In this episode of ONVIs, we sit down with Devang Sachdev, founder of Superpower Ventures, to explore how he’s betting on the future of deep tech. With a background in building billion-dollar businesses and a sharp eye for GPUs, AI, and frontier technologies, Devang shares why he believes the next generation of startups will be defined by technical breakthroughs rather than incremental improvements.

We discuss his journey from entrepreneurship to venture capital, the role of storytelling in shaping big ideas, and how founders can harness their own “superpowers” to stand out in competitive markets. Whether you’re a startup founder, investor, or simply curious about where innovation is headed, this conversation offers a clear window into the deep tech ecosystem.

[00:00:00] Introduction

[00:02:15] Devang’s journey from entrepreneur to investor

[00:06:40] Founding Superpower Ventures

[00:10:05] Why Deep Tech matters now

[00:14:30] GPUs and the AI revolution

[00:19:45] Lessons from building billion-dollar businesses

[00:24:20] The power of storytelling in venture capital

[00:28:55] How founders can harness their “superpowers”

[00:33:10] Investing principles for the next wave of startups

[00:38:25] Opportunities and challenges in Deep Tech

[00:43:00] Advice for founders entering frontier markets

[00:47:30] The future of Superpower Ventures

[00:50:00] Closing thoughts and key takeaways

Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

In this episode of Fault Lines, Augustin Sayer sits down with Lotti Siniscalco, General Partner at Emergence Capital, to trace an unconventional journey from growing up in Milan to building a career in Silicon Valley. Lotti reflects on leaving Italy as a teenager, finding her footing in the US, and navigating Wharton, Goldman Sachs and private equity before discovering the world of venture capital.

The conversation explores what drew Lotti to venture, the shift in mindset required to move from private equity to backing ambitious founders, and her rise from Senior Associate to General Partner at Emergence. Along the way, she opens up about ambition, identity, being an immigrant and a woman in finance and tech, and ultimately finding an environment where curiosity, risk-taking and bringing your full self to work can become an advantage.

[00:00:00] Introduction: Lotti Siniscalco and the immigrant journey
[00:00:47] Growing up in Milan and challenging the status quo
[00:03:36] Leaving Italy for an American high school
[00:08:10] From Milan to Wharton
[00:12:45] Starting a career at Goldman Sachs
[00:17:52] Being a woman and an outsider on Wall Street
[00:21:22] From Carlotta to Lotti: merging personal and professional identities
[00:23:15] Private equity, ambition and the “gold star” path
[00:26:01] Discovering Silicon Valley and finding a place to belong
[00:29:02] Stanford, startups and choosing venture capital
[00:32:56] Private equity vs. venture: rewiring the investor mindset
[00:33:59] Joining Emergence Capital and becoming a General Partner
[00:36:05] Being a woman in VC and the realities of motherhood
[00:40:48] The Emergence Capital investment thesis
[00:42:39] From SaaS to AI, agents and robotics
[00:44:16] How Lotti builds investment conviction
[00:46:40] Competing for the best venture deals
[00:49:17] Why great investments require non-consensus thinking
[00:50:56] Advice for European founders moving to Silicon Valley
[00:53:10] Closing thoughts

Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

In this episode of Fault Lines, Augustin Sayer sits down with Matt Logan, co-founder and General Partner at Earthshot Ventures, to trace his journey from climate policy and early cleantech startups to venture capital. Matt shares how years spent across operating roles, corporate venture and Elemental Impact ultimately led to the creation of Earthshot Ventures, a fund built around the conviction that climate solutions need to be not only impactful, but economically compelling and capable of scaling.

The conversation dives into Earthshot’s evolving investment thesis and its “clean intelligence stack”: from critical minerals and clean energy to efficient computing, AI infrastructure and climate-positive applications. Augustin and Matt explore what the AI boom means for energy and resources, why critical minerals are becoming increasingly strategic, and how startups can build the infrastructure needed to power a cleaner, more intelligent economy.

[00:00:00] Introducing Matt Logan and Earthshot Ventures
[00:01:18] From Climate Policy to Climate Tech
[00:04:44] The Cleantech “Nuclear Winter”
[00:06:31] Breaking Into Venture Capital
[00:07:27] Building the Future of Energy Storage
[00:12:51] Joining Elemental Impact
[00:16:54] How Earthshot Ventures Was Born
[00:18:43] Climate Impact Meets Financial Returns
[00:21:52] Raising Earthshot’s First Fund
[00:29:18] Finding the Best Climate Tech Founders
[00:34:34] Why Ownership Percentage Isn’t Everything
[00:39:00] The “Clean Intelligence Stack”
[00:39:37] The AI Supply Chain and Its Climate Impact
[00:49:22] Making Data Centers More Flexible
[00:49:25] Emerald AI and the Future of Clean Compute

Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.