In the 24th episode of Cartoon Avatars, QED Investors Co-Founder and CIO Frank Rotman joins the crypto debate with Zach, and discusses Capital One’s unique origins and structure with Logan. Plus the “Redpoint TikTok Guy” Rashad Assir is finally revealed in his first appearance on the pod.

(0:00) Intro

(0:44) Introducing Rashad Assir

(3:25) Introducing Frank Rotman

(6:36) History of Capital One

(14:40) Building the infrastructure

(16:25) Starting QED

(18:29) Frank’s Web3 journey

(24:15) Where’s the substance?

(28:37) What in crypto makes the most sense?

(30:48) Lending vs Leverage

(36:55) Crypto in different countries

(45:14) Products are the hard part

(50:24) Noisy data

(52:40) To what extent is this interesting?

(1:00:16) The oracle problem

(1:07:47) Protections of a bank

(1:12:45) Reversibility

(1:17:52) Embedded features

(1:23:13) Mercenaries vs missionaries

(1:27:13) Web3 living up to its name

(1:36:06) Immutable public database

(1:39:09) Outro

Links:

https://www.tiktok.com/@redpoint?lang=en

https://www.tiktok.com/@corporayshid?lang=en

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music Griff Lawson

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About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

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🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode of The Logan Bartlett Show, we sit down with the people behind today’s most important startups and extract the tactics, lessons, and frameworks they’ve learned the hard way. Conversations span hiring to GTM, product, growth, fundraising and everything in between - collectively forming the ultimate playbook to make you a better CEO, investor or board member.

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