TechCrunch Daily Crunch Space investing goes mainstream
Sep 2, 2025
The podcast dives into the booming trend of space investing, highlighting how it has captured the attention of mainstream venture capital. It also discusses Taco Bell's reconsideration of AI in drive-thrus, emphasizing a balance between tech and human touch. Additionally, the show reveals how NVIDIA's astounding revenue growth is linked to two mystery clients, underscoring the impact of AI and data demands in the tech sector. This blend of space innovation and savvy fast-food strategies makes for an intriguing listen!
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Use AI Selectively At Drive-Thrus
- Monitor voice AI at drive-thrus and intervene when quality drops.
- Coach teams to use AI selectively at busy times to avoid service failures.
Revenue Growth Is Highly Concentrated
- NVIDIA's revenue surge is highly concentrated in a few large customers.
- Two unnamed customers accounted for nearly 40% of Q2 revenue, revealing customer concentration risk.
A VC's Literal Moonshot Bet
- Caitlin Holloway described making a "literal moonshot" investment in Stokespace despite lacking aerospace expertise.
- She later backed moon helium-3 harvesting and admits the firm were space novices at first.