This week on StrictlyVC Download, TechCrunch Editor-in-Chief Connie Loizos talks with Uncork Capital’s Jeff Clavier and Andy McLoughlin. They discuss how their seed-stage firm is positioning itself in this environment, from a recent investment in AI chipmaker Groq to bets on AI-native companies attacking unsexy industries like material sciences and robotics.
Plus, the three dig into Uncork’s philosophy of finding companies with unique datasets before they become obvious to the market; how Uncork is advising its established portfolio companies to reinvent themselves in an AI-first world; and whether San Francisco’s comeback — driven by AI moolah — is sustainable.
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