In this episode of The Venture Capital Podcast, we sit down with Dr. Muthu Alagappan, CEO & Co-Founder of Council Health, and Rob Biederman, Managing Partner at Asymmetric Capital Partners, to explore how AI is reshaping healthcare delivery.We unpack the idea of “care at the cost of compute”, why primary care is fundamentally broken, and how AI-native, physician-supervised models could dramatically expand clinical supply without sacrificing safety.You’ll hear a candid discussion on:Why healthcare has massive supply–demand gapsAI hallucinations and why off-the-shelf models aren’t safe for medical adviceHow Council combines medical AI with real doctors in the same workflowWhether AI will replace primary care doctors or act as a co-pilotThe role of data, prevention, and personalized care in the future of medicineA grounded, real-world look at where AI actually works in healthcare — and where it shouldn’t.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
Rob Hadick (GP at Dragonfly) joins VC.fm to break down how crypto venture actually works through cycles — and why the smartest firms stay countercyclical when everyone else is panicking.We go deep on the shift from “protocols capture all value” to the rise of crypto applications that generate real revenue, including prediction markets (Polymarket), stablecoin infrastructure, DeFi-backed fintech products, and the next era of tokenization + onchain financial rails.Rob also explains stablecoins in plain English, why adoption is accelerating across emerging markets and Fortune 500s, and where AI + crypto overlaps in ways that aren’t pure speculation.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
Breaking into VC is harder than breaking into professional sports — literally. In this episode, Intuit Ventures investor Tanvi Lal explains why VC recruiting is so broken, why most people don’t actually know why they want to be in venture, and how she finally cracked the code after dozens of rejections.We dive into: • Why VC hiring is a “barter system of social capital” • The #1 mistake candidates make when trying to break in • How corporate VC really works behind the scenes • Why AI + accounting might be fintech’s wildest opportunity • How founders should think about taking CVC money • The difference between real ARR vs “founder math”If you’re exploring VC, raising from VC, or trying to understand AI’s impact on finance — this conversation hits.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this episode of The Venture Capital Podcast, Jon Bradshaw and Peter Harris sit down with Costas Papaikonomou, co-founder of the $200M Una Terra Early Growth Fund, to unpack what it really takes to scale the circular economy.Costas shares how his background in engineering, innovation consulting, and a successful exit to Accenture shaped Una Terra’s thesis: backing “drop-in” solutions that plug into existing industrial infrastructure instead of trying to rebuild the world from scratch.They get into: • Why packaging, waste and food ingredients are massive, underrated VC markets • How regulation in Europe is reshaping single-use plastics and recycling • Why Una Terra focuses on real-world unit economics first, impact second (but still runs as an Article 9 impact fund) • Case studies: pulp-based bottle packaging, Greyparrot’s AI for waste sorting, and circular fashion brand Another Tomorrow • Power law vs “normal distribution” returns, and why most exits will be strategic acquisitions, not unicorn IPOsIf you care about climate, industrial innovation, and non-SaaS venture opportunities, this one’s loaded.Follow the Unaterra HQ: www.Unaterra.vc Linkedin: www.linkedin.com/company/una-terra-vs Costas Book (Disruption Fallacy): www.re8el.com Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
What happens when a former gaming founder takes a hard look at his marriage — and realizes the biggest problem isn’t love, it’s routine?In this episode, we sit down with Offer (Founder & CEO of ARYA) and Phylicia Koh (General Partner at Play Ventures) to unpack how a single moment — “Babe… what happened to us?” — sparked a new category in relationship wellness.We dive into:Why routine is the “final boss” in every relationshipHow game design and psychology can rebuild intimacyThe real meaning of gamification (and why most people get it wrong)Why consumer apps struggle with engagement — and how free-to-play mechanics fix itHow AI can responsibly support human connectionThe blue-ocean opportunity in taboo or overlooked marketsFrom a Typeform MVP that people actually paid for… to the deeper science behind staying in love, this episode blends tech, human behavior, VC insight, and real vulnerability.Whether you’re building products, building relationships, or both — this convo hits.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
How do you build long-term trust between founders and investors—and what happens when that trust meets the chaos of AI-driven commerce? In this episode, Peter Harris and Jon Bradshaw sit down with Kimberly Shenk, founder & CEO of Novi, and Brian Rothenberg, partner at DeFi VC, to explore:How past working relationships shape investor–founder dynamicsThe art of saying “no” without burning bridgesWhy small brands can outrank giants in AI-powered shoppingThe death (and rebirth) of SEO in the LLM eraReal frameworks for finding product-market fit “Machines care more about truth; humans are easily persuaded.” A high-signal, no-fluff conversation on the future of trust, data, and growth in the age of AI.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
