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

A lot of people often dismissed AI advances by saying things like "tell me when it can do my laundry".Well, now, it can!Not just laundry, it can do a lot more.At CES 2026 in Las Vegas, the tech world made its biggest pivot since the smartphone, from software AI to Physical AIThis week, we break down the CES reveals that are moving artificial intelligence out of your phone screen and into your home, factory, and car:TIMESTAMPS0:00 – The CES 2026 Pivot: From Chatbots to Physical AI 0:38 – The Humanoid Invasion (Boston Dynamics Atlas, LG CLOiD) 1:20 – The New "Brains": Tesla AI5, Intel Ultra 3, NVIDIA Blackwell Ultra 2:05 – Why This Matters: Silver Squeeze Connection 10:00 – The 2026 Investment Rotation KEY TAKEAWAYS✅ Humanoids Are Here: Boston Dynamics' new Atlas uses Google DeepMind AI for real factory work. LG's CLOiD does your laundry autonomously.✅ Edge AI Chips: Tesla's AI5 is 40x faster for robot autonomy. Intel's 18A chips bring massive LLMs to your laptop.✅ The Real Driver: Physical AI explains the "Energy War" (power plants for training) and "Silver Squeeze" (conductivity for sensors) from our previous episodes.✅ Investment Shift: Money is moving from SaaS chatbots to "Hard Tech" (chips, power, materials).SOURCES- CES 2026 Live Coverage (NVIDIA, Intel, Boston Dynamics) - Elon Musk AI5 Chip Announcement - Silver Institute Industrial Demand Data - Previous VC10X episodes on Energy/SilverLINKSPrashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected] FOR MOREVC10X breaks down the most important stories in finance, tech, and markets every week. Subscribe for actionable insights.COMMENT BELOWWill humanoid robots replace your job or your maid? Let us know! #CES2026 #PhysicalAI #HumanoidRobots #TeslaAI5 #Intel #NVIDIA #MacroEconomics #Investing #Silver #EnergyTransition

In this episode, Phylicia Koh, GP at Play Ventures, explains why gaming is the new operating system for consumer engagement and how "playable apps" are transforming industries from fintech to relationship wellness.Play Ventures focuses on apps that use gaming's "live operations" and in-app economies to drive user habits. These products succeed by offering controllable outcomes, intrinsic motivators, and social elements like clans or leaderboards.In early 2025, consumer in-app purchase (IAP) officially surpassed gaming IAP revenue for the first time in history. This shift indicates a massive opportunity for founders to apply free-to-play monetization models to non-gaming consumer sectors.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about:- Overview of the $142 million early-stage fund and its specific investment thesis.- Analysis of why consumer in-app purchase spending now exceeds gaming spending.- The four key characteristics of a successful playable app.- Insights into portfolio companies like Alinea, Bible Chat, and Aria.- The difference between adding features like streaks and building a deep meta-design.- How subscriptions compare to free-to-play models in terms of lifetime value.- The impact of AI on user acquisition and creative fatigue.- How the metaverse already exists in platforms like Roblox.- The future of product discovery and the shift away from traditional search engines.- Personal game recommendations and the evolution of the gaming audience.& lots moreTIMESTAMPS(00:00) - Consumer IAP spending exceeds gaming IAP spend(00:19) - Why you can't just slap on gamification to a product(00:59) - Introduction to Felicia Ko, General Partner at Play Ventures(02:33) - Play Ventures' thesis on "Playable Apps"(03:45) - The four characteristics of a successful playable app(06:27) - Portfolio examples of gamified consumer apps(09:45) - Market trends supporting the rise of playable apps(11:15) - Why subscriptions cap lifetime value compared to free-to-play models(12:48) - How gaming founders are applying their skills to new consumer spaces(14:25) - The right stage for a company to implement gamification(17:02) - How gamification boosts retention, engagement, and virality(18:33) - What types of games Play Ventures invests in(20:44) - The much-anticipated release of GTA VI(23:59) - What makes a game a massive success like GTA or Candy Crush?(26:00) - The importance of user acquisition and finding blue ocean markets(29:22) - Game recommendations: Monopoly Go, Whiteout Survival, Roblox, and more(32:31) - Is gaming becoming a viable career path like YouTubing?(33:30) - The average gamer is in their 30s(37:00) - Does the Metaverse already exist?(38:05) - The future of gaming and playable apps in the next 5 years(41:04) - Rapid-fire round: Play Ventures' investment strategy(42:50) - How founders can connect with Phylicia KohLINKSPhylicia Koh on X - https://x.com/ppphylPhylicia Koh LinkedIn - https://www.linkedin.com/in/phyliciakohPlay Ventures - https://www.play.vc/Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected]

