On today’s episode, we’re joined by David Goldman, whose career journey includes roles in investment banking and diversified investing before becoming a Partner at Celesta Capital. David shares insights into deep tech investing, the realities of venture capital, and strategies for navigating technological change in dynamic markets. He also reflects on the role of conviction in startups, the evolving impact of AI, and the traits he sees in successful founders and companies.

Key Takeaways:

(03:16) Celesta Capital’s focus on early-stage deep tech companies with differentiated technology.

(05:04) Technology VC ranges from quick, high-volume investing to deep, conviction-based partnerships.

(10:01) Venture capital requires long-term commitments, unlike the quick moves of public market investing.

(17:40) Improving productivity in health care, housing and education can make these essentials more accessible and affordable.

(23:03) Most AI investment today focuses on foundation models and infrastructure.

(30:27) Companies should anchor decisions in their core value to customers before reacting to external changes.

(34:54) Startups benefit from being small, enabling tighter collaboration across teams.

(41:27) Deep tech investments often require years of R&D before reaching the market.

Resources Mentioned:

David Goldman

https://www.linkedin.com/in/david-goldman-a72895a5/

Celesta Capital | LinkedIn

https://www.linkedin.com/company/celestacapital/

Celesta Capital | Website

https://www.celesta.vc/

Mech robots of Dexterity

https://www.dexterity.ai/

OpenAI

https://openai.com/

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