The CTO Show with Mehmet Gonullu

Mehmet Gonullu
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Jan 5, 2026 • 50min

#561 Fall in Love With the Problem, Not the Product: Ghazenfer Mansoor on Why Startups Fail

In this episode, Mehmet sits down with Ghazenfer Mansoor, Founder and CEO of Technology Rivers, to unpack why so many software products fail quietly and what actually separates ideas that ship and scale from those that die early.Drawing on two decades of experience and over 60 shipped applications, Ghazenfer shares hard-earned lessons on customer discovery, feature bloat, technical debt, AI with real ROI, and building system-powered businesses that scale sustainably, especially in regulated industries like healthcare.This is a practical, no-fluff conversation for founders, CTOs, and operators building real products in a noisy AI-driven world.⸻👤 About the GuestGhazenfer Mansoor is the Founder and CEO of Technology Rivers, a custom software development company with deep expertise in healthcare, HIPAA-compliant systems, and AI-driven operational automation.He began his career as an early startup engineer, entered mobile development in its earliest days, and has since helped build and scale dozens of products. Ghazenfer is also the author of the upcoming book Beyond the Download, focused on building mobile apps people actually love and use.https://www.linkedin.com/in/gmansoor/⸻🧠 Key Takeaways • Why most startups fail by building solutions before validating problems • How feature bloat quietly destroys velocity, quality, and scalability • The hidden cost of technical debt and why postponing it always backfires • Why AI tools fail without clean data and mapped workflows • How regulated industries can innovate without breaking compliance • The shift from people-powered growth to system-powered growth • Why founders should think like acquirers from day one⸻🎯 What You’ll Learn • How to identify the real problem worth solving before writing code • How to prioritize features without killing your product roadmap • Where AI delivers real ROI versus where it’s just pitch-deck noise • How to design internal systems that create defensibility and valuation • Why compliance and innovation are not opposites • How to build products that users return to, not just download⸻⏱️ Episode Highlights & Timestamps • 00:02 Ghazenfer’s journey from early mobile engineering to healthcare software • 05:10 Why most startup ideas fail before reaching scale • 08:00 Feature race vs focus and why more features hurt products • 10:15 Technical debt explained in simple, practical terms • 14:00 AI in practice vs AI in pitch decks • 17:30 Why workflows matter more than tools • 19:45 Innovating in healthcare without breaking HIPAA • 23:00 RAG, hallucinations, and building safe AI systems • 26:45 Beyond the Download and building retention-first products • 35:30 Moving from people power to system power growth • 41:00 Thinking like an acquirer from day one • 46:00 Final advice on AI, innovation, and staying relevant⸻📚 Resources Mentioned• Technology Rivers https://technologyrivers.com/ • Beyond the Download by Ghazenfer Mansoor: https://technologyrivers.com/l/beyond-the-download/ • HIPAA compliance principles • Retrieval-Augmented Generation (RAG) architectures • AI tools including Claude, ChatGPT, and Gemini
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Jan 2, 2026 • 50min

#560 Why DevOps Alone Is No Longer Enough: Michael Ferranti on FeatureOps and Reliability

