bertrandschmitt

42 – The Evolution of Venture Capital – 2 of 2

In this episode, we deep dive into the process of Venture Capital – how does it actually all work? – and what the future of VC holds. The end of our 2 part episode on the Evolution of Venture Capital. Navigation: Intro (01:33) Section 1: The Process of VC (01:59) Section 2: Stats on VC…

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41 – The Evolution of Venture Capital – 1 of 2

In this episode, we will go in-depth into the evolution of Venture Capital, including its History, the business model, process and operating model, and what its future holds. Navigation: Intro (01:34) Section 1: History of Venture Capital (01:59) Section 2: The Business of VC (15:27) Conclusion (19:54) Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at…

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40 – SVB & latest financial crisis

SVB goes down, and the Fed and Treasury react. The latest on the financial crisis: What actually happened? What was done to stave off the crisis? What are the next steps and what’s further on the horizon? As always, our “no bs” views and analysis. Navigation: Intro (01:34) Section 1: What happened? Section 2: What…

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39 – How to manage, get the most of your Board and how to be a great board member – 2 of 2

In this final episode on Boards of Directors, we will share tips for successful board meetings, how to manage them, how to be a value-add board member and insights on advisors and advisory boards. Navigation: Intro (01:34) Section 1: Tips for Successful Board meetings (02:11) Section 2: How to manage your Board (18:24) Section 3:…

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38 – How to manage, get the most of your Board and how to be a great board member – 1 of 2

In this episode, we will explain what a Board of Directors is and is *not*, its roles & responsibilities, and how it should evolve over time. Navigation: Intro (01:34) Section 1: What is a Board of Directors (02:10) Section 2: Taxonomy (06:20) Section 3: Evolution of Board structure over time (12:08) Section 4: Board Composition…

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37 – When to talk and when to keep your mouth shut… we sort of predicted the FTX debacle. Really!

We sort of predicted the FTX and SBF debacle… seriously! How much are CEOs’ political and socio-economic views welcome publicly? How about employees’? How much is too much? In this episode of season 3 of Tech Deciphered, we talk about founders & CEOs activism, employee activism and share our tips on when to talk and…

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36 – My Company is in Trouble. What Should I Do? End of our 2 part episode

“I am leading or involved in a company… and we are in trouble. What should I do?” In this episode, we share what do when you are in trouble and what to do if everything else fails. This is the second and final episode on this topic. For more information, also listen to episode 35…

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#35 – Start of Season 3 – My Company is in Trouble. What Should I Do?

“I am leading or involved in a company… and we are in trouble. What should I do?” In this episode, the beginning of season 3 of Tech Deciphered, we firstly share how to know when you are in trouble (spoiler alert: getting this right is essential) or … if you are “relatively safe”. Navigation: Intro…

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#34 – Winter Has Arrived – Part 2 – End of Season 2 … the Burst of the Bubble and the Crisis Upon Us… What’s next?!

In this episode, the end of our 2nd Season, we close our discussion on the crisis that is upon us and deep dive on what will happen next. We finalize with a brief recap of our season 2 and on what we got right and wrong. Navigation: Intro (01:34) Section 1: What Will Happen Next…

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#33 – Winter Has Arrived – Part 1 – the Burst of the Bubble and the Crisis Upon Us

Winter Has Arrived – the Burst of the Bubble and the Crisis Upon Us… AND WE GOT IT RIGHT! In this episode, we share … that we were right, all along. We were in a bubble and the crisis is upon us. We share context on the current crisis and what is happening, exactly at…

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#32 – Leadership and Management – Part 2 – How to execute, values systems and our core beliefs

In this episode, we end our discussion on Leadership and Management: we delve into how to execute; explore values systems, including our own; and share our core beliefs.  Navigation: Intro (01:34) Section 1: How to Execute (02:08) Section 2: Culture & Values, Our Core Beliefs (20:11) Conclusion (34:57) Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence…

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#31 – Leadership and Management – Part 1 – Often spoken about, rarely understood

