Fault Lines

Fault Lines Podcast

Fault Lines is OVNI Capital's deep tech podcast for the ideas too ambitious for conventional investors. We broadcast from San Francisco (a city literally built on a fault line), Berlin, Paris and London. We go wherever the controversy is: the inflection points, the counterintuitive theses, the technical realities that separate today's skeptics from tomorrow's visionaries. Nuclear fusion. Quantum computing. Space manufacturing. These aren't moonshots, they're bets being placed right now by the people building the next 30 years of civilization.New episodes every week. Subscribe to stay at the frontier. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

  1. 3 gg fa

    Fault Lines #19 - Devang Sachdev - Superpower Ventures: Betting on Deep Tech and GPUs

    In this episode of ONVIs, we sit down with Devang Sachdev, founder of Superpower Ventures, to explore how he’s betting on the future of deep tech. With a background in building billion-dollar businesses and a sharp eye for GPUs, AI, and frontier technologies, Devang shares why he believes the next generation of startups will be defined by technical breakthroughs rather than incremental improvements. We discuss his journey from entrepreneurship to venture capital, the role of storytelling in shaping big ideas, and how founders can harness their own “superpowers” to stand out in competitive markets. Whether you’re a startup founder, investor, or simply curious about where innovation is headed, this conversation offers a clear window into the deep tech ecosystem. [00:00:00] Introduction [00:02:15] Devang’s journey from entrepreneur to investor [00:06:40] Founding Superpower Ventures [00:10:05] Why Deep Tech matters now [00:14:30] GPUs and the AI revolution [00:19:45] Lessons from building billion-dollar businesses [00:24:20] The power of storytelling in venture capital [00:28:55] How founders can harness their “superpowers” [00:33:10] Investing principles for the next wave of startups [00:38:25] Opportunities and challenges in Deep Tech [00:43:00] Advice for founders entering frontier markets [00:47:30] The future of Superpower Ventures [00:50:00] Closing thoughts and key takeaways Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #19 - Devang Sachdev - Superpower Ventures: Betting on Deep Tech and GPUs
  2. 8 ott

    Fault Lines #18 - Lotti Siniscalco - From Milan to Silicon Valley: Betting on the Impossible

    In this episode of Fault Lines, Augustin Sayer sits down with Lotti Siniscalco, General Partner at Emergence Capital, to trace an unconventional journey from growing up in Milan to building a career in Silicon Valley. Lotti reflects on leaving Italy as a teenager, finding her footing in the US, and navigating Wharton, Goldman Sachs and private equity before discovering the world of venture capital. The conversation explores what drew Lotti to venture, the shift in mindset required to move from private equity to backing ambitious founders, and her rise from Senior Associate to General Partner at Emergence. Along the way, she opens up about ambition, identity, being an immigrant and a woman in finance and tech, and ultimately finding an environment where curiosity, risk-taking and bringing your full self to work can become an advantage. [00:00:00] Introduction: Lotti Siniscalco and the immigrant journey[00:00:47] Growing up in Milan and challenging the status quo[00:03:36] Leaving Italy for an American high school[00:08:10] From Milan to Wharton[00:12:45] Starting a career at Goldman Sachs[00:17:52] Being a woman and an outsider on Wall Street[00:21:22] From Carlotta to Lotti: merging personal and professional identities[00:23:15] Private equity, ambition and the “gold star” path[00:26:01] Discovering Silicon Valley and finding a place to belong[00:29:02] Stanford, startups and choosing venture capital[00:32:56] Private equity vs. venture: rewiring the investor mindset[00:33:59] Joining Emergence Capital and becoming a General Partner[00:36:05] Being a woman in VC and the realities of motherhood[00:40:48] The Emergence Capital investment thesis[00:42:39] From SaaS to AI, agents and robotics[00:44:16] How Lotti builds investment conviction[00:46:40] Competing for the best venture deals[00:49:17] Why great investments require non-consensus thinking[00:50:56] Advice for European founders moving to Silicon Valley[00:53:10] Closing thoughts Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #18 - Lotti Siniscalco - From Milan to Silicon Valley: Betting on the Impossible
  3. 1 ott

    Fault Lines #17 - Matt Logan - From Ore to AI: Investing in the New Intelligence Economy

