Tribe Talkin'
132 episodes.
13 Nov 2026 · 1:30:45
Ep 136: Commodity Products, Subject To Competition. Canva Layoff - Enough? Rate Of Change Predictions. Sharts.
John Hempton's line that a commodity product subject to competition, with low marginal cost, sees its marginal profit trend to zero gets used a lot on our poddy as regular listeners will know. We…
7 Nov 2026 · 34:46
Ep 135: Life Tends To Not Go The Way The Majority Think. Amazing Is Different To $ Value Creating.
NextDC drops 40% in a day and 65% from its peak, and the bond market saw it first: its 2030 margin went from 2.75% over the bank rate to more than 6% in a couple of days. Open weight models have gone…
3 Oct 2026 · 43:49
Ep 134: Personal Agents Will Be The Customer. Distribution Tops Product Always. Systems Not Goals. Sharts.
Meta launches Muse and OpenAI launches Dots, except OpenAI forgot to buy the domain, so dot.com now redirects to Elon's Grok. Andrej Karpathy's line that the customer is not the human anymore but the…
18 Sept 2026 · 35:57
Ep 133: Investors Are Underestimating The Carnage Coming. Miro Sold For 2x. Pulley Pulls Plug. Xero Zero. No Sharts.
Miro sells to Bending Spoons for 2.3x ARR and Jason Lemkin says it's time to move on from Hopium. Pulley pulls the plug on cap tables, Lightspeed warns investors are underestimating the AI carnage…
4 Sept 2026 · 52:34
Ep 132: Airtree Everywhere. Knockout Offer For Tanda
The full crew is back and AirTree is in every story this week. Thoma Bravo lobs a knockout offer valuing bootstrapped Queensland HR player Tanda at around $800 million, AirTree reads the riot act to…
18 Aug 2026 · 57:05
Ep 131: Canva Val Slash. Market Places Are In Trouble. Sophii AI. Agentic Outcomes. Venture Debt Rules & Thumb. Sharts.
Aaron is off sick, so Don and Jack go two-up on a big week. Blackbird and AirTree mark Canva down 17% while 20VC's Jason Lemkin argues it could be worth closer to $12 billion, and the lads run through…
8 Aug 2026 · 49:05
Ep 130: Venture Downunder. Canva To Zero? Founder-Not A CEO. Andromeda. Anti-Portfolio Goals. Sharts.
Don reports back from Venture Downunder with Innovation Bay: pirate parties, poker, the Kill All The Puppies triage session, and Prof Anton Van Den Hengel's rallying cry for sovereign AI capability…
27 July 2026 · 46:10
Ep 129: Kimi Comin' To Town. Never Too Rich To Fraud. Chat As Lawyer Risk. Sharts.
Kimi K3 tops the coding leaderboards, OpenAI's agent goes rogue on Hugging Face, and a court orders the sale of a firm whose directors took legal advice from ChatGPT. Plus Muscle Nation's bootstrapped…
23 July 2026 · 49:25
Ep 128: Sexy Fingers. Precinct Closing. Acquisitions Galore. Pitch Call Lessons. Sharts.
Queensland shuts down the precinct, two London Mission 2023 founders get acquired, and Whatnot snaps up Aussie-founded Shaped. Plus hard truths from the week's pitch calls: when an investor with money…
9 July 2026 · 37:57
Ep 127: Zero switching costs. Cheap Disruption & AI Valuation Destruction. Funds SA Supports Eastend. Sharts.
Funds SA backs East End Ventures with $5M, the first superannuation mandate to support a debut Australian VC fund. An Airtree partner ports his entire Claude setup into Codex in minutes, proving…
1 July 2026 · 40:11
Ep 126: How To Steal Tokens. Jail For Misleading Investors. DashDot Administration. Self-Interest In A Superhero Cape. Sharts.
A failed AI startup founder gets nine years jail for misleading investors, Dashdot collapses owing customers over $10 million, and Stripe warns that token theft could kill the freemium model. Plus Tim…
20 June 2026 · 42:19
Ep 125: Lessons From London. Loops not Prompts. The Right Age For Founders. Sharts
The lads debrief the London mission: three hours of straight pitching, pent-up IPO demand, and why Aussies underestimate how good they are. The creator of Claude Code says he barely prompts anymore…
4 June 2026 · 40:02
Ep 124: Vibe Coding Examples Are Rigged. Lessons From UK Accellorator.
