Umesh Padval
Managing partner at Seligman Ventures and longtime chip-startup venture capitalist who offers expert commentary on semiconductor industry strategy and product moves.
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Mar 25, 2026 • 19min
SpaceX’s IPO Filing Incoming, OpenAI Kills Sora, Arm Launches CPU Chip, Meta Layoffs
Umesh Padval, a venture capitalist focused on chip startups, and Stephanie Palazzolo, an AI reporter covering OpenAI, join the conversation. They discuss SpaceX’s planned IPO filing and what it could mean. Stephanie explains OpenAI killing Sora and the shift toward world models and robotics. Umesh breaks down Arm’s leap into selling full CPUs and the competitive fallout for cloud players.
