In this episode of The Silicon Valley Podcast, we’re joined by Hussein Fazal, serial entrepreneur, investor, and the visionary behind Super.com (formerly SnapCommerce). With a track record that includes founding AdParlor (acquired by AdKnowledge), Hussein brings a wealth of insight into what it takes to build, pivot, and scale tech companies to massive success. Over the last eight years, Hussein has led Super.com through several strategic pivots—one of which transformed the company’s trajectory toward unicorn status. In this conversation, he shares how to balance data with instinct, why high-profile investors can be both a blessing and a challenge, and how building the right organizational structure has helped his teams stay aligned and motivated. 🔍 In This Episode, We Cover: Hussein’s entrepreneurial journey: From AdParlor to Super.com Lessons learned from early career experiences that shaped his leadership style The pivotal moment when he realized Super.com could become a unicorn The balance of gut feeling vs. data in company pivots The role of celebrity investors and how they’ve influenced the business Why Super.com chose not to build a member community—and what others can learn from that How early customer feedback shaped Super.com’s direction A framework for gathering and acting on customer insights Product expansion vs. market penetration—how to decide what to focus on Why every founder should consider a CEO coach—and how to choose one The creation and impact of “mission-aligned teams” at Super.com How to introduce alternative org structures and guide teams through change Resilience during existential challenges—and Hussein’s personal mindset Tips for founders looking to bring celebrities onto their cap table A leadership lesson learned the hard way—and how you can avoid it 🔗 Learn More About Hussein Fazal and Super.com: LinkedIn: Hussein Fazal Company: Super.com 💬 Quote from Hussein: “You can pivot 100 times, but if you don’t listen to your customers, you’ll miss the one pivot that could change everything.” ⚠️ Disclaimer: The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation. The views expressed are my own and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #startups #siliconvalley #technology #super.com #stephcurry
Guest: Matthew Le Merle, CEO & Managing Partner, Blockchain Coinvestors About the Guest: Matthew Le Merle is a leading figure in early-stage venture capital, having previously managed Keiretsu, the world's largest angel network. In 2014, he made a strategic pivot into the digital asset space, co-founding Blockchain Coinvestors. The firm is now dedicated to the vision that digital monies, commodities, and assets are inevitable, and all of the world's financial infrastructure must be upgraded. With investment strategies now in their 12th year, Blockchain Coinvestors has backed a combined portfolio of over 1,250 blockchain companies and projects, including more than 110 blockchain unicorns. In This Episode: Decoding the Future of Finance and Emerging Blockchain Unicorns Join us for a deep dive with Matthew Le Merle as he shares the strategic insights that drove his firm into blockchain investing over a decade ago. We explore the massive shift toward digital assets, the unique mechanics of the fund-of-funds model, and the critical role of tokenomics in the crypto ecosystem. Key Discussion Points: 🚀 The Inevitable Digital Shift The 2014 Pivot: What initial observations and conviction led Matthew to commit deeply to the blockchain space a decade ago? A New Financial Infrastructure: Dan elaborates on Blockchain Coinvestors' core vision: why the transition to digital monies, commodities, and assets is inevitable, and what that means for the world's current financial systems. 📈 Venture Investing in the Blockchain Space Screening for Unicorns: With a portfolio of over 1,250 blockchain companies, what common characteristics does the firm look for in promising very early-stage companies? Filtering the Noise: Matthew details his team's rigorous screening methods used to filter for the most promising startups from a massive pool of opportunities. SPACs & IPOs: A simple definition of a SPAC (Special Purpose Acquisition Company) for the audience. How SPACs might play a future role in taking high-growth crypto and blockchain companies public. The current IPO landscape for blockchain innovators—are traditional IPOs or alternative paths more prevalent? 💰 Understanding the Fund-of-Funds Model Fund-of-Funds Explained: An operational deep dive into the dynamics of the fund-of-funds investment model. Investor Rationale: The most common reasons why investors choose to gain blockchain exposure through a fund-of-funds like Blockchain Coinvestors. Returns and Structure: How the returns and operational/legal structure of a fund-of-funds compare to those of a direct venture capital fund. 🔗 Tokens, Tech, and the Future Tokenomics 101: A clear explanation of tokenomics—what it is and how it fundamentally works within a blockchain ecosystem to incentivize user behavior and align stakeholders. Investor Benefits: The primary benefits and unique opportunities associated with companies that issue their own tokens. The AI-Blockchain Convergence: What excites Matthew most about the merging possibilities of AI and blockchain, and where he predicts the most significant developments will occur in the next few years. Learn more about Matthew and Blockchain Coinvestors at www.BlockchainCoinvestors.com Disclaimer: The views expressed in this podcast are for informational purposes only. They do not constitute financial or legal advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Guest: Dan Fineberg, CTO and Co-founder, The Fusion Syndicate About the Guest: Dan Fineberg is a veteran technologist with over 40 years of experience working at the intersection of technology and marketing, including leadership roles at Intel Corp. and FEI Co. As CTO of The Fusion Syndicate, Dan now specializes in leveraging emerging technologies, particularly generative AI, to accelerate content productivity and drive measurable business results for customers. In This Episode: Beyond the Prompt — Building Strategic AI Workflows Many organizations are still viewing AI as a simple tool for generating text with a prompt. Dan Fineberg breaks down why that's the biggest misconception and shows us how to transition from basic experimentation to a reliable, scalable system that dramatically improves content production and delivers significant ROI. Key Discussion Points: The Biggest Misconception: Dan tackles the most common myth he hears about using AI in the enterprise and shares his simple "signal vs. noise" test for identifying true business value. Moving Past Prompt