VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family Office

Prashant Choubey
  • 5.0 (3)
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VC10X brings you inside the minds of top venture capitalists, investors, fund managers, and family offices shaping the future of global investing. Each episode dives deep into proven investment strategies, portfolio construction, due diligence, valuations, risk management, exits, and wealth creation frameworks used by leading experts. Whether you’re an investor, founder, or finance enthusiast, you’ll gain rare insights into how capital is deployed, returns are generated, and long-term value is built. Hosted by Prashant Choubey

  1. 2D AGO

    VC10X Micro - The Great AI Rotation: From SaaS to Semiconductors and Power

    Over the past several weeks, nearly $1 to $2 trillion in market value has been erased from software and SaaS equities. At the same time, semiconductor foundries and data center infrastructure companies are demonstrating relative resilience, and in some cases outperforming. This episode examines whether we are witnessing a temporary correction or a structural repricing of the AI technology stack. We break down: • The 20 to 25 percent correction in the S&P 500 Software & Services Index • Why AI-native tooling, including developments from Anthropic and other model providers, is pressuring traditional SaaS assumptions • The resilience of advanced-node manufacturers like TSMC • IonQ’s acquisition of SkyWater Technology and what it signals about vertical integration and domestic manufacturing• The accelerating build-out of power and cooling infrastructure, with companies like Vertiv benefiting from AI-driven density requirements • Where durable value may accrue across the AI stack For allocators, venture investors, and operators, this is less about short-term volatility and more about capital rotation. The key question is no longer whether AI is real. It is where long-term value concentrates: Application layer Compute layer Physical infrastructure enabling it If you allocate capital across technology, public or private, this is a critical moment. Subscribe to VC10X for in-depth conversations with leading fund managers, founders, and LPs navigating the next phase of the AI cycle. LINKS Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries reach out to prashantchoubey3@gmail.com SUBSCRIBE FOR MORE VC10X breaks down the most important stories in finance, tech, and markets every week. Subscribe for actionable insights Let us know in the comments: Is software experiencing temporary multiple compression or structural repricing? #AI #VentureCapital #SaaS #Semiconductors #DataCenters #TechInvesting #CapitalMarkets

    5 min

  2. 4D AGO

    LP10X - Advising $90 Billion in Institutional Capital - Nolan Bean, CIO, FEG Investment Advisors

    How do the world’s smartest institutional investors actually allocate capital? In this episode, we sit down with Nolan, a veteran CIO with over two decades of experience allocating capital for endowments, foundations, family offices, and healthcare systems — overseeing more than $90B in assets across public and private markets. We go deep into how institutions think about risk, liquidity, and long-term returns, why venture capital remains a power-law game, and how investors are navigating today’s biggest shifts — from AI and private credit to diversification risks and market cycles. This conversation pulls back the curtain on how capital is really deployed behind closed doors — especially in a world where exits are slower, fundraising is harder, and everyone is asking whether we’re closer to 1997… or 1999. ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com What you’ll learn in this episode: - How institutions decide how much risk they can truly take - Why venture capital allocations haven’t disappeared — but have slowed - Private credit vs venture capital: how LPs actually think about the trade-off - How AI is reshaping portfolios across public and private markets - Why diversification matters more now than during bull markets - What CIOs are watching for as we head into 2026 Whether you’re a fund manager, LP, founder, or just curious about how institutional money really works, this episode offers rare, first-principles insight into long-term capital allocation. (00:00) - Podcast Teaser: Risk, Returns, and Venture Capital (00:48) - Introduction to Nolan Bean and FEG Investment Advisors (02:20) - Nolan's Career Journey: From Associate to CIO (03:16) - What is FEG and the Outsourced CIO (OCIO) Model? (05:18) - The Four Key Risks for Institutional Investors (08:32) - Ranking Institutions by Risk Appetite (10:20) - A Breakdown of Institutional Asset Classes (13:05) - Institutional Openness to New Investment Strategies (15:30) - The Evolving Landscape of Venture Capital (17:36) - Why VC Fundraising Has Slowed Down (19:12) - Venture Capital vs. Private Credit: An Institutional Debate (21:32) - Current Institutional Preferences in VC Funds (Stage & Sector) (24:01) - Evaluating the Risk of an AI Bubble (26:54) - Domestic vs. Global Allocations (29:19) - The Unspoken Need for Diversification (31:29) - Commodities as a Portfolio Hedge (34:29) - Advice for Fund Managers Raising Capital (36:22) - Market Outlook and Expectations for 2026 Connect with Nolan: https://www.linkedin.com/in/nolanbean/ Podcast Links: Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries, reach out to prashantchoubey3@gmail.com

