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Mark Roberge | Stage 2 Capital
How AI is rewriting startup growth playbooks
Most AI pilots fail because founders layer features onto old playbooks instead of rebuilding revenue architecture. Mark Roberge, co-founder of Stage 2 Capital and former founding CRO at HubSpot who scaled from $0 to $100M revenue, explains how AI compresses traditional sales cycles and enables systematic growth. He breaks down the four-phase abstraction from AI-supported…
Play PodcastRachel ten Brink | Redbike Capital
Growth lessons from consumer tech operator‑investor
Most vertical AI companies fail because they're building features, not businesses. Rachel ten Brink, GP at Red Bike Capital and former Scentbird co-founder (scaled to 500K+ subscribers, $29M raised), breaks down how to build defensible vertical AI that survives the regulatory gauntlet. She reveals her operator's test for distinguishing product businesses from services wrappers, explains…
Play PodcastGeorge Lee | Goldman Sachs Global Institute
Is AI in Investment Banking a Replacement or Revolution?
Most AI transformation talk ignores investment banking's unique human capital dynamics. George Lee, co-head of Goldman Sachs Global Institute and former CIO, explains why AI won't replace bankers but will compress deal cycle times from weeks to days. Lee outlines how AI eliminates rote tasks for junior talent while enabling real-time client response frameworks, plus…
Play PodcastHarrison Miller | Summit Partners
Common threads through 25 years of VC investing
AI startups fail because founders obsess over models, not company building. Harrison Miller is a former VP/GM from Amazon.com’s early years, and former MD of Summit Partners, which over 40+ years has invested $40B in more than 550 tech companies. He explains why execution, not algorithms, determines survival.
Play PodcastR. Martin Chavez | Sixth Street
The Brothers Chavez In Conversation: Tom & Marty Chavez on AI, Investing, + More
Tom Chavez, Founding General Partner at super{set}, in conversation with his brother - R. Martin Chavez, Partner and Vice Chairman, Sixth Street, Board Member at Google, and former CFO of Goldman Sachs. Tom and Marty discuss their brief stint as roommates, their brotherly relationship, and R. Martin's experiences as an investor, entrepreneur, and corporate leader.…
Play PodcastMatt Kilmartin and Mike Moreau | Habu (acquired by LiveRamp)
super{set} Celebrates First Exit: LiveRamp Acquires Habu for $200M
Joining Tom and Vivek in the studio today are Habu co-founders Matt Kilmartin (CEO) and Mike Moreau (COO) to give the full story behind how Habu was conceived, built out, scaled, and sold. Habu is a leader in the data collaboration category with innovative data clean room technology. Habu enables companies to share, make sense…
Play PodcastJeremy Klein | super{set}
super{set} Fund II: Intensifying Our Serial Focus on Data+AI Company Building
Announcing super{set} Fund II! The world has tilted in our favor. We’ve been building companies in the data+AI space for 25 years, mostly while it was niche and nerdy. With the AI revolution fully upon us, we’re thrilled to announce that super{set} has closed a $90 million second fund to invest in companies at inception.…
Play PodcastJen D’Amico, Anupam Gupta and Ted Flanagan |
Creating a People-First Performance Culture for Startups
Talent and career development in startups is typically nonexistent - so at super{set}, we're changing that. While a startup’s opportunities for rapid growth and trial by fire are incredible, we believe startup employees can still benefit from intentional mentorship and development. No - it's not about bringing in professional coaches who lack hands-on company-building expertise.…
Play PodcastRachel Gollub | PointHealth AI
Rachel Gollub on Engineering, Entrepreneurship & Leading Healthcare AI
Rachel Gollub is a distinguished engineer, programmer, and entrepreneur with a storied career in Silicon Valley: she started her career as part of the founding team behind the Java programming language and ended it as CTO of healthcare giant Optum. Along the way, Rachel managed to start several companies on top of a quick stopover…
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