In this episode, we demystify Leadership and Management: we delve into what sets them apart; typify the different styles; explore values systems, including our own and share our core beliefs. As always, we go below the surface and deep dive into this topic, at a time when it matters more than ever. This episode, on…

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#30 – The Metaverse Part 2 – Final Episode – Straight talk on the Key Players and what they are up to, and Implications for Entrepreneurs and Investors

In this, the final episode on the Metaverse – or is the Metaverses – we discuss what the Key Players are doing in the space, as well as the so-whats for entrepreneurs and investors. As you, our listeners are accustomed to, only straight talk and “straight shooting” in this duology on the Metaverse. Navigation: Intro…

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#29 – The Metaverse Part 1 – What is it? When will we have it?

In this episode, we talk about the Metaverse – or is the metaverses? – specify what it is/will be, debunk myths around it and detail its/their key enablers. Everything you wanted to know and also … that you didn’t know you needed to know. This will be followed by episode 30, focusing on understanding what…

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#28 – Strategic investors – a Mistake or real Value-Add?

In this episode, we talk about Strategic Investors, detail what they are, their underlying realities and structures of operation, and present the case For and Against them. We also share Lessons Learnt that can be of value to you, if you are an Entrepreneur, a Financial/Institutional VC or a Strategic Investor.  Navigation: Intro (01:33) Section…

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#27 – Start-up and investment landscape in Europe – the good, the bad and … the reasons for optimism

We deep-dive into the nuanced – and somewhat less than stellar – history of Tech in Europe and how start-ups and investors are making up for lost time, leading to an ever maturing ecosystem, with significant reasons for optimism. Finally, we discuss the increasingly intertwined destinies of US and European Tech. Navigation: Intro (01:33) Section…

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#26 – The Bubble we are in and its implications – Part 2

In our second and final episode on the Bubble, we share what is happening in Venture Capital, on the exit – IPO, M&A, etc – front, as well as share clear “so-whats” for entrepreneurs and VCs. For in-depth views on the status of the economy, listen to our previous episode, episode 25. Navigation: Section 1:…

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#25 – The Bubble we are in and its implications – Part 1

Is this a bubble? If so, what type of bubble? Where are we heading? We share our views on where the economy is going, the importance and effect of COVID, several key opinions on both sides of the spectrum and land on whether the current situation is sustainable or not. Navigation: Introduction (01:33) Section 1:…

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# 24 – #Exodus or #NoExodus – our most contentious episode, yet

Episode 24 ends our trilogy on Silicon Valley and our “no bs” contextualization: from its history, geography and its most common and core myths.  In this episode, we deep dive on our Silicon Valley loves (and hates) and finally address the elephant in the room: is there an exodus going on or not? Has Silicon…

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# 23 – The mythology (and reality) of Silicon Valley

In episode 23, we demystify 7 of the most common and core myths on Silicon Valley, from its laid-backness to “everyone is amazing”.  Check out episode 22, where we explain what Silicon Valley actually is, talk about its history and geography. In episode 24, we will deep dive on our Silicon Valley loves (and hates)…

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# 22 – The (no BS) truth about Silicon Valley – Start of Season 2

In episode 22, we begin the second season of Tech Deciphered, by deep diving into what Silicon Valley is, what made us (and others) move here, its unabridged mythology and whether there is really an exodus (or not) going on. This episode is the beginning of a trilogy that is an ode to our love…

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#21 – Recap on 2020 and Outlook for 2021 – End of Season 1

In episode 21, we will end our first season of Tech Deciphered, by taking  a look back at 2020 – spoiler alert: defined by something starting with a C and ending with a 9 – as well as what we expect to happen in 2021. We will share our answers on questions like: Will we…

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#20 – Recruiting Primer – Part 3

In episode 20, the last of our trilogy on recruiting, we share advice to candidates, from ideas and processes on how to best be visible to recruiters, to how to get the job of your dreams. Also listen to our episodes 18 and 19, in which we share our core principles in recruiting and detailed…

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#19 – Recruiting Primer – Part 2

In episode 19, we share detailed advice to recruiters, sharing views on job descriptions, finding talent, interview process, good and difficult interview questions, other hacks, as well as our own “pet peeves”. This is the second episode on recruiting. In episode 18, we framed the discussion and shared our core recruiting principles, including in compensation,…

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#18 – Recruiting Primer – Part 1

In episode 18, the first of our trilogy on recruiting, we start by sharing our core principles in this space. We delve into high-level principles, recruiting organization and compensation. In episodes 19 and 20, we will share detailed advice for recruiters and candidates, respectively. On the recruiter side, we share core principles that have worked…

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#17 – SaaS Primer – Part 3

In this, the third and final episode of our SaaS Primer – or “everything you wanted to know about SaaS” – we look into Financing/Fundraising, share findings on Benchmarking/KPIs, as well as end the discussion on Lessons Learnt and Predictions. Do listen to episodes 15 and 16, in which we had a SaaS Overview, looked…

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#16 – SaaS Primer – Part 2

In this episode, the second part of our SaaS Primer trilogy, we deep dive into Sales and Pricing in the Software-as-a-service space. For further context, please listen to episode 15, in which we did an Overview of SaaS and its intrinsic Business Models. Please look out for our next episode that will conclude our Primer,…

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#15 – SaaS Primer – Part 1

In this episode, we start our Primer on SaaS – Software-as-a-Service – a trilogy on everything you need to know about SaaS. We will give an Overview of SaaS, as well as discuss the intrinsic Business Models. Please look out for our next episodes that will deep-dive into Sales, Pricing, Financing, Benchmarking/KIPs, Lessons Learnt and…

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#14 – The wonderful world of productivity – our own habits, tools and hacks – and… how to best get in touch with us

In this episode, we will deep dive into the world of productivity tools, processes, habits and hacks. We will share our principles of productivity, calendaring, favorite communication, hardware and broader productivity tools (e.g. CRM). Finally, we will share what tools we are still missing and wish we had. As an “easter egg”, we will also…

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#13 – The coming decade in tech, the 2020s, and its impact on the world we live in – Part 3

In this, the third and final episode on the 2020s decade, we look forward, with our scenario planning methodology, into the late 2020s and specifically discuss Next Platforms & Structural Tech, Venture Capital & Start-ups and end with an overall framing of the decade ahead of us. This concludes our 2020s “Time Travel Trilogy”, in…

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#12 – The coming decade in tech, the 2020s, and its impact on the world we live in – Part 2

In this episode, the second part of our discussion on the 2020s, we will use our scenario planning methodology to project forward into the latter part of the 2020 decade, so that we can deep-dive into the future of Energy & Climate Change, Healthcare, Education, Financial Services, Retail & Commerce, Leisure & Entertainment and Social…

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#11 – The coming decade in tech, the 2020s, and its impact on the world we live in

In this episode, we will start discussing the 2020s. We will introduce a unique and novel framework that we will follow around scenario planning, frame when exactly the 2020s start (hint: starts with a C and ends with 19), debate the macro landscape – both governmental/geopolitical and non-governmental and finalize with the user paradigms around…

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#10B – A review of the past decade in tech, the 2010s, and its impact on the world we live in

We split this episode into two parts: in this, the second and final part (10B), we discuss the significant shifts in business models and the funding landscape that happened in the 2010s. We deep-dive into these business models, e.g. freemium, advertising/free at the point of consumption, subscription, and we give you the no-BS view on…

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#10A – A review of the past decade in tech, the 2010s, and its impact on the world we live in

We split this episode into two parts: in this, the first part (10A), we argue the 2010 decade actually started with the 2008 crisis, the advent of the iPhone, the App Store and the move of the world to the cloud. We go in-depth into the macro-trends of the decade and the underlying technological tectonic…

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#9B – Impact of COVID-19 in the World, Venture Capital and Start-ups

