Afleveringen
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The future of industrial robotics. In it we cover turning the physical world into data, robots that climb, fly, swim, AI’s ability to predict failures, and America’s $5T aging infrastructure problem.
Troy Demmer is Co-founder of Gecko Robotics, who use a fleet of advanced robots and AI software to help government and heavy industry maintain and manage their critical infrastructure. From navy vessels to power plants to dams, Gecko collects data on and delivers insights across over 500,000 of the worlds most important and critical infrastructure. It has developed a digital layer of intelligence over the built world to improve performance, prevent breakage and failures, and increasingly predict how an asset will behave in the future. The company has raised over $220M from top investors including Founders Fund and US Innovative Technology Fund. Gecko’s co-founder and Chief Product Officer is Troy Demmer. A graduate from Carnegie Mellon University, Troy was previously in the healthcare industry working at the University of Pittsburgh Medical Center before launching his first startup 360Showings, which 3D rendered homes for the real estate market. Along with his work at Gecko Troy also runs his own venture firm, First Order Fund, which invests in early stage startups building moats using data.
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The future of biology. In it we cover machines controlling cells, manipulating biology with light, algorithms for drug development, and how biotech is becoming a low cost and mass production industry.
Deniz Kent is CEO of Prolific Machines. Prolific is the first biotech company to harness light as a more efficient way to produce lab grown food, life saving drugs, and novel biosolutions. Offering a full stack tool kit from bioreactor to AI-software, Prolific’s groundbreaking technology provides dynamic control over virtually any cell function in any cell type. Until now, biomanufacturing has been limited to indirect cell control via expensive, inefficient, and imprecise tools like chemicals. Prolific’s platform enables direct control using light to produce new and superior biolsolutions faster, cheaper, and at greater scale. Based in Silicon Valley, the four year old company has raised $87 million in venture capital from the likes of Mayfield, Breakthrough Energy Ventures, In-Q-Tel and Fonterra. Prolific’s co-founder and CEO is Dr Deniz Kent, an expert in biological systems who earned his PhD in the Center for Stem Cells and Regenerative Medicine at King’s College London. During his studies he co-discovered a new human liver stem cell, worked on cures for Asthma at GlaxoSmithKline and develop research in the field of cancer immunotherapy.
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Zijn er afleveringen die ontbreken?
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The future of cybersecurity. In it we cover cybercriminal organizations, network effects of security, data as our biggest weapon, crypto’s gift to bad actors and the threat of cyberwarfare.
Nick Schneider is CEO of Arctic Wolf, one of the leading companies safeguarding the enterprise from cybersecurity threats. With a global presence and over 2,000 employees protecting more than 3,000 customers, they are a force in security operations. With an eye on going public, Arctic Wolf has been valued at over $4B calling KKR and Viking Global amongst its deep pocketed investors. Leading the company is Nick Schneider, a veteran in the security industry, Nick has developed expertise in creating best-of-breed technology platforms and sales organizations, which have been the driving force behind Arctic Wolf’s explosive growth. Prior to Arctic Wolf, Nick led organizations at Dell and Code42.
Of key interest to me is how Nick is deeply involved in being at the frontier of artificial intelligence’s influence on cybersecurity — in particulate the dual role of AI, as both an enabler and inhibitor of cybercrime, which epitomizes the modern cybersecurity conundrum.
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The future of biomanufacturing. In it we cover the emerging $4T bioeconomy, nature’s ability to manufacture products, AI’s acceleration of scientific discovery, China’s quest for biological supremacy, and rethinking sustainability.
Edward Shenderovich is CEO of Synonym, prior he was both an investor and entrepreneur, founding commercial real estate company Knotel where he raised over $400M and managed 200 locations across 4 continents. As an investor he founded Kite Ventures as well as Essential Capital, which include Delivery Hero and Fyber as their investments, both reaching IPO. Uniquely, Edward is also an accomplished Poet, having published multiple books in his native Russian.
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The future of the industrial economy. In it we cover Generative Engineering, digital twins, AI for the physical world, data that dwarfs the internet, Saudi Aramco the tech giant, and the digital future of heavy industry.
Greg Fallon is CEO of Geminus, a company at the forefront of simulating and automating industrial operations through cutting-edge AI technology. Geminus is revolutionizing how industries operate by bringing unprecedented speed and scalability to AI model deployment, with successful implementations in energy, oil and gas, manufacturing, and semiconductors. With heavyweight investors and partners like SLB and LAM Research backing them, Geminus is a key player in the digital industrial landscape. As a proud early investor in Geminus almost six years ago, alongside our friends at The Hive, I’ve had the privilege of watching this company innovate the industrial complex. Greg, who holds a Master’s in Science from the University of Virginia, has a wealth of experience, having held senior executive roles in product and commercialization at both Autodesk and ANSYS—two of the most influential companies in industrial software.