In this episode of The CTO Show with Mehmet, Mehmet sits down with Michael Ferranti, a seasoned tech executive and product leader at Unleash, to explore why DevOps alone can no longer meet the reliability, speed, and risk demands of modern software systems.From real-world outages at Google and Cloudflare to the rise of AI-driven delivery, this conversation introduces FeatureOps as the missing control plane that allows teams to move faster without breaking production.⸻👤 About the GuestMichael Ferranti is a tech executive with over a decade of experience across DevOps tooling, infrastructure software, open source, and enterprise platforms. He has played key roles in scaling developer-focused technologies and advises organizations on balancing innovation, reliability, and governance at scale. Today, he focuses on FeatureOps as a foundational capability for modern engineering teams.⸻🧠 Key Takeaways • DevOps optimizes deployment, but FeatureOps governs runtime behavior • Many large-scale outages are caused by “big bang” releases without kill switches • Feature flags are not just for UI experiments, they are safety mechanisms • FeatureOps enables faster shipping and lower risk at the same time • AI-driven engineering increases the need for runtime control, not less⸻🎯 What You’ll Learn • Why DevOps alone breaks down at scale • How FeatureOps differs from traditional feature flagging • Lessons from Google and Cloudflare outages • When open source helps and when it complicates GTM • How AI changes release management and reliability decisions • Why human-in-the-loop control still matters in autonomous systems⸻⏱️ Episode Highlights & Timestamps • 00:02 – Michael’s journey from early cloud evangelism to FeatureOps • 04:00 – Scaling Portworx and why technology alone is not enough • 07:30 – Open source as a GTM strategy, myths and realities • 15:00 – Kubernetes, scale assumptions, and overengineering traps • 21:30 – What FeatureOps actually is and why it matters • 24:30 – Google outage case study and the cost of big bang releases • 27:30 – Cloudflare, kill switches, and runtime control • 31:00 – FeatureOps vs DevOps explained clearly • 35:00 – AI in release decisions and risk management • 43:00 – Human-in-the-loop engineering and future architectures⸻🔗 Resources Mentioned • Unleash Feature Management Platform: https://www.getunleash.io/ • Google SRE Handbook • DORA Reports on High-Performing Engineering Teams • ThoughtWorks Feature Management Practices⸻🔗 Connect with the Guest • Michael Ferranti on LinkedIn: https://www.linkedin.com/in/ferrantim/
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Dec 29, 2025 • 46min

#559 AI Without the Black Box: Nat Natarajan on Building Trust at Global Scale

In this episode, Mehmet Gonullu sits down with Nat Natarajan, Chief Operating Officer and Chief Product Officer at Globalization Partners, to explore what it really takes to deploy AI in highly regulated environments.From labor laws and compliance across dozens of countries to human-in-the-loop AI systems, Nat shares how Globalization Partners built explainable, trustworthy AI that enterprises can actually rely on. This is a grounded, operator-level conversation on moving beyond AI hype toward real productivity and trust.⸻👤 About the GuestNat Natarajan is the Chief Operating Officer and Chief Product Officer at Globalization Partners, a pioneer in global employment solutions. He previously held senior leadership roles at companies including TurboTax (Acquired by Intuit), PayPal, RingCentral, Ancestry.com, and Travelocity. Nat brings decades of experience at the intersection of technology, regulation, and large-scale enterprise systems.https://www.linkedin.com/in/natrajeshnatarajan/⸻🧠 Key Takeaways • Why black-box AI fails in regulated industries • How human-in-the-loop design builds trust and adoption • The role of proprietary, vetted data in enterprise AI • Where general-purpose LLMs fall short for compliance-heavy use cases • Why AI should augment humans, not replace them • How CHROs and boards are rethinking AI as a “digital workforce”⸻🎯 What You’ll Learn • How to design AI systems that can explain their decisions • When to keep humans in the loop and when automation works best • How enterprises can deploy AI responsibly without slowing innovation • What makes AI adoption succeed inside large, global organizations • Why regulated complexity is an advantage, not a blocker, for AI⸻⏱️ Episode Highlights & Timestamps • 00:00 – Introduction and Nat’s background • 02:00 – Why regulated environments are ideal for AI, not hostile to it • 05:00 – Lessons from TurboTax and encoding legal reasoning into systems • 08:00 – Designing AI that avoids the black-box problem • 12:00 – Human-in-the-loop systems and guardrails • 16:00 – Why proprietary data beats generic models • 19:00 – Enterprise vs startup AI adoption dynamics • 23:00 – AI as a collaborator inside HR teams • 27:00 – Explainability, trust, and employee-facing AI • 32:00 – The CHRO’s role in an AI-powered workforce • 36:00 – From hype to real productivity with agentic AI • 40:00 – Final thoughts and advice for leaders adopting AI⸻📚 Resources Mentioned • Globalization Partners : https://www.globalization-partners.com/ • GIA:  http://www.g-p.com/gia • Prediction Machines (Updated & Expanded Edition) – referenced by Mehmet
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Dec 25, 2025 • 41min