Engineering: Learn why focusing only on the quality of a prompt is a limited approach, and how The Fusion Syndicate’s approach goes beyond simple inputs to structure a robust, end-to-end system. The AI Content Workflow: Dan walks us through the typical, repeatable steps teams should implement, covering the entire process from initial research all the way through to a validated, ready-to-publish output. Measurable Impact (Before & After): What practical, tangible differences have teams seen once they put this structured AI system in place? Dan shares real-world stories of accelerated productivity and transformation. The Next Wave of ROI: Where should businesses look beyond marketing and content creation for the next high-value applications of AI workflows? Strategic Fit: For listeners trying to understand the competitive landscape, Dan explains where this AI workflow approach fits in—is it meant to replace agencies, internal teams, or dedicated point tools? Getting Started: For founders and teams ready to adopt this approach, Dan recommends the first high-impact workflow they should pilot to ensure early success and build momentum. Resources: Recommended materials for anyone who wants to learn more and begin experimenting with AI content acceleration. Disclaimer: The views expressed in this podcast are for informational purposes only. They do not constitute financial or legal advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Podcast Show Notes: Alex Dantas (Circuit Launch & Mechlabs) Guest: Alex Dantas, CEO of Circuit Launch and Mechlabs Guest LinkedIn: https://www.linkedin.com/in/alexrfdantas/ About the Guest & Companies Alex Dantas is the CEO of two organizations that define the hardware and robotics ecosystem in the San Francisco Bay Area: Circuit Launch (The "Cofacturing" Space): A coworking and physical center for electronic hardware development and robotics education. It provides private offices, shared electronic labs, and prototype labs for startups, growing companies, and inventors. (http://circuitlaunch.com) Mechlabs (Mechatronic Education): An educational platform emphasizing a "build-it-to-learn-it" approach to Mechatronic Engineering education. (http://www.mechlabs.io or http://www.mechlabs.ai) Episode Highlights & Discussion Points Robotics Today & Public Perception Alex shares his background and the journey that led him into the world of robotics and startups. What first sparked his interest in robotics? A look at how the robotics landscape has changed over his career. Automation All Around Us: What's a robot or automation technology that most people use daily but don’t even realize it? Addressing public fear: What is the biggest misconception about robotics Alex encounters from the general public? AI Convergence: How are advances in AI and machine learning changing the pace and capabilities of robots today? Building & Funding a Robotics Startup Startup in 2025: What does it fundamentally take to build a robotics startup today? Hardware vs. Software: If someone is starting a robotics company, what extra challenges (product development, capital needs) should they be aware of compared to a software startup? The Go-to-Market Journey: How are robots actually built, funded, and launched? What does that journey look like from prototype to market? Common Mistakes: What is the most common mistake first-time robotics founders make? RaaS (Robotics-as-a-Service): Explaining the RaaS trend, what this ecosystem looks like, and why this business model is gaining traction. Investor Strategy & The Future VC Evaluation: How do top robotics venture capitalists evaluate new opportunities today, and what do they prioritize? Are investors becoming more open to hardware-heavy startups now that AI and automation are converging? Metrics & Milestones: What kinds of metrics or milestones do robotics founders need to show to get serious investor attention? The Next Decade: How does Alex think robotics will reshape the labor market over the next decade? Future Frontiers: What does Alex think the next frontier in robotics will be—humanoid robots, swarm robotics, or something completely new? Connect with Alex Dantas & His Work Circuit Launch Website: http://circuitlaunch.com Mechlabs Website: http://www.mechlabs.io or http://www.mechlabs.ai Alex Dantas LinkedIn: https://www.linkedin.com/in/alexrfdantas/ 💖 Support Our Cause: Giving Hope to People in Need This episode supports "Giving Hope to People in Need," a charitable initiative led by The Silicon Valley Podcast. Your donation helps the following charities: Donation link Donate to "Giving Hope to People in Need", led by The Silicon Valley Podcast Love Never Fails: Restores survivors of human trafficking with housing, education, and protection. Five Keys Home Free: Empowers formerly incarcerated women domestic violence survivors to start over with life skills and career support. Open Door Legal: Ensures everyone has access to justice, preventing homelessness and financial ruin. Convoy of Hope: Delivers relief and resources to families in crisis around the globe. Mission Hiring Hall: Connects people in San Francisco to stable jobs through training and placement. Disclaimer The views expressed in this podcast are for informational purposes only. They do not constitute financial or legal advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #robotics #siliconvalley #startups #ai #machines
Podcast Show Notes Guest: Doug Merritt – CEO of Aviatrix, former CEO of Splunk Host: Shawn Flynn- Managing Director os SVH Capital 🔹 Episode Summary In this episode, we sit down with Doug Merritt, one of the most respected leaders in enterprise technology. Doug discusses the emotional journey of stepping down from a CEO role, what pulled him back into leadership at Aviatrix, and how AI is reshaping companies, cloud security, and competitive strategy. We explore how organizations can stay secure and agile in a rapidly evolving tech landscape, and Doug shares leadership lessons drawn from his lifelong involvement in athletics. Whether you're a founder, executive, or technologist, this episode offers valuable insight into the intersection of AI, leadership, and organizational resilience. 