Larry Covert
Founder and managing partner of Oxcart Ventures, a firm focused on frontier and national-security-related technology. Invests across defense tech, industrial innovation, edge AI, and advanced materials.
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May 6, 2026 • 1h 24min
The end of Venture Capital? (VC Roundtable) | E2285
Larry Covert of Oxcart Ventures, a defense-tech investor, joins Mike Granoff of Maniv, a mobility-focused VC, and Michael Eisenberg of Aleph, an Israeli startup backer. They spar over whether venture capital is breaking apart. They dig into AI revenue illusions, energy limits on compute, the chip war, defense-tech consolidation, allied supply chains, and why Tel Aviv could rise as a tech market.