#558 AI Is Easy to Build, Hard to Deploy: Data, Evaluation, and ROI with Bryan Wood

AI models are becoming commoditized, but deploying AI systems that deliver real ROI remains hard. In this episode, Mehmet sits down with Bryan Wood, Principal Architect at Snorkel AI, to unpack why data-centric AI, evaluation, and domain expertise are now the true differentiators.Bryan shares lessons from working with frontier AI labs and highly regulated enterprises, explains why most AI projects stall before production, and breaks down what it actually takes to deploy AI safely and at scale.⸻👤 About the GuestBryan Wood is a Principal Architect at Snorkel AI, where he works closely with frontier AI labs and enterprises to design high-quality, AI-ready datasets and evaluation frameworks.He brings over 20 years of experience in financial services, with a unique background spanning banking, engineering, and fine art. Bryan specializes in data-centric AI, programmatic labeling, AI evaluation, and deploying AI systems in high-compliance environments.https://www.linkedin.com/in/bryanmwood/⸻🧠 Key Takeaways • Why AI success is less about models and more about data and evaluation • How enterprises misunderstand ROI and why most projects stall before production • The difference between benchmark performance and real-world trust • Why evaluation must be bespoke, not off-the-shelf • How frontier labs approach data as true R&D • Why partnering beats building AI entirely in-house today • What’s realistic (and unrealistic) about autonomous agents in the near term⸻🎯 What You’ll Learn • How to move from AI experimentation to production deployment • How to design data that reflects real enterprise workflows • How to identify where AI systems actually fail, and why • Why regulated industries are proving grounds, not laggards • How startups can overcome data and talent constraints • Where AI is heading beyond today’s LLM plateau⸻⏱️ Episode Highlights & Timestamps00:00 – Introduction & Bryan’s background02:30 – Why data is now the real AI bottleneck05:00 – Models are commoditized. So what actually matters?07:45 – Why AI evaluation is harder than building AI11:30 – Enterprise misconceptions about AI readiness15:10 – Hallucinations, RAG failures, and finding the real problem18:40 – Why most AI projects fail to show ROI22:30 – Partnering vs building AI in-house26:00 – AI in regulated industries: myth vs reality30:10 – Startups, cold start problems, and data moats33:40 – Scaling data operations with small teams36:00 – What’s next: agents, data complexity, and AI timelines39:00 – Final thoughts and where AI is really heading⸻📌 Resources Mentioned • Snorkel AI – Data-centric AI and programmatic labeling: https://snorkel.ai/ • Enterprise AI evaluation frameworks • Frontier AI lab research practices • MIT studies on AI ROI and enterprise adoption
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Dec 23, 2025 • 47min

#557 The Shadow Audience Problem: Matt Zarracina on Fixing Ticketing’s Biggest Tech Blind Spot