    In this episode of Fault Lines, Augustin Sayer sits down with Matt Logan, co-founder and General Partner at Earthshot Ventures, to trace his journey from climate policy and early cleantech startups to venture capital. Matt shares how years spent across operating roles, corporate venture and Elemental Impact ultimately led to the creation of Earthshot Ventures, a fund built around the conviction that climate solutions need to be not only impactful, but economically compelling and capable of scaling. The conversation dives into Earthshot’s evolving investment thesis and its “clean intelligence stack”: from critical minerals and clean energy to efficient computing, AI infrastructure and climate-positive applications. Augustin and Matt explore what the AI boom means for energy and resources, why critical minerals are becoming increasingly strategic, and how startups can build the infrastructure needed to power a cleaner, more intelligent economy. [00:00:00] Introducing Matt Logan and Earthshot Ventures[00:01:18] From Climate Policy to Climate Tech[00:04:44] The Cleantech “Nuclear Winter”[00:06:31] Breaking Into Venture Capital[00:07:27] Building the Future of Energy Storage[00:12:51] Joining Elemental Impact[00:16:54] How Earthshot Ventures Was Born[00:18:43] Climate Impact Meets Financial Returns[00:21:52] Raising Earthshot’s First Fund[00:29:18] Finding the Best Climate Tech Founders[00:34:34] Why Ownership Percentage Isn’t Everything[00:39:00] The “Clean Intelligence Stack”[00:39:37] The AI Supply Chain and Its Climate Impact[00:49:22] Making Data Centers More Flexible[00:49:25] Emerald AI and the Future of Clean Compute Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #17 - Matt Logan - From Ore to AI: Investing in the New Intelligence Economy
  4. 24 set

    Fault Lines #16 - Arnaud Auger - Unlocking Longevity: Biohacking and Venture Capital

    Arnaud Auger, a seasoned venture capitalist at Cathay Innovation, has carved a unique niche in the realm of longevity and human optimization. Residing in San Francisco, he has transformed his life through a dedication to health and longevity, inspired by personal challenges and a Silicon Valley ethos. After grappling with obesity and health concerns upon his arrival in the city, Arnaud embraced the principle that "you can only change what you measure," undergoing comprehensive tests to understand his body better. In addition to his personal journey, Arnaud is a co-founder of the San Francisco chapter of "Don't Die," a movement initiated by Brian Johnson. This initiative focuses on promoting health and longevity, underscoring the importance of not just living but thriving. As a VC, Arnaud is at the forefront of investing in innovative longevity startups, seeking to transform healthcare from reactive to preventative. His work involves bridging the gap between Europe and the U.S. in the VC landscape, fostering global partnerships to advance the cause of longevity. [00:00:00]: Introduction [00:00:10]: Arnaud's first experience in San Francisco [00:01:04]: Introducing Arnaud, VC at Cathé Innovation [00:02:05]: Arnaud's journey to becoming a longevity athlete [00:04:06]: Using technology and wearables for health tracking [00:05:42]: Arnaud's progress and biological age improvement [00:06:09]: Using Superpower and Shape Scale for health metrics [00:06:26]: Longevity tech and biohacking explained [00:07:26]: Identity and habits in health transformation [00:08:09]: The Don't Die Movement and its philosophy [00:15:26]: Incentives for healthier lifestyles in the US [00:16:23]: Arnaud's venture capital focus on longevity startups [00:17:25]: Types of longevity startups and investment interest [00:18:24]: Cathay Innovation's global investment strategy [00:20:16]: The future of health: prevention and precision [00:24:28]: San Francisco as a hub for AI and longevity [00:25:32]: Global VC insights and the importance of Silicon Valley [00:27:36]: Rapid-fire questions – wearables and wellness [00:28:21]: Overrated wellness trends [00:29:04]: Dream startup investment criteria [00:29:31]: Inspiring advice for living a better, longer life [00:30:28]: Importance of social health and community [00:31:24]: The concept of blue zones and social connectivity [00:31:49]: San Francisco's culture and personal growth [00:32:52]: Conclusion Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #16 - Arnaud Auger - Unlocking Longevity: Biohacking and Venture Capital
  5. 17 set

    Fault Lines #15 - Cristian Pinto - Pluto House: A New Blueprint for European Tech