Two weeks ago, silver was unstoppable. Today, investors are staring at a massive 15% drop. Headlines are calling it a "bubble burst," but the data tells a very different story.In this deep dive, we look past the panic to analyze the *real* reasons behind the crash, from the CME margin hikes to China's new export rules. We also break down the structural "Big Three" demand drivers for 2026: Solar, AI Data Centers, and Solid-State Batteries. Is this a warning to get out, or the buying opportunity of the year?TIMESTAMPS0:00 – The Flash Crash: What Just Happened?0:49 – Why It Dropped: Margin Calls & The "Paper" Flush1:39 – The New "Big Three" Demand Drivers (Solar, AI, Batteries)2:45 – The Deficit Reality: 8 Years of Shortages – Investment Strategy: How to Navigate the VolatilityKEY TAKEAWAYS✅ The "Paper" Flush: The crash was triggered by a 25% margin hike and panic over China's export licenses—not a drop in physical demand.✅ Industrial Squeeze: Solar, AI hardware, and EV batteries are consuming record amounts of silver. This demand is "inelastic"—manufacturers *must* buy it at any price.✅ Elon's Warning: Even Elon Musk has flagged silver availability as a critical risk for the future of Tesla and SpaceX.✅ Structural Deficit: The world has consumed more silver than it mined for 8 years straight. Above-ground stockpiles are down ~70% since 2021.SOURCES & DATA- CME Group Margin Requirement Data- China Export License Regulations (2026)- Silver Institute Demand Forecasts (Solar & EV Sector)- Elon Musk X/Twitter Post (Dec 26, 2025)SUBSCRIBE FOR MORE MACRO INSIGHTSVC10X breaks down the most important stories in finance, tech, and markets every week. If you want actionable insights to help you navigate this volatile economy, subscribe now.LINKSPrashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected] BELOWAre you buying the dip, or do you think silver is heading back to $30? Let us know in the comments.#Silver #Investing #Commodities #SolarEnergy #ElonMusk #MarketCrash #Inflation #WealthProtection #MacroEconomics #SilverSqueeze

In this episode, we sit down with Rajeev Ranka from Incubate Fund, a Japanese Venture Capital firm managing over $1.5 Billion in AUM, to understand the bold decisions behind building generational companies.Rajeev breaks down the Japanese Way of investing which involves thinking in 100 year cycles. He shares why they backed Captain Fresh during the first month of the COVID lockdown and the massive decision to kill a profitable domestic arm to build a global giant.We also dive into why he believes Quick Commerce will eventually be bigger than E-Commerce, the untapped potential of Middle India, and what it takes to get a Day Zero investment from a Japanese VC.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about:- How a Japanese VC views the Indian startup ecosystem.- The Japanese Way: Why they plan for 100 year timelines.- The Captain Fresh Pivot: Moving from a domestic player to global seafood exporter.- Why Yulu dominates 90% of the last mile delivery market.- The Middle India opportunity that most VCs are ignoring.- Red Flags & Green Flags: How to pitch Incubate Fund.Connect with Rajeev:LinkedIn: https://www.linkedin.com/in/rajeevrankaIncubate Fund Asia: https://incubatefund.in/SMBC Asia Rising Fund - https://www.smbc-asiarising.vc/VC10X links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected]#VentureCapital #StartupIndia #IncubateFund #JapaneseInvestment #CaptainFresh #QuickCommerce #Yulu #Entrepreneurship #BusinessPodcast

The AI race isn't about chips anymore. It's about electricity. In a massive $4.75 billion deal, Google (Alphabet) just acquired Intersect Power, a major clean energy developer, to secure the grid access its data centers desperately need.But Google isn't alone. From Microsoft restarting Three Mile Island to Amazon's massive nuclear contracts, Big Tech is panic-buying power plants.In this video, we break down why the "AI Energy Wall" is forcing tech giants to become utility companies, and what this means for the future of the power grid, nuclear energy, and your electric bill.TIMESTAMPS0:00 – Intro: Bigtech Energy War0:44 – The Deal: Why Google Bought Intersect Power for $4.75B1:30 – The "Energy Wall": AI Power Consumption vs. The Grid2:01 – BigTech Energy Contracts in 20253:21 – Who Pays? The Impact on Consumers and InvestorsKEY TAKEAWAYS✅ Google's $4.75B Bet: Alphabet acquires Intersect Power to build "behind the meter" energy projects, bypassing the clogged public grid.✅ The Energy Crisis: AI queries use 10x more power than search. By 2030, US data centers will consume 9% of all electricity.✅ Nuclear Renaissance: Tech giants are single-handedly reviving nuclear power (SMRs & restarts) because they need 24/7 reliability that solar/wind can't provide.✅ Vertical Integration: Big Tech is now owning the entire stack: from the AI model to the chip to the power plant running it.SOURCES & DATA- Google Acquires Intersect Power ($4.75B Deal)- Microsoft Restarts Three Mile Island (Constellation Energy Deal)- Amazon Signs 1.9GW Nuclear Deal (Talen Energy)- Data Center Power Demand Forecast (Bain/Bloomberg)Links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected] FOR MORE MACRO INSIGHTSVC10X breaks down the most important stories in finance, tech, and markets every week. If you want actionable insights to help you navigate this volatile economy, subscribe now.COMMENT BELOWIs Big Tech buying power plants a smart move or a dangerous monopoly? Let us know in the comments.#AI #Google #EnergyCrisis #NuclearPower #Investing #TechNews #Microsoft #Amazon #CleanEnergy #IntersectPower #MacroEconomics