🔹 Topics We Cover Doug’s career path and return to CEO life Emotional challenges of stepping down from leadership How AI is reshaping business and cloud network security Key findings from Doug’s recent industry survey How companies can strengthen security and stay agile Lessons from athletics applied to leadership What Doug is focused on now at Aviatrix 🔹 Connect with Doug Merritt LinkedIn: https://www.linkedin.com/in/doug-m-33169/ Learn more about Aviatrix: https://aviatrix.ai 🔹 Disclaimer Disclaimer: The views expressed in this podcast are for informational purposes only. They do not constitute financial or legal advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Guest: Dr. Bijna Kotak Dasani, Founder of ArthAum Group Dr. Bijna Kotak Dasani is a global leader in venture capital, strategic partnerships, and capital formation. As the Founder of ArthAum Group, she has built a firm that helps funds and companies scale smarter—through tailored launch strategies, operational excellence, and global investor networks. In this episode, Dr. Bijna shares her journey from financial services leadership into founding ArthAum Group, and offers practical insights for fund managers, entrepreneurs, and investors navigating today’s fast-moving venture capital markets. We cover: Fund launch strategies – how first-time managers differ from established funds The biggest mistakes new funds make during launch and how to avoid them The role of fund operating administration in long-term success Why strong back-office operations can make or break a venture fund How to structure partnerships for growth and diversification The KPIs she uses to identify high-value partners for clients Leveraging global investor networks to form capital and expand reach The importance of a global perspective when seeking capital Key trends in venture capital and partnerships across geographies and sectors Where the VC and partnership landscape is headed in the next five years Finally, Dr. Bijna explains what differentiates ArthAum Group from other firms, and how fund managers or companies can best connect with her team. About the Guest Dr. Bijna Kotak Dasani is the Founder of ArthAum Group, a firm specializing in fund market strategy, operating administration, and capital formation. With decades of experience across global financial institutions, she is recognized for her expertise in helping funds and companies build scalable structures, forge partnerships, and unlock growth through innovation. Disclaimer: The views expressed in this podcast are for informational purposes only and do not constitute financial or legal advice. They do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #venturecapital #fundoffunds #siliconvalley #tech #investing
Guest: Tim Koller, Partner at McKinsey & Company and Co-Author of Valuation: Measuring and Managing the Value of Companies For over three decades, Valuation has been the definitive guide to corporate value creation. Called “the best practitioners’ guide to valuation” by the Financial Times and one of “the most influential contemporary books about the world economy” by The Economist, the book has sold over one million copies worldwide. Now in its 8th edition, Tim Koller and his co-authors bring fresh insights on AI, sustainability, digital transformation, and geopolitics—helping business leaders sharpen their decision-making and balance long-term value creation with the pressures of today’s markets. In this episode, Tim shares: Why short-term earnings obsession remains the biggest misconception in corporate strategy How AI can help identify groupthink and bias in real time The real impact of tariffs and geopolitics on company valuations How leaders can balance shareholder value with stakeholder needs Why sustainability priorities should be tailored to the unique risks of each industry Lessons from Warren Buffett and contrarian thinkers who resisted market hype What has—and hasn’t—changed about being a great CEO since 1990 Tim also reflects on 35 years of writing Valuation, explaining why timeless principles of growth, innovation, and long-term orientation matter more than ever in both stable and volatile times. About the Guest Tim Koller is a partner at McKinsey’s Denver office and founder of McKinsey’s Strategy and Corporate Finance Insights team. With more than 40 years of consulting experience, he has helped countless executives, boards, and investors navigate complex financial and strategic decisions. Resources & Links 📖 Valuation: Measuring and Managing the Value of Companies (8th Edition) – Available May 20, 2025 from Wiley 🔗 Connect with Tim Koller via his PR contact: Rebecca Proulx, rebecca@fortierpr.com Disclaimer: The views expressed in this podcast are for informational purposes only and do not constitute financial or legal advice. They do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Guest: Lori Rosenkopf – Vice Dean of Entrepreneurship, Wharton School Bio Lori Rosenkopf is the Vice Dean of Entrepreneurship and the Simon and Midge Palley Professor at the Wharton School of the University of Pennsylvania. As Wharton’s Faculty Director for Venture Lab, she supports student entrepreneurs across the university. She previously served as Vice Dean and Director of Wharton’s 2,500-student Undergraduate Division from 2013 to 2019, where she introduced a new curriculum, expanded career pathways, and created more opportunities for students. Her research and teaching draw from her background in systems engineering and social science, with a focus on networks and learning in knowledge industries. With deep connections to Wharton alumni and a sharp understanding of millennial and Gen Z aspirations, Lori brings a unique perspective on the future of entrepreneurship. What You’ll Learn in This Episode The most transformative changes in entrepreneurship education at Wharton What makes Wharton’s approach effective in producing world-class leaders How students are expanding their definition of entrepreneurship beyond Silicon Valley stereotypes The role of mentors and role models in shaping entrepreneurial careers Traits Lori has seen consistently in students who go on to build impactful ventures Insights from her book Unstoppable Entrepreneurs and the stories that inspired it How Wharton alumni networks create opportunities for the next generation of founders Lessons from organizations like Harlem Capital on the future of venture funding How Gen Z founders are rethinking impact, purpose, and business models Disclaimer The views expressed in this podcast are Lori’s own and are for informational purposes only. They do not constitute financial or legal advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
