Semil Shah GP Haystack Ventures | How One of the Best Seed-Stage Investors Operates as a GP (Figma, HashiCorp, DoorDash, Instacart)

Alexander Campbell of Rose.AI | Understanding Markets and Self Through Data

This week's Unlimited Partner is Alexander Campbell [https://www.linkedin.com/in/alexanderbcampbell/]of Rose.AI [https://rose.ai/] a "cloud data platform designed to help users find, engage, visualize and share data". Alex got his start at Lehman Brothers just before they collapsed. He learned a lot during that time about what not to do, and having a longer term data set to backtest trades. He then moved Bridgewater Associates where he became the Head of Commodities group. He then launched Black Snow, a global macro hedge fund until 2022 when he dove into AI technology with all his learnings to date. Seeing AI as the way of the future, he has built a tool that can quickly clean and analyze data to share insights.    WE GOT A YOUTUBE!...check out the video version of this pod!  [https://www.youtube.com/watch?v=8Cr4TTIMVAI&t=1533s] Alex's song is This Time Tomorrow by The Kinks [https://open.spotify.com/track/2ZE2A47zah0C3Ee2uVKDbT?si=722feab4eca44072] Links: Thomas McGannon LinkedIn [https://www.linkedin.com/in/thomas-mcgannon-cfa-4a56034/] Follow us on social media: Like and subscribe and all that stuff...stay in touch as we will have exciting updates and content soon... @uppodpod [https://www.twitter.com/uppodpod] Twitter @uppodpod [https://instagram.com/uppodpod]Instagram UP YouTube Channel [https://www.youtube.com/channel/UCiXrUHp64UZJ7QJ8bC4RIFA] up-pod.com [https://up-pod.com/] (Now with ListenNotes for transcripts of each episode) Email us: show@up-pod.com [show@up-pod.com], DISCLAIMER: The host and others associated with this podcast may have investments with the guests and/or the companies associated with them. This is for entertainment purposes only. It is not financial advice. Please do your own research.

Semil Shah GP Haystack Ventures | How One of the Best Seed-Stage Investors Operates as a GP (Figma, HashiCorp, DoorDash, Instacart)

This week's Unlimited Partner is Semil Shah [https://www.linkedin.com/in/semilshah/] the GP for Haystack Ventures, one of the best performing seed-stage funds around. see: DoorDash, Instacart, Figma, Opendoor, HashiCorp, Carta, People.ai among others. Semil gives great insight into how he is as a leader, investor, parent. He's calm, structured, thoughtful and measured in his responses.  Also, check out our Youtube page for some new video clips of Thomas and Semil! Haystack site [//www.haystack.vc] Semil's LinkedIn [https://www.linkedin.com/in/semilshah/] Semil's Twitter [https://twitter.com/semil?s=20&t=D60KFdmEsK3_f38PrWxiCQ] Topics Include: -Fear as a motivator -HashiCorp -Infrastructure as software -Time horizons, decision making as a leader -Family Semil's song is Jose Gonzalez Heartbeats  [https://open.spotify.com/track/5YqpHuXpFjDVZ7tY1ClFll?si=6ac0126dc4104975] Links: Thomas McGannon LinkedIn [https://www.linkedin.com/in/thomas-mcgannon-cfa-4a56034/] Follow us on social media: Like and subscribe and all that stuff...stay in touch as we will have exciting updates and content soon... @uppodpod [https://www.twitter.com/uppodpod] Twitter @uppodpod [https://instagram.com/uppodpod]Instagram UP YouTube Channel [https://www.youtube.com/channel/UCiXrUHp64UZJ7QJ8bC4RIFA] up-pod.com [https://up-pod.com/] (Now with ListenNotes for transcripts of each episode) Email us: show@up-pod.com [show@up-pod.com], DISCLAIMER: The host and others associated with this podcast may have investments with the guests and/or the companies associated with them. This is for entertainment purposes only. It is not financial advice. Please do your own research.

Zenbusiness Co-Founders Rafael Lopez and JC Glancy on Persevering to Build a Platform for Day One Entrepreneurs

This week's Unlimited Partners are Rafael Lopez [https://www.linkedin.com/in/rafael-lopez-74992b13b/] and JC Glancy [https://www.linkedin.com/in/jcglancy/] of Zenbusiness [https://www.zenbusiness.com/], a platform that helps SMB users automate their business needs. They've been known to be a LegalZoom killer. Today's episode is a bit of a pivot from us at Unlimited Partners. We recorded a 2 hour long convo and cut out the fluff to bring you a 25 min excerp, narrated by Thomas McGannon. At some point we plan to upload the full interview. Links: Thomas McGannon LinkedIn [https://www.linkedin.com/in/thomas-mcgannon-cfa-4a56034/] Follow us on social media: Like and subscribe and all that stuff...stay in touch as we will have exciting updates and content soon... @uppodpod [https://www.twitter.com/uppodpod] Twitter @uppodpod [https://instagram.com/uppodpod]Instagram UP YouTube Channel [https://www.youtube.com/channel/UCiXrUHp64UZJ7QJ8bC4RIFA] up-pod.com [https://up-pod.com/] (Now with ListenNotes for transcripts of each episode) Email us: show@up-pod.com [show@up-pod.com], DISCLAIMER: The host and others associated with this podcast may have investments with the guests and/or the companies associated with them. This is for entertainment purposes only. It is not financial advice. Please do your own research.

