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Uncork Capital on 21 years of venture cycles — and what’s different about this one

From TechCrunch

By Maggie Nye

August 26, 2025

Uncork Capital on 21 years of venture cycles — and what’s different about this one

Uncork Capital on 21 years of venture cycles — and what’s different about this one

This week on StrictlyVC Download, TechCrunch Editor-in-Chief Connie Loizos talks with Uncork Capital’s Jeff Clavier and Andy McLoughlin. They discuss how their seed-stage firm is positioning itself in this environment, from a recent investment in AI chipmaker 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.

StrictlyVC Download posts every Tuesday. Subscribe on Apple, Spotify, or wherever you listen to podcasts to be alerted when new episodes drop.

View original article on techcrunch.com

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