Live events generate massive attention, yet most venues have no idea who is actually attending. In this episode, Mehmet Gonullu sits down with Matt Zarracina, CEO and Co-Founder of True Tickets, to unpack the hidden infrastructure problem behind ticketing, identity, and audience ownership.Matt shares how legacy ticketing systems optimized for transactions, not relationships, and why “shadow audiences” have become one of the biggest blind spots in live event tech. The conversation spans SaaS innovation in legacy industries, blockchain learnings, AI-driven personalization, and what it truly takes to build mission-critical infrastructure at scale.⸻About the GuestMatt Zarracina is the CEO and Co-Founder of True Tickets, a ticket custody and identity platform helping venues understand who is actually attending their events.His background spans the U.S. Naval Academy, helicopter aviation, systems engineering, an MBA, M&A consulting at Deloitte, and corporate innovation leadership before founding True Tickets full-time in 2018.https://www.linkedin.com/in/zarracina/⸻Key Takeaways • Why most venues only know 30–40% of their real audience • How “ticket custody” differs fundamentally from ticket sales • Why legacy ticketing systems were never designed for identity or post-sale visibility • The real reason ticket resale abuse and bots persist • How data unlocks personalization, donor growth, and long-term audience relationships • Why mission-critical SaaS cannot “move fast and break things” • Where AI fits next: fraud detection, pricing intelligence, and behavioral patterns⸻What You’ll Learn • What the “shadow audience” really is and why it matters • How True Tickets integrates into legacy ticketing systems without replacing them • Why frictionless UX is not always the goal and what “optimal friction” means • How venues can reclaim ownership from secondary markets • Lessons from building SaaS inside conservative, legacy industries • Why consultants and operators can become strong founders⸻Episode Highlights & Timestamps(Approximate, optimized for Spotify & YouTube chapters) • 00:00 – Introduction and Matt’s unconventional journey • 03:45 – The origin of True Tickets and discovering ticketing’s blind spot • 07:30 – Defining the “Shadow Audience” problem • 10:45 – Bots, resale markets, and why legislation alone fails • 14:00 – Real-world example: turning attendees into donors • 17:45 – What True Tickets actually does under the hood • 21:30 – SaaS in legacy industries and mission-critical systems • 26:00 – Balancing security, friction, and user experience • 30:45 – The future of ticketing: data, AI, and personalization • 35:00 – Global expansion and market opportunity • 38:30 – Founder lessons from consulting to scale-up CEO • 43:30 – Final reflections and where to learn more⸻Resources Mentioned • True Tickets Website: https://www.true-tickets.com/ • ROI Calculator and Product Demo (available on True Tickets’ site) • Super Founders by Ali Tamaseb
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Dec 20, 2025 • 51min

#556 The CFO’s New Mandate: Ahikam Kaufman on AI, Financial Governance, and Real-Time Truth

In this episode of The CTO Show with Mehmet, I’m joined by Ahikam Kaufman, Co-Founder and CEO of Safebooks.ai, a seasoned finance executive turned entrepreneur with deep experience across startups, public companies, and large-scale acquisitions.We explore why finance has lagged behind other functions in digital transformation, how AI is fundamentally reshaping financial governance, and why the modern CFO is becoming a transformation leader, not just a financial steward.This conversation goes beyond buzzwords and dives into real-world problems: broken audit trails, fragmented systems, compliance risk, and how AI agents can finally deliver real-time financial truth.⸻👤 About the GuestAhikam Kaufman is the Co-Founder and CEO of Safebooks.ai.He began his career in accounting, served as a CFO in Silicon Valley startups, experienced multiple acquisitions including by Hewlett-Packard and Intuit, and spent over a decade as an entrepreneur.Today, Ahikam is focused on modernizing the Office of the CFO by applying AI to financial data governance, auditability, and compliance at scale.https://www.linkedin.com/in/ahikam-kaufman-688310/⸻🎯 Key Topics Covered • Why finance was never designed for today’s data complexity • The two biggest blind spots in modern financial organizations • What “audit trail” really means and why it’s so hard to achieve • How AI agents bridge structured system data and unstructured documents • From quote to cash: tracing transactions across fragmented systems • Why compliance failures are often data problems, not intent problems • The evolving role of the CFO in the AI era • Where humans still matter and where machines outperform • Why AI makes regulation easier to meet, not harder • Practical advice for founders building in finance and compliance⸻🧠 Key Takeaways • Finance teams deal with massive data but are not trained as data teams • Fragmented systems create hidden compliance and cash-flow risks • AI can monitor 100% of financial transactions, not just samples • Real-time governance is now technically possible for the first time • CFOs are becoming transformation leaders, not just scorekeepers • The future of finance is continuous, automated, and exception-driven⸻🎓 What You’ll Learn • How AI changes financial accuracy from “material” to near-perfect • Why most financial errors happen even when teams do “everything right” • How AI reduces headcount pressure without removing human oversight • What founders must understand before building in fintech or compliance • How finance can finally get its own “single pane of glass”⸻⏱️ Episode Highlights (Timestamps) • 00:00 – Ahikam’s journey from CFO to AI founder • 05:00 – The two unsolved problems in corporate finance • 09:30 – Why audit trails break across modern systems • 14:00 – What really goes wrong when financial data is wrong • 18:30 – How AI understands contracts and financial documents • 24:00 – Humans vs machines in financial decision-making • 30:00 – The CFO’s evolving role in AI transformation • 36:00 – Regulation, compliance, and AI realities • 43:00 – Advice for founders building in finance⸻🔗 Resources Mentioned • Safebooks.ai • Topics: AI agents, financial audit trails, CFO transformation, data governance
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Dec 18, 2025 • 59min

#555 From Silicon Valley to MENA Scale: Khaled Nazif on Loyalty, Leadership, and Building DSquares

In this episode of The CTO Show with Mehmet, I sit down with Khaled Nazif, COO of DSquares, one of the most influential yet quietly powerful enterprise loyalty platforms in the MENA region.Khaled shares his journey from Stanford and Silicon Valley back to the region, where he helped scale DSquares into a 150M+ end-user platform serving banks, telcos, governments, and large enterprises across 16 countries.We go deep into what loyalty really means today, why most companies still misunderstand it, how culture breaks at scale if you are not intentional, and what founders in emerging markets can learn from Silicon Valley without copying it blindly.This is a conversation about scale, systems, leadership, and long-term thinking.⸻👤 About the GuestKhaled Nazif is the Chief Operating Officer at DSquares, a leading white-labeled loyalty and engagement platform powering some of the largest enterprises and government programs across MENA and Africa.Before returning to the region, Khaled spent nearly a decade in Silicon Valley, earning his MBA from Stanford, founding a B2B SaaS startup, and later working at Zendesk. He brings a rare blend of operator discipline, startup grit, and enterprise execution to scaling regional platforms.https://www.linkedin.com/in/khalednazif/⸻🧠 Key Takeaways • Why loyalty is misunderstood and often wrongly treated as a cost center • How DSquares scaled without VC hype and stayed bootstrapped for 13 years • What it really means to move from a “pirate” startup culture to a “navy” scale-up • Why government loyalty programs are not an oxymoron • The importance of productization when scaling enterprise platforms • How culture breaks after ~150 people and what leaders must do proactively • What MENA founders can learn from Silicon Valley and what they should ignore • Why failure must be normalized for ecosystems to truly mature⸻🎯 What You Will Learn • How to scale enterprise platforms across multiple countries and cultures • How loyalty, data, and behavior change intersect at scale • Why leadership transitions matter more than founder heroics • How to think long-term when building in emerging markets • Why execution discipline beats hype cycles every time⸻⏱ Episode Highlights & Timestamps00:00 – Welcome and introduction02:00 – Khaled’s journey from Stanford to Silicon Valley05:30 – What DSquares really does and why most people don’t know it09:00 – Scaling loyalty across banks, telcos, and governments13:30 – Loyalty vs transactions: what most companies get wrong18:00 – Using data and gamification to influence behavior23:00 – Loyalty as a revenue driver, not a cost center27:30 – Bootstrapping DSquares and resisting VC pressure33:00 – Replacing a founder and scaling leadership responsibly38:30 – The 150-employee culture breaking point45:00 – Pirate vs Navy mindset and operational maturity51:00 – Silicon Valley lessons that actually work in MENA57:00 – Failure, risk-taking, and ecosystem maturity01:03:00 – Advice for founders building in emerging markets01:08:00 – Closing thoughts and where to connect with Khaled⸻🔗 Resources & Mentions • DSquares – Enterprise Loyalty & Engagement Platform : https://dsquares.com/ • Book referenced: Blitzscaling by Reid Hoffman
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Dec 16, 2025 • 46min

#554 Securing the AI Era: Alex Schlager on Why AI Agents Are the New Attack Surface