Venture capital isn’t dead — it’s evolving. Carta’s Head of Insights, Peter Walker, joins Jon Bradshaw and Peter Harris to unpack what the data really says about the 2025 market. From the AI-fueled bifurcation to shrinking equity packages and a wave of secondaries, this episode breaks down how founders, VCs, and LPs are adapting in real time.Peter shares Carta’s inside view on:The comeback of deal flow and valuationsWhy down rounds are easing but hiring hasn’t reboundedHow founder dilution and equity norms have shiftedThe rise of liquidity via secondaries and fund-to-fund capitalWhat signals matter most heading into 2026If you care about where venture is heading next — this is the episode.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris are joined by Alex Sen, CEO of Meridian, and Nnamdi Okike, an investor associated with Meridian, to discuss the transformative role of AI and software in private equity and venture capital investing. Alex shares his journey from nearly a decade in private equity, battling with outdated CRM tools, to founding a next-generation AI-powered CRM and deal sourcing platform that streamlines workflows, surfaces proprietary deal opportunities, and enhances decision-making for some of the world's largest firms.Nnamdi provides the investor’s perspective, highlighting their decade-long commitment to leveraging software and data analytics to revolutionize venture operations. They discuss how AI is expanding the total addressable market by automating manual tasks, improving deal sourcing efficiency, and enabling investors to better track, prioritize, and engage with evolving companies. Both guests reflect on the challenges of AI adoption, the changing nature of junior analyst roles, and the importance of human intuition alongside advanced technology.Listeners will gain valuable insights into the evolution of investing software, the competitive shifts AI is catalyzing in the finance industry, and how firms must continuously elevate their capabilities to succeed. The conversation touches on the broader impact of AI on workflow, learning acceleration, and founder-investor relationships, making this episode a must-listen for investors, founders, and anyone curious about the future of AI-enabled investing.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris sit down with Grace Gong, acclaimed VC podcaster, investor, and founder of the Smart AI Conference. Grace shares her inspiring journey from international student to a premier voice in tech and venture, hosting top shows like "Venture with Grace" and "Smart Venture Podcast." She details her mission to unlock access to venture and tech wisdom for those outside the usual networks, highlighting the importance of both online and in-person connections through her rapidly launched San Francisco AI conference.The conversation dives deep into the changing landscape of AI and startup building, from the GPT-driven chatbot era to today's surge in customizable agent tools and "vibe coding." Grace discusses why strong distribution and go-to-market strategy are the real bottlenecks, even as technical barriers fall, and explains the rapid rise of highly specific, domain-focused AI applications. She brings candid, contrarian insights from leading operators and executives, addressing trends in voice AI, workflow automation, the impact of AI on junior talent, and the evolving user experience centered on chat and conversational interfaces.Grace also addresses the risks of overrelying on automation, the future of AI hardware beyond today's wearables, and the vital role of hands-on learning. Her perspective is laced with real stories from her network and her own investments, making this episode a goldmine for founders, operators, and anyone eager to understand how community, execution, and adaptability will shape the next generation of tech companies.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
Join hosts Jon Bradshaw and Peter Harris in a deep dive into the evolving world of AI, autonomy, and the future of transportation with Gabe Klein, former leader of the U.S. Joint Office of Energy and Transportation, and Alexei Andreev, co-founder and managing director at AutoTech Ventures. Gabe brings a wealth of experience from public policy and urban mobility design, while Alexei offers a sharp lens on deep tech investments in autonomous vehicle technology and infrastructure.This episode untangles the complex challenges of achieving full vehicle autonomy, exploring why true self-driving cars remain an elusive goal over a decade after initial excitement. Gabe and Alexei discuss the intricacies of safety definitions, the need for technology that surpasses human driving, and the mathematical challenges posed by unpredictable real-world driving environments.Listeners will gain insights into the current state of autonomous vehicle deployment, including the technological debates over sensor suites like LiDAR versus vision-only systems, and the critical role of liability, insurance, and public perception in shaping adoption. The conversation also highlights promising investment opportunities beyond passenger vehicles—such as off-road agricultural autonomy, logistics automation, and critical supporting infrastructure like vehicle servicing, recharging, and fleet management.With a thoughtful look at cultural differences in safety expectations and the interplay of technology and public policy, this episode is essential for investors, policymakers, entrepreneurs, and anyone interested in the future landscape of mobility and the challenges and opportunities it presents.