How AI is Changing Deals & Global Development with Jeff Kafka and Brian Rogers Jeff Kafka Bay Area entrepreneur, cybersecurity startup founder, and medical device/supply chain import partner. Internationally renowned professional kiteboarder and big wave safety expert. Brian Rogers Design and business thinker, expert in AI/ML, IoT, big data, fintech, and platform development. Author of patents, guest lecturer, and industry leader in blockchain. Episode Summary In this episode, we dive deep into how technology, infrastructure, and strong personal networks converge to drive capital and growth in sectors from medical devices to public works. We speak with Jeff Kafka, the founder behind the famous Silicon Valley kite surfing pitch events, about the value of relationships in business growth, and with Brian Rogers, an expert in AI, IoT, and digital transformation, about the future of finance and government partnerships. We explore how their new venture, Storyboard Capital, focuses on opportunities in areas typically ignored by traditional tech investors. Key Discussion Points & Topics I. The Power of Relationships and Networking (Jeff Kafka) Kite Surfing Pitch Events: The origin story of the famous Silicon Valley kite surfing pitch events and the key lessons learned while observing early-stage companies raising capital. Missed Opportunities: Jeff shares his list of companies he met early on but passed on investing in, and the reasons why those opportunities were missed at the time. The Role of People: How Jeff's diverse career—from cybersecurity to big wave safety to medical supply chain—has consistently revolved around people and relationships. Business Growth: The crucial importance of relationships when scaling a business. II. Technology, Government, and Global Development (Brian Rogers & Jeff Kafka) Public/Private Partnerships (P3s): A detailed explanation of what Public/Private Partnerships are and how companies currently go about identifying these government opportunities. AI in Government Financing: How Artificial Intelligence can help streamline the process for companies to find and obtain government contracts. Technology for Development: How technology, public/private partnerships, and infrastructure development are creating opportunities in remote or "off the grid" areas globally. III. The Future of Finance and Investment Banking AI and Financing: How Jeff and Brian see AI changing the landscape for companies obtaining financing, particularly in how deals are sourced and structured. Investment Banker's Role: The evolving role of the investment banker in the future and how they will integrate AI into transaction processes. The Future of Outreach: How customized, AI-driven outreach will change the success or failure rates for projects and deal sourcing. Beyond the Interview: Key concepts related to AI that the audience should be thinking about moving forward. Learn More Storyboard Capital Website: https://storyboardcapital.com/ Jeff Kafka's Contact: Jeffkafka8@gmail.com Jeff Kafka's LinkedIn: https://www.linkedin.com/in/jeffkafka/ Brian Rogers' LinkedIn: https://www.linkedin.com/in/brogers/ Affiliate Companies: https://grapheene.com http://www.strongwatertech.com Disclaimer The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Guest: Waseem Daher – Founder & Executive Chairman of Pilot LinkedIn: Waseem Daher Pilot: pilot.com | Founder Salary Report 2025 Bio Waseem Daher is the Founder and Executive Chairman of Pilot, a modern finance team offering bookkeeping, tax, and CFO services for startups, e-commerce businesses, and professional services firms. Backed by Sequoia Capital and Bezos Expeditions, Pilot has become the go-to back office solution for growing companies. An engineer by training and a serial entrepreneur, Waseem previously co-founded Ksplice (acquired by Oracle) and Zulip (acquired by Dropbox). He now combines his experience as a three-time founder with insights into startup finance, scaling, and leadership. Beyond Pilot, Waseem writes regularly about building startups on LinkedIn and in his newsletter, Startup Real Talk. What You’ll Learn in This Episode Why founder salaries dropped 43% in 2025 and what this means for early-stage companies How founders should think about compensation when talking to investors Risks startups face when founders underpay themselves How company stage, funding, and geography influence salary decisions The role of boards and investors in shaping compensation What lessons Waseem carried from Ksplice and Zulip into Pilot Insights into bootstrapping vs. venture-backed founder pay How founders can use Pilot’s salary data to benchmark and negotiate effectively Why the number of AI startups surged by 287%, yet founder salaries declined What the rise in bootstrapped startups (up 77%) says about today’s funding environment Disclaimer: The views expressed in this podcast are my own and are for informational purposes only. They do not constitute financial or legal advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Guest: Shawn Villaron, Vice President of Customer and Strategic Initiatives, Office Product Group at Microsoft | Former VP & GM of PowerPoint | Bay Area Site Leader | Executive Sponsor of HOLA Episode Overview In this episode, we sit down with Shawn Villaron, a 29-year veteran at Microsoft who has helped shape some of the company’s most widely used products and strategies. Now serving as Vice President of Customer and Strategic Initiatives in the Office Product Group, Shawn partners with Microsoft’s most important customers to better understand their needs around AI, workplace modernization, and productivity—insights that directly shape the future of Microsoft Office. Previously, Shawn was Vice President & General Manager for PowerPoint, where he led teams across multiple platforms—Windows, Mac, Web, iPad, Android, and iOS—reimagining how billions of people create and deliver stories. He also serves as Engineering Site Leader for Microsoft Bay Area, working across commercial, consumer, hardware, and AI platforms, while championing diversity and inclusion as executive sponsor of HOLA (Hispanic & Latinx Organization of Leaders in Action). Shawn brings a rare perspective: spending nearly three decades at a single company, driving innovation from the inside, and now exploring how AI and agents are reshaping the way we work, create, and build businesses. What You’ll Learn in This Episode The positives and challenges of building an entire career at one company in the fast-moving tech world. How PowerPoint and Office are being reimagined for the AI storytelling era. Practical ways companies can encourage employees to use AI responsibly and effectively. How leaders can use AI to boost both creativity and productivity within teams. When employees might be using too much AI—or not enough. What it means to become an “AI Agent Boss” and how agents can give startups enterprise-level capabilities. Whether the concept of the one-person unicorn is realistic, and what’s still missing. How recent graduates can stand out in an AI-driven job market. The emerging technologies Microsoft’s Bay Area teams are most excited about right now. One piece of advice Shawn would give to founders and technologists building the next generation of workplace tools. Key