Venture Science Deep Dive

Venture Science

Welcome to The Venture Science Deep Dive, exploring the future of quantitative venture investing. In this podcast some episodes are recorded live and others may be AI-generated and experimental.

  1. 12/29/2025

    From AI Infrastructure to IPOs: Investing Themes Shaping 2026

    In this year-end investor outlook, Matt Oguz, Founder and CIO of Venture Science, joins Marketloop to discuss how AI shaped markets in 2025 and where key investment themes are emerging for 2026. The conversation explores the unprecedented scale of AI infrastructure spending, elevated but fundamentally supported valuations, and the role of healthcare and lifesciences as AI accelerates discovery and innovation. Matt also shares insights on space technology, nuclear energy, advanced materials, and critical infrastructure, as well as how regulatory shifts and geopolitical uncertainty may drive increased market volatility. The episode concludes with a discussion of asset allocation, IPO participation, and Venture Science’s dual strategy of investing in both private and public companies, supported by its Silicon Valley presence and close proximity to founders and operators. This episode is designed for investors seeking a clear, long-term perspective on innovation-driven growth, risk, and opportunity. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions.

    8 min
  2. 05/15/2025

    From SpaceX to Startup: Robert Carlisle on Building the Future of Orbital Infrastructure

    In this episode of Strata, Matt Oguz sat down with Robert Carlisle, cofounder and CEO of Argo Space—a next-generation space company tackling one of the hardest problems in aerospace: building infrastructure for orbit. Robert shares his journey from working at SpaceX—alongside his two brothers, now also cofounders—to launching Argo with a mission to deliver modular, scalable solutions for propulsion, payload integration, and in-space operations. We talk about what it takes to start a space company in a capital-intensive, risk-sensitive industry, the transition from elite aerospace to startup life, and why Argo believes the next big frontier isn't launch—it’s what happens after you're in orbit. For investors and founders interested in space, defense, and frontier tech, this is a conversation full of hard-earned insight and forward-looking vision. This podcast does not offer financial, legal, or tax advice, nor does it recommend any specific investments. Investment involves risk your investment. AI tools may be used in creation or edits of this podcast. The information presented here may not be complete or accurate, and no warranties are provided. Past results do not guarantee future performance in any case. It is essential that listeners conduct their own thorough research and consult with a qualified financial, legal, or tax professional before making any investment decisions.

    23 min

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Welcome to The Venture Science Deep Dive, exploring the future of quantitative venture investing. In this podcast some episodes are recorded live and others may be AI-generated and experimental.