    In this episode of Fault Lines, Thomas Renaudin sits down with Cristian Pinto from Pluto House and daphni to explore where ambition comes from, and whether it can be engineered. From growing up on the outskirts of Rio de Janeiro and moving to the US to pursue American football, to working construction in Portugal and eventually entering European venture capital, Cristian shares the unconventional journey that shaped his conviction that ambition needs both role models and a certain dose of naivety. The conversation turns to Pluto House and its mission to bring together Europe’s most ambitious hard-tech founders around the industries that underpin society. Cristian and Thomas discuss Europe’s fragmented startup ecosystem, the importance of role models and “social permission,” and why Europe shouldn’t try to recreate Silicon Valley but instead turn its fragmentation into an advantage. At the heart of it all is a simple idea: surround talented people with ambition, give them permission to dream bigger, and get Europe excited about building hard things again. [00:00:00] Ambition: Where Does It Come From?[00:01:30] From the Outskirts of Rio to the American Dream[00:04:50] Chasing an Impossible American Football Career[00:08:03] Entrepreneurship, Survival and Hustle[00:09:55] From Football to Construction in Europe[00:12:49] Why Cristian Built Pluto House[00:16:34] Why Founders Need Role Models[00:19:36] Can Ambition Be Engineered?[00:21:38] What Happens Inside a Pluto House[00:24:09] Role Models and the Social Permission to Dream Big[00:25:55] Why Europe Struggles With Ambition[00:30:28] Does Europe Need Its Own Silicon Valley?[00:31:23] Turning Europe’s Fragmentation Into an Advantage[00:34:03] What Would Success Look Like for Pluto?[00:35:47] Building Hard Things Again in Europe[00:37:27] Closing Thoughts Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #15 - Cristian Pinto - Pluto House: A New Blueprint for European Tech
  6. 10 set

    Fault Lines #14 - Dr. Tobias Brune - Neutralizing Drones with Light, Building Europe's Defense Shield

    In this episode of Fault Lines, Emily Eisenblätter sits down with Dr. Tobias Brune, founder of Ground A, to explore how the German defense-tech startup is building laser-based systems to detect, track, and intercept drones. After raising €9 million in just eight months and rapidly moving from prototype to field validation, Tobias explains why the growing drone threat requires a new generation of mobile, scalable, and cost-effective defense systems, and why speed and real-world testing matter more than impressive theoretical specifications.Tobias also shares his unconventional path from materials engineer and corporate technology leader to defense-tech founder, the challenges of building a deep-tech company in Germany, and how Ground A grew from three founders to a team of 25 in a matter of months. He and Emily discuss working with governments and military partners, navigating Europe’s defense ecosystem, choosing the right investors, and why understanding a problem at a deep technical level should come before fundraising. They also look beyond Ukraine at the broader implications of drone technology for critical infrastructure, security, and Europe’s technological sovereignty. [00:00:00] From Engineer to Defense Tech Founder[00:01:51] Why Ground A Was Founded[00:04:04] How Laser-Based Drone Interception Works[00:06:13] What Really Matters in Drone Defense[00:09:56] Building for Real-World Military Needs[00:11:32] Testing Fast and Moving from Prototype to Product[00:12:39] Lasers and the Layered Defense Approach[00:14:48] Ground A’s Customers and Commercial Strategy[00:17:56] The Reality of Becoming a Founder[00:20:32] Building a Defense Startup in Europe[00:23:47] Advice for Deep Tech Founders[00:25:48] What Happens to Defense Tech After the War?[00:27:33] Europe’s Next Deep Tech Opportunities[00:29:35] Expanding Ground A Beyond Germany Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #14 - Dr. Tobias Brune - Neutralizing Drones with Light, Building Europe's Defense Shield
  7. 3 set

    Fault Lines #13 - Irene Selvanathan - From Berlin to the Moon: Building NeuroSpace

