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StrictlyVC at Disrupt 2025: Inside the LP Track | TechCrunch

StrictlyVC at Disrupt 2025: Inside the LP Track | TechCrunch

StrictlyVC is back at TechCrunch Disrupt in October, bringing together the insiders who shape the venture capital landscape. This time there will be a sharper focus on the market’s biggest challenge: liquidity.

In an era of extended exit timelines, slowed distributions, and increasingly selective LPs, the conversations behind closed doors matter more than ever. Working with Cendana Capital, which has backed 80+ funds in its 15-year history, we are launching a new off-the-record LP Track that offers an unfiltered look at where capital is flowing, how LP priorities are shifting, and what GPs need to know to survive and thrive in this environment. If you raise, deploy, or manage capital, this is the room you want to be in.

Join us on October 28 from 3 p.m. at San Francisco’s Moscone West for drinks and networking before the program begins. Attendance is limited to Investor Pass holders only — and every session is designed to arm you with strategies you can use immediately in today’s challenging fundraising climate while at the same time connecting you with the people you need to know. Secure your Investor Pass and be part of this curated event built for investors.

Meet the startup investment leaders

Without further ado, meet the VC voices driving the insider conversations. Explore the Disrupt speaker page to learn more.

The Liquidity Reckoning: Navigating the New LP Landscape
with Michael Kim, Cendana Capital; Lara Banks, Makena Capital; and a speaker to be announced

Exits have slowed to a trickle, distributions are under pressure, and LPs are recalibrating their venture allocations. Michael Kim and Lara Banks unpack how the liquidity drought is reshaping LP-GP relationships, fund pacing, and capital commitments. Expect candid discussion on where LPs see opportunity, where they’re pulling back, and how GPs can position themselves to weather the storm.

Inside the LP Selection Process: Differentiating in a Competitive Market
with Michael Kim and Kelli Fontaine, Cendana Capital, and a speaker to be announced

Techcrunch event

San Francisco
|
October 27-29, 2025

With fundraising timelines stretching and capital concentration intensifying, LPs are more selective than ever. What actually gets a GP noticed and funded in 2025’s competitive market? Michael Kim and Kelli Fontaine of Cendana Capital pull back the curtain on how LPs evaluate emerging managers, assess fund strategy, and weigh track records against market conditions. Expect candid insights on building trust, standing out in a crowded field, and avoiding the pitfalls that quietly kill commitments.

GP Perspectives on LP Relationships
with Kevin Hartz, A*

The GP-LP dynamic is the quiet engine that drives venture capital. Kevin Hartz of A* shares a founder-turned-investor’s perspective on cultivating lasting LP partnerships, managing expectations through cycles, and aligning on both vision and returns. From first meetings to multi-fund commitments, Hartz offers hard-earned advice on building trust and turning transactional relationships into long-term alliances.

Grab your Investor Pass and take a seat

Take advantage of exclusive, investor-only sessions and connect with fellow VCs and startup leaders at StrictlyVC on October 28. And don’t forget to dive into the full Disrupt 2025 experience — industry-driven stages, expert-led breakouts, curated roundtables, investor-founder meetings, 200+ startup demos, and more. Register for your Disrupt ticket before rates increase after August 31.

Image Credits:Slava Blazer Photography

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According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030.

The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.

Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counterpoint Research, an increase of only 7.5 percent is planned.

The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers. With the companies already prioritizing HBM over general-purpose DRAM used in computers and phones, it’s not clear how much these new fabs will help alleviate the price crunch facing consumer electronics. Everything from phones and laptops, to VR headsets and gaming handhelds have seen price increases due to the RAM shortage.

#RAM #shortage #yearsAI,News,Tech">The RAM shortage could last yearsAccording to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030.The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counterpoint Research, an increase of only 7.5 percent is planned.The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers. With the companies already prioritizing HBM over general-purpose DRAM used in computers and phones, it’s not clear how much these new fabs will help alleviate the price crunch facing consumer electronics. Everything from phones and laptops, to VR headsets and gaming handhelds have seen price increases due to the RAM shortage.#RAM #shortage #yearsAI,News,Tech

Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030.

The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.

Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counterpoint Research, an increase of only 7.5 percent is planned.