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this thought-provoking episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris take listeners deep inside the complex financial structures that define modern venture capital. The conversation centers around a critical observation in today’s industry: most VC funds can now be classified as either "2% funds", large, brand-name firms prioritizing substantial management fees, or "20% funds", smaller, more performance-driven firms focused on carry and outsized returns.Peter breaks down the economic incentives behind each type, explaining how mega-funds like Andreessen Horowitz and Sequoia generate enormous management fees just by virtue of their size, while smaller funds must make riskier bets and actively chase exceptional outcomes to realize significant profits. The hosts explore the growing divide between these two models and discuss the challenges founders face in choosing the right VC partner.Jon and Peter debate the strategic trade-offs from a founder's perspective, including:The real benefits (and drawbacks) of working with large, brand-name funds versus smaller, scrappier onesHow the structure of a fund influences VC motivation, founder support, and board involvementThe evolving role of secondary markets, liquidity, and exit strategies for early-stage investorsHow asset manager dynamics and the influx of institutional capital driven by endowments and sovereign wealth funds are reshaping the VC landscapeThey also touch on trends like later-stage company scaling, the boom in private market investments, and the rise of secondary sales as an alternative to waiting for an IPO. Throughout the discussion, Jon and Peter offer candid insights and personal anecdotes, revealing the sometimes unseen incentives that drive behavior in venture capital.This episode is essential listening for founders weighing their funding options, as well as anyone curious about the changing face of the venture capital ecosystem.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this compelling episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris engage with Stephanie Palmeri, partner at NextView Ventures, and Caleb Hicks, founder and CEO of School AI, to explore the transformative power of AI in education. Caleb, a former middle school teacher and educational innovator, shares his vision for using AI to create personalized, empathetic learning experiences that address the unique needs of every student, while restoring meaningful human connections in classrooms.Stephanie brings over a decade of experience investing in edtech startups, highlighting the evolution of education technology from the early mobile and tablet era to today's AI-driven wave. She discusses the opportunity for AI to revolutionize both K-12 and higher education, especially in areas like personalized learning, student engagement, and workforce upskilling.Together, they unpack the challenges schools face today, from managing large classrooms and diverse student needs to addressing AI-related concerns like cheating, student privacy, and equity in access. The conversation delves into how AI can be an empowering tool rather than a disruptive force, serving as a tutor, coach, and assistant that enhances critical thinking and individualized instruction.Listeners will gain unique perspectives on why now is the pivotal moment for AI in education, the significant market opportunity in a trillion-dollar industry, and the future of edtech innovation that balances technology with the essential human element of teaching and learning. This episode is essential for educators, founders, investors, and anyone passionate about the future of education.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this insightful episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris are joined by Tiya Gordon, co-founder and CEO of It’s Electric, and Olaf Sakkers, managing partner at Red Blue Capital. Together, they explore the rapidly evolving electric vehicle (EV) landscape, shedding light on market dynamics, industry challenges, and transformative opportunities shaping the future of mobility and energy.Tiya shares her experience leading a Brooklyn-based startup that delivers curbside EV chargers, providing innovative solutions to overcome infrastructure barriers and enable wider EV adoption, especially in urban environments. She highlights the critical need for accessible charging infrastructure, urban-centric solutions, and the potential for bidirectional energy flows that turn EVs into mobile energy storage units supporting city grids.Olaf, a seasoned investor with deep expertise in mobility, logistics, and energy transition, offers a global perspective on EV market shifts. He discusses China’s dominance in EV manufacturing, the complex political and economic factors impacting U.S. EV adoption, and the broader vision of transforming transportation