July 23, 2025

Apple Goes Full Throttle on F1, Meme Stocks Make a Comeback, Amazon's New Wearable AI Device | Christina Cacioppo, Deena Shakir, Davide Asnaghi, Ylan Richard

2 hours 42 minutes

(01:34) - Apple Goes Full Throttle on F1

(18:43) - Meme Stocks Are Back

(37:27) - Amazon's New Wearable AI Device

(56:53) - Timeline

(01:19:54) - Christina Cacioppo is the founder and CEO of Vanta, a trust management platform that automates security and compliance processes for businesses. She discusses Vanta's recent $150 million Series D funding round, which increased the company's valuation to $4.15 billion, and highlights the platform's expansion into AI-driven features like questionnaire automation and trust centers. Cacioppo also reflects on Vanta's growth from focusing on SOC 2 compliance for startups to becoming a comprehensive security and compliance solution for over 12,000 clients across 58 countries.

(01:42:10) - Deena Shakir, a Partner at Lux Capital, invests in transformative technologies across sectors such as women's health, digital health infrastructure, health equity, foodtech, and fintech. In the conversation, she discusses the evolving landscape of AI in healthcare, highlighting the dual trends of cost-effective company startups enabled by AI and the substantial funding required for infrastructure-intensive ventures. She emphasizes the importance of AI applications beyond medical scribes, such as in clinical trials and drug development, and notes the increasing adoption of AI by major healthcare players, underscoring the necessity for startups to offer innovative, defensible, and transformative solutions.

(02:03:56) - Davide Asnaghi, co-founder and CEO of Diode Computers, discusses how his company leverages AI to automate the design and manufacturing of printed circuit boards (PCBs), aiming to democratize access to high-end PCB design for a wide range of hardware companies. He highlights the challenges in the industry, such as the scarcity of skilled engineers and the reliance on proprietary data, and explains how Diode addresses these by building proprietary datasets and utilizing large language models to generate schematics. Additionally, he announces that Diode has recently raised a Series A funding round led by Andreessen Horowitz and plans to expand their manufacturing capabilities to scale production within the United States.

(02:14:55) - Ylan Richard, co-founder and CEO of Cala, a French startup that developed fully automated pasta restaurants, discusses his journey of building the company in France and the challenges faced due to structural financing gaps and stringent labor regulations, which ultimately led to the business's closure. He reflects on the lessons learned, emphasizing the importance of lean headquarters operations and strategic financing, and shares his plans to launch a new venture in the United States, aiming to open the first store in New York by mid-next year, with considerations for franchising to scale more efficiently.

(02:27:05) - Timeline

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