Austin Next

Rankings aren’t just a scoreboard. They’re a map. Dealroom’s Yoram Wijngaarde and StartupBlink’s Eli David Rokah join the show to unpack ecosystem momentum, enterprise-value growth, and the business-environment factors that move founders, corporates, and capital. We read the global rankings with Austin as a live case study, setting its momentum against incumbent hubs to find the signal in the noise.  Highlights00:59 Momentum as design choice in rankings 03:22 Enterprise-value growth vs VC funding07:30 Austin’s outlier growth among peers11:15   Rankings: conversation starter, decision tool 23:22 Policy mistakes become tailwinds29:05 Clusters, super-regions, friction costs37:15  Austin ranked 4th US, 5th global42:47 AI shocks ecosystem volatility 44:06 What's Next Austin?Guest BiosYoram Wijngaard:  Founder of Dealroom.co which was launched in 2014 to provide intelligence about the world’s most promising startups and ecosystems. Before founding Dealroom, Yoram was an investment banker at Lehman Brothers, Nomura Securities and NOAH Advisors in New York and London. Yoram has a cum laude Master’s degree in Economics from the University of Amsterdam.Eli David Rokah:  Founder and CEO of StartupBlink, advising governments and corporates worldwide and publishing the Global Startup Ecosystem Index.Guest LinksYoram Wijngaard: X, LinkedInDealroom: Website, The Global Tech Ecosystem Index 2025Eli David Rokah: X, LinkedInStartupblink: Website, The Global Startup Ecosystem Index Report 2025 -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

How do 100X engineers, cheap development, and AI-everywhere workflows flip slow-moving industries and legacy business models? AffiniPay CEO Dru Armstrong joins to discuss how vertical fintech and generative AI reshape professional services, the evolution of a new small-business software stack, and Austin’s climb to a top five tech cities.  Highlights00:00 AffiniPay overview & mission02:57 Why solo firms need vertical SaaS05:45 Unified platform vs best-in-class tools08:26 AI’s early impact on law and accounting11:39 Billable-hour model under pressure14:20 Where AI in services is heading next17:03 Culture change: adopting AI at work20:14 Automating routine legal workflows30:19 Manufacturing Cost crashes & roles31:40 Austin emerging as a FinTech frontier34:54 Building a legal-payments platform locally39:34 Generative AI’s effect on big-law practice45:55 Faster product cycles with AI tools48:35 How engineering roles are evolving53:34 What's Next Austin" “I want Austin in the top five."Guest BioDru Armstrong is the Chief Executive Officer of AffiniPay, LLC, a leading financial technology software provider for professionals, since July 2021, where she has implemented and executed a new strategic direction for the business, including its transformative acquisition of MyCase. Prior to joining AffiniPay, Ms. Armstrong served as Chief Executive Officer of Grace Hill, LLC, a real estate technology and software provider, from June 2016 to July 2021, and as Chief Product Officer from September 2015 to May 2016. Ms. Armstrong received a Master of Business Administration from the University of Chicago Booth School of Business, a Juris Doctorate from the University of Chicago Law School, and a Bachelor of Arts in Economics from Columbia University.Episode LinksDru ArmstrongAffinipayKaleidoscope September 2-4, 2025 -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

We live in an age of unprecedented creative tools, from generative AI and design platforms to open access to code, capital, and talent. Joining this episode is John Roescher, Founder and CEO of Raw Materials, the design firm behind the public-facing strategies of Anduril, Saronic, and Meta, to explore why design should not be treated as decoration, but as a cultural and strategic function. Because in the end, with all this power, the outcome still comes down to a choice: Will we design with intention or default to slop?Chapters01:13 Design as Product04:51 Outsourcing vs Partnering08:04 The Creative Process and Why “I Like That” Isn’t Enough11:30 AI, Craft, and Care: Tools vs Slop16:52 Efficiency or Excellence23:19 Unlocking Core Creativity Inside Companies28:01 Design as Strategy32:39 From Founders to Cities: Owning the Narrative40:28 Intentionality vs Accident45:04 What You Ship Says Everything46:45 What’s Next Austin?John Roescher: X/Twitter, LinkedInRaw Materials: Website, Instagram, X/Twitter, LinkedIn -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

Mushrooms, coffee, and diapers. It’s not the start of weird joke, but the the innovation arc of Tero Isokauppila, one of the most uniquely disruptive founders at the convergence of bio and consumer goods. From building the $2B mushroom coffee category at Four Sigmatic to launching HIRO, the world’s first fungi-based diaper, Tero’s work reflects something deeper; how Austin’s convergence of culture, capital, and cross-sector energy is creating the next innovation frontier.02:18 – From Farm Kid to Mushroom Category King05:45 – The Biology of Fungi as Platform Tech09:03 – Why America Is Mushroom-Illiterate10:38 – Product Before Mission: Lessons from Tesla and HIRO16:35 – CPG vs Biotech: Funding, Moats, and Returns25:57 – Why Austin Became a CPG Powerhouse31:39 – Tech and CPG: Still Separate Worlds in Austin35:41 – Frontier Cities Need Cultural + Sector Convergence1:01:15 – Manufacturing’s Real Bottlenecks (and Myths)1:05:06 – “What’s Next Austin?”: Ego Death, Rebirth, and Maturity Tero Isokauppila: LinkedIn, YouTubeFour SigmaticHIRO -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