Vibe coded success stories are the bombers that came back: MIT found 95% of enterprise AI pilots delivered zero P&L impact, so beware the founder who killed Salesforce in three weeks. Tribe's new…
15 May 2026 · 55:39
Ep 123: Never Waste A Good Crisis. We'll Need More Than "I Don't Want To Pay Tax". Your Business Is Not Your Baby. Sharts.
Auction clearances plummet in the week after CGT week, LPs freeze, and Tim Doyle argues the fix is making ESOPs CGT exempt. AI note-takers are quietly torching legal privilege, Ken Griffin watches AI…
9 May 2026 · 54:39
Tribe Talkin' Ep 122: Hardware Vals Skyrocketing. Who Will Be Most Successful. A Lot Of Random Stuff. Sharts.
The budget scraps the 50% CGT discount and startups call it catastrophic, Anthropic voids a wave of unauthorised SPV share sales, and OpenAI's slick new agent builder restarts the cat and mouse game…
3 May 2026 · 58:19
Tribe Talkin' Ep 121: Will Your Platform Be Used By Agents? How AI Bubble Pops. No Where To Hide. Sunrise. Sharts.
Agents leave you nowhere to hide: Jason Calacanis wires an AI into every employee's Gmail, Slack and Zoom, while Jason Lemkin's Salesforce bill nearly doubles even as his seats drop from 10 to 2. The…
29 Apr 2026 · 58:48
Tribe Talkin' Ep 120: System of Record to System of Action. Founders Don't Need VC's? Lifecycles Predict The Future. Sharts.
22 Apr 2026 · 46:42
Tribe Talkin' Ep 119: Vibe Coding Risks. Anthropic Eating Your Lunch. Durability. Shocks Vs Regime Shifts.
15 Apr 2026 · 40:22
Tribe Talkin' Ep 118: Unicorn's A Fraud? Hardware Moat. Beaten Zone Beats. Sunk Cost Fallacy. Acquisition Sprees. Sharts.
8 Apr 2026 · 52:12
Tribe Talkin Ep 117: Cliff Scares Canva. Celebrity Funds. Federation Admits Fail. Good Business Does Not Equal Venture Business. Sharts
Why AI is making it easier to build profitable “non‑venture” businesses (and why founders might skip VCs and the rat wheel) to examples of speed and traction - like healthcare AI scribe Heidi racing…
27 Mar 2026 · 1:01:22
Tribe Talkin' Ep 116: Canva Acquires Doohly. Choosing AI People. AI Job Cuts. Claude Holes. Sharts.
22 Mar 2026 · 46:26:21
Tribe Talkin' Ep 115: More Agents, More Management Required. SaaS Moving To Services. Velocity. Sharts.
27 Feb 2026 · 49:54
Tribe Talkin' Ep 114: SafetyCulture CEO Exits As Predicted. More To The Eucalyptus Story. Is Rayn Ong Australia's Greatest Angel.
20 Feb 2026 · 1:24:47
Tribe Talkin' Ep 113: Investment Committee Dynamics. Writing code is OVER. Agent Search How To. Sharts
13 Feb 2026 · 37:13
Tribe Talkin' Ep 112: EVP Post's Bond. SaaS Becomes Print Media. The Hard Thing About Hard Things. NO Sharts.
6 Feb 2026 · 59:33
Tribe Talkin' Ep 111: 2026 Says No. Australia No Safe Haven. When Dev's Cry. Just Get An Agent. Sharts.
In this episode, Tribe is excited to announce QIC VCDF funding to launch for its UK & US accelerator. We also discuss clear evidence from board reports of how AI is now materially disrupting software…
1 Feb 2026 · 55:35
Tribe Talkin' Ep 110: IPO Market Dead. Airwallex In Lifecycle Terms. Don't Wait For Perfection. Sharts.
IPO Market Dead. Airwallex In Lifecycle Terms. Don't Wait For Perfection. Sharts.
24 Jan 2026 · 58:13
Tribe Talkin' Ep 109: Public ARR Trouble For Venture. Few Get the Money. Airwallex Own Goal. Sendle Gondel. Sharts.
Public ARR Trouble For Venture. Few Get the Money. Airwallex Own Goal. Sendle Gondel. Sharts.
21 Jan 2026 · 1:15:22
Tribe Talkin' Ep 108: We Are Back Baby! Replit Addiction. Founder Fear. Speed But Not Quality.
20 Dec 2025 · 1:14:18
Tribe Talkin' Ep 107: How Hard To Push Your People. Speed Wins. When Valuation Is An Issue. Sharts.