The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers. With the companies already prioritizing HBM over general-purpose DRAM used in computers and phones, it’s not clear how much these new fabs will help alleviate the price crunch facing consumer electronics. Everything from phones and laptops, to VR headsets and gaming handhelds have seen price increases due to the RAM shortage.

#RAM #shortage #yearsAI,News,Tech">The RAM shortage could last years

According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030.

The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.

Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counterpoint Research, an increase of only 7.5 percent is planned.

The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers. With the companies already prioritizing HBM over general-purpose DRAM used in computers and phones, it’s not clear how much these new fabs will help alleviate the price crunch facing consumer electronics. Everything from phones and laptops, to VR headsets and gaming handhelds have seen price increases due to the RAM shortage.

#RAM #shortage #yearsAI,News,Tech
Tesla is expanding its robotaxi service to Dallas and Houston, according to a social media post from the company.

The post says simply that “Robotaxi is now rolling out in Dallas & Houston 🤠” and includes a 14-second video showing Tesla vehicles driving without human monitors or drivers in the front seat.

The company now offers robotaxi service in three cities, all of them in Texas, after launching in Austin last year and starting to offer rides without safety drivers in January 2026. In a February filing, Tesla said that its Austin robotaxis have been involved in 14 crashes since launch.

It also offers a more limited ride service with human drivers in the San Francisco Bay Area.

Tesla may not be running many vehicles in either of these new markets yet, with crowdsourced data on the Robotaxi Tracker website only registering a single vehicle in each city (compared to 46 active vehicles logged in Austin).

#Tesla #brings #robotaxi #service #Dallas #Houston #TechCrunchHouston,robotaxi,Tesla">Tesla brings its robotaxi service to Dallas and Houston | TechCrunch
Tesla is expanding its robotaxi service to Dallas and Houston, according to a social media post from the company.

The post says simply that “Robotaxi is now rolling out in Dallas & Houston 🤠” and includes a 14-second video showing Tesla vehicles driving without human monitors or drivers in the front seat.


	




	



The company now offers robotaxi service in three cities, all of them in Texas, after launching in Austin last year and starting to offer rides without safety drivers in January 2026. In a February filing, Tesla said that its Austin robotaxis have been involved in 14 crashes since launch.

It also offers a more limited ride service with human drivers in the San Francisco Bay Area.

Tesla may not be running many vehicles in either of these new markets yet, with crowdsourced data on the Robotaxi Tracker website only registering a single vehicle in each city (compared to 46 active vehicles logged in Austin).
#Tesla #brings #robotaxi #service #Dallas #Houston #TechCrunchHouston,robotaxi,Tesla

a social media post from the company.

The post says simply that “Robotaxi is now rolling out in Dallas & Houston 🤠” and includes a 14-second video showing Tesla vehicles driving without human monitors or drivers in the front seat.

The company now offers robotaxi service in three cities, all of them in Texas, after launching in Austin last year and starting to offer rides without safety drivers in January 2026. In a February filing, Tesla said that its Austin robotaxis have been involved in 14 crashes since launch.

It also offers a more limited ride service with human drivers in the San Francisco Bay Area.

Tesla may not be running many vehicles in either of these new markets yet, with crowdsourced data on the Robotaxi Tracker website only registering a single vehicle in each city (compared to 46 active vehicles logged in Austin).

#Tesla #brings #robotaxi #service #Dallas #Houston #TechCrunchHouston,robotaxi,Tesla">Tesla brings its robotaxi service to Dallas and Houston | TechCrunch

Tesla is expanding its robotaxi service to Dallas and Houston, according to a social media post from the company.

The post says simply that “Robotaxi is now rolling out in Dallas & Houston 🤠” and includes a 14-second video showing Tesla vehicles driving without human monitors or drivers in the front seat.

The company now offers robotaxi service in three cities, all of them in Texas, after launching in Austin last year and starting to offer rides without safety drivers in January 2026. In a February filing, Tesla said that its Austin robotaxis have been involved in 14 crashes since launch.

It also offers a more limited ride service with human drivers in the San Francisco Bay Area.

Tesla may not be running many vehicles in either of these new markets yet, with crowdsourced data on the Robotaxi Tracker website only registering a single vehicle in each city (compared to 46 active vehicles logged in Austin).

#Tesla #brings #robotaxi #service #Dallas #Houston #TechCrunchHouston,robotaxi,Tesla

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