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Village Global Podcast

Latest episodes

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Apr 11, 2023 • 33min

The Intersection of Technology and Media with Louise Story 

Louise Story (@louisestory) most recently was the Chief News Strategist and Chief Product & Technology Officer at The Wall Street Journal. Louise also spent more than a decade at the New York Times. She joins Olga Serhiyevich on this episode to discuss:Her unique role at the Wall Street Journal and some of the products that she built, including AI/ML models to alert reporters when stocks were moving in certain ways that let them get ahead of emerging stories, as well as an early version of ChatGPT that let a user ask a question about what a political candidate thought on a given issue which pulled an answer from transcripts of their interviews and speeches.The shift to following people rather than news outlets.The importance of a strong legal department at a news outlet that protects journalists and stands up for freedom of the press.Her forthcoming book on the black-white wealth gap and the fact that at the median, black individuals in America have 12 cents in wealth for every one dollar that a white person has.Why telling stories through people is the best way to keep an audience’s attention.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Mar 16, 2023 • 35min

Creating a Talent Marketplace with David Boehmer

David Boehmer (@DavBoehmer) speaks to Olga Serhiyevich (@olgaserhi) about the talent intermediation industry, the evolution of business models in the sector, and creating a talent marketplace at Banff.Takeaways:- Chance often has a significant impact on a person’s career but David says that a life’s impact is too important to be left to chance.- David likes to think of a career as a river. You can be swept downstream by momentum and wake up 20-30 years later without realizing that there might have been a different river that could have been better suited to you.- It’s important to manage your career proactively, the same way that you save for retirement before you need the money.- You should give the people around you explicit permission to give you direct feedback.- Sometimes his clients convince themselves that they want a job because they are in demand for it but they should instead think hard about what they really want and not just take a job because they are wanted.- Some people say that if you put your head down and work hard you will get discovered by the right types of people. David says “throw that out.” Your LinkedIn profile, your reputation, and your network matter immensely.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Feb 7, 2023 • 40min

Talent Identification, Hierarchies, and Clustering with Rohit Krishnan

Rohit Krishnan (@krishnanrohit), venture capitalist and author of the blog Strange Loop Cannon, joins Erik on this episode. Takeaways:- Many of the people at the top of their fields today say they would never get hired if they were just starting out today. Today’s selection process at elite institutions has become more stringent but has dropped the interesting variance that exists at the top of the pyramid. Plenty of people have gamified the selection process. If you’re hiring, you want to find the interesting misfits.- Higher ed used to be fantastic but now it is groaning under its scale. There should be more of a focus on job training rather than general liberal education.- Billionaires should be more eccentric and experimental. There aren’t enough idiosyncratic billionaires in the world. - It’s easier than ever for information to get from one place to another with the rise of the internet but it also means that it’s easier than ever for ways to use that information to make money to get from one place to another. This has resulted in the barbell distribution of outcomes that we see these days.- Clustering has important benefits. There’s something about bouncing ideas off of other people and egging them on in person that is special, despite the connectivity that the internet has brought.- Hierarchies make it easy to get things done in general, but hard to get any one thing done. - There are many more areas where we are not polarized than where we are polarized these days. Changing someone’s mind is a function of time and encouragement and repeated explanations, rather than forcefully convincing someone you are right and they are wrong.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Jan 26, 2023 • 49min

Thematic investing in fertility and semiconductor sectors at Recharge, technonationalism, and lessons from David Swensen with Lorin Gu

Lorin Gu, founding partner of Recharge Capital, joins Olga Serhiyevich, Head of Investor Relations at Village Global to discuss:- Why Recharge structures its investing thematically, rather than by asset class.- The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.- What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.- How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.- The current wave of technonationalism around the globe.- Lorin's media diet and his interest in art.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Jan 12, 2023 • 53min

Alex Chalunkal on Structured Equity and The Current Investing Environment

Alex Chalunkal is Chief Investment Officer at a family office where he manages a $1B+ portfolio focused on impact, venture, and climate tech investing. He was interviewed by Olga Serhiyevich, Head of Investor Relations at Village Global. Takeaways: - Alex says that the consensus is that there will be a mild recession in 2023. - He says that the energy transition, health, and climate are key sectors he is focusing on. - Technology is an important tool to help improve the labor shortage in the US because tech creates more productive workers who can get more done with less. - Structured equity can be an important tool for companies with stable revenue and cash flow. There are many covenants that are often added to a debt product so it’s not necessarily the right tool for a company that has lots of potential volatility in revenue, product, or pricing. - Alex is excited about climate tech investing. He says that in the US we have the raw materials but not necessarily the policies in place to combat climate change so investing in areas that are aligned with policy is key. Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal. Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Dec 13, 2022 • 56min

