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

• VC10X Micro - The Big Short 2.0

  Michael Burry—the legendary investor who predicted the 2008 housing crash—has just placed a massive bet against the AI boom. His latest 13F filing reveals he's shorting Nvidia and Palantir, the two darlings of the AI revolution. Is this the beginning of the AI bubble bursting, or is Burry making the biggest mistake of his career?In this deep dive, we break down Burry's exact positions, the warning signs he's seeing that others are ignoring, and what this means for the future of AI investing. We also examine the counter-argument: why betting against this market could be incredibly dangerous.TIMESTAMPS(00:00) - Michael Burry's billion-dollar bet against AI(00:24) - How we know about Burry's bet: 13F filings revealed(00:44) - Burry's targeted bets: NVIDIA and Palantir put options(00:55) - Why shorting NVIDIA is significant(01:15) - Why shorting Palantir matters(01:36) - The two-pronged attack strategy(02:05) - Warning sign #1: Smart money is cashing out (SoftBank exits NVIDIA)(02:31) - Warning sign #2: Astronomical valuations(03:11) - Warning sign #3: Spending doesn't match profits(03:43) - Why Burry could be wrong: This isn't the dot-com bubble(04:05) - AI as a true platform shift(04:22) - Burry's past mistakes: The Tesla bet(04:38) - What this means for founders & investors(05:18) - Is this Big Short 2.0?(05:48) - Final thoughts and call to actionKEY TAKEAWAYS✅ Why Michael Burry is shorting Nvidia and Palantir specifically.✅ The three warning signs that suggest an AI bubble.✅ How smart money (like SoftBank) is quietly exiting AI stocks.✅ What founders and VCs should focus on in this new environment.SUBSCRIBE FOR MORE VC & STARTUP STRATEGYVC10X breaks down the most important stories in tech, startups, and investing every week. If you want actionable insights to help you build or invest in the next great company, subscribe now.LET'S CONNECTWebsite: https://VC10X.comLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWDo you think the AI market is a bubble? Or is Burry making a massive mistake? Let us know in the comments.#MichaelBurry #Nvidia #Palantir #AI #BigShort #VentureCapital #TechBubble #Investing #Startup

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• Founder10x - From $500M Exit to Reinventing Software - Shay Levi, Co-founder & CEO, Unframe

  After selling your company for half a billion dollars, what do you do next? Our guest, Shay Levi, decided to start all over again with an even more ambitious mission. Shay previously co-founded the API security giant Noname Security, which was acquired by Akamai for a staggering $500 million.Now, he's back with Unframe, a company taking on the entire software industry with a radical promise: they'll build your custom software for free, and you only pay if it delivers a real impact.Today, Shay walks us through his incredible journey, the contrarian thinking behind his new venture, and how Unframe is using AI to build working solutions in just a matter of days.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comVC10X website - https://VC10X.com/Unframe website - https://unframe.aiShay Levi on LinkedIn - https://www.linkedin.com/in/shaylevi2🎙️ Hosted by Prashant ChoubeyFollow Prashant on X - https://x.com/ChoubeySahabFollow Prashant on LinkedIn - https://www.linkedin.com/in/choubeysahabTimestamps:(00:00) - Introduction to Unframe's business model and value proposition(01:07) - Shay Levy's background and Noname Security's $500M exit(02:52) - Founding story of Noname Security(04:51) - Difficult moments and challenges during the Noname journey(07:05) - Learning from failures and improving processes(08:22) - Decision to start Unframe after successful exit(11:38) - How Unframe's business model works in practice(14:44) - Pricing structure and customer alignment(17:14) - Managing client expectations and feature requests(19:24) - Using AI tools for building solutions quickly(21:45) - AI models and developer tools used at Unframe(22:34) - Team structure for building solutions(23:45) - Building blocks approach and platform architecture(24:00) - Early days GTM strategy and customer acquisition(25:39) - Emerging from stealth with $50M funding(27:54) - Fundraising experience and investor reactions(30:41) - Positioning Unframe as a foundational platform(32:21) - Product-market fit indicators for Unframe(34:06) - Building a moat and competitive advantages(37:40) - Lessons learned from Noname Security(38:40) - Biggest learning as a founder: the importance of hard work(41:24) - Closing remarksFor sponsorship or guest appearance requests, write to [email protected] to VC10X on Youtube, Spotify, Apple Podcasts.

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• VC10X Micro - The Reason Behind 100,000 Layoffs in 2025 - VC10X Micro