beyond passenger vehicles, emphasizing heavy-duty EV trucks and micromobility solutions as key areas of innovation.The conversation delves into the cultural, regulatory, and infrastructural hurdles slowing EV adoption in the U.S., including tariff impacts, urban planning challenges, and entrenched interests favoring traditional car ownership. Tiya and Olaf discuss promising opportunities for founders and investors, from scalable last-mile delivery electrification to innovative micromobility and multi-modal electric transit solutions.Listeners will gain a nuanced understanding of the intersection between technology, policy, infrastructure, and consumer behavior in the EV ecosystem, along with actionable insights on where meaningful innovation and impact can happen next. Whether you’re an entrepreneur, investor, or EV enthusiast, this episode offers a candid, comprehensive look at powering the future of sustainable transportation.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this compelling episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris welcome Matt Curtolo, an experienced private markets investor and advisor, and Joseph Alalou, co-founder and general partner of Daring Ventures. Together, they dive into the evolving landscape of emerging managers and micro venture funds, offering firsthand perspectives on how smaller funds are carving a niche in today’s competitive venture ecosystem.Matt shares his journey through two decades of managing billions across venture, private equity, and real estate, and discusses how emerging managers can sharpen their strategy, positioning, and fundraising efforts to succeed in a crowded market. Joseph brings a unique and inspiring story from washing cars and community college to leading a VC fund focused on diverse, underdog founders with domain expertise and conviction bias.The conversation explores the definition and dynamics of micro VCs, the importance of authenticity and understanding one’s “right to win,” and how these smaller funds differentiate themselves by moving beyond consensus deals to uncover unique alpha-generating opportunities. They discuss the challenges of fundraising in today’s environment, including the long timelines, the critical role of operational rigor, and how early closings can build momentum and market credibility.Matt and Joseph also tackle how AI is reshaping fundraising and fund operations, emphasizing that technology is a critical tool but human intuition, relationships, and expertise remain irreplaceable. They reflect on the maturation of the venture ecosystem, the growing interest from large funds in emerging managers, and the fundamentally relational nature of VC investing.Listeners will gain practical advice and encouragement on navigating the complexities of emerging fund management, fundraising strategy, and embracing the future of venture capital amid rapid technological change. This episode is essential for aspiring fund managers, limited partners, and anyone interested in the future of micro VC and emerging manager innovation.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this episode of the Venture Capital Podcast, host Peter Harris sits down with Rex Salisbury, solo GP of Cambrian and former fintech partner at Andreessen Horowitz, for an in-depth conversation about the ongoing transformation of financial services. Rex shares his unique journey from investment banking to leading one of fintech’s most dynamic pre-seed and seed funds, explaining how decades of inefficiency in banking have finally given way to a wave of disruptive innovation.The discussion explores recent shifts in the fintech landscape, highlighting how new fintech companies, once dismissed as serving only niche or low-value customers, are now directly competing with and winning market share from the largest legacy banks. Rex points to the rise of digital-first platforms like Robinhood and Wealthfront, which started by serving overlooked users but have evolved into sophisticated competitors for the millennial and Gen Z wealth transfer.Peter and Rex examine why B2B fintech is an especially powerful force, with vertical software companies like Toast integrating lending, payroll, and banking into a single platform that businesses can’t imagine leaving for traditional banks. Rex also tackles the myth of banks’ cost-of-capital advantage, arguing that technology and changing consumer expectations are steadily eroding long-held bank moats.Beyond consumer trends, the episode ventures into the investment landscape, with Rex sharing lessons from recent Cambrian investments, such as companies revolutionizing transfer agents and simplifying business shutdowns. The conversation also addresses the role of crypto and stablecoins in reshaping payment and banking infrastructure, where Rex differentiates between international and U.S. use cases but remains optimistic about crypto’s role as a catalyst for industry change.Rex closes with actionable advice for aspiring founders and operators: seek out dense talent networks, work in growth-stage companies, and always surround yourself with people who teach you. The episode captures the underlying message that, as technology, business models, and capital flows shift, fintech is only just beginning to threaten incumbents and capture its share of the financial future.