    In this episode of Fault Lines, Emily Eisenblätter sits down with Irene Selvanathan, founder and CEO of NeuroSpace, to explore the journey from dreaming about starships as a child to building technology designed for the Moon. Irene shares how NeuroSpace is developing small, modular and autonomous lunar rovers capable of operating in extreme environments, and how the company’s satellite missions (including collaborations with NASA and the German Aerospace Center) are helping prove the technology needed for future exploration. The conversation ventures beyond robotics into what the next era of space exploration could actually look like: mining oxygen, hydrogen and other resources on the Moon, using it as a potential launchpad toward Mars, and building an infrastructure where autonomous machines support humans in environments too dangerous for them to operate alone. Part entrepreneurship story, part deep-tech exploration and part science fiction becoming reality, the episode offers a fascinating glimpse into NeuroSpace’s ambition to build a robotic ecosystem stretching from Earth to the Moon, and eventually Mars. [00:00:00] Introduction: Irene Selvanathan & NeuroSpace[00:00:59] From Dreaming About Space to Building Spacecraft[00:03:40] Building Modular Rovers for the Moon[00:09:25] Sending NeuroSpace Technology Into Space[00:15:35] How Lunar Rovers Could Be Used on the Moon[00:21:05] Mining Water, Oxygen and Hydrogen on the Moon[00:25:30] Moon vs. Mars: Where Could Humans Live?[00:30:25] Helium-3, Fusion Energy & the Economics of Lunar Mining[00:34:53] Who Owns the Moon? Resources, Regulation & Lunar Bases[00:39:39] The New Space Race: USA, China, Russia & Europe[00:41:52] NeuroSpace’s Vision for the Next 10 Years[00:43:23] Closing Thoughts Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #13 - Irene Selvanathan - From Berlin to the Moon: Building NeuroSpace
  8. 27 ago

    Fault Lines #12 - Christian Nagel - Inside San Francisco’s Most Ambitious Tech Community

    In this episode of Fault Lines, Augustin Sayer sits down with Christian Nagel, co-founder of Frontier Tower, to trace an unconventional entrepreneurial journey—from moving to France as a teenager and studying literature in Berlin to buying a run-down building in Leipzig and turning it into a thriving community complete with its own techno club. That early experiment taught Christian a lesson that would shape everything that followed: a relatively small group of aligned people can transform not only a building, but an entire neighborhood. Years later, that same idea has been reinvented in the heart of San Francisco. Christian explains how Frontier Tower became a “vertical village” for frontier technologies, art and music, with independently curated floors bringing together founders, investors, researchers and creators around specialized communities. From the collapse of WeWork and San Francisco’s empty offices to community-driven real estate, deep tech, new living models and Frontier Tower’s ambitions for the future, the conversation explores what happens when physical space becomes an infrastructure for ideas, collaboration and innovation. [00:00:00] Meet Christian Nagel[00:01:03] Falling in Love With France at 14[00:03:19] The First Sign of an Entrepreneurial Mindset[00:06:35] From Literature Student to Real Estate[00:11:34] Discovering an Opportunity in Leipzig[00:13:19] Buying a Building in a Ghost Town[00:14:36] Building a Community — and a Techno Club[00:16:28] Discovering the Power of Community[00:19:35] Why Christian Left Real Estate for Tech[00:22:48] Realizing They Had Product-Market Fit All Along[00:23:56] From Leipzig to a 16-Story Tower in San Francisco[00:26:22] How They Acquired the Former WeWork Building[00:28:06] The Idea Behind Frontier Tower[00:30:54] What Is Frontier Tower?[00:33:44] Why San Francisco Is Still the Place for Tech[00:35:17] Expanding the “Vertical Village” With a Hotel[00:39:11] Running Frontier Tower and Its Growing Community[00:40:26] Who Is Frontier Tower For?[00:42:23] A “Technical Kibbutz” for Builders and Founders[00:43:31] Creating Value Without Ruining the Community[00:44:56] Inside Christian’s Life at Frontier Tower[00:45:56] What’s Next for Frontier Tower?[00:47:36] The Story Behind the Leipzig Techno Club[00:48:37] How to Join the Frontier Tower Community Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #12 - Christian Nagel - Inside San Francisco’s Most Ambitious Tech Community

Descrizione

Fault Lines is OVNI Capital's deep tech podcast for the ideas too ambitious for conventional investors. We broadcast from San Francisco (a city literally built on a fault line), Berlin, Paris and London. We go wherever the controversy is: the inflection points, the counterintuitive theses, the technical realities that separate today's skeptics from tomorrow's visionaries. Nuclear fusion. Quantum computing. Space manufacturing. These aren't moonshots, they're bets being placed right now by the people building the next 30 years of civilization.New episodes every week. Subscribe to stay at the frontier. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.