13 Dec 2025 · 1:05:30
Tribe Talkin' Ep 106: UEF: Unicorn Fund: Startup Muster Report. Cut Through DB. SaaS Not Dead.
This episode kicks off with reflections from West Techfest and why the Perth ecosystem continues to mature and punch above its weight. The team unpacks the latest Startup Muster Report, including…
8 Dec 2025 · 57:20
Tribe Talkin' Ep 105: Where You Raise Matters. Culture Amp & SafetyCulture Writedown. EVP's $100M Fund. Sharts.
In Ep 105, the team covers a big week across the ecosystem: Blackbird’s reported write-downs of Culture Amp and SafetyCulture, and the contrasting momentum of Airwallex and Eucalyptus. They unpack…
29 Nov 2025 · 1:17:18
Tribe Talkin' Ep 104: The Role Of Luck. Culture Amp's Layoffs. Kiki Fined.
In this episode of Tribe Talkin’, the team digs into the uncomfortable role of luck in entrepreneurship, and why hard work, preparation, and timing are inseparable from outcomes. They unpack Kiki’s…
19 Nov 2025 · 1:02:45
Tribe Talkin' Ep 103: No AI Bump - Give Yourself An F! SafetyCulture Losses Widen. StrongAI. Sharts.
In this episode of Tribe Talkin’, the team pulls no punches on AI complacency, arguing that if your company didn’t meaningfully accelerate this year, it’s time to confront hard truths about people…
12 Nov 2025 · 1:20:35
Tribe Talkin' Ep 102: Authentic Comms Win. Airwallex $1B. Firmus $6B. SwiftX $50mill Profit. James Leatham Steps Down. Hismile. Sharts.
In this episode of Tribe Talkin’, the team digs into why authenticity and fearlessness are becoming real competitive advantages in venture, from pitch rooms to portfolio support. They unpack major…
7 Nov 2025 · 1:00:08
Tribe Talkin' Ep 101: Hostplus-VC is unbelievably positive. OpenAI Fail. AI Auto Investing. Sharts.
In this episode, the team unpacks why Australian venture capital sentiment is turning decisively positive, with super funds like Hostplus doubling down and follow-on capital no longer the missing…
5 Nov 2025 · 1:02:41
Tribe Talkin' Ep 100: Episode 100! What's Changed in 100 Eps. Blackbird Discounts. Moats. Sharts.
Tribe Talkin' Ep 100: Episode 100! What's Changed in 100 Eps. Blackbird Discounts. Moats. Sharts.
10 Oct 2025 · 1:09:59
Tribe Talkin' Ep 99: AI's Big Market Risk. People Leaving VC. Small Funds Still Best For Returns. SwarmFarm $30M Raise. Durability In AI. Rent Seeking SXSW.
AI's Big Market Risk. People Leaving VC. Small Funds Still Best For Returns. SwarmFarm $30M Raise. Durability In AI. Rent Seeking SXSW.
27 Sept 2025 · 55:07
Tribe Talkin' Ep 97: Some Founders Should Go To Jail. VC Is "Back Baby". Repeat Founders Best? VC Accelerators. Sharts.
In this episode of Tribe Talkin’, the team dives into founder and investor behaviour when things go wrong: a StrongRoom AI court update, why your actions after discovering issues matter, and whether…
27 Sept 2025 · 54:53
Tribe Talkin' Ep 98: RB2B Goes 100% AI Run. OZ vs US Energy. Can't Build Just For Money. Sharts.
In this episode, the team digs into what it really means to build in an AI-first world, starting with RB2B’s experiment running a $6m ARR business entirely on AI agents for a week. They compare…
6 Sept 2025 · 56:28
Tribe Talkin' Ep 96: Seek V Employment Hero. Birchal Increases Fees, Cuts Costs. Female Funding "Pipeline Problem". Why Start-ups Fail. Sharts.
In this episode, the team debriefs a high-intensity Melbourne trip and what it really takes to build investor momentum over years, not weeks. They unpack SEEK’s clash with Employment Hero (and where…
22 Aug 2025 · 47:52
Tribe Talkin Ep 95: Learning From T Swift Engagement. OneMRI Raise. Blackbird Returns Hurt. SEO To SAO.
In this week's episode: OneMRI announces capital raise. · Blackbird 2015 fund returns hurt. · SEO continuing to be challenged by Chat. · James Deck from Clevvi . · Sharts
22 Aug 2025 · 50:04
Tribe Talkin' Ep 94: One Person Unicorns. Working Harder With AI. Advance VC Secondary Fund. Sharts.