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The future of home building. In it we cover putting construction in the cloud, home buying simulations, AI co-pilots for builders, onsite computer vision, advances in material science, and the future of new homes.
Marc Minor is the CEO of Higharc, a software platform that helps new home builders get to market with unprecedented speed and efficiency. Higharc’s mission is to modernize the $100 trillion U.S. residential real estate market and make home ownership more affordable. The platform has been used to design over 4,000 homes and has raised more than $80 million from top built-world investors such as Fifth Wall, Spark Capital, Lux, and a host of strategic partners, including Home Depot. Marc spent his career in the 3D printing and fabrication space, leading the marketing departments at Carbon and Desktop Metal before founding Higharc in 2018.
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The future of human potential and performance. In it we cover the quest to be superhuman, making biological enhancement mainstream, cyborg athletes, human longevity, and endeavoring to build the biggest sporting spectacle the world has ever seen.
Aron D’Souza is the Co-founder and President of the Enhanced Games. This new model of the Olympic Games places performance-enhancing drugs and genetic modifiers front and center. The Games strive to showcase humanity’s unbounded potential by embracing scientific innovations and breakthroughs. In an era of accelerating technological and scientific change, they believe the world needs a sporting event that embraces the future, particularly advances in medical science. By doing so, they promise to give us all a glimpse of what the future of human performance could look like. Set to debut in 2025, the Games have the deep-pocketed support of some of the most successful and polarizing technologists and investors, including PayPal founder Peter Thiel and Balaji Srinivasan, the futurist and former CTO of Coinbase, as well as an upcoming documentary series by Ridley Scott. Prior to the Enhanced Games, Aron founded Sargon, a technology infrastructure company for the pensions and superannuation industry across the Asia-Pacific region. Now owned by Vista Equity, Sargon has 200 employees and nine offices. Aron, the author of three books, studied law at both Melbourne University and Oxford.
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The future of coding. We will discuss the competitive AI landscape, NVIDIA and the hyperscalers, specialized versus generalized models, synthetic data, software that writes itself, and the future of software development.
Jason Warner is co-founder and CEO of Poolside. Poolside is an AI startup challenging OpenAI and Anthropic by creating its own models to build the most capable AI for software development. Although less than two years old and launching this summer, Poolside has already raised over $500M from leading investors such as Redpoint, Bain, and DST. Jason was previously the CTO at GitHub, the world’s largest developer platform, both before and after Microsoft’s $7.5B acquisition, where he helped develop Co-pilot. Prior to that, he was the Head of Engineering at Heroku and a senior technical leader at numerous other companies. In addition to leading top software development teams, Jason served as a General Partner at Redpoint Ventures, who have invested in companies like Snowflake, Stripe, Hashicorp, and Netflix. He also sits on the Operator Board at Bridgewater Associates, helping them innovate at the technology frontier.
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The future of the brain. In it we cover digital therapies, psychedelics, co-evolving with AI, technologies impact on society, and re-inventing how clinical trials are run.
Guiding us will be Dr Adam Gazzaley, a Distinguished Professor of Neurology, Physiology and Psychiatry at UC San Francisco and the Founder & Executive Director of Neuroscape, a neuroscience center engaged in technology creation and scientific research of novel brain assessment and optimization approaches. Adam is also co-founder of Akili, a company developing therapeutic video games, that brought the first FDA approved game to market. He is also a founder of JAZZ Venture Partners, a venture capital firm with close to $1B AUM investing in experiential technology to improve human performance. He has been a scientific advisor for dozens of companies including Apple, General Electric and PepsiCo. Adam has filed multiple patents and authored over 180 scientific articles.
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The future of intellectual property. In it we cover programmable IP, the new economy of ideas, convergence of fan and creator, tackling LLM data attribution, blockchain’s gift to AI, and the future of human creativity.