    39 min

  3. FEB 5

    VC10X Micro- Groundwork for AGI - Moltbook + Rent a Human

    AI isn’t just replacing jobs anymore — it’s starting to hire humans. In this episode of VC10X, we break down two viral projects that reveal where AI agents are really headed: one where AI agents rent humans to execute real-world tasks, and another that functions as a social network built exclusively for AI agents. These aren’t gimmicks. They’re early signals of how labor, coordination, and intelligence may evolve in an AGI world. We explore: • Why AI agents need humans to operate in the physical world • How agent-to-agent social networks accelerate collective intelligence • What “humans as execution layers” actually means • The new startup categories this unlocks • Why AGI may emerge as a network, not a single model • What fund managers and investors should be paying attention to now If you care about AI, AGI, venture capital, and how human labor fits into a machine-driven future — this episode is for you. LINKS Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries reach out to prashantchoubey3@gmail.com SUBSCRIBE FOR MORE VC10X breaks down the most important stories in finance, tech, and markets every week. Subscribe for actionable insights.

    4 min

  4. FEB 3

    VC10X - From Zero to Fund One: Lessons from 1st time fund manager

    In this episode, Kevin Moore shares the unfiltered story behind starting his first VC fund after nearly 15 years of preparation—from leaving a stable engineering career, to learning sales the hard way, to discovering why LPs don’t care about your past track record the way you think they do. ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com We go deep into: - Why there is never a “right time” to start a fund - The biggest misconceptions first-time GPs have about LP fundraising - Why selling is at least 50% of a VC’s job - The hidden costs (financial and emotional) of becoming a fund manager - How to think about fund size, LP targeting, and early credibility - What separates aspirational GPs from those who actually close Fund I - Kevin also opens up about doubt, discipline, faith, and the internal routines that helped him stay grounded through long stretches of uncertainty. If you’re: Considering launching your first fund Exploring a transition into venture capital Curious how LPs actually evaluate emerging managers Or simply want an honest look at what VC really looks like behind the scenes This episode is for you. Timestamps: (00:00) - Preview (00:45) - Introduction to the episode and guest, Kevin Moore (01:35) - Sponsor Read: Podcast10X (02:16) - Kevin's 16-year journey to starting a VC firm (02:53) - The origin story: From civil engineer to financial advisor (04:45) - The "never a right time" philosophy for making big leaps (05:03) - Key lessons learned from being a financial advisor (05:25) - Why sales skills are crucial for a General Partner (GP) (06:29) - Why choose venture capital over other finance paths? (08:15) - The first order of business when starting a VC firm (08:28) - The challenge of securing working capital and startup costs (10:06) - Balancing GP commitment and operational expenses (10:47) - How to de-risk a fund launch by pre-vetting LPs (12:40) - How to right-size your first fund (13:57) - Identifying and targeting the ideal LP profile (15:48) - The biggest misconception about LP fundraising (17:57) - What to do differently in the first 10 LP conversations (19:19) - How to pace conversations with LPs (20:00) - The "Know, Like, Trust" framework for LP relationships (22:14) - The most valuable "No" from an LP (25:42) - Designing the fund's identity and investment focus (27:44) - The most underestimated part of building a firm (29:12) - The first non-obvious hires and processes needed (30:52) - Overcoming serious doubts during fundraising (32:24) - Using daily routines to manage external uncertainty (33:54) - The most overrated advice for starting a VC firm (36:24) - The one thing to pressure test before quitting your job to start a fund (37:55) - Rapid Fire Round: Serac Ventures' Investment Strategy Connect with Kevin: https://www.linkedin.com/in/kevinjosephmoore/ https://substack.com/@kevinatseracvc Podcast Links: Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries, reach out to prashantchoubey3@gmail.com

