TechSurge: Deep Tech Podcast
Exploring topics at the intersection of emerging technology, geopolitics, and business.
Hosted by Celesta Capital.
The TechSurge: Deep Tech VC Podcast shares the latest insights directly from legendary Silicon Valley leaders, daring new founders, and visionary technologists.
Join us as we examine the factors shaping the next major technology cycle shift of AI, examine emerging global tech hubs, and analyze where investment dollars are flowing next.
Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead.
For entrepreneurs, investors, or anyone interested in where we're headed next, this is your guide to understanding the technologies and companies poised to transform the future.
The Moving Bottleneck: Networking, Power, Memory, and the Race to Win AI
Artificial intelligence is often discussed through models and GPUs. This episode looks beneath that surface, at the power delivery and networking required to make AI work at scale.
Host Sriram Viswanathan speaks with Rajiv Khemani, a serial deep tech entrepreneur whose career has tracked several major infrastructure cycles: internet networking, cloud switching, blockchain compute and now AI networking. Khemani reflects on his early work at NetBoost and Intel, his operating role at Cavium, and the founding of Innovium, which Marvell agreed to acquire for $1.1 billion in 2021. He also explains how work on low-power blockchain silicon led his team toward the infrastructure demands created by generative AI.
The discussion examines why incumbents often overlook emerging markets, why purpose-built hardware can outperform systems inherited from an earlier technology cycle, and how founders decide whether to keep financing a company or sell while the outcome remains attractive. Khemani describes the concentration risk of selling to a small number of hyperscalers, the fragility of semiconductor supply chains, and why leading-edge chip development now demands much larger balance sheets.
The conversation then turns to AI’s emerging bottlenecks. Large models require many accelerators to operate as one computer, making low-latency scale-up and scale-out networks central to performance. The episode explores heterogeneous compute, open networking standards, memory scarcity, AI’s growing electricity demand, and the competition between AI and Bitcoin mining for energy.
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Will AI will take away all of our jobs? Is technology eroding privacy? Is the pace of technology advancement too fast?
We address these questions and more topics around global science and technology policy with Rob Atkinson, founder and president of the Information Technology and Innovation Foundation. Speaking with Celesta Capital founding partner Nic Brathwaite, Rob dives into the intersection of technology, innovation, and public policy, covering topics such as ethical AI, the role of China in the global innovation race, and the realities facing smaller economies in blossoming into tech hubs. Rob shares his insights on innovation economics, government policy, and the critical role of entrepreneurs in shaping the future of tech.
Fred Thiel, Chairman and CEO of Marathon Digital, dives us into the world of blockchain and cryptocurrency mining. Fred discusses the technological advancements in Bitcoin mining, including significant improvements in energy efficiency, and provides insights into the future of Bitcoin, predicting substantial growth in its value and its linkages with AI inference data centers. He also explains the relationship between Bitcoin and global economic factors, the potential for regulatory changes, and the evolving role of cryptocurrencies in both developed and developing markets, highlighting Bitcoin’s growing role as a store of value and a driver of financial sovereignty in the digital age.
Micron CEO Sanjay Mehrotra discusses his journey in the semiconductor industry and the growing strategic importance of the memory industry in the age of AI. He highlights innovation in high bandwidth memory (HBM), which enables faster data access and lower power consumption. Sanjay also discusses Micron’s plans to build new U.S. semiconductor factories and the role of the CHIPS Act in bringing semiconductor manufacturing back to the U.S. He shares his insights on the resurgence of hardware innovation and what it takes to drive technological leadership in a rapidly evolving industry.
Former CEO of PepsiCo and New York Times bestselling author Indra Nooyi joins host Michael Marks for a wide-ranging conversation to share her insights on the growth of big tech companies, the impact of AI, CEO-board relationships, and much more.
Indra currently serves on the boards of Amazon, Phillips, Memorial Sloan Kettering Cancer Center, the National Gallery of Art, and is a Dean’s Advisory Council Member at MIT School of Engineering. Her New York Times bestselling memoir My Life In Full offers insight and a call-to-action from one of the world’s most-admired business leaders on how our society can blend work and family — and advance women — in the 21st century. She is widely considered to be one of the world’s top CEOs for her leadership at global giant PepsiCo over 12 years.
Driven both by surging demand and rapid technology advancements, an emerging area of health innovation called “bioconvergence” is driving improvements in human health and sustained interest from investors. This episode will explore these new applications merging engineered technologies with scientific disciplines, including in diagnostics, therapeutics, and elsewhere.
Nobel Laureate Dr. Jim Rothman, Dr. Melanie Mathieu of Prellis Biologics, and Daniel Dornbusch of Excision join host Michael Marks for an in-depth discussion covering advancements in CRISPR technology, the role of AI in drug discovery, the future of personalized medicine, and much more.
Legendary technology founder and venture investor Vinod Khosla joins host Michael Marks for a wide-ranging discussion on the future of AI, major tech cycles, the importance of being honest with founders, and much more. Vinod shares his predictions for the next 25 years of technology advancement and how we should be assessing the risks and benefits as the adoption of artificial intelligence continues to accelerate.
Celesta Capital is a global deep tech venture firm enabling visionary founders at the forefront of scientific and engineering breakthroughs.
Celesta's team has spent decades founding, leading, and scaling global technology businesses, collectively founding more than 40 companies. We understand how to partner with founders to help turn prototypes into powerhouses.
From semiconductors and systems to breakthrough biology, we seek out the physics‑defying, code‑rewriting breakthroughs that will power the next decade of technology advancement.
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