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The Silicon Valley Podcast
Shawn Flynn
277 episodes
2 days ago
We interview famous Entrepreneurs, Venture Capitalists, and Leaders in Tech. Learn their secrets and see tomorrow’s world today.
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Entrepreneurship
Technology,
Business,
Investing
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All content for The Silicon Valley Podcast is the property of Shawn Flynn and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
We interview famous Entrepreneurs, Venture Capitalists, and Leaders in Tech. Learn their secrets and see tomorrow’s world today.
Show more...
Entrepreneurship
Technology,
Business,
Investing
Episodes (20/277)
The Silicon Valley Podcast
Ep 276 Building Better Funds & Partnerships with Dr. Bijna Kotak Dasani
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
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2 days ago
45 minutes

The Silicon Valley Podcast
Ep 275 Measuring & Managing Value with Tim Koller, Co-Author of McKinsey’s Valuation
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.  
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1 week ago
44 minutes

The Silicon Valley Podcast
Ep 274 What Makes Entrepreneurs Unstoppable? With Lori Rosenkopf
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.
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2 weeks ago
46 minutes

The Silicon Valley Podcast
Ep 273 How AI is Changing Deals & Global Development with Jeff Kafka and Brian Rogers
 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.
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3 weeks ago
46 minutes

The Silicon Valley Podcast
Ep 272 Startup Founder Pay, AI’s Impact, and Bootstrapping Trends with Pilot CEO Waseem Daher
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.  
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1 month ago
37 minutes

The Silicon Valley Podcast
Ep 271 Reimagining Work and Storytelling in the Age of AI with Shawn Villaron
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.
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1 month ago
41 minutes

The Silicon Valley Podcast
Ep 270 Redefining Networking and Security in the Age of AI with Pankaj Patel
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
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2 months ago
41 minutes

The Silicon Valley Podcast
Ep 269 How to Break into Venture Capital with Taylor Brandt
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
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2 months ago
40 minutes

The Silicon Valley Podcast
Ep 268 The Mindset of a Top-Tier VC with Mercedes Bent
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.
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2 months ago
43 minutes

The Silicon Valley Podcast
Ep 267 Scaling Seismic Ventures with Ross Fubini
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.
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3 months ago
32 minutes

The Silicon Valley Podcast
Ep 266 Building AI at the Edge of Innovation with Ben Van Roo
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.”
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3 months ago
43 minutes 36 seconds

The Silicon Valley Podcast
Ep 265 A Global Perspective of Venture Capital: with George Panagiotakopoulo
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.
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3 months ago
49 minutes 42 seconds

The Silicon Valley Podcast
Ep 264 Why Memory is the Unsung Hero of AI, with Thomas Coughlin
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 Advic
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3 months ago
33 minutes 10 seconds

The Silicon Valley Podcast
Ep 263 “Buying a Business the Right Way with Jed Morris
“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.  
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4 months ago
54 minutes 2 seconds

The Silicon Valley Podcast
Ep 262 Leading in Web3 A Conversation with Arto Bendiken
🎧 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.”  
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4 months ago
41 minutes

The Silicon Valley Podcast
Ep 261 Beyond Spreadsheets Insights on Product Growth & Market Strategy with Anita Koimur Co-Founder & Coo at Liveflow
Guest: Anita Koimur, Co-founder & COO of LiveFlow LinkedIn: https://www.linkedin.com/in/anitakoimur/ Episode Summary: Join us as we sit down with Anita Koimur, a seasoned entrepreneur and the brilliant mind behind LiveFlow. Anita shares her compelling journey from a successful career in Business Development to co-founding a groundbreaking company. We delve into her experiences, including her time at the prestigious Y Combinator, and explore the critical decisions founders face, such as relocating to be closer to their market. This episode offers invaluable insights into identifying and acquiring early customers, the dynamic evolution of a product, and the transformative power of AI in both blue-collar/service industries and the future of financial automation. Anita also sheds light on the challenges CFOs face with disparate financial documents, the complexities of M&A in the finance world, and where she sees LiveFlow positioned within the broader landscape of AI tools. Tune in for a deep dive into business growth, strategic product development, and the exciting future of financial automation. Key Discussion Points: Anita's Career Journey: Her background and the pivotal moments leading up to entrepreneurship. Transition to Founder: The inspiration behind starting a company and the skills carried over from her Business Development days. Y Combinator Experience: Key takeaways and the impact of going through the accelerator program. Geographic Imperative for Founders: The importance of location (e.g., UK to NYC) in relation to market proximity. Early Customer Acquisition: Strategies for getting first customers and building initial trust and credibility. Customer Profile Evolution: How LiveFlow identified and refined its ideal customer over time. Product Evolution: Pivotal moments and feedback that shaped LiveFlow's development since launch. AI in Blue-Collar & Service Industries: Anita's vision for AI's implementation in these sectors. CFO Challenges: Addressing the problems CFOs face with multiple financial documents from various companies. AI's Impact on Business Growth: How AI has shifted Anita's perspective on strategy and its role in future financial automation. M&A and Finance: The biggest issues in the finance world during M&A and how tools like LiveFlow can help. Future of Financial Automation: What excites Anita most and where she sees the industry heading in the next 5-10 years. LiveFlow's Future Trajectory: Whether LiveFlow is a standalone entity, part of a larger suite, or a potential consolidator. Connecting with Anita & LiveFlow: Best ways for listeners to learn more and explore the platform. Website https://www.liveflow.com/  Promo Code: SVP 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.”  
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4 months ago
31 minutes 54 seconds

