461 | Lucas Vaz: Navigating Decaying Infrastructure, Failing Institutions, and Geopolitical Threats with “Critical Software”

The Realignment

Technology, News Commentary, National Security, Marshall Kosloff, International Relations, News, Public Policy, Economics, Politics, Saager Enjeti, U.s. Politics, Policy

4.8 • 2.5K Ratings

🗓️ 7 March 2024

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Lucas Vaz, Founder and General Partner of Ravelin Capital, joins The Realignment. Marshall and Lucas discuss, Ravelin, his newly launched fund focused on "critical software." They discuss how successful critical software startups can address the looming challenges posed by decaying infrastructure, failing institutions, and geopolitics, his previous investments in companies like Apex and Hadrian, the generational opportunity to utilize software to address real-world problems, and the ins and outs of launching a new fund amid market uncertainty in the tech industry.

Transcript

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0:00.0	Marshall here. Welcome back to the realignment.
0:03.2	Today I've got a friend of the show,
0:10.4	Lucas Vaz, joining us to discuss his new fund. It's called Ravelin Capital and
0:14.8	he's investing in a really interesting sector that's deeply relevant to the
0:18.0	realignment's focus on geopolitics and the state of the United States.
0:22.1	He is investing in critical software. This means using
0:25.8	software, the internet and technology to address real world problems in everything from space
0:31.6	to infrastructure to manufacturing and of course
0:34.3	defense. It's also great to talk of Lucas because he's just launched this fund so
0:38.4	focusing on what it's like to someone from our generation of cohort to address
0:42.3	these issues from the
0:43.2	perspective of venture is incredibly interesting as Silicon Valley finds
0:47.1	itself an interesting transition point from the 2010 to the more serious 20-20s.
0:51.6	If you enjoy Lucas's thoughts you should definitely check out his new
0:54.9	funds website. That's linked in the show notes. We could also find some of his writing as well. A huge
1:00.0	thank you to the Foundation for making innovation for supporting the work of this
1:03.8	podcast.
1:06.8	Locus Vaz, welcome to the realignment.
1:13.8	Excited to be here.
1:14.8	Yeah, I'm pumped to chat with you.
1:16.3	I almost said welcome back to the realignment, but I realized we spoke on the deep end,
1:21.1	my old on-deck podcast, and I did a in-person panel with you in Miami but these
	...

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