In this episode, the podcast focuses on how AI is reshaping work, company building, and investment strategy. The discussion covers rapid advances in AI tools such as text-to-voice, why many AI…
9 Aug 2025 · 57:29
Tribe Talkin' Ep 92: Airtree's "Not Mega" $650mil Fund. Unhinged Founders. Don't Ignore Red Flags. Lorikeet $200mil Val. Figma. Sharts
Tribe Talkin' Ep 92: Airtree's "Not Mega" $650mil Fund. Unhinged Founders. Don't Ignore Red Flags. Lorikeet $200mil Val. Figma. Sharts
2 Aug 2025 · 47:02
Tribe Talkin' 91: Employment Hero v Seek. Gilmore "Failure". 18 Year Old Founder. UQ's Vaccine Victory. Sharts.
In this week's episode: Gilmore Space launch. · Employment Hero sues Seek, an investor and rival, over platform access. · Seek hits back in Employment Hero fight, implies misuse of data. · UQ's…
1 Aug 2025 · 47:21
Tribe Talkin' Ep 90: Coward Founders. AI Tool Fail. Meta Spree. AI Usage Baseline. Sharts.
In this week's episode: Facebook Meta hiring spree. · AI tools are not yet there. · AI usage a baseline expectation at Shopify. · “Coward founders”. · Don’t know why ChatGPT is working. · Chief of…
18 July 2025 · 1:05:23
Tribe Talkin' Ep 89: CTV Q2. Top 10 B2B AI Takeaways. Australia's Not An AI Leader? Building An Audience. Tractor Reaches $100mil Milestone. Sharts.
In this week's epsiode: Cut Through Venture 2025 Q2 Report. · How smart does Chat GPT think you are? · The Top 10 AI in B2B Takeaways. · Australia is an AI Leader: Tom from Blackbird vs Cameron…
10 July 2025 · 44:45
Tribe Talkin' Ep 88: Australia The Unicorn Factory, But Not A Leader In AI. SEO v AEO. Sharts.
In this week's episode: Australia is a unicorn factory. · Australia will not be a leader in AI. · Chat is a Facebook replacement. · ChatGPT personalise product recommendations. · Surprisingly, some of…
28 June 2025 · 48:33
Tribe Talkin' Ep 87: Epic Tropical Innovation Fest. Canva Tax Bill. Continuation Funds. Need AI To Raise. Distribution Is The Durability. No Sharts :(
In this week's episode: Tropical Innovation Fest was awesome. · 4th time lucky? After shutting down in New York, Blackbird-backed Kiki is moving to London. · Big tax bill looms for ‘Canvanauts’ after…
22 June 2025 · 1:12:22
Tribe Talkin' Ep 86: Lyrebird Health. Sally-Ann WIlliams Steps Down. MagicBrief Off To Canva. You're The Problem It's You. Kiki Departs. StrongRoomAI Ends. Sharts.
14 June 2025 · 58:22
Tribe Talkin' Ep 85: London Expansion Mission Lessons. YC AI Requests. Cold Calling Dead? Sharts.
In this weeks episode: Reflections from Tribe's 2025 UK Expansion Mission · The YC company request list · Apples being the Karen of AI · Earned media in an AI world · Apple changing outbound calling ·…
6 June 2025 · 1:24:30
Tribe Talkin' Ep 84: VC- Never Been Harder. SecondQuater Secondary Fund. Chat Knows Exactly Who You Are. Don't delegate?
In this weeks episode: Creditors have voted to liquidate StrongRoom AI. · Tribe building tools in Replit. · SecondQuarter wants super funds to step up and fill the secondary liquidity void. · Never…
30 May 2025 · 1:17:33
Tribe Talkin Ep 83: Tribe's AI Built Tools. How Not To Pitch. Amazing Airwallex. Cut Through Venture Q1. Sharts.
In this week's episode: StrongRoom AI creditors' meeting adjourned as court battle drags on. · Airwallex: 20 VC episode. · Cut Through Venture quarterly update. · Ideabrowser.com. · Replit…
25 May 2025 · 1:12:22
Tribe Talkin Ep 82: AI Partners? Go1 Simplifies. Tech One Rockets. Advance VC Secondaries Fund. Sharts.