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this thought-provoking episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris explore the rapid evolution of artificial intelligence and its far-reaching implications for economics, labor, and opportunities. The conversation opens with Peter reflecting on his 16 years of VC experience and the unprecedented speed at which generative AI is impacting every industry, likening the current era to previous technological shifts such as the rise of the internet, mobile, and SaaS, but at a much more accelerated, all-encompassing pace.Jon shares candid anxieties and perspectives from the founder’s side, debating whether society is overestimating the short-term disruption of AI while underestimating its long-term impact. The hosts explore parallels between AI’s rise and earlier workforce interventions, such as calculators and spreadsheets, suggesting that while some jobs will evolve or disappear, new types of roles and vast opportunities will emerge.They debate the looming questions around AGI, the shifting utility of STEM degrees, and the growing importance of learning how to think critically and adapt. The discussion delves into:The shifting economics of labor versus capital as AI and robotics automate more tasks.The likely deflationary impact of AI, how costs may decline, and whether wages will keep pace.The paradox of abundance: more possibilities than ever, but also greater competition and the necessity for specialization.The challenge of retraining, critical thinking, and the risk of over-reliance on AI as a cognitive crutch.Wealth concentration, potential social upheaval, and whether universal basic income or new types of jobs will take hold.Unique advantages in interpersonal and relationship-driven sectors, and how VCs and founders might sustain an edge in an automated world.The episode concludes with tangible advice for the next generation: develop deep, critical, interdisciplinary knowledge and be prepared to leverage rather than be replaced by AI. Jon and Peter encourage listeners to reflect on how they’ll stay relevant, creative, and entrepreneurial in a world where opportunity and risk are amplifying in tandem. This episode is essential listening for anyone curious about the future of work, education, and value creation in an AI-driven era.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris reflect on key lessons from recent interviews with entrepreneurs, medical innovators, and content creators, turning their focus inward for a wide-ranging discussion on the evolving role of influencers, authenticity, and attention in today’s business world.Jon and Peter kick off by revisiting the intersection of health technology and consumer empowerment, discussing the surge in wearables, at-home diagnostics, and consumer-led health journeys. They probe why younger generations are more invested in their health, attributing this trend to social visibility, the desire for authenticity in a digital age, and the rapid acceptance of medical advances, such as GLP-1 treatments for weight loss.The conversation shifts dynamically to the creator economy, exploring how the most effective marketing and brand-building today often comes from content creators and influencers with passionate, loyal audiences. Peter highlights the unique value these creators bring, citing the example of a tech startup that attributes much of its rapid growth to a co-founder’s expertise in cultivating online engagement, rather than traditional marketing.Jon and Peter debate whether every CEO now needs to be a content creator and ponder the future of influencer-led businesses. They analyze the success of influencer-driven brands like Hailey Bieber’s, dissecting how authentic involvement can drive enormous margins and corporate valuation, while also questioning the long-term challenges when founders sell to larger corporations.They conclude with practical insights for founders: thoughtfully consider influencer involvement as part of founding teams, seek authenticity over mere endorsements, and recognize that in a noisy digital world, capturing and sustaining attention may be the single most valuable asset for any business.This episode offers a forward-looking perspective on how authenticity, strategic influencer partnerships, and the ability to cut through digital noise are reshaping not just marketing but the very foundations of building and scaling a modern brand.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this forward-thinking episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris are joined by two leaders shaping the future of healthcare: Ryan Morley, Partner at Springside, and Dr. Jon Lensing, co-founder and CEO of Open Loop. Together, they dive deep into the rapidly evolving landscape of telehealth and digital health, exploring how technology, AI, and new business models are transforming care delivery.Dr. Lensing shares his journey from rural medicine to building Open Loop, a telehealth infrastructure company designed to bring healthcare directly to where people live, work, and play. He explains how Open Loop is enabling non-traditional platforms—like gyms, dating apps, and retail stores—to offer convenient, on-demand healthcare services, fundamentally shifting care from hospitals and clinics to everyday environments.Ryan Morley and Peter Harris discuss the