Ian Bremmer on The Intersection of Geopolitics and Technology

Ian Bremmer (@ianbremmer), president and founder of Eurasia Group and GZERO Media joins Olga Serhiyevich (@olgaserhi), Head of Investor Relations at Village Global for a conversation about global geopolitical trends and their impact on technology. Takeaways:- Ian has been in the room with world leaders as they make decisions about how to prepare for potential wars. He says that it’s easy to criticize their decisions afterwards but having been there has given him an appreciation for just how difficult it is to make those decisions under constraints and how little ideology plays into those decisions.- The US is no longer willing to act as global policeman, architect of global trade, or cheerleader for values the way it has in the past. No other country is wiling or able to fill that void, which leads us to a “GZERO” world where there is no clear leadership.- Tech companies like Microsoft and Starlink acting as sovereigns in Ukraine helped the country stay independent and likely kept Zelensky in power.- Ian says that the US and China are not in a Cold War and are not headed for a Cold War. He says that the leadership of both countries isn’t interested in a Cold War from a political perspective and that there is too much interdependence between the two nations for tensions to be ratcheted up.- Ian says that AI and algorithms have become deeply political without us realizing it. Tech companies have been A/B testing not for what makes for a better society but for what leads to more addiction. He says this is the most disturbing and destabilizing trend in tech today.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Nov 10, 2022 • 39min

The Future of the Space Economy with Mo Islam

Mo Islam (@itsmoislam), co-founder of Payload Space, joins Lucas Bagno and Ian Cinnamon on this episode. Takeaways:- There is no doubt that we are in the early stages of the space economy, Mo says.- The cost to go to Mars will be paid many times over by the young engineers who will be inspired by the mission.- There are three main buckets in the space economy: space for earth (companies creating products for humans on earth via their space endeavors), space for space (companies serving other companies in space) and beyond earth (“science fiction”-type activities like colonization, mining, and exploration).- The International Space Station cost $100B to build.- SpaceX built the Falcon 9 at 1/10th the cost that NASA estimated.- In the 1960s there were only two space programs but now there are 80+ and they are all trying to get an economic return on investment.- Mo’s contrarian take is that launch is actually underhyped. Very few companies have a launch vehicle that has made it to orbit with a significant payload capacity.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Nov 3, 2022 • 39min

Dual Use Tech with Ari Schuler and Andrea Garrity

Ari Schuler, CEO of goTenna, and Andrea Garrity, Chief Growth Officer of goTenna, join Lucas Bagno and Ian Cinnamon join us on this episode of Solarpunk. Takeaways:- goTenna was founded after Hurricane Sandy when a brother and sister didn’t know if the other was safe because the cell network weren’t working. It has since grown into the company that it is today, selling to government as well as consumers.- Ari and Andrea suggest that startups refrain from complaining or dwelling on how tough the procurement system is to navigate in the US government. They say “pass the test, don’t fight the test.”- Andrea says that much of innovation is personality driven — finding the right people who will run through walls when everyone else gives up.- There is plenty that they would change about the government procurement system. If one agency has found a tech useful, other agencies should be able to also use that tech without going through all the paperwork and bureaucracy over again.- The fact that US doesn’t manufacture much at home and would be stranded if a major war started tomorrow is of concern to them.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Oct 26, 2022 • 28min

Unbundling K-12 Education with Joe Connor of Odyssey

Joe Connor (@josephjconnor), founder of Odyssey (@WithOdyssey_), joins Anne Dwane and Lucas Bagno on this episode. Takeaways:- ACT test scores are at the lowest level in 30 years. 42% of students met none of the college readiness benchmarks.- District schools are not providing what parents need so children are leaving them in large numbers.- Parents have realized that they would be better off unbundling education so that children receive different parts of their education in different places, not just at a single district school.- Odyssey is fundamentally changing how education is funded in the US.- The US has 132,000 K-12 schools. For context, there are 13,000 McDonald’s locations. Teachers are the second largest occupation category in America after retail clerks.- Parents have been able to successfully push for programs like Odyssey’s by contacting their state senator or congressperson.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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Oct 24, 2022 • 32min

Spacecraft Manufacturing with Apex’s Ian Cinnamon and Max Benassi

Ian Cinnamon (@iancinnamon), co-founder and CEO of Apex Space, and Max Benassi (@mxbenassi), co-founder and CTO, join Lucas Bagno on this episode of Solarpunk. Takeaways:- The cost per kilogram to get things into space has gone down dramatically over the last several years. - Satellites have two parts: a payload and a bus. The bus is the actual structure of the satellite and despite all the hundreds of billions of dollars invested in launch companies, basically no venture money has gone into satellite bus manufacturing.- Satellite buses are currently designed from the ground up and assembled by hand in small volumes.- Apex (apexspace.com) is working on building scalable and reliable satellite buses.- The founders fundamentally believe that humans will be a multi-planetary species and that in the future all these spacecraft that will be carrying people around the solar system will not be made by hand. - Despite the economic downturn, there has never been a better time to be a founder. Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

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