In this episode of The CTO Show with Mehmet, I’m joined by Alex Schlager, Founder and CEO of AIceberg, a company operating at the intersection of AI, cybersecurity, and explainability.We dive deep into why AI agents fundamentally change enterprise risk, how shadow AI is spreading across organizations, and why monitoring black-box models with other black boxes is a dangerous mistake.Alex explains how explainable machine learning can provide the observability, safety, and security enterprises desperately need as they adopt agentic AI at scale.⸻👤 About the GuestAlex Schlager is the Founder and CEO of AIceberg, a company focused on detection and response for AI-powered workflows, from LLM-based chatbots to complex multi-agent systems.AIceberg’s mission is to secure enterprise AI adoption using fully explainable machine learning models, avoiding black-box-on-black-box monitoring approaches. Alex has deep expertise in AI explainability, agentic systems, and enterprise AI risk management.https://www.linkedin.com/in/alexschlager/⸻🧠 Key Topics We Cover • Why AI agents create a new and expanding attack surface • The rise of shadow AI across business functions • Safety vs security in AI systems and why CISOs must now care about both • How agentic AI amplifies risk through autonomy and tool access • Explainable AI vs LLM-based guardrails • Observability challenges in agent-based workflows • Why traditional cybersecurity tools fall short in the AI era • Governance, risk, and compliance for AI driven systems • The future role of AI agents inside security teams⸻📌 Episode Highlights & Timestamps00:00 – Introduction and welcome01:05 – Alex Schlager’s background and the founding of AIceberg02:20 – Why AI-powered workflows need new security models03:45 – The danger of monitoring black boxes with black boxes05:10 – Shadow AI and the loss of enterprise visibility07:30 – Safety vs security in AI systems09:15 – Real-world AI risks: hallucinations, data leaks, toxic outputs12:40 – Why agentic AI massively expands the attack surface15:05 – Privilege, identity, and agents acting on behalf of users18:00 – How AIceberg provides observability and control21:30 – Securing APIs, tools, and agent execution paths24:10 – Data leakage, DLP, and public LLM usage27:20 – Governance challenges for CISOs and enterprises30:15 – AI adoption vs security trade-offs inside organizations33:40 – Why observability is the first step to AI security36:10 – The future of AI agents in cybersecurity teams40:30 – Final thoughts and where to learn more⸻🎯 What You’ll Learn • How AI agents differ from traditional software from a security perspective • Why explainability is becoming critical for AI governance • How enterprises can regain visibility over AI usage • What CISOs should prioritize as agentic AI adoption accelerates • Where AI security is heading in 2026 and beyond⸻🔗 Resources Mentioned • AIceberg: https://aiceberg.ai • AIceberg Podcast – How Hard Can It Be? https://howhardcanitbe.ai/
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Dec 13, 2025 • 47min

#553 Raising Capital Without Illusions: Daniel Nikic on Global Investing and Founder Mistakes

