that a great model isn't enough
    Aug 4 2026
    This week we'r sharing a conversation from our colleagues at TechCrunch's Equity. Anthropic leaped to ⁠a $47 billion revenue run rate by May,⁠ compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures' ⁠Matt Murphy⁠ says he's never seen in 25 years of investing, not in the internet wave, not in mobile, not in the first cloud boom. Menlo led Anthropic's $500M Series D, and Murphy has had a front-row seat as the company went from a pre-revenue, pre-launch bet to one of the most valuable startups out there. On this episode of TechCrunch's ⁠Equity⁠ podcast, Julie Bort talks with Murphy about backing Anthropic before anyone else would, why a great model was never the point, and what's driving the fastest-growing startups he's ever seen. Listen to the full episode to hear more about: Why Menlo bet on Anthropic at a $4 billion pre-revenue valuation when the deal didn't fit cleanly into any of the firm's funds, and why Google and Amazon signing on as investors was an early “green shoot.” Why Murphy says the model was never the real moat, and how Claude Code, MCP, and Claude Skills turned Anthropic from a strong model into a full platform. Murphy's take on the backlash to Anthropic's Mythos rollout, and why he pushes back on the idea that it was more marketing than safety. Why companies like ⁠Lovable⁠ and ⁠Legora⁠ are growing faster than any startups Murphy has seen in 25 years, and what that speed means for founders trying to compete. Subscribe to Equity on ⁠YouTube⁠,⁠ Apple Podcasts⁠,⁠ Overcast⁠,⁠ Spotify⁠ and all the casts. You also can follow Equity on⁠ X⁠ and⁠ Threads⁠, at @EquityPod. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 min
  • Why Founders Fund Backed a Fish Robotics Startup

    Why Founders Fund Backed a Fish Robotics Startup
    Jul 28 2026
    Much of American-caught fish is processed overseas, and often in China, before it comes back to the U.S. Shinkei wants to change that with robotics, computer vision, and a vertically integrated supply chain built from scratch. This episode of StrictlyVC Download was recorded at StrictlyVC Los Angeles 2026. TechCrunch Editor in Chief Connie Loizos sat down with Saif Khawaja, founder and CEO of Shinkei, and Delian Asparouhov of Founders Fund to talk about one of the most unexpected bets in venture capital right now. They cover everything from the Japanese fish-killing technique that became a startup thesis, why American fish is now being imported into Japanese fish markets for the first time ever, and how Founders Fund thinks about contrarian bets in food and agriculture. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 min
  • Reed Jobs Is Betting Cancer Doesn’t Have to Be Fatal

    Reed Jobs Is Betting Cancer Doesn’t Have to Be Fatal
    Jul 21 2026
    In this episode, Connie and Alex are joined by Reed Jobs, founder and managing partner of Yosemite, to discuss the firm’s ambitious mission to make cancer nonlethal by building biotech companies from the ground up. Jobs explains why Yosemite pairs venture capital with no-strings-attached research grants, how AI is accelerating drug discovery and clinical trials, and why he believes we’re entering one of the most important eras in the history of medicine.The three also discuss the current state of biotech fundraising, the importance of federal research funding, how Yosemite evaluates breakthrough science, the growing role of AI in healthcare, and why Jobs believes the biggest opportunities in medicine are still ahead of us. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    49 min
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