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

VC React Podcast - Silicon Valley:

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

Hosts:

• Ahmad Takatkah, VCpreneur.
  Sign up to VCpreneur Newsletter on https://www.vcpreneur.com/

• Jamie Lane, FWDstart.
  Sign up to FWDstart Newsletter on https://www.fwdstart.me/

Available on:

• Youtube: VC React Podcast

• Spotify: VC React Podcast

• Apple: VC React Podcast

Guest:

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/

This Week On The VC React Podcast:

News of the week brought to you by FWDstart:

• 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?

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