DiscoverVC React PodcastVC React SV E1: Quantum VCs, Founders Fund Invests In Mnzil, Gemini Dethrones ChatGPT, New AI Device
VC React SV E1: Quantum VCs, Founders Fund Invests In Mnzil, Gemini Dethrones ChatGPT, New AI Device

VC React SV E1: Quantum VCs, Founders Fund Invests In Mnzil, Gemini Dethrones ChatGPT, New AI Device

Update: 2025-11-29
Share

Description


VC React Podcast - Silicon Valley:

Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on Silicon Valley startups, funds, and investment rounds.


---


Hosts:


---


Available on:


---


Guests:


1. Charles Beyrouthy, Managing Partner at Forma Prime | A Semiconductor and Quantum Early-Stage VC Firm

- LinkedIn Profile: https://www.linkedin.com/in/charlesbeyrouthy/

- Company Website: ⁠⁠https://www.formaprime.vc/


---


#siliconvalley # mena #startups #vc #lp #tech #investments #entrepreneurship #venturecapital #venturedebt #privateequity #finance #business #ipo #acquisitions #limitedpartners #accelerator #saas #data #software #deeptech #ai #fintech #edtech #cvc #web3 #crypto #blockchain #defi #impact #sanfrancisco #sanjose #boston #seattle #austin #nyc #riyadh #dubai #amman #cairo #qatar


---


News of the week brought to you by FWDstart.


This Week On The VC React Podcast:


- Founders Fund makes its first lead bet in Saudi with Mnzil — a workforce housing startup! Is this a one-off “tourist” deal, or the beginning of a long-term GCC thesis from top US funds?


- Then we move to the model wars: The narrative in the Valley has flipped: everyone’s saying Google is now ahead, founders are suddenly rethinking their stack to move from OpenAI to Gemini. How much should founders actually care who’s ‘ahead’ right now, versus who’ll be stable and affordable over the next decade?


- And finally, in hardware: Sam Altman and Jony Ive say they finally have an AI device prototype. Is this actually the next computing platform… or just another gorgeous gadget looking for a use case?


Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

VC React SV E1: Quantum VCs, Founders Fund Invests In Mnzil, Gemini Dethrones ChatGPT, New AI Device

VC React SV E1: Quantum VCs, Founders Fund Invests In Mnzil, Gemini Dethrones ChatGPT, New AI Device

Ahmad Takatkah (VCpreneur)