  Meta and Amazon are making billions in profit, so why are they laying off thousands of employees in late 2025? It’s not a recession, it’s a strategic shift. We break down the real reasons behind the new wave of "quiet layoffs" sweeping Big Tech and what it means for the future of your career.In this deep dive, you'll learn about the "Great AI Re-Allocation," how the "Year of Efficiency" became a permanent strategy, and why the jobs of the future are becoming highly specialized. This isn't just news; it's a critical look at the new rules of the tech industry and how you can navigate them.TIMESTAMPS(00:00) - Introduction: Meta and Amazon layoffs despite record profits(00:37) - Recent layoff reports at Meta and Amazon(01:35) - The new normal: continuous strategic culling in big tech(02:00) - Reason 1: The great AI reallocation(02:50) - Reason 2: Year of efficiency as permanent operating philosophy(03:40) - Reason 3: Pandemic hiring aftershocks(04:17) - What does this mean for you?(05:04) - Silver lining: Talent boost for startup ecosystem(05:22) - Conclusion and call to actionKEY TAKEAWAYS✅ Why profitable companies are still cutting staff.✅ How AI is forcing a massive reallocation of talent and capital.✅ The new skills that are in high demand (and which are at risk).SUBSCRIBE FOR MORE VC & STARTUP STRATEGYVC10X breaks down the most important stories in tech, startups, and investing every week. If you want actionable insights to help you build or invest in the next great company, subscribe now.LET'S CONNECTWebsite: https://VC10X.comX / Twitter: https://x.com/choubeysahabLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWHas this new wave of layoffs affected you or your company? Let's discuss it in the comments.#TechLayoffs #Meta #Amazon #BigTech #JobMarket #CareerAdvice #AI #VentureCapital

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• VC10X - What Is A Continuum Fund? - Michelle Urben, Managing & General Partner, Synergos Fund

  In this episode, we sit down with Michelle Urben, Managing & General Partner of the Synergos Fund, an innovative firm that is challenging the traditional VC model. They've launched a "continuum fund," a new structure designed to support transformative companies through their entire lifecycle, from seed to commercialization.We dive deep into why they "don't invest for an exit," their mission to build "very durable companies that we want to own forever," and how they are tackling some of the world's biggest problems, from the global energy demand to recycling spent nuclear fuel.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comSynergos Fund - https://www.synergosholdings.com/general-7Michelle Urben on LinkedIn - https://www.linkedin.com/in/michelle-boquiren-urben-0538852🎙️ Hosted by Prashant ChoubeyFollow Prashant on LinkedIn - https://www.linkedin.com/in/choubeysahabTopics discussed:- The Continuum Fund Model - Conscious Capitalism and Impact Investing- Long-Term Investment Strategy vs. Quick Exits- Nuclear Energy and Spent Fuel Recycling- The Evergreen Fund Structure and Investor Flexibility& lots moreTimestamps:(00:00) Introduction to Michelle Urben and Synergos Fund(02:22) What makes a Continuum Fund different from traditional VC funds(06:55) Solving the critical problem of access in late-stage startups(07:30) Structure of the Continuum Fund compared to typical venture capital funds(10:12) Defining conscious capitalism and ensuring returns for investors(11:27) Investment deployment and flexibility for investors(14:45) Transparency and meaningful stakes in portfolio companies(18:02) Balancing patient capital with investor expectations(19:04) Advantages of Washington, D.C. for the companies they're backing(22:02) Navigating political uncertainty around clean energy and funding(25:19) Electricity demand from AI and clean energy solutions(27:31) Balancing active investing with community building in Washington, D.C.(31:06) Investor reception to the new investment model(33:02) Biggest learning from investing in startups(34:27) Rapid fire round begins - sectors, stages, and investment approachFor sponsorship or guest appearance requests, write to [email protected] to VC10X on Youtube, Spotify, Apple Podcasts.

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• VC10X Micro - Intel's Epic Turnaround: Up 100% in 6 Months📈🤯

  How did Intel go from losing $18.8 billion to a $4.1 billion profit in just six months? A legendary venture capitalist, Lip-Bu Tan took over and executed a masterclass in corporate turnaround strategy. We break down the VC playbook that not only saved the iconic chipmaker but also convinced its biggest rival, Nvidia, to invest $5 billion.In this deep dive, we unpack one of the most dramatic business stories of 2025. You'll learn how Intel lost its dominance, the brutal decisions their new CEO had to make, and the strategic capital moves that shocked Wall Street. This isn't just a story about a big company; it's a goldmine of lessons for every founder, operator, and investor.Important Note: The stock graph screenshots & figures were taken after market closing on 28 Oct '25. Not a financial advice.TIMESTAMPS(00:00) Introduction to Intel's dramatic turnaround story(00:50) Intel's fall(02:06) Enter The VC - Introduction of Lip-Bu Tan as new CEO(03:18) Tan's turnaround playbook(5:52) Q3 2025 earnings report and financial results(7:04) Key lessons for startups and VCs:- Lesson 1: Value of an outsider perspective- Lesson 2: Importance of strategic capital- Lesson 3: Focus is everything- Lesson 4: Speed of execution- Lesson 5: Possibility of a comeback(8:53) Closing remarks and call to action for viewersKEY LESSONS COVERED✅ The power of an outsider's perspective in a crisis.✅ How to use strategic capital (not just any capital) to validate your turnaround.✅ The importance of radical focus and cutting non-core assets.✅ Why execution speed is a company's greatest weapon.SUBSCRIBE FOR MORE VC & STARTUP STRATEGYVC10X breaks down the most important stories in tech, startups, and investing every week. If you want actionable insights to help you build or invest in the next great company, subscribe now.LET'S CONNECTWebsite: https://VC10X.comX / Twitter: https://x.com/choubeysahabLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWWhat's the boldest corporate turnaround you've ever seen? Let's discuss it in the comments.#Intel #VentureCapital #StartupStrategy #Turnaround #Investing #Business #TechNews #Nvidia

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