Village Global Podcast

Latest Episodes:

The Shift to Bottom-Up in Enterprise Software with Ajay Agarwal and Kevin Zhang Mar 08, 2020

Show notes

Ajay Agarwal (@ajay_bcv) and Kevin Zhang (@kevinzhang) of Bain Capital Ventures join Erik on this episode.
They discuss:
- The history of enterprise software and how the way it has been sold has changed over time.
- How SaaS, cloud-based software and changing customer expectations have transformed enterprise software.
- The ways that investors are investing differently in software in a bottom-up world.
- The most interesting places where bottom-up software can go next.
- Why Ajay says that supply chain innovation has been and will be the key to long-term success.
- Some of their requests for startups in the space.
- Predictions for the next 5-10 years.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

What Byrne Hobart Thinks About Everything — Part Two Mar 07, 2020

Show notes

Byrne Hobart (@ByrneHobart), creator of The Diff (diff.substack.com), joins Erik on this episode.
They discuss:
- The fox/hedgehog dichotomy
- Is it better to be a specialist or generalist?
- Do institutions drift leftward over time?
- How will the culture war evolve over time?
- How are financial bubbles created?
- What we can learn from financial bubbles?
- The future of K-12 and higher education
- The future of identity and anonymity
- Why filter bubbles are good
- The future of journalism
- Why we’re polarized
- What should be the role of government and Wall Street?
- The value of social capital and how to think about it
- Are financial bubbles necessary
- The tyranny of the long generation
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

What Byrne Hobart Thinks About Everything — Part One Mar 06, 2020

Show notes

Byrne Hobart (@ByrneHobart), creator of The Diff (diff.substack.com), joins Erik on this episode.
They discuss:
- The role of cost disease in healthcare, education, and construction
- The future of globalization
- Can bitcoin become a reserve asset
- Is Wall Street good for society
- How interest rates will change over the next 5-10 years and the role of negative interest rates
- Mental models for thinking about financial bubbles
- Betting on the future of Silicon Valley
- Reasons for the Tech Lash and how it will evolve over the next decade
- Future of the US-China relationship
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

All Things Marketplaces with Dan Hockenmaier, Casey Winters, and Lenny Rachitsky Mar 05, 2020

Show notes

Joining Erik on this episode are:
- Dan Hockenmaier (@danhockenmaier), founder of Basis One
- Casey Winters (@onecaseman), Chief Product Officer at Eventbrite
- Lenny Rachitsky (@lennysan), former founder as well as former growth PM at Airbnb
They discuss:
- How marketplaces have evolved over the last several years.
- The trend towards owning more of a user’s experience, and the pros and cons of that approach.
- The possibilities for new vertical marketplaces.
- Where they would be investing if they were running a fund focused on the space.
- Why some of the biggest companies in the space were initially overlooked.
- How to think about building liquidity in a marketplace.
- Some of the interesting debates in the field, and their takes on them.
- The most surprising learnings they’ve had while working in the space.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Don Stalter and Ryan Darnell on the Future of Innovation and ISAs Mar 04, 2020

Show notes

Don Stalter (@westsides) of Global Founders Capital and Ryan Darnell (@ryan_darnell_) of Max Ventures join Erik on this episode.
They discuss:
- Where are the opportunities in the ISA space and the new businesses ISAs will enable
- How ISAs will enable new forms of homeschooling
- The downsides of ISAs
- The evolution of Digital Health and where it’s going
- The evolution of digital commerce
- The potential in the Vertical SaaS space
- The future of U.S. and international innovation
- Long or short Silicon Valley
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Jerry Neumann on Technological Revolutions, Picking Winners, and VC Returns Mar 03, 2020

Show notes

Jerry Neumann (@ganeumann), founder of Neu Venture Capital, joins Erik on this episode.
They discuss:
- Carlota Perez’s work and the implications for investors and founders, including what would change if VCs took her ideas seriously.
- What people misunderstand the most about moats.
- Why he wants to invest in situations where there is uncertainty, and what the right kind of uncertainty is.
- Whether you can predict what the next technological revolution will be, and why the predictions themselves end up shaping the future.
- Why he says that the power law distribution in venture is a result of the picking process.
- How he thinks about follow-on investments.
- Venture capital and poker.
- The reasons that the structure of venture funds hasn’t changed.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Daniel Gross and Brett Berson on Breaking Down Common Startup Tropes Mar 01, 2020

Show notes

Daniel Gross (@danielgross) of Pioneer and Brett Berson (@brettberson) of First Round join Erik on this episode.
They discuss:
- The different types of founders and the different companies they eventually end up building.
- Creating positive feedback loops for aspiring entrepreneurs.
- The psychology of founders, and why at the end of the day they are status and hierarchy maximizers, and why it’s important to find the right hierarchy to maximize within.
- The advice that you can’t truly appreciate until you experience it firsthand.
- The three most harmful structures that keep people from starting companies.
- The best interview questions.
- Why peculiar ways of running a company are celebrated early on, and whether companies succeed because of or in spite of those peculiarities in management.
- Structural changes that could increase the number of founders.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Andreas Klinger on the Future of Remote Work Feb 29, 2020

Show notes

Andreas Klinger (@andreasklinger), founder of Remote First Capital, joins Erik on this episode.
They discuss:
- What has led to the rise of remote work
- The recent acceptance of remote work by Silicon Valley VCs
- What companies can now be built because of remote work
- How private equity is driving the transition to remote work
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

The State of Biohacking in 2020 with Andy Coravos, Nina Alli, and Beau Woods Feb 28, 2020

Show notes

Andy Coravos (@AndreaCoravos), Nina Alli (@headinthebooth), and Beau Woods (@beauwoods) join Erik on this episode.
They discuss:
- Software’s role in medical devices and our increasing dependence on it
- What is DEF CON and who attends
- How medical device manufacturers should be working with hackers
- What’s the relationship between regulators and security researchers
- The state of DIY biohacking
- The relationship between the FDA and startups
- What would the FDA look like if you could rebuild it from scratch
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.
If you'd like to learn more about the collaborative movement between security researchers and the medical device community, check out https://wehearthackers.org/

What Silicon Valley Doesn’t Get About Hedge Funds with Dan McMurtrie Feb 27, 2020

Show notes

Dan McMurtrie (@supermugatu), founder of Tyro Partners, joins Erik on this episode.
They discuss:
- The similarities and differences between hedge funds and venture capital.
- Why “you’re usually competing against yourself” in liquid markets.
- His thoughts on the crypto gold rush in 2016-2017.
- What venture capitalists need to know about short-selling.
- His view of trends in healthcare, housing, and education, and the political implications of those trends.
- Why he’s deeply concerned about the 2024/2028 election cycle.
- How to evaluate management and how to think about leadership styles.
- How to think about risk management when investing.
- His writing on online dating and the future of relationships.
- His thoughts on comedy and why it’s such a powerful medium.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

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