The Silicon Valley Podcast
Ep 260 Building with Purpose: Leadership, Legacy, and Lessons from Ron Petrinovich
In this episode, we sit down with Ron Petrinovich, a seasoned entrepreneur and co-founder of Freedom Equity Group (FEG). With deep roots in Silicon Valley and a legacy shaped by family, faith, and business acumen, Ron shares pivotal moments from his entrepreneurial journey—including multiple business restarts, scaling a company to national success, and eventually exiting in 2024. Ron offers candid insights into what it takes to build a company with values at the core, the importance of team-building from day one, and how he designed a unique internal point system that fueled performance and growth. From leadership evolution to fostering a scalable culture, this episode is packed with practical wisdom for entrepreneurs at any stage. 👤 Guest Bio: Ron Petrinovich was born and raised in Los Gatos, California. He holds a BS and MBA from Santa Clara University and spent decades building a career rooted in business leadership, mentorship, and tax-efficient retirement planning. Ron was deeply influenced by his father—a successful CPA and entrepreneur—which instilled in him the drive to build and scale ventures that empower others. After co-founding and leading Freedom Equity Group to a successful exit in 2024, Ron now dedicates his time to mentoring the next generation of entrepreneurs. 💬 What You'll Learn in This Episode: The entrepreneurial lessons Ron learned from growing up with a CPA father How to navigate business restarts and turn them into moments of growth What differentiated Ron’s approach when launching his final company The scalable point system he developed to drive motivation and results Key strategies that helped FEG scale nationally How leadership evolves with company growth The traits Ron looks for in early hires—and how to build a value-aligned culture Why great training matters and how to structure it The mindset behind mentoring future leaders 🔑 Key Questions Covered: What pivotal restarts shaped your career, and what did they teach you? How did your upbringing with a CPA father influence your business mindset? What made your most recent venture different from earlier efforts? Can you explain the point system you implemented and how it impacted your team? How did you know when your company had real traction, and how did you respond? How did your role evolve as the business grew? What are you most proud of, and what would you do differently? How do you foster a scalable, values-driven culture? What advice do you have for startups trying to attract strong early talent? What does great training and leadership development look like to you? 🔗 Connect with Ron Petrinovich: 🔹 Ron on LinkedIn     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.
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4 months ago
45 minutes 5 seconds

The Silicon Valley Podcast
Ep 259 Subliminal Selling: How to Influence Without Saying a Word — with Rick Otton
In this episode of The Silicon Valley Podcast, we sit down with Rick Otton, author of How to Sell Without Ever Saying a Word, and a global expert in communication, influence, and what he calls Subliminal Science. Rick has built a career challenging traditional sales tactics, instead unlocking the power of subconscious communication and emotional decision-making. Introduced through M&A strategist Craig Keegan, Rick shares the lessons and philosophies that have helped him build successful brands and businesses across the world—without spending big on advertising. We explore how Rick's unique approach applies to entrepreneurship, dealmaking, brand building, and life itself. 🔍 In This Episode, We Cover: Rick’s unconventional path to building a global brand What Subliminal Science is and how it works in sales and communication The story behind How to Sell Without Ever Saying a Word A “lucky accident” that shaped Rick’s business journey Where entrepreneurs should look for opportunities in the next 5 years How to build influence without being the loudest in the room Why being the second smartest person is a powerful position Mistakes people make when trying to persuade or influence others Rick’s approach to entering new international markets How subconscious cues and emotions drive decision-making One piece of advice that always surprises founders Why “nobody knows anything about anything” (and why that’s good news) 🔗 Learn More About Rick: Website: subliminalselling.co LinkedIn: Rick Otton 💡 Quote from Rick: “You don’t need to be the smartest person in the room—you need to be the one asking the right questions.” ⚠️ 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.
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5 months ago
59 minutes 48 seconds

The Silicon Valley Podcast
Ep 258 Unlocking Innovation: The Future of IP with Jeffrey Tiong, Founder & CEO of Patsnap
Episode Summary: In this episode of The Silicon Valley Podcast, we sit down with Jeffrey Tiong, the visionary founder and CEO of Patsnap, a global leader in IP and R&D intelligence. From identifying a market gap in patent data to building a unicorn that serves some of the world’s top innovators, Jeffrey shares the insights behind his entrepreneurial journey—and where he sees the future of innovation heading. We explore how the role of intellectual property is evolving in a fast-moving tech world, why Patsnap chose not to go public in Singapore, and how powerful AI agents are reshaping the B2B landscape. Whether you're a founder, investor, or technologist, this episode is packed with actionable takeaways on staying competitive in today’s innovation economy. 🔑 Topics Covered: Jeffrey’s entrepreneurial journey and the founding story of Patsnap How metrics for IPOs have shifted over the years Why Patsnap opted out of the Singapore exchange and the appeal of Nasdaq The strategic value of patents in today’s innovation cycles Why companies choose to disclose IP—and when they shouldn’t The impact of AI agents on B2B business models How tech CEOs stay informed on macro trends and startup disruption Navigating private market data and competitor intelligence The pros and cons of building a global-first company from Singapore Real-world examples of how Patsnap helps companies protect and leverage innovation 🧠 Bonus Insights: Hidden opportunities in lesser-known patent categories Balancing innovation with business execution The future of R&D intelligence in a world dominated by AI 👤 About Jeffrey Tiong: Jeffrey Tiong is the founder and CEO of Patsnap, a platform that helps innovators access and understand global IP and R&D data. With a mission to democratize innovation, Jeffrey has built Patsnap into a global tech powerhouse, supporting companies in over 50 countries. 🔗 Connect with Jeffrey: LinkedIn 🌐 Learn more about Patsnap: www.patsnap.com ⚠️ Disclaimers: 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. 🎧 Subscribe to The Silicon Valley Podcast for more conversations with tech leaders, founders, and disruptors shaping the future.
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5 months ago
45 minutes 4 seconds

The Silicon Valley Podcast
Ep 257 How VCs Think: Insights from Keshia Theobald-van Gent
In this episode, we sit down with Keshia Theobald-van Gent, a seasoned venture capital investor with deep expertise in fund economics, portfolio strategy, and founder alignment. Keshia shares her sharp insights into how today’s most successful VCs operate and what emerging fund managers and founders need to know to succeed in this dynamic ecosystem. Whether you're a founder seeking to better understand how VCs evaluate your startup, or an emerging fund manager preparing to launch your first fund, this episode is packed with actionable takeaways and deep industry wisdom. 🔍 Topics Covered: Keshia’s Career Journey: How her professional path has shaped her perspective on modern venture capital. What VCs Look For in Startups: The core criteria venture capitalists prioritize when evaluating investments—and how founders can align. Balancing Vision & Returns: How VCs manage the tension between financial ROI and founder vision. Key KPIs in Venture Investing: The metrics that matter and how startups should track and report them. Red Flags for VCs: Common early indicators of trouble in portfolio companies—and how to avoid them. Liquidity & Exits: How VCs think about liquidity events, secondary sales, and capital returns. Crafting an Investment Thesis: What goes into building a compelling thesis that attracts LP capital. Venture Capital & Family Offices: Trends shaping these increasingly collaborative relationships. Fund Economics Explained: Core differences between venture capital and private equity economics. Overlooked Fund Expenses: Hidden costs that new fund managers often miss. Reporting to LPs: How firms communicate performance, and what LPs actually care about. When Investments Go to Zero: Fund strategy, tax implications, and wind-down considerations. Lessons for Emerging Managers: Common pitfalls and best practices for first-time fund leaders. Founder Success Story: A candid look at one portfolio company’s journey and growth challenges. 💡 Bonus Insights (if time allows): How branding influences deal flow and VC visibility. One thing Keshia would change about the VC industry. How AI and automation are changing the game for VCs and founders alike. 📬 Connect with Keshia: To follow Keshia’s work or reach out for collaboration, connect with her on LinkedIn. 📌 Disclaimer: The views expressed in this episode are for educational and informational purposes only and do not constitute financial or investment advice. The views expressed are personal and do not necessarily reflect the views of any affiliated organizations. Such as the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.”
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5 months ago
36 minutes 3 seconds

The Silicon Valley Podcast
We interview famous Entrepreneurs, Venture Capitalists, and Leaders in Tech. Learn their secrets and see tomorrow’s world today.