investment opportunities emerging from this shift, highlighting how the COVID-19 pandemic accelerated telehealth adoption and how the next wave of innovation will focus on infrastructure, personalization, and value-based care. The conversation explores the power of AI in healthcare, from automating clinical documentation and patient intake to improving diagnoses and care coordination. Dr. Lensing details how Open Loop leverages AI to drastically reduce clinician workload and enhance patient engagement, while Ryan emphasizes the need for regulatory evolution to unlock the full potential of autonomous and AI-driven care.The group also examines the broader determinants of health, noting that 85% of health outcomes are tied to lifestyle and environment rather than traditional medical care. They discuss how digital health can proactively address chronic disease, expand access, and empower consumers to take charge of their well-being.Packed with insights on infrastructure, investment trends, regulatory hurdles, and the promise of AI, this episode is a must-listen for founders, investors, and anyone interested in the future of healthcare.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://x.com/VCPodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/YouTube: https://www.youtube.com/@VentureCapitalfmSpotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this dynamic episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris are joined by Tim Holladay, investor and co-founder of Space Station Investments, and Peter Hollens, renowned vocalist and innovative content creator. Together, they explore the evolving intersection of content creation, AI, and investment in the digital age.The conversation kicks off with Peter Hollens sharing his unique perspective as both a world-class musician and a forward-thinking entrepreneur deeply engaged with AI’s impact on creativity. Tim Holladay highlights their collaborative investment approach, focusing on early-stage consumer companies and the growing role of creators in startup ecosystems.Jon and Peter dive into the challenges and opportunities AI presents for content creators, from accelerating production to the flood of AI-generated content saturating digital platforms. Peter Hollens discusses how authentic human connection and parasocial relationships remain invaluable even as AI blurs the lines between human and machine-generated content. He shares fascinating examples of using AI tools to enhance creativity and even assist his autistic child, illustrating AI’s potential beyond entertainment.The episode also tackles the evolving landscape of influencer marketing, the value creators bring as low-cost, high-ROI partners, and the shifting dynamics between brands and digital creators versus traditional influencers. The hosts and guests debate how AI-driven content might reshape attention economies, audience engagement, and the future of long-form versus short-form content.Throughout the lively discussion, Peter Hollens recounts his challenging experience addressing AI skepticism at a recent commencement speech, underscoring the cultural divide around AI adoption. Tim and the hosts reflect on how investors and creators alike must embrace AI tools to stay ahead in a rapidly changing environment.This episode offers a rich, nuanced exploration of how AI is transforming content creation, investment, and the creator economy, providing valuable insights for founders, investors, creators, and anyone curious about the future of digital media.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812
In this insightful episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris are joined by Max Marchione, CEO and co-founder of Superpower.com, and Dr. John Dayton, MD, MBA, a healthcare innovator and venture partner. Together, they explore the evolving landscape of health technology and data intelligence, focusing on how cutting-edge biomarker analysis and AI-driven insights are reshaping disease prevention and personalized care.Max shares his vision of building a healthcare system centered on enhancing human capability and longevity, emphasizing the shift from reactive treatment to proactive prevention. Dr. Dayton brings his frontline experience as an emergency physician and Stanford faculty member to discuss the current challenges in healthcare, including fragmented data systems and the need for interoperability to enable comprehensive, predictive care.The conversation dives deep into the limitations of traditional single biomarker approaches and the promise of aggregating multiple data points into comprehensive health scores, like the Superpower Score. They discuss the critical role of omics data, continuous wearable monitoring, and multimodal AI in advancing personalized medicine. Dr. Dayton highlights the importance of integrating clinical data with remote patient monitoring to improve patient outcomes and reduce hospitalizations.Throughout the episode, the guests and hosts examine the barriers to adopting these innovations within existing healthcare reimbursement models and the potential for value-based care to drive systemic change. This episode offers a forward-thinking perspective on how technology, data, and innovation converge to create a more effective, patient-centered healthcare future.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812