    39 min

  5. JAN 29

    VC10X Micro - Fintech Lessons From Brex $5.15 Billion Exit

    When a fintech unicorn exits to a traditional bank, the headline says “successful exit.” This video looks deeper. We analyze the acquisition of Brex by Capital One and what it signals for fintech, startup founders, and venture investors. Topics covered: - Why this exit matters beyond valuation - What it reveals about fintech business models - Why balance sheets, regulation, and distribution still matter - How fintech exit paths are changing - What founders and VCs should learn from this deal LINKS Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries reach out to prashantchoubey3@gmail.com SUBSCRIBE FOR MORE VC10X breaks down the most important stories in finance, tech, and markets every week. Subscribe for actionable insights. #brex #fintech #venturecapital investing #exits

    3 min

  6. JAN 27

    VC10X - Engineering liquidity in Deeptech - Brad Harrison, Founder, Scout Ventures

    In this episode, West Point grad and Airborne Ranger Brad Harrison reveals how Scout Ventures backs frontier tech at the intersection of national security and innovation. From underwriting "impossible" breakthroughs like Casimir force energy from space vacuum to AI semiconductors deemed unfeasible by experts, Brad shares the deep diligence, non-dilutive government funding edge, and leadership playbook behind their success. ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Key Topics: - How military SOPs shaped Scout's 40th-revision investment process - Fundraising truths: "It takes a really long time to make money in the fund business unless you're raising lots and lots of money" - Culture as moat: "Culture starts with leadership" and "My job is to prevent war" - Deep tech diligence: "Ten years ago, nine out of ten physicists you talked to told you that was impossible" - Portfolio evolution: Engineering DPI in 18-year fund lives, unicorns like Unite Us, and avoiding herd mentality - Founder advice: Recruiting is the #1 gap, and "you always gotta follow your gut" Timestamps: (00:00) - Preview (01:25) - Introduction to the episode and guest, Brad Harrison. (02:51) - How Brad's military background shaped Scout Ventures. (05:09) - Pivotal firm-building decisions at Scout Ventures. (07:30) - Advice for new GPs on building a multi-fund firm. (08:24) - The importance of in-person meetings and investing in your team. (10:05) - The role of culture, leadership, and values in venture capital. (11:56) - Discussing Brad's film, "Brothers on Three". (13:10) - Key components of LP reporting for new managers. (14:59) - Building trust with LPs through communication and face time. (16:20) - Scout's sharpest edge in sourcing and winning founders. (17:56) - How to underwrite technical risk and IP strength at the seed stage. (20:05) - The process of underwriting seemingly impossible technologies like Casimir Space. (22:40) - The competitive advantage of using non-dilutive government funding. (24:04) - How frontier tech investors navigate the typical 10-year fund cycle. (26:30) - The importance of actively engineering liquidity in deep tech. (28:05) - The "Four Rs" for helping founders: Raising capital, Revenue, Recruiting, and Retention. (28:36) - Why recruiting is the most underdeveloped skill in early-stage teams. (30:27) - The hardest part of the recruiting process for founders. (31:50) - Scout's portfolio construction approach and how it has evolved. (37:15) - Using an annual portfolio review to refine investment decisions. (38:21) - Lessons learned from the flagship success of Unitus. (40:13) - Biggest learnings from investing in startups over the years. (42:00) - The danger of a "pack mentality" in venture capital. (44:11) - Start of the Rapid Fire Round. (44:27) - Sectors and regions Scout invests in. (44:40) - Typical stage of investment. (44:51) - Typical check size. (44:59) - How founders can get in touch. (45:07) - Where listeners can follow Brad Harrison. Connect with Brad: 📧 brad@scout.vc 💼 Bradley C Harrison on LinkedIn 🌐 scout.vc Podcast Links: Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries, reach out to prashantchoubey3@gmail.com #VentureCapital #DeepTech #NationalSecurity #FrontierTech #ScoutVentures #WestPoint #DefenseTech

    46 min

  7. JAN 22

    VC10X Micro - Why OpenAI Panicked? - The reason behind rolling out ads in ChatGPT

    The era of the ad-free intelligent internet is officially over. Sam Altman once famously said ads were a "last resort" for AI. Well, we have reached the last resort. In this episode of VC10X, we break down OpenAI’s "Code Red" decision to introduce ads to the free tier of ChatGPT and the new "ChatGPT Go." This isn't just about banner ads; it’s a signal that the subscription-only model for AI is failing. We analyze the 3 massive drivers behind this pivot: 1. The $14 Billion Hole: The projected burn rate for 2026 forced their hands 2. The Apple Failure: How losing the default Siri slot to Google Gemini crushed their distribution plans. 3. Sticky Revenue: Why investors now prefer "sticky" ad revenue over high-churn $20/month subscriptions. If OpenAI, the market leader, can't make the unit economics work without ads, what does that mean for every other AI startup? We discuss the bifurcation of the market into "Ad-Tech AI" and "Privacy Premium AI." TIMESTAMPS: 0:00 - The Broken Promise: "I Hate Ads" 1:29 - The $14 Billion Panic: Why the Math Stopped Working 2:04 - Startup Lesson: Why Ad Revenue is "Stickier" than Subscriptions 4:06 - Signal for investors LINKS Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries reach out to prashantchoubey3@gmail.com SUBSCRIBE FOR MORE VC10X breaks down the most important stories in finance, tech, and markets every week. Subscribe for actionable insights. #OpenAI #ChatGPT #SamAltman #AIInvesting #TechNews #Google #VentureCapital #BusinessStrategy #ArtificialIntelligence #AdTech

    4 min

  8. JAN 20

    FamilyOffice10x - Managing ₹1.9 Lakh Crore (~ $21 Billion): The 2026 Market Playbook🇮🇳

    In this episode, we sit down with Ashish Shanker, MD & CEO of Motilal Oswal Private Wealth, which now oversees over ₹1.9 Lakh Crore in assets under advisory. Ashish breaks down his strategy for 2026, revealing the one "non-obvious" sector poised to surprise the market, why silver might outperform gold, and how high-net-worth investors are hedging against global volatility. [Important note - This episode was recorded on December 5, 2025. Many market factors have changed since then. The content in this video is for educational and informational purposes only and does not constitute professional financial or investment advice. The views expressed by the guest are their own. Please consult with a certified financial advisor before making any investment decisions.] We dive deep into: * Why 2026 might see a fresh uptrend after 2025's consolidation. * The "capacity paradox" of managing wealth for ultra-high-net-worth families. * Actionable advice on US market diversification and pre-IPO investing rules. Timestamps: (00:00) - Episode Teaser & Introduction (02:24) - The Non-Obvious Sector to Watch in 2026 (03:56) - Hedging Portfolios Against US Tariffs (07:20) - Is the Market Pricing in Too Much Perfection for 2026? (10:34) - NIFTY 50 vs. Mid & Small Caps for Long-Term Growth (11:46) - Silver: A Strategic Allocation or a Tactical Trade? (14:30) - The Gold-to-Silver Price Ratio: Is Gold Overvalued? (15:13) - Is It Time to Go 100% Aggressive on Mid-Caps? (18:21) - Impact of Rising Japanese Interest Rates on Indian Markets (22:22) - The Role of Domestic Investments in Market Resilience (24:14) - Protecting Portfolios from Rupee Depreciation (25:49) - Most Attractive Global Markets for Indian HNIs (27:35) - Investing Beyond the $250,000 LRS Limit (28:34) - Navigating the Pre-IPO and IPO Market (34:35) - The Relationship Manager (RM) Capacity Paradox (38:15) - Risk Appetite of Young Tech Founders vs. Traditional Promoters (39:47) - Is GIFT City Gaining Traction for Global Diversification? (41:09) - Physical Real Estate vs. REITs for Investment (41:57) - Essential Estate Planning Moves Before March 2026 (43:21) - Ashish Shankar's Personal Investment Philosophy (44:42) - The Secret to Motilal Oswal's Success (48:05) - The Motilal Oswal Private Wealth Client Journey (51:35) - One Asset Class to Buy and Hold Until 2030 (52:42) - Where to Learn More About Motilal Oswal Private Wealth Links: Motilal Oswal Private Wealth - https://www.motilaloswalpwm.com/ Ashish Shanker on Linkedin - https://www.linkedin.com/in/ashishshanker23/ Prashant Choubey - https://www.linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries, reach out to prashantchoubey3@gmail.com

    54 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

VC10X brings you inside the minds of top venture capitalists, investors, fund managers, and family offices shaping the future of global investing. Each episode dives deep into proven investment strategies, portfolio construction, due diligence, valuations, risk management, exits, and wealth creation frameworks used by leading experts. Whether you’re an investor, founder, or finance enthusiast, you’ll gain rare insights into how capital is deployed, returns are generated, and long-term value is built. Hosted by Prashant Choubey

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