Jason Zhao is co-founder of Story Protocol, who are building a programmable intellectual property infrastructure for the internet. Built on the blockchain, Story provides a neutral source to track IP origins, enable remixing of IP with multiple stakeholders receiving attribution, and delivers an economic framework for everyone to participate in revenue that is created. Born out of South Korea, a global cultural innovator, the startup has raised over $50M from the likes of A16Z Crypto, Endeavor, and Samsung to become the leading contender to reimagine how intellectual property is managed for our modern age. Prior to founding Story Jason was at Google’s Deepmind focusing on putting novel AI research into production. He is an investment Scout at Sequoia, a computer science graduate from Stanford and can be seen lecturing about his passion in philosophy at Oxford University.
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The future of genetic engineering. In it we cover de-extinction, growing the Woolly Mammoth, human longevity, AI-led drug discovery, and the future of biotech.
Ben Lamm is CEO of Colossal Biosciences, a Texas based biotech company on a mission to safeguard our worlds biodiversity and re-wild our planet. As part of that they are endeavoring to bring back extinct species such as the Woolly Mammoth, the Dodo, and the Tasmanian Tiger by as as early as 2028. Colossal has raised $225M to date and is a truly revolutionary organization pushing the frontier of genetic engineering with some of the leading minds in the field. The innovations developed from their research has impacts beyond animal conservation and advances our ability to fight diseases, uncover new drugs, protect our climate, reproduce successfully, and extend human lifespan. Ben comes from a software background and successfully built and sold three companies prior to Colossal. He brings to the world of science the energy and unique thinking of a software entrepreneur at a time when AI and computational biology is really propelling the field in leaps and bounds. Ben is prolific in the world of scientific innovation, sitting on the board of the Planetary Society, The Explorers Club, as well as owning the award winning science publication Nautilus.
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The future of space operations. In it we discuss how software is making launches safer, AI co-pilots for complex workflows, predictive simulations, El Segundo and new deep tech hubs, and upcoming interstellar missions.
Laura Crabtree is CEO of Epsilon3, a software platform to manage and orchestrate engineering, testing and operations for the space industry and other complex industries. Backed by frontier investors Lux Capital and Village Global, Epsilon serves NASA, Virgin Galactic and United States Space Force. Their software is embedded throughout the organization and seeks to drive operational excellence amongst the complex chaos. Laura spent a decade within SpaceX as Senior Mission Operations Engineer as well as 5 years at Northrop Grumman as a Systems Controller, providing us a unique perspective of the two generations of space companies.
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The future of manufacturing and robotics. In it we cover advanced factory automation, humanoid robots, how digital twins simulate and optimize manufacturing lines, AI-led product and parts design, nanotechnology, and the next generation of physical technology founders and startups.
Lior Susan, a pioneering force in digital transformation for physical industries who wears the hat of a CEO and investor simultaneously to extreme success. A serial entrepreneur, Lior is CEO of Bright Machines, delivering advanced robotics and automation for manufacturing. Funded to the tune of $300M Bright Machines operates out of the US, Mexico, and Israel. Its key funder is the VC firm Eclipse that Lior also co-founded and works as a General Partner. A firm that become one of the first specialists in physical industry transformation and since grown to manage over $4B and partnered with over 70 companies. Lior sits on both sides of the table and offers a uniquely deep perspective on how our world is being reshaped.
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The future of 3D printing. In it we cover mass customization at scale, computer-led design, creating the un-makable, printing body parts and food, rethinking global trade, and the future of product design and production.
Philip DeSimone, co-founder of Carbon. Headquartered in California and serving customers in 17 countries from Adidas to Ford, Carbon is a 3D printing technology company helping businesses develop better products and bring them to market in less time. Carbon is a vertically integrated organization developing 3D printer hardware, advancing material science inputs, and designing the software to make it all work seamlessly. With over 300 patents filed, Carbon has raised $680M from the likes of Sequoia, Temasek, Adidas, BMW, and Google. Coming up to 12 years since co-founding Carbon, Phil leads Carbon’s go-to-market strategy and manages their most strategic partnerships and customers.
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The future of air travel. In it we cover arrival of flying cars to our cities as soon as next year, what they will look like, the reorganizing of the industrial complex to scale them en mass and how our concept of cities and daily lives will evolve as a result.
Adam Goldstein is founder and CEO of Archer Aviation, a publicly listed company advancing sustainable air mobility. Archer builds electric vertical takeoff and landing aircraft as part of its quest to develop new urban air mobility networks. Yes we’re talking about flying cars. A future that Archer sees arriving as soon as 2025. Partnering with industry giants like United airlines and NASA, Archer is bringing its first aircraft, called Midnight, to ferry commuters over crowded highways and allow airlines to more efficiently feed their large hubs with passengers from the outer suburbs. Before Archer, Goldstein co-founded and led Vettery, a recruiting software company, which was sold to The Adecco Group for over $100 million.
