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TechSurge: Deep Tech Podcast

by Celesta Capital | Deep Tech Venture Capital Firm

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Latest episodes

Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU

September 29, 2026 · 1 hr 1 min

In this episode, host David Goldman speaks with legendary graphics chip architect Raja Koduri, who explains why every gigawatt of AI infrastructure now costs $50 to $60 billion, and why China's goal of doing it for under $10 billion is the…
The Race to Build the Next Trillion-Dollar AI Chip Company

September 16, 2026 · 1 hr 12 min

Almost 2% of U.S. GDP will be spent on AI infrastructure this year, nearly double 2025's figure. But beneath those headline numbers, the composition of that spending has quietly flipped: for the first time, dollars spent on running models…
The Nobel Winner Behind Google's Quantum AI Lab: Why I'm Building the NVIDIA of Quantum

September 1, 2026 · 1 hr 9 min

In this episode, Nobel Prize-winning physicist Dr. John Martinis reveals how his breakthrough in superconducting qubits made quantum physics real at macroscopic scale and what it means for the future of technology. The former lead of…
Intel CEO Lip-Bu Tan on 40 Years of Contrarian Bets in Semiconductors

August 11, 2026 · 36 min

Silicon Valley was built on semiconductors, but for nearly two decades, venture capital shifted its attention towards software. Today, AI is changing that as the demand for compute, memory and networking explodes, hardware is once again at…
The Moving Bottleneck: Networking, Power, Memory, and the Race to Win AI

July 28, 2026 · 1 hr 11 min

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…

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Physical AI, Quantum, and Bio-Innovation: Inside Canada’s Research Frontier

July 15, 2026 · 1 hr 9 min

Canada produces world-leading science, engineering, and AI research. So why does so much of that research still commercialize outside of Canada? In this episode of TechSurge, host Nic Brathwaite puts that question to four leaders at two of…
Google's Chief Technologist on Intelligent Search in the Age of AI

June 30, 2026 · 1 hr 18 min

TechSurge is sponsored by Notion. From product roadmaps to investor updates, Notion is where modern teams plan, write, and ship together. Get started at http://notion.dev/techsurge. Search began as a way to find pages. AI is turning it…
Battle for the AI Data Center: Deep Dive on the Semiconductor Supercycle

June 16, 2026 · 53 min

Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now shaping the speed, cost, and strategic…
In-Orbit Manufacturing, AI Data Centers, and the New Space Economy with MIT’s Ariel Ekblaw

June 2, 2026 · 1 hr 29 min

For most of human history, space has been a place we visited. The next chapter may be about building there. For decades, space was the domain of governments, astronauts, and science fiction. Today, falling launch costs, reusable rockets…
The U.S. – China Deep Tech Arms Race

May 21, 2026 · 48 min

For years, the United States told itself a reassuring story: China could manufacture and copy, but it couldn't innovate. That story is no longer credible. From DeepSeek's compute-efficient AI model to BYD's dominance of the global EV…
Rare Earth Rush: Strategic Minerals and Tech's New Resource Wars

May 7, 2026 · 57 min

For thirty years, the United States largely ignored critical minerals. We mined less, processed less, and stockpiled less — while China quietly built the most dominant mineral supply chain in modern history. When China imposed rare earth…
The US Crypto Awakening

April 16, 2026 · 57 min

For years, crypto policy in the United States was defined less by clear rules than by the threat of enforcement. Startups and institutions building in the space operated in a gray zone: no clear guidance, no path to compliance, and always…

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About the show

The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, geopolitics, and business, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented and hosted by the Celesta Capital team. Send feedback and show ideas to techsurge@celesta.vc. 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. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more. Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests include Intel CEO Lip-Bu Tan, Micron CEO Sanjay Mehrotra, VC investor Vinod Khosla, and executive leaders from OpenAI, Microsoft, Google, and other leading tech companies. New episodes release every two weeks. Visit techsurgepodcast.com for more details and to sign up for our newsletter and other content!