In this week's episode: Be careful what you trust because of the training data. Not everything is as clear as this. · Paid for outcomes not hours. · AI is going to change relationships. · What's going…
16 May 2025 · 1:18:44
Tribe Talkin' Ep 81: Plans Are Bullsh*t. Growth V Development. Building Outside The US. Heidi Health Fastest On Record. Unfriendly AI. Sharts.
In this week's episode: We spoke about AI for advice: AI’s not your friend · Reminder from Uniquest- Growth vs healthy development · The company growing faster than Canva · Fyxer · Investor updates ·…
11 May 2025 · 1:02:38
Tribe Talkin' Ep 80: What Will Be The Next AI Unicorns. Goodbye Superfund Investors. Advanced R&D Raises $27mil. Competitor Ads. Sharts
What Will Be The Next AI Unicorns. Goodbye Superfund Investors. Advanced R&D Raises $27mil. Competitor Ads. Sharts
5 May 2025 · 1:17:18
Tribe Talkin' Ep 79: CTV Q1. Low Growth Worthless. Where The Value Accrues. AI Rabbit Holes. Robots Are Here. Sharts. A General Apology From Us.
In this week's episode: Trump trade war · Claude Code · Strong Room AI · StrongRoom AI debt transfer points to imminent sale · Escalante-backed WeMoney valued at $100m as it eyes ASX listing · Square…
18 Apr 2025 · 1:16:22
Tribe Talkin' Ep 78: Not Investing In Founders With Kids. Good Not Good Enough. WeMoney - We Impressed. Zero Co Shutdown. No Lead No Conviction? Sharts.
Tribe Talkin' Ep 78: Not Investing In Founders With Kids. Good Not Good Enough. WeMoney - We Impressed. Zero Co Shutdown. No Lead No Conviction? Sharts.
11 Apr 2025 · 1:07:04
Tribe Talkin' Ep 77: StrongRoom AI Investigation. IVYY Makes Top 50. Solo Vs Co-Founders. Can You Admit You're Crazy? Sharts.
In this week's episode: EVP calls the police on StrongRoom AI But other shareholders weren't happy about it But the court documents show some really bad shit IVYY Makes top 50 Software companies No…
4 Apr 2025 · 35:11
Tribe Talkin' Ep 76: From The Lounge- Aaron & Don Reflections From US Expansion Mission
In this episode we share what we learnt and saw during our week in Silicon Valley and Denver
19 Mar 2025 · 1:01:23
Tribe Talkin’ Ep 75: Bridge Rounds Are A Bridged To Nowhere? The Very Best? Eisen Joins Reshop After US$17M Raise. VC Year Ahead. Sharts.
In this week's episode: Let's be clear -- the very best B2B companies just explode. · Exciting to announce that hashtag#Reshop - https://www.reshop.com/ has recently closed a USD$17m capital raise as…
17 Mar 2025 · 1:02:33
Tribe Talkin' Ep 74: Language Warning More Than Usual. Public Markets. New Birchal CEO. Failure In Australia. Taste Not Tech. Is Your CEO A Fraud? Sharts.
In this week's episode: NASDAQ & S & P 500 fall- why it matters. · Kirstin Hunter joins equity platform Birchal as CEO. · The startup lesson Australia still struggles with. · Why taste, not tech, will…
8 Mar 2025 · 1:05:22
Tribe Takin' Ep 73: Employment Hero AI Drive. We Are All Just Wrappers. Cursor Beware. Top Of Funnel A Waste? Sharts.
In this week's episode: Employment Hero AI adoption drive. · Michael Luorebuilt a basic version of Docusign in 2 days. · AI development not fool proof just yet. · We are all just wrappers of the…
3 Mar 2025 · 1:23:45
Tribe Talkin' Ep 72: Good Empire Administration. Investor Test Stays. OpenAI Operator. Voice Agents. B2B Growth- B2C Feel. Sharts.
In this week's epsidoe: Findings from the Parliamentary Joint Committee on Corporations and Financial Services on the Wholesale investor tests are out. · AI Agents talking in their own language (data…
22 Feb 2025 · 1:11:23
Tribe Talkin Ep 71: Small Is The Future. Kiki In Trouble Again. KKR Acquires Stake In Employment Hero. Get Fast, Loose Fast. Splose AI Raises $5m. Sharts.
In this week's episode: Five V SaaS Summit, Sydney March 20th 2025. · KKR Acquires Stake in HRM Platform Employment Hero from SEEK Investments. · Kiki’s investor reports reveal millions burned amid…
7 Feb 2025 · 1:01:33
Tribe Talkin' Ep 70: Doing Outbound Sales Properly. Failure Isn't The Worst Thing. Lorikeet Cracks $100mil. Robotics Progress. Miss America Nuclear Power Debate. Sharts.