What does it mean to build the future of Bio & Health at the frontier, and why is Austin the place to do it? Recorded live at Health Supernova, this episode explores the deep structural shifts underway in bio, health, and tech. From trillion-dollar ambitions to FDA bottlenecks, from digital-first hospitals to the rise of cowboy talent in Bio & Health, Austin is staking a claim not as a follower but as the system and stack that comes next.  Episode HighlightsAustin’s Bio & Health Frontier ThesisCan Austin build what healthcare won’t?FDA still runs on PDFsWhat would it take to build a trillion-dollar bio company?Frontier talent are cowboysCost of the biotech winterDigital-first hospital as a living labWhy bio needs platforms, not just transformational assetsIntegration is the real bottleneckWhat's Next, Austin Bio & Health?Steve Hahn: “The next major company that disrupts medicine and brings us 20, 30 years advanced over the next year.”Charley Taylor: “Re-envisioning what healthcare, academic medicine can look like”Micha Breakstone: “Make Austin into a real hub at the intersection of AI and biotech” -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

Is Bitcoin just a financial instrument, or is it a wedge into the future of energy, policy, and power? Brian Morgenstern, head of public policy at Riot Platforms, lays out how mining is becoming critical infrastructure and why the US can’t afford to fall behind. From sovereign wealth strategies to regulatory fragmentation, this conversation unpacks how Bitcoin could reshape geopolitical leverage and why Texas may be at the center of it. Episode HighlightsMining as energy monetizationBitcoin as a strategic reserveThe sovereign wealth fund questionTax policy throttles adoptionWhy stablecoins are infrastructureBitcoin's edge over other cryptoFragmented and reactive regulationNuclear’s resurgence via AI demandWhat’s Next Austin?“Bitcoin miners, AI, energy, all getting married in Texas to make the US the leader of the world.”Guest LinksBrian MorgensternRiot Platforms -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

Specificity isn’t just a design choice. It’s the differentiator when inches matter. Nick Tippmann, founding partner of TipTop VC, explains how vertical AI is rewriting the software industry by going deeper, not wider. From the transition beyond SaaS to the gray zone between foundational models and high-stakes applications, we explore how vertical AI can transform laggard industries and why Austin might lead the race.  Episode HighlightsWhat Vertical AI Really MeansSpecificity as the New MoatFounders, Not Just ModelsWhen General AI FailsSeed-Strapping Real or NotRewriting Pricing LogicVertical AI Talent MixRedefining TAM in Niche MarketsScaling without OverspendingWhat’s Next Austin?"Austin becomes a global hub for vertical AI winners with the rich combo of the enterprise SaaS lineage, the critical industries that are based here, the talent from the previous winners, the emerging talent from the universities, and more and more experienced operators and founders moving here for their second act"Nick TippmannTipTop VC -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

Innovation does not scale on size alone. It accelerates on the connective threads of an ecosystem, from curated founder groups to open networks and through shared stories and honest champions. Brian Hall, incoming President of the Austin Chapter of Entrepreneurs’ Organization, joins us to explore what actually drives trust, access, and scale in a thriving tech hub.Episode HighlightsRole of Ecosystem Connective TissueFounder Forums and Peer AccountabilityThird Rooms vs Third SpacesDepth Over Volume in RelationshipsTime Scarcity in Founder SupportWhy Healthy Ecosystems ScaleNavigating Fragmentation in AustinGatekeeping and Startup AccessScaling Founder InfrastructureWhat’s Next Austin? “Healthy things grow. And that starts with an individual, but then it goes to the city and beyond.”Episode LinksBrian Hall: LinkedIn, X/TwitterEO Austin; Traverse Legal; TraverseGC; TraverseConcierge -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

The $6 trillion chemical industry is on the verge of a revolution as biology moves from the doctor's office to the industrial zone. Veronica Breckenridge, Founder and Managing Partner of First Bight Ventures, is investing in early-stage bio manufacturing companies while building the ecosystem to catalyze their growth.  We discuss the tech powering the revolution, why Houston's first principles position the region to own the sector, and how Austin's innovation can help supercharge it. Episode HighlightsFirst Bight Ventures: Investing in Industrial BioDisrupting a $6 Trillion Chemical IndustryScaling Platform Molecules for Real-World ImpactCrossing Industrial Bio’s "Valley of Death"Houston’s Chemical Engineering AdvantageCapital Efficiency and Scale-Up StrategiesHow AI Is Accelerating Biotech DiscoveryBuilding Pilot Facilities and Collaborative EcosystemsUnlocking a Texas Bio Manufacturing HubWhat's Next Austin & Houston?"Texas should create a consortium...we're going to own bio-manufacturing" Episode LinksVeronica BreckenridgeFirst Bight Ventures -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

At a hinge point when tech leadership determines the balance of geopolitical power, deep tech investment has never been more critical to America's future. Jordan Blashek, co-founder of America's Frontier Fund, brings his perspective on innovation for national advantage. From investing in defense tech to the newly launched Endless Frontiers, we discuss Jordan's vision for rebuilding American strength through strategic innovation and how Austin finds itself right in the thick of this transformation. Episode HighlightsAmerica's Frontier Fund MissionDeep Tech Funding ModelsManaging Tech vs Market RisksDefense Tech Trends - M&A, Talent, Dual UseFamily Offices as Strategic InvestorsUS-China Tech CompetitionLaunching Endless FrontiersRebuilding American StrengthAustin as a True Power CenterWhat's Next Austin?"Arts and Culture...It means the storytellers are here. The most creative people are here. And when you combine that with the existing resources and things we have I think this city has no limits."Jordan Blashek: X/Twitter; LinkedIn -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack