636 episodes

Village Global's Venture Stories takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. The podcast is hosted by Village Global partner and co-founder Erik Torenberg. Check us out on the web at villageglobal.vc/podcast for more.

Village Global's Venture Stories Village Global

    • Business
    • 4.4 • 111 Ratings

Village Global's Venture Stories takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. The podcast is hosted by Village Global partner and co-founder Erik Torenberg. Check us out on the web at villageglobal.vc/podcast for more.

    Thematic investing in fertility and semiconductor sectors at Recharge, technonationalism, and lessons from David Swensen with Lorin Gu

    Thematic investing in fertility and semiconductor sectors at Recharge, technonationalism, and lessons from David Swensen with Lorin Gu

    Lorin Gu, founding partner of Recharge Capital, joins Olga Serhiyevich, Head of Investor Relations at Village Global to discuss:

    - Why Recharge structures its investing thematically, rather than by asset class.

    - The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.

    - What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.

    - How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.

    - The current wave of technonationalism around the globe.

    - Lorin's media diet and his interest in art.


    Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

    Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.

    Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

    • 48 min
    Alex Chalunkal on Structured Equity and The Current Investing Environment

    Alex Chalunkal on Structured Equity and The Current Investing Environment

    Alex Chalunkal is Chief Investment Officer at a family office where he manages a $1B+ portfolio focused on impact, venture, and climate tech investing. He was interviewed by Olga Serhiyevich, Head of Investor Relations at Village Global.

    Takeaways:

    - Alex says that the consensus is that there will be a mild recession in 2023.

    - He says that the energy transition, health, and climate are key sectors he is focusing on.

    - Technology is an important tool to help improve the labor shortage in the US because tech creates more productive workers who can get more done with less.

    - Structured equity can be an important tool for companies with stable revenue and cash flow. There are many covenants that are often added to a debt product so it’s not necessarily the right tool for a company that has lots of potential volatility in revenue, product, or pricing.

    - Alex is excited about climate tech investing. He says that in the US we have the raw materials but not necessarily the policies in place to combat climate change so investing in areas that are aligned with policy is key.

    Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

    Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.

    Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

    • 53 min
    Ian Bremmer on The Intersection of Geopolitics and Technology

    Ian Bremmer on The Intersection of Geopolitics and Technology

    Ian Bremmer (@ianbremmer), president and founder of Eurasia Group and GZERO Media joins Olga Serhiyevich (@olgaserhi), Head of Investor Relations at Village Global for a conversation about global geopolitical trends and their impact on technology.

    Takeaways:

    - Ian has been in the room with world leaders as they make decisions about how to prepare for potential wars. He says that it’s easy to criticize their decisions afterwards but having been there has given him an appreciation for just how difficult it is to make those decisions under constraints and how little ideology plays into those decisions.

    - The US is no longer willing to act as global policeman, architect of global trade, or cheerleader for values the way it has in the past. No other country is wiling or able to fill that void, which leads us to a “GZERO” world where there is no clear leadership.

    - Tech companies like Microsoft and Starlink acting as sovereigns in Ukraine helped the country stay independent and likely kept Zelensky in power.

    - Ian says that the US and China are not in a Cold War and are not headed for a Cold War. He says that the leadership of both countries isn’t interested in a Cold War from a political perspective and that there is too much interdependence between the two nations for tensions to be ratcheted up.

    - Ian says that AI and algorithms have become deeply political without us realizing it. Tech companies have been A/B testing not for what makes for a better society but for what leads to more addiction. He says this is the most disturbing and destabilizing trend in tech today.

    Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

    Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.

    Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

    • 55 min
    The Future of the Space Economy with Mo Islam

    The Future of the Space Economy with Mo Islam

    Mo Islam (@itsmoislam), co-founder of Payload Space, joins Lucas Bagno and Ian Cinnamon on this episode. Takeaways:

    - There is no doubt that we are in the early stages of the space economy, Mo says.

    - The cost to go to Mars will be paid many times over by the young engineers who will be inspired by the mission.

    - There are three main buckets in the space economy: space for earth (companies creating products for humans on earth via their space endeavors), space for space (companies serving other companies in space) and beyond earth (“science fiction”-type activities like colonization, mining, and exploration).

    - The International Space Station cost $100B to build.

    - SpaceX built the Falcon 9 at 1/10th the cost that NASA estimated.

    - In the 1960s there were only two space programs but now there are 80+ and they are all trying to get an economic return on investment.

    - Mo’s contrarian take is that launch is actually underhyped. Very few companies have a launch vehicle that has made it to orbit with a significant payload capacity.

    Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

    Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.

    Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

    • 38 min
    Dual Use Tech with Ari Schuler and Andrea Garrity

    Dual Use Tech with Ari Schuler and Andrea Garrity

    Ari Schuler, CEO of goTenna, and Andrea Garrity, Chief Growth Officer of goTenna, join Lucas Bagno and Ian Cinnamon join us on this episode of Solarpunk. Takeaways:

    - goTenna was founded after Hurricane Sandy when a brother and sister didn’t know if the other was safe because the cell network weren’t working. It has since grown into the company that it is today, selling to government as well as consumers.

    - Ari and Andrea suggest that startups refrain from complaining or dwelling on how tough the procurement system is to navigate in the US government. They say “pass the test, don’t fight the test.”

    - Andrea says that much of innovation is personality driven — finding the right people who will run through walls when everyone else gives up.

    - There is plenty that they would change about the government procurement system. If one agency has found a tech useful, other agencies should be able to also use that tech without going through all the paperwork and bureaucracy over again.

    - The fact that US doesn’t manufacture much at home and would be stranded if a major war started tomorrow is of concern to them.

    Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

    Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.

    Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

    • 38 min
    Unbundling K-12 Education with Joe Connor of Odyssey

    Unbundling K-12 Education with Joe Connor of Odyssey

    Joe Connor (@josephjconnor), founder of Odyssey (@WithOdyssey_), joins Anne Dwane and Lucas Bagno on this episode. Takeaways:

    - ACT test scores are at the lowest level in 30 years. 42% of students met none of the college readiness benchmarks.

    - District schools are not providing what parents need so children are leaving them in large numbers.

    - Parents have realized that they would be better off unbundling education so that children receive different parts of their education in different places, not just at a single district school.

    - Odyssey is fundamentally changing how education is funded in the US.

    - The US has 132,000 K-12 schools. For context, there are 13,000 McDonald’s locations. Teachers are the second largest occupation category in America after retail clerks.

    - Parents have been able to successfully push for programs like Odyssey’s by contacting their state senator or congressperson.

    Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

    Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.


    Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

    • 27 min

Customer Reviews

4.4 out of 5
111 Ratings

111 Ratings

Dan1777999877 ,

Learn something new every listen!

It is not every day that I get to learn from individuals of this caliber! Venture Stories has quickly become a favorite in my feed. Highly recommend giving it a listen!

SO***q ,

The best walk companion and source of inspiration

I love Village Stories as not only do they bring great speakers but they are excellent interviewers who bring out the most interesting elements of every topic. I find that the episodes are structured in a way that anyone who is not an expert in a topic finds value in understanding the theme’s key insights. And they are super fun to listen to on my daily walks!

LisaIsHereForIt ,

Phenomenal guests and topics 🌟

Venture Stories has quickly become a must-listen in my feed! I'm consistently impressed by the engaging conversations, insightful content, and actionable ideas. I truly learn something every time I listen!

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