GV’s Dave Munichiello On Qualcomm’s Modular Purchase, The Firm’s 10x Return And The Shift In AI Software

The artificial intelligence space saw two major developments last week that highlight how technology companies are trying to manage the soaring costs and complexity of AI computing. In an interview with Crunchbase News, Dave Munichiello, a managing partner at GV, discusses the mechanics behind the Qualcomm-Modular deal, the practical realities of managing hardware scarcity, and what the current wave of consolidation means for the future of independent startups.