This week on StrictlyVC Download, Techcrunch EIC Connie Loizos talks with Uncork Capital honchos Jeff Clavier and Andy McLoughlin. They discuss how their seed-stage firm is positioning itself in this environment, from a recent investment in AI chip maker 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.

Chapters:

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