Questions We Discuss What are the upsides and downsides of staying at one company for nearly three decades? How is Microsoft rethinking storytelling with AI in PowerPoint and Office? How can leaders balance productivity and creativity when adopting AI tools? What role will AI Agents play in empowering both startups and enterprises? Are we truly heading toward the era of the one-person unicorn? What advice would you give to graduates entering an AI-powered job market? Which emerging technologies are your Bay Area teams most focused on right now? About Shawn Villaron Shawn Villaron is Vice President of Customer and Strategic Initiatives in the Microsoft Office Product Group, where he drives strategy by working closely with top customers to shape the future of AI and productivity. Previously, he served as Vice President & GM of PowerPoint, guiding the product across every platform and ensuring seamless experiences for millions of users. He also serves as Engineering Site Leader for Microsoft Bay Area and as executive sponsor of HOLA, advancing diversity and inclusion at Microsoft. Resources & Links LinkedIn: Shawn Villaron | LinkedIn Microsoft Bay Area Blog: Microsoft Bay Area Blog Microsoft Work Trend Index: The 2025 Annual Work Trend Index: The Frontier Firm is Born The views expressed on this podcast are for informational purposes only and do not constitute financial or legal advice. Please consult with a professional for guidance on your specific situation. The opinions shared are my own and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Podcast Show Notes: Pankaj Patel – Redefining Networking and Security in the Age of AI Guest: Pankaj Patel, Founder and CEO of Nile | Former EVP and Chief Development Officer at Cisco | Partner at JC2 Ventures | Senior Advisor at March Capital Episode Overview In this episode, we sit down with Pankaj Patel, one of the most influential leaders in enterprise technology. As the former engineering head of Cisco’s $38 billion portfolio with a $6 billion R&D budget, and now the founder and CEO of Nile, Pankaj brings unparalleled insight into the future of networking, AI, and enterprise security. Pankaj shares lessons from building and leading global engineering organizations, the principles he applied to acquisitions and innovation at scale, and why he believes simplicity and security must define the next era of enterprise technology. We also explore how Nile is disrupting the status quo, delivering secure and simple networking as a service, and why Pankaj considers this company the fulfillment of an “unfulfilled mission” in his career. Whether you’re a technology executive, founder, or investor, this conversation offers invaluable perspective on how to navigate complexity, embrace AI, and prepare for the enterprise networks of the future. What You’ll Learn in This Episode Leadership at scale: What it was like managing 29,000 engineers and a $6 billion R&D budget at Cisco. Acquisition strategy: How Pankaj evaluated companies for acquisition and integration. The AI reality check: Why many legacy companies are calling themselves AI-first, and whether the claims hold up. Simplicity in enterprise tech: Why products have historically been built around complexity, and why simplifying networks is both challenging and essential. Security reimagined: What truly makes a system secure, why humans are often the weakest link, and how AI will transform security. The “unfulfilled mission”: Why Pankaj launched Nile and how the company is disrupting the networking industry. Future of enterprise tech: How networking, AI, and security are converging to reshape the next decade. Investor perspective: What Pankaj looks for in founders and startups as a board member, advisor, and venture partner. Key Questions We Discuss What principles guided your allocation of Cisco’s $6 billion R&D budget? What criteria did you use when acquiring companies, and how did you evaluate integration risk? Why has enterprise tech often thrived on complexity, and how is Nile changing that? How do you see AI shaping the future of networking and security? What advice would you give to enterprises overwhelmed by legacy systems? What was the “unfulfilled mission” that led you to launch Nile? How has your leadership style evolved from managing tens of thousands at Cisco to leading a focused startup team? What do you look for in founders when joining boards or investing? How will the convergence of networking, AI, and security define the next 5–10 years? About Pankaj Patel Pankaj Patel is the Founder and CEO of Nile, where he is reimagining the future of networking by delivering secure, simple, and customer-obsessed services. Previously, he served as Executive Vice President and Chief Development Officer at Cisco, overseeing the company’s $38 billion product portfolio. He is also a Partner and Chief Strategy Officer at JC2 Ventures, a Senior Advisor at March Capital, and serves on the boards of several leading technology startups. Connect with Pankaj Patel LinkedIn: Pankaj Patel Nile: https://nilesecure.com Disclaimer The views expressed in this podcast are for informational purposes only and do not constitute financial, legal, or investment advice. Please consult with a qualified professional regarding your specific situation. The views expressed are those of the guest and host and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #ai #cybersecurity #nilesecure #siliconvalley #podcast
Join us for an insightful conversation with Taylor Brandt, a Partner at Headline, where we dive into the world of venture capital and B2B software. Taylor specializes in vertical SaaS, B2B marketplaces, and commerce infrastructure as a Partner in Headline’s In this episode, we explore Taylor's unique perspective, shaped by her background in marketing and analytics engineering: We cover key topics for founders and aspiring VCs, including: Fundraising Misconceptions: What is a common mistake founders make when pitching to VCs, especially regarding their focus on senior partners? Founder Traits: What underrated qualities does Taylor look for in strong founders of B2B companies? Breaking into VC: Taylor shares her advice for those without a “traditional” resume and reveals her own path into the industry. Assessing Risk: How does she evaluate the adoption risk of investing in infrastructure and logistics companies? The Future of Tech: We get Taylor's take on the next big opportunities in vertical SaaS and B2B marketplaces, and what signals she's tracking. AI Adoption: A discussion on how AI is being adopted in businesses, particularly when it doesn't require a change in existing processes. Athlete & Founder Mindset: Exploring the correlation Taylor sees between being an athlete and a successful founder or VC. Disclaimer: The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation. The views expressed are my own and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. Connect with Taylor Brandt: LinkedIn: https://www.linkedin.com/in/taylor-brandt-89415250/ Headline Website: https://headline.com/ #VentureCapital #FounderAdvice #TechInvesting #SaaSTech #StartupFunding #VC