Divergent Capital | Lucy Wang & Katie Shea, What's It Like To Be a Pre-Seed Machine Learning Venture Capitalist?

This week's Unlimited Partners are Lucy Wang [https://www.linkedin.com/in/lucy-wang-5a560525/] and Katie Shea [https://www.linkedin.com/in/katiesheanyc/] of Divergent Capital. [https://www.divergenthq.com/] They are both Co-Founders and General Partners. Divergent is a "first check investor backing teams taking deeply technical and scientific innovations to market with unique insights on business models and GTM beyond just enterprise and SaaS." Topics Include: * Lucy's background, growing up in Wuhan, China and emigrated to the US when she was 12, learning English in 7th grade * Starting at Bridgewater and not liking finance, going to grad school and getting her Masters in Machine Learning * Learning about AI in 2012, and moving to venture * Katie's brother Tom Shea was on the podcast with Adgile Media previously * Growing up in an entrepreneurial family * Why they started Divergent? * What does a funnel look like as a pre-seed investor Tags: Packy McCormick, Tom Shea,  Lucy's song is Stuntin' Like My Daddy by Birdman and Lil Wayne [https://open.spotify.com/track/3rMyMv8EjKXoPnaRo2hdJN?si=b7ad766df4fe411c] Katie's song is anything off of the Encanto [https://open.spotify.com/album/25L8ck3KGcmCo3901ztPzR?si=chKeN8gDToOuJgqkGFbS0A] soundtrack Sponsors: Tegus Research  [https://www.tegus.com/] My Marketplace Builder [https://mymarketplacebuilder.com/] Links: Thomas McGannon LinkedIn [https://www.linkedin.com/in/thomas-mcgannon-cfa-4a56034/] Follow us on social media: Like and subscribe and all that stuff...stay in touch as we will have exciting updates and content soon... @uppodpod [https://www.twitter.com/uppodpod] Twitter @uppodpod [https://instagram.com/uppodpod]Instagram UP YouTube Channel [https://www.youtube.com/channel/UCiXrUHp64UZJ7QJ8bC4RIFA] up-pod.com [https://up-pod.com/] (Now with ListenNotes for transcripts of each episode) Email us: show@up-pod.com [show@up-pod.com], DISCLAIMER: The host and others associated with this podcast may have investments with the guests and/or the companies associated with them. This is for entertainment purposes only. It is not financial advice. Please do your own research.

Matt Gialich (Co Founder/CEO of AstroForge) & Joe Wilson (Founder of Undeterred Capital) | Day One Partners on a Mission That Could Change Everything

This week's Unlimited Partners are Matt Gialich [https://www.linkedin.com/in/matthew-gialich/] and Joe Wilson [https://www.linkedin.com/in/joe-wilson-/], Co-Founder at AstroForge [https://www.astroforge.io/] and MP at Undeterred Capital [https://www.undeterredcapital.com/]respectively. Matt had been working on a submarine project and decided to pivot to freaking astro mining! How cool is that? Joe and Undeterred stepped into become the first investors on the cap table. This is an amazing conversation. How did they get funding? How does Matt know this can work? Oh man we think this is one of our favorite convos we've had to date. If this company is successful it would easily be one of the wealthiest on the planet. Oh yeah, let's just fly some rockets to asteroids and mine the metals, then refine them, then fly them back to earth, easy right!? Well, do not miss this episode. Thanks again for listening. Topics Include: * Matt's path to AstroForge via Bird scooters, submarines * Focusing on de-risking the business side * Having to tell investors of his submarine project he was working on that he wasn't passionate about it and wanted to pivot to mine asteroids * Coming up with a plan * Attracting new investors * Learning he didn't know a lot about the business side of things so they got help * Finding 776 to help with valuations, etc. * How it will work, a 2 year autonomous journey (Bruce Willis will not be involved) Joe's song is Yes, Sir, I Can Boogie [https://open.spotify.com/track/31teoyCVdyham0MCDAxkrX?si=ac3f8d4d503f46a3] Matt's song is Dinosaurs Will Die by NOFX [https://open.spotify.com/track/4kRDPODRnN9Cbyrcg9qTkE?si=03abc451d0324e4e] Sponsors: Tegus Research  [https://www.tegus.com/] My Marketplace Builder [https://mymarketplacebuilder.com/] Links: Thomas McGannon LinkedIn [https://www.linkedin.com/in/thomas-mcgannon-cfa-4a56034/] Follow us on social media: Like and subscribe and all that stuff...stay in touch as we will have exciting updates and content soon... @uppodpod [https://www.twitter.com/uppodpod] Twitter @uppodpod [https://instagram.com/uppodpod]Instagram UP YouTube Channel [https://www.youtube.com/channel/UCiXrUHp64UZJ7QJ8bC4RIFA] up-pod.com [https://up-pod.com/] (Now with ListenNotes for transcripts of each episode) Email us: show@up-pod.com [show@up-pod.com], DISCLAIMER: The host and others associated with this podcast may have investments with the guests and/or the companies associated with them. This is for entertainment purposes only. It is not financial advice. Please do your own research.