Raising capital looks easy from the outside. In reality, it is one of the most misunderstood parts of building a startup.In this episode, Mehmet sits down with Daniel Nikic, a global investment researcher who has analyzed over 15,000 companies across the US, Europe, and the Middle East. Together, they unpack the hard truths founders need to understand about fundraising, investor psychology, market geography, and why most rounds fail long before the first term sheet.This is a grounded, no-hype conversation about what actually drives investment decisions in 2025 and why “easy money” is often the biggest illusion founders believe.⸻About the GuestDaniel Nikic is the founder of Coherent Research and a global investment research professional with deep experience across North America, Europe, and emerging markets. Originally from Canada and now based in Croatia, Daniel has worked with investors, family offices, and founders worldwide, helping evaluate companies across stages, industries, and geographies.His work focuses on due diligence, market opportunity analysis, and understanding the human and cultural factors behind investment decisions.⸻Key Topics Discussed • Why most fundraising fails before it even starts • The biggest misconceptions founders have about “easy capital” • How geography actually impacts investment decisions • Why the Middle East is not fast money despite capital availability • Founder psychology, stress, and emotional control as investment signals • What investors look for beyond pitch decks and valuations • The difference between angels, VCs, family offices, and accelerators • Why urgency and FOMO often kill deals instead of closing them • How AI is changing investment behavior and decision-making • Realistic timelines for closing funding rounds in emerging markets⸻Key Takeaways • Capital is not free money. Investors expect returns, discipline, and execution. • Geography still matters, but trust and relevance matter more. • Founders who rush fundraising often lose credibility. • Investors back people they trust, not just ideas or decks. • Being organized and prepared beats hype every time. • Fundraising is a relationship-building process, not a transaction.⸻What You Will Learn • How to target the right investors at the right stage • Why mixing angels, VCs, and family offices too early backfires • How investors think about risk, timing, and founder maturity • What “smart money” really means beyond capital • How long fundraising realistically takes and why patience matters⸻Episode Highlights & Timestamps(You can fine-tune timestamps once audio is finalized) • 00:00 – Introduction and Daniel’s global background • 04:00 – Patterns from analyzing 15,000+ companies • 07:30 – Geography vs psychology in startup success • 10:45 – The Middle East investment misconception • 15:20 – Why capital follows trust, not hype • 18:30 – Choosing the right investor type early on • 22:40 – Check sizes, valuations, and regional differences • 27:00 – AI, FOMO, and modern investment behavior • 32:00 – Why urgency kills fundraising deals • 36:30 – Realistic timelines to close a round • 41:00 – Final advice for founders raising capital⸻Resources & Links • Daniel Nikic on LinkedIn: https://www.linkedin.com/in/daniel-nikic/ • Website: https://www.danielnikic.com/
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Dec 11, 2025 • 53min

#552 From Solo Founder to YC Investor: Gabriel Jarrosson on What Drives Breakout Startups

In this episode, Gabriel Jarrosson, founder and managing partner at Lobster Capital, breaks down what truly drives breakout startups inside the world’s most competitive ecosystem.Before becoming a YC-focused investor, Gabriel built seven startups, failed four, and bootstrapped one to one million ARR alone — no co-founder, no employees, no AI.Today he invests exclusively in YC companies and shares how he evaluates founders, why early traction beats everything, how YC creates unstoppable momentum, and how AI is reshaping the next generation of builders.⸻About Gabriel JarrossonGabriel Jarrosson is a serial founder turned YC-specialized investor and managing partner at Lobster Capital. He has built seven companies, exited three, and invested in more than 100 YC startups. Gabriel also hosts The Lobster Talks and has grown a fast-rising media presence supporting early-stage founders.https://www.linkedin.com/in/gabrieljarrosson/⸻Key Takeaways • Why solo founders can still win big when they embrace urgency, automation, and creative resourcefulness • The mindset required to scale without waiting for funding or a co-founder • YC founder patterns: technical teams, relentless execution, and high velocity • Why YC attracts the world’s strongest builders and why it’s nearly impossible to replicate • Gabriel’s 2 percent rule for selecting the best companies in every YC batch • Why early revenue and market pull matter more than ideas and hype • How AI is changing the definition of what a “lean team” can achieve⸻What You Will Learn • How top investors evaluate teams, traction, and momentum • How YC creates an environment that rewires founders to move faster • Why some geographies struggle to reproduce Silicon Valley outcomes • How to think about automation, support systems, and scaling with AI • How founders outside the US can become YC-ready • What Gabriel regrets missing as an angel investor — and what he learned from it⸻Episode Highlights & Timestamps00:00 — Introduction01:30 — Seven startups, three exits, four failures03:00 — Bootstrapping to 1M ARR as a solo founder07:00 — The role of AI in scaling today10:00 — Why YC is a category of its own14:30 — What YC founders have in common18:00 — Why “local incubators” fail to replicate YC21:00 — How Gabriel selects winners27:00 — Getting into competitive YC deals33:00 — The media edge in venture37:00 — Becoming YC-ready as a non-US founder46:00 — Gabriel’s biggest miss50:00 — Closing thoughts⸻Resources Mentioned • Lobster Capital: https://www.lobstercap.com/ • The Lobster Talks podcast: https://www.youtube.com/@lobster-talks

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