Mercedes Bent, formerly a Partner at Lightspeed, and a leading investor in fintech, AI, and consumer companies. Guest Bio: Mercedes Bent is a seasoned investor with a background that spans venture capital, startups, and institutional finance. As a former Partner at Lightspeed, she spent over five years leading investments in companies like Stori, Mexico's first tech unicorn co-founded by a woman. Before her time in VC, she served as a General Manager, scaling a startup from $2M to $100M in revenue, and worked at Goldman Sachs managing $1.75B in assets. Mercedes holds degrees from Harvard and Stanford. Episode Summary: Join us for a deep dive with Mercedes Bent, a top investor with a unique perspective on technology, finance, and building a successful career. We'll discuss her journey from managing institutional assets at Goldman to becoming a partner at a major venture fund. Mercedes will share her insights on how to identify market trends, evaluate founders, and the critical role of timing in a fund’s performance. Key Discussion Points: The Hierarchy of Metrics: We explore Mercedes's framework for evaluating a company's health and why founders should pay close attention to it. Building a Fund: What it's like, both logistically and emotionally, for a partner to launch their own fund while managing an existing portfolio. Risk and Timing: The parallels between high-stakes games like poker and the world of venture capital. How to think about risk, probability, and when to go "all in." Evaluating the Market: Mercedes's mental models for assessing new trends, founders, and the future of consumer technology and AI. The VC Crossover: Advice for aspiring investors and operators looking to break into the venture capital space. The Rise of the RIA: A look into why some larger venture funds are shifting their business models and how that could reshape the industry. Connect with the Guest: Mercedes Bent's LinkedIn: https://www.linkedin.com/in/mercedesbent/ Disclaimer: The views expressed are for informational purposes only and not financial or legal advice. Opinions are my own and do not reflect those of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. Consult a professional for your specific situation.
Bio: Ross is a founder, engineer, and early-stage technology investor who focuses on helping significant ideas scale up. He believes in working with "amazing people who build products indistinguishable from magic." His unique strength lies in connecting people. Episode Summary: In this episode, we sit down with Ross Fubini to discuss his journey from building companies to investing in them. Ross shares how he developed the thesis for XYZ, a fund that invests in founders tackling big problems across sectors like public policy, fintech, and climate. We'll explore what it means to make "seismic shifts in society" and what sets founders who "make doing the work their unfair advantage" apart from the rest. Key Discussion Points: From Builder to Investor: What inspired Ross to transition from engineering to venture capital. The XYZ Thesis: A deep dive into the fund's investment strategy and how it differs from other early-stage firms. The "2nd Derivative of Investments": Ross explains this unique investment concept and how he applies it to his decision-making. Public Sector Impact: How the public sector ecosystem influences private sector investment decisions. LP Reporting: Ross shares insights on how to structure effective quarterly reports and what Limited Partners truly value. The Deal Review Process: A look at the critical factors Ross evaluates when deciding to invest in a founder. Founder Mindset: The non-negotiable behaviors and traits Ross looks for in an early-stage founder. Investing in Volatility: A discussion on how funds can pivot and refine their strategies in a challenging macro environment. Learn More About Ross and XYZ: Ross Fubini's LinkedIn: https://www.linkedin.com/in/fubini/ XYZ Venture Capital Website: http://www.xyz.vc The views expressed are for informational purposes only and not financial or legal advice. Opinions are my own and do not reflect those of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. Consult a professional for your specific situation.
Episode Summary: In this episode, we sit down with Ben Van Roo, CEO and Co-Founder of Legion Intelligence and a seasoned leader whose career spans building cutting-edge AI solutions for both the public and private sectors. From working with the Department of Defense at RAND to leading data science at Chegg, serving as EVP of National Security at Primer AI, and now driving innovation at Yurts, Ben brings a rare perspective on AI, leadership, and scaling technology for mission-critical environments. We dive into his journey of building strong company cultures, navigating brand transformations, and understanding the differences between public and private sector AI adoption. Ben also shares valuable lessons on choosing the right investors, balancing family life with startup leadership, and why timing can be as important as talent in the entrepreneurial journey. If you’re a founder, operator, or AI enthusiast—especially one interested in government tech, venture capital relationships, or building trust in enterprise AI—this is an episode you won’t want to miss. Key Topics Discussed: How public and private sector experiences shaped Ben’s leadership style. Lessons learned from winding down a company as CEO. Balancing startup life with family responsibilities. Building team culture and alignment at Legions. Insights from rebranding and redefining a company’s identity. Navigating the complexities of working with the Department of Defense. Differences in AI adoption between public and private sectors. Finding and working with “nice” VCs and spotting red/green flags early. Advice for veterans and government professionals starting companies. The advantages of being a founder later in life. How timing and opportunity intersect in entrepreneurial success. What’s next for Yurts over the next 12–18 months. Resources & Links: Ben Van Roo on LinkedIn: https://www.linkedin.com/in/vanroo/ Legion Interl: LEGION | Secure AI for Mission-Critical Teams The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation." “The views expressed do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.”
Guest: George Panagiotakopoulos, Innovation Ecosystem Development -Advisor, Berkeley SkyDeck Episode Summary: Join us as we sit down with George Panagiotakopoulos, who works with UC Berkeley who has a unique vantage point from his work in Europe, Asia, and beyond, George shares his insights on building global innovation ecosystems and the nuances of cross-border collaboration. We'll explore how Berkeley is expanding its accelerator model internationally, the differences in venture capital ecosystems and risk tolerances worldwide, and the common misconceptions that investors and founders face when navigating new markets. This episode is a must-listen for anyone interested in the future of startups, venture capital, and global innovation. Key Discussion Points: Berkeley SkyDeck's Global Mission: George explains his primary mandate and the challenges of building innovation ecosystems beyond Silicon Valley. The Global VC Landscape: A deep dive into how the venture capital ecosystem in Europe and Asia differs from that of Silicon Valley, including core belief systems and risk tolerances. Tailoring Accelerator Programs: We discuss how Berkeley customizes its programs to meet the unique needs of different regions. Investor and Founder Misconceptions: George sheds light on common misunderstandings that international investors and founders have when evaluating startups or entering the U.S. market. Cross-Border Synergy: A success story about a time when expanding SkyDeck's presence led to unexpected synergies and outcomes. Looking Ahead to Africa: George shares his thoughts on the opportunities and roadblocks for replicating the model in South East Asia and other parts of the world. Advice for International Founders: Practical advice on when and how international startups should approach U.S. investors and enter the U.S. market. Learn More: Connect with George Panagiotakopoulos on LinkedIn. George Panagiotakopoulos | LinkedIn Visit the Berkeley SkyDeck website to learn more about their programs. http://skydeck.berkeley.edu/ Disclaimer: The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation. The views expressed are the people of this show and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.
Guest: Dr. Tom Coughlin, President, Coughlin Associates, IEEE Past President (2025) Website: https://tomcoughlin.com FMS Conference: https://futurememorystorage.com/ Episode Summary: Join us for an enlightening conversation with Dr. Tom Coughlin, a seasoned digital storage analyst and consultant with over 40 years in the industry. Tom, the President of Coughlin Associates and former IEEE President, shares unparalleled insights into the foundational technologies shaping our digital world. We delve into the crucial role of memory in AI's development, the surprising realities of storage demand, and the fascinating world of breakthrough memory technologies. Discover why memory often gets overlooked in AI discussions, critical considerations for data privacy, and the global impact of the IEEE. Tom also previews the upcoming Future of Memory and Storage (FMS) conference and offers invaluable career advice for tech entrepreneurs. Key Discussion Points: Behind-the-Scenes of Storage Innovation: Tom shares a surprising story about the 25-year research journey behind HAMR technology now rolling out in HDDs. Evolving Storage Demands: Learn how SSDs have become primary data center storage and replaced HDDs in personal computers and consumer applications. Understand HDDs' shift to colder storage in data centers—this is their growth market, and much of the world’s data lives on HDDs. Discover magnetic tape's vital role in archiving and backing up cloud data. Explore new archive storage technologies being developed, such as optical recording and DNA storage. Memory's Critical Role in AI: Memory, particularly DRAM, is playing a big role in training AI models. Approaches are emerging that reduce the need for expensive DRAM (especially in HBM) for inference applications, using storage technologies like SSDs (e.g., Kioxia's AiSAQ for tuning LLMs). er optical storage or DNA for long-term data storage and preservation. Why Memory is Overlooked in AI: Insights into why people tend to focus more on processing (GPUs) than on the data itself, despite memory and storage advances being as impressive as those in GPUs. Data Privacy & Security in Storage: Essential considerations include having copies of data on immutable storage for ransomware recovery, using AI for anomaly detection on networked systems to prevent malware, and proper encryption use in storage systems for data security. The Global Impact of IEEE: Learn about IEEE as the world’s largest technical professional organization with nearly half a million members in over 190 countries. IEEE puts on over 2,000 conferences and events each year and publishes a good percentage of the world’s technical literature. IEEE standards enable interoperability and industries, with a recent focus on sustainability and ethical AI practices to solve global problems and benefit humanity. Future of Memory and Storage (FMS) Conference: Dr. Coughlin, the general chair, provides details on the 2025 FMS (August 4-7, 2025, at the Santa Clara Convention Center). The conference will feature keynotes by major players in the digital storage and memory industry and sessions covering all major technologies and applications. FMS is the largest independent event focused on digital storage and memory. Highlight Speakers at FMS: Keynote talks include representatives from Kioxia, Fadu, Micron, Silicon Motion, SK hynix, Samsung, Neo, Sandisk, Max Linear, VergeIO, and Kove. There will also be a special session on AI, memory, and storage organized by NVIDIA, and Dr. Coughlin will give a talk on his experiences as IEEE President in 2024. Many parallel sessions will feature speakers from important industry players. Major Disruption in Digital Storage: Dr. Coughlin predicts that just managing the massive amounts of data generated by AI and IoT will be a huge challenge. He also foresees a growing need for technology to ensure data provenance, to identify false information and curate data for AI training. Career Advice for Tech Professionals: Dr. Coughlin advises aspiring tech professionals to be part of their industry and join technical professional organizations like the IEEE. This provides opportunities to develop professional networks and learn important skills like working with others and communicating through volunteer leadership. Learn More About Dr. Tom Coughlin and FMS: Future of Memory and Storage (FMS) Conference: https://futurememorystorage.com/ Tom Coughlin's Work: https://tomcoughlin.com Disclaimer: The information provided in these show notes is for informational purposes only and does not constitute financial, investment, or technical advice. Views expressed by the guest are their own and do not necessarily reflect the views of the podcast host or its affiliates..do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.. Listeners should conduct their own research and consult with qualified professionals before making any decisions.
“Buying a Business the Right Way — Lessons from the Front Lines” Guest: Jed Morris — Acquisition Entrepreneur, Operator, and Advisor Connect with Jed on LinkedIn In this episode of The Silicon Valley Podcast, we sit down with Jed Morris, a seasoned acquisition entrepreneur with firsthand experience navigating the highs and lows of buying and operating businesses. Jed shares candid lessons from his own journey — including what went wrong, what he’d do differently, and the hard-won wisdom you won’t find in most search fund playbooks or weekend bootcamps. Whether you’re from a tech background looking to buy your first brick-and-mortar company or an aspiring searcher wanting to avoid costly missteps, Jed brings invaluable insights you won’t want to miss. 💡 In this episode, you’ll learn: How Jed transitioned into the world of business acquisitions — and what surprised him most The full story behind a failed acquisition and the lessons that came from it Common myths tech professionals believe when entering the small business world Why weekend courses and YouTube content often miss the most critical realities of buying a business How to realistically assess risk when using leverage to buy a company The disadvantages search funds face compared to PE firms — and how to overcome them Frameworks and tools Jed recommends for first-time acquirers How to spot trouble early in a distressed business — and what buyers should watch out for A cautionary tale you’ll want to hear before signing any LOI The role of operational fit, management, and culture post-acquisition Overlooked sectors and exciting opportunities in today’s acquisition landscape 📬 Connect with Jed Morris: To learn more, collaborate, or seek guidance in the acquisition space, reach out to Jed via LinkedIn. 🎧 Hosted by: Shawn Flynn — Managing Director at SVH Capital and Host of The Silicon Valley Podcast Learn more at www.SVHCapital.com 📌 Disclaimer: The content provided in this podcast is for informational purposes only and does not constitute legal, financial, or investment advice. The views expressed are those of the speaker and do not necessarily reflect the views of SVH Capital, Finalis Securities LLC, or any affiliates.
🎧 Episode Summary: In this episode, we sit down with Arto Bendiken, a self-taught polymath, technologist, and entrepreneur whose journey spans building custom software in Finland at 13, contributing to defense communications for the U.S. Navy, scaling blockchain infrastructure at Aurora Labs, and now launching Haltia.AI in Dubai. We dive deep into the evolution of Web3, the intersection of AI and crypto, real-world blockchain applications, tokenomics, smart contract risks, and how the global landscape—from Silicon Valley to Dubai—is shifting. This episode is a masterclass for anyone curious about the future of decentralization, personal AI, and global entrepreneurship. 🧠 Key Topics Covered: Arto’s early start in programming and hacking culture in Finland Founding and scaling tech ventures across Europe, the U.S., and the UAE The transition from developer to crypto pioneer: Bitcoin, Ethereum, and NEAR Protocol Lessons from leading Aurora Labs and building hyperscale Web3 infrastructure The biggest misunderstandings around Web3 and crypto adoption What tokenomics really means—and how to evaluate them properly Smart contract vulnerabilities that are still underappreciated Balancing scalability, security, and decentralization in modern blockchain architecture What AI and crypto convergence could actually look like Why Arto chose to build in Dubai—and what Silicon Valley can learn from it What he's building now with Haltia.AI and the ASIMOV Protocol 🔥 Highlight Questions: What initially drew you to Web3, and how has your perspective changed since? How do you answer critics who say crypto is a solution in search of a problem? What’s a real-world use case in crypto that doesn’t get enough attention? How should founders or investors assess tokenomics today? What’s the most underestimated risk in crypto right now? You wrote an open letter to Marc Andreessen—what inspired that and what did you say? 🌍 About the Guest: Arto Bendiken is a serial entrepreneur and CTO with 30+ years of experience across software, AI, and crypto. He has built tech solutions for major banks, defense agencies, and public companies, and has helped scale Web3 infrastructure to millions of users globally. He is currently the Founder of Haltia.AI, where he is building trustworthy personal AI systems and launching the ASIMOV Protocol, a global knowledge market. Connect with Arto on LinkedIn 📚 Resources & Mentions: Book: The Sovereign Individual NEAR Protocol & Aurora Labs Room 77 (the original BTC café) Haltia.AI & ASIMOV Protocol Open letter to Marc Andreessen Disclaimer:"The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation. The views expressed do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.”