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The future of gaming. In it we cover games coming to life with AI powered characters and perpetually evolving worlds. We discuss how it reshapes gameplay, the economics of gaming, and extends out into the rest of our world in places such as media, education, commerce and health. At its core it shines a light into how humans and AI could interact and co-evolve.
Kylan Gibbs is Co-founder and Chief Product Officer at Inworld, the leading AI engine for games. Inworld is on a mission to bring games to life with Ai-powered characters and worlds that evolve with each action. Founded in 2021, the company is the most well funded AI gaming startup with over $120M raised from the likes of Lightspeed and Kleiner Perkins. Calling Disney, Warner Brothers, Niantic, and Xbox amongst its numerous customers. Kylan is responsible for Inworlds product vision and draws on his experience developing novel Ai at both Google’s DeepMind and Bain & Company. He can also be found guest lecturing at Stanford University.
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The future of sports and the fan experience. In it we cover disrupting the economics around sport, the rise of fan owned leagues, teams, and athletes, winning Kentucky Derby as a startup, the 21st Century sports agency, and the future of media and entertainment.
Brian Doxtator is the CEO of Commonwealth, an LA based startup challenging the economic model of horse racing, golf, and sports more broadly. Commonwealth enables its 20,000+ members to buy shares in horses and athletes, competing head on with wealthy sports owners for winnings while unlocking a new level of fan engagement and experience through ownership. Commonwealth has taken horse racing by storm: in 2022 their horse Country Grammer was the world’s highest earner, in 2023 Mage won for them the Kentucky Derby. The company continues to expand into other sports and has the backing of renowned investors such as Roger Ehrenberg and athletes like Larry Fitzgerald. Brian has spent his career in technology startups, notably growing mobile-marketing company PlayHaven from $0 to $45M in revenue before its acquisition.
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The future of Ai’s ability to see and make sense of our world. In it we cover topics including predictive security systems making our lives safer, breakthrough advances in large vision models, counteracting big brother and bias, and the future of multi-sensory AI.
Shikhar Shrestha is co-founder and CEO of Ambient Ai, the silicon valley startup that rocketed out of stealth in 2022 with over $50M in funding led by Andreessen Horowitz, adding a further $20M in 2023, and who boasts a list of fortune 500 as customers. Ambient equips security cameras with computer vision technology that enables them to see and understand the world around them. Shikhar spans a technical career from DARPA to Apple and Google, earning a Masters in Mechatronics, Robotics and Smart Imaging Systems from Stanford University. A true expect in computer vision technology i’m excited to learn from him where this transformative technology is taking us.
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The future of biosecurity and securing our environments from virus and disease. In it we cover the power of light to disinfect and protect our indoor spaces, advances in sensor technologies and data to pick up future pandemics, risk modeling for real estate operators and the insurance industry, all the way to biosecurity at our borders and protecting humans as they travel through outer space.
Ben Boyer is co-founder of R-Zero Systems, who builds autonomous systems that disinfect indoor environments using UV light. Founded in response to COVID RZero has become a leader leveraging light, sensors, and data to keep our environments safe from disease — deploying their technology in hospitals, schools, offices and with the government. This year they raised over $100M from the likes of Qualcomm, Mayo Clinic and Upfront Ventures. In addition to Rzero, Ben is co-founder of Tenaya Capital, a growth stage venture firm with over $1.5B AUM backing technology companies such as Lyft, Kayak and PlanGrid amongst others.
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The future of the construction industry, more specifically how money flows within construction. In it we cover topics such financial automation from the CFO office right down to the job site, the move from a backwards looking workflow to a real-time and predictive one, as well as the industry tailwinds accelerating overall technology adoption of a $15T segment of the global economy.
Bassem Hamdy is founder and CEO of Briq, a next generation financial platform to make construction projects more profitable. Briq, a 150 person tech company out of Santa Barbara, commands a significant share of US construction firms as its customers and now has expanded internationally. The industry uses Briq to gain visibility over the flow of money on a project in order to make better planning decisions and predict profits more confidently.
Bassem is a rare breed, he’s been in construction software for over two decades, before it was cool and before there was even an industry around it. First seeing the introduction of resource planning software at CMIC (which now handles over $100B in construction revenue each year) to then being EVP of Enterprise Strategy at Procore (a now public company) helping construction transition to the cloud. Today we get to talk about what the next evolution is. He’s also one of the very few that can speak construction as authentically as he speaks technology.
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