We split this episode into two parts: in this, the second and final part (9B), we discuss the implications of COVID-19 in the Venture Capital and the Start-up ecosystems. We share our no-BS view on how easy/how difficult it will be to fundraise, depending on the space you are in, on what will likely change…

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#9A – Impact of COVID-19 in the World, Venture Capital and Start-ups

We split this episode into two parts: in this, the first part (9A), we discuss the broad implications of COVID-19, the short-term and long-term implications, how this is the “end of the world, as we know it”, but why there are many reasons to be hopeful about the future to come (recorded on April 16th). …

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#8 – Demystifying Venture Capital, Private Equity and Start-up success

We demystify a whole lot in this episode of Tech DECIPHERED. We demystify Venture Capital and its nitty gritty decision-making processes and operating models. We demystify Private Equity vs Venture Capital and explain the differences between both. We discuss factors for Start-Up success and demystify entrepreneur “ageism”. Last but not least, we disagree … on…

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#7 – The “Silicon Valley bubble” bursts, why that is good news, and the IPO landscape in hardware vs. software and enterprise vs. consumer

We launch into why 100 Bn in value just evaporated from “Silicon Valley” and why that is a good thing for private companies and investors going forward. We discuss the rationality of public markets and go into the IPO landscape… B2B vs B2C, as well as hardware vs software. We analyse direct listings and why…

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#6 – The value of an idea, how you should pitch VCs and the truth about product management

We discuss whether you can figure out if your idea is worth 1 Bn or not in advance (spoiler alert: NO), analyse several frameworks that are still useful in that analyses, why not being a lemming makes sense in the investment space, and why founders and CEOs shouldn’t waste time arguing with VCs. We go…

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#5 – The Media war(s) are all around us, but how much content is too much content?

We go in-depth on the ongoing media streaming wars touching upon Apple, Disney, Netflix, AT&T… and well, we spend a lot of time talking about Disney, our new Media overlord. We discuss whether we are at “Peak TV”, audio streaming and the Marvel Universe and how it changed the global movie landscape for all of…

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#4 – The fragile landscape of wearables, the future of Direct-to-Consumer (DTC 2.0) and the Google Squeeze (?)

We really get into a discussion on Apple’s, Google’s, Nike’s, Fitbit’s and Garmin’s strategies. We talk about the evolution of Direct-to-Consumer (DTC 2.0), the “Google Squeeze”, and we end up disagreeing a couple of times, although no co-hosts were harmed in the making of this episode. Finally, we talk about the new Macbook Pro (Bertrand…

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#3 – (Almost) everything you need to know about Generation Z, including some actionable stuff as well

We do an in-depth episode on our “saviour generation” (as Nuno calls them), gen Z: who are they, what do they stand for, what are their aspirations and hopes, why does it matter so much, how entrepreneurial will they be, how will they engage, what products and services will they use – in commerce, social,…

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#2 – The future of direct-to-consumer, the vital importance of … chicken, and the future of food delivery

We discuss the future of direct to consumer brands and the long awaited reclaiming of end-consumer relationships by the L’Oreals and Philips of the world, and why Nuno won’t do “automatic toothbrush head re-ordering” any time soon. We talk about the importance of chicken (yes, CHICKEN!), why CostCo is locking in its production and the…

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#1 – Lessons from the grandfather of Venture Capital, evolution of the VC landscape and how big is big (in markets)

We get Tech DECIPHERED started by discussing the lessons learnt from the grandfather of Silicon Valley Venture Capital and founder of Sequoia Capital, Don Valentine… learn what the Don Valentine jacket was all about.  We go behind the curtain on how the Venture Capital landscape has systematically changed in terms of stages of investment, risk…

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#0 – The Origin Story

A short primer on what to expect of the new Tech Deciphered Show and why you should tune in. Learn more about what Tech Deciphered’s origin story, its format and tone, as well as an introduction and background of the 2 co-hosts: Nuno Goncalves Pedro, investor, co-founder and managing partner of Strive Capital, and Bertrand…

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