In this week's episode: Outbound isn't dead. · The worst thing that can happen to your startup isn't failure. · Australian start-up Lorikeet cracks $100m valuation in AI agent boom. · Robotics has…
4 Feb 2025 · 42:23
We're Back! Cut Through Venture 2024 State of Australian Startup Funding Results With Chris Gillings and Mitchell Bissinger.
In this episode we are joined by Chris Gillings of Cut Through Venture and Mitchell Bissinger of Folklore Ventures to discuss the 2024 State of Australian Startup Funding Results. You can get access…
1 Feb 2025 · 1:18:22
Tribe Talkin' Ep 69: Are You A Keeper? DeepSeek Explained. SEO Has Changed. Own Your Audience. Can You Return A Fund? Sharts.
In this week's episode: The Keeper Test: Netflix website description. · The severance package. · What the staff say about it. · Deepseek: 20VC episode · SEO is getting harder. · Own your own audience…
24 Jan 2025 · 1:02:33
Tribe Talkin' Ep 68: Matt Vitale Leaves Birchal. DEI Rebalancing. Zombie VCs. LinkedIn AI Slop. Sharts.
In this week's episode: Matt Vitale sets down and leaves Birchal. · Rise of the zombie VCs: Australian venture capital faces a year of reckoning. · LinkedIn is in danger of being swamped by…
22 Jan 2025 · 1:12:45
Tribe Talkin' Ep 67: We're Back! 2025 Predictions. Text To Action AI. Resilience. PMF. VC Firms Fall. Sharts.
In this week's episode: 2025 predictions. · Employment Hero uses mostly scrip to acquire company. · Text to action AI will fundamentally change the world. · The Great UI overall because of AI Agents…
20 Dec 2024 · 1:03:34
Tribe Talkin' Ep 66: Open AI Goes Down. Birchal Raises $2Mil. Our Agentic Future. Quantum Breakthrough. Tandem Shuts.
In this week's episode: Share price decline for accelerator Scalare Partners. · Open AI goes down for 4 hours · Satya Nadella on future of business apps in agentic era. · After 2 years of talking…
12 Dec 2024 · 1:01:23
Tribe Talkin' Ep 65: AI. VC Mental Torture. YC's Requests. Statemate's Woman Leader Award. Sharts.
In this weeks episode: Jerry Seinfeld's take on AI. · Jeff’ Bezos all in on AI. · AI tool ability to synthesis data: Andrew Tate · YC's request for startups. · Picking the category winner: VC mental…
29 Nov 2024 · 1:07:42
Tribe Talkin' Ep 64: Fastest "100". Swoop Aero's Liquidation. Salary Efficiency Ratio. Selling Work Not Access. VC Resurgence.
In this week's episode: Med-Gemini · Instagram dubbing. · Follow the ball? · Australia’s fastest growing companies. · Introducing the Salary Efficiency Ratio from Edward Keelan. · AI company growth…
22 Nov 2024 · 1:14:23
Tribe Talkin' Ep 63: Crazy AI Stories. Employment Hero. Problematic Geniuses. Startups Are High Turnover. Luke Anear Steps Down. Canva CFO. Sharts.
In this weeks episode: AI gets rich. · Chegg: a cautionary tale the large AI companies eating the smaller ones. · Employment Hero abruptly changed course on strategy. Just don't call it a pivot. · The…
14 Nov 2024 · 1:24:35
Tribe Talkin' Ep 62: Learn From Trump. SaaS- Margins To Fall. Scalare Lists. Company Failures. Themes. Sharts
In this weeks episode: Directionally right: where the SaaS market is going- lower prices even if you survive. · AI voice agents map by Bessemer. · Decidr.ai AI parallel world…
8 Nov 2024 · 1:11:23
Tribe Talkin Ep 61: Worthless- You, Your SaaS And Your Data.
In this weeks episode: AI voice bots becoming functional for sales and support. · AI using video to remove the SaaS and the human. · AI being used to hire staff. · Smart pre-launch strategies using…
4 Nov 2024 · 42:32
Tribe Talkin' Ep 60: Reflections From 2024 Tribe US Expansion Mission.
In this episode, Aaron and Don dial in from Denver and share their thoughts from the Tribe 2024 US Expansion Mission with Ash and Jack.
24 Oct 2024 · 1:12:43
Tribe Talkin Ep 59: Founder Mode Mayhem. VCs Do F All. Swoop Aero Runs Out Of Runway. Disrupted Radio.
In this weeks episode: SXSW: Australian founders have some advice for government. · Founder Mode by Paul Graham. · Harry Stebbing raises Europe's largest venture fund of 2024. · Drone start-up Swoop…
11 Oct 2024 · 1:06:23
Tribe Talkin' 58: VC Funding Plumets Again. Go1 Secondary. Circonomy In Liquidation. Bookable Raises $5mil. NotebookLM. Sharts
In this weeks episode: Q3 2024 Cut Through Venture Report: VC funding plummets again as mega deals remain elusive. · $3b Queensland unicorn Go1’s investors prep secondary. · Bookings platform Attekus…
8 Oct 2024 · 1:02:15
Tribe Talkin' Ep 57: SaaS Era Over? VCs Chasing M&A. VCs Question Scalare. Losing PMF Part 3. Startmate Returns.
In this week's episode: 'Venture capital is broken': Scalare pitches backdoor IPO as VCs question model. · Ed Keelan of Octopus Ventures releases Losing Product Market Fit part 3. · Startmate returns…
27 Sept 2024 · 1:01:34
Tribe Talkin' Ep 56: "Investors" That Charge Portfolio For Everything. Burn To Earn. Blurred Funding Lines. Death as a Service. Listener Questions On VC. Sharts.
In this week's episode: Eucalyptus pauses Compound, its $1000-a-month men's longevity program. · The curious case of scale-up advisory's backdoor ASX listing via a defunct lolly shop. · The lines…
20 Sept 2024 · 53:35
Tribe Talkin' Ep 55: AI Snake Oil. Bluejay.AI Goes Into Liquidation. Persistence. Shiffman To Pay Legal Costs. Startup Daily Awards. Australia's Liquidity. Sharts
In this weeks episode: Investor Adir Shiffman must pay Sleeping Duck co-founders' legal costs, court orders. · Startup Daily Awards. · Persistence. · Persistence combined with the right focus. · Build…
13 Sept 2024 · 1:01:45
Tribe Talkin' Ep 54: Ash Joins Tribe. Founder's Walking With 0. SafetyCulture's $165Mil. Taking Advice. Marketing & Personas. VC Red Flags. Sharts
In this weeks episode: Why Uber abandoned Carshare for Turo. · Losing product market fit. Ed Keelan's Part 2 Blog. · SafetyCulture raises $165Mil in primary and secondary at $2.5 billion valuation. ·…
2 Sept 2024 · 1:02:59
Tribe Talkin' Ep 52: Losing PMF. Startups Shutting Down. Super Funds Squeezed Out Of VC. Early DPI. Sharts
In this week's episode: Nvidia slumps on earnings day. · AustralianSuper takes billion-dollar hit on venture capital failure. · Super funds squeezed out of VC. · Uber scraps $105m Aussie car-sharing…
25 Aug 2024 · 46:58
Tribe Talkin' Ep 51: Canva Hunting A Snitch? Go1 CEO Swap. 'Diabilical' 18 Months For Crowdfunding. Outbound Is Dead. Sharts.
In this weeks episode of Tribe Talkin': Blackbird and Canva not to happy about leakers of Leonardo.ai deal details. · Jesse Wu departs Afterwork Ventures. · Investors back ‘unicorn’ Go1 CEO swap, as…
16 Aug 2024 · 1:07:32
Tribe Talkin' Ep 50: SaaS Metrics. Exec's Leaving Canva. Breakthrough Victoria Sued. Decelerating SaaS Growth.
On this weeks episode of Tribe Talkin': Man baby owner of X/Twitter is suing a group of advertisers and major companies, accusing them of unlawfully agreeing to "boycott" the site. · Flippa's CEO says…
7 Aug 2024 · 48:23
Tribe Talkin Ep 49: AUS VC's Face Battle For Future. TEN13 Passes $100M. OneVentures Fund VII $200M. Leonardo.ai Was Finding It Hard. Hivery To Zero. Sharts
In this weeks episode: TEN13 passes $100M invested. · OneVentures launches new $200m fund to address the lack of growth stage funding in Australia. · Australian venture capital firms face a battle for…
25 July 2024 · 45:49
Tribe Talkin' Ep 47: The Eye Of The Tiger. Canva v Microsoft. Liquidity Options.
In this weeks episode: ESOP fine print. · "Losing money is an under-appreciated asset with our strategy" · Ubers early backers. · Microsoft has become Canva’s most dangerous competitor? · Construction…
23 July 2024 · 59:24
Tribe Talkin Ep 46: Nice Finishes Last. Failure Is Baked In. Harsh Investment Terms. Ready For Investment. Fable. MILKRUN.
In this weeks episode: Federation's Sendle deal draws intense VC scrutiny as fresh terms offered. · US on track to cut interest rates. · “Investment ready vs ready for investment” - Marc Orchard ·…
12 July 2024 · 55:43
Tribe Talkin' Ep 45: AI Remove VCs? PE Taking On VC. PE's Aggressive Terms. Companies Going Into Administration.
In this weeks episode: Cut Through Quarterly 2Q 2024. · Mega VC deals are back - but new founders face a big problem. · Rise of the robot investors: is AI about to eat VC's lunch? · Can we be better…
5 July 2024 · 1:06:23
Tribe Talkin' Ep 44: The US: We F'd. Small VCs to Start Failing. AI Pitch Decks. Bank VCs and Accelerators- Any Value? Samsara $100M Series A. 1Breadcrumb $4M Raise.
In this weeks episode: US Presidential election. We're so screwed. · AI helping with pitch decks. · How accelerators can prove their worth. · Bank VCs · Expecting young VCs to start failing. Good…
29 June 2024 · 1:06:45
Tribe Talkin' Ep 43: GYG. The Most Active VC Investors. Ownership at IPO. Series A Stuck? Pitchbook Data. Tenacious & Brighte Raise. What VCs Actually Mean.
In this weeks episode: Telstra Ventures rebrands to Titanium. · Skalata the most active investor in Australia. · GYG goes public. · Founder ownership at IPO. · Cettire CFO likely tax bill after stock…
21 June 2024 · 56:34
Tribe Talkin' Ep 42: VCs Become A-Holes. "VC's Decide Not To Invest In Women". Bessemer Anti-Portfolio. Pitching For PR. Sharts.
On this weeks episode: Adir Shiffman losing a lengthy court battle with one of his own portfolio companies, online mattress business Sleeping Duck. · To be in the top 1% of podcasters, you just need…
16 June 2024 · 47:43
Tribe Talkin' Ep 41: London Mission. YC Val's Inflated? Imposter Syndrome. Psylo closes $8mil. Pitch Decks. Sharts.
In this weeks episode: Debrief of the Tiribe UK expansion mission · Nvidia crosses the $3 Trillion market cap. · Are YC valuations inflated? Post by Yotam Rosenbaum. · Imposter syndrome in founders. ·…
6 June 2024 · 52:54
Tribe Talkin' Ep 40: Startmate Excels. Frugal Founders. 60 Person Leadership Teams? Fewer People at Series A. SaaS Growth Decelerating. Modus Partners SaaS valuations. Sharts.
In this weeks episode of Tribe Talkin': Startmate's Top 20 most valuable alumni. · Frugal founders. · Nvidia leadership team of 60 people. · Fewer employees at SaaS Series A. · Connecting the money…
30 May 2024 · 1:04:26
Tribe Talkin' Ep 39: Sharts. Government's Sexy Fingers. AI Extortion. Canva Rap. Captial Raises.
In this weeks episode: Go-Catch v Uber windup. · Government continues to have sexy fingers with taxing unrealised capital gains. · Reasons why Sam Altman was fired. · Extortion attempt: WiseTech CEO…
22 May 2024 · 1:22:54
Tribe Talkin' Ep 38: VC's Are Lazy, Stupid, Biased & Overly Conservative. Accelerators. Startup Daily Awards. Useless Charts.
In this weeks episode: Recap on concerns from the VC community on CrowdFunding. · Don't loose your sense of humor from Jerry Seinfeld. · Startup Daily Best in Tech Awards nominations now open. · What…
9 May 2024 · 1:12:43
Tribe Talkin' Ep 37: VC Red Flags. VC's Criticise Crowdfunding. Outbound is Dying. More Time to Series A. Billion $ Bet on PsiQuantum. Geoff Bozo.
On this weeks episode of Tribe Talkin' news: Labor’s bold $1b bet on Aussie quantum start-up. · Has it ever been harder to get from Seed to Series A? · Birchal defends VC criticism of Crowdfunding. ·…
2 May 2024 · 1:05:22
Tribe Talkin' Ep 36