Скачать или смотреть Devan Malhotra: Valhalla Ventures

In this episode, we're joined by Devan Malhotra, Co-Founder and General Partner at Valhalla Ventures, for a deep dive into the future of venture capital and the creation of enduring moats. Devan shares his firm's compelling thesis on moving beyond traditional software investments to focus on physical technology—spanning bio, energy, materials, manufacturing, and space—and intellectual property in sectors like therapeutics and gaming. We explore the data-driven insights behind this shift, the importance of high-conviction, concentrated portfolios, and how Valhalla identifies and backs visionary founders at the seed-plus stage. Devan also offers invaluable advice for emerging fund managers on building differentiation, the criticality of getting into top deals, and why Los Angeles is a burgeoning hub for deep tech and gaming innovation. Whether you're an investor or a founder, this conversation is packed with forward-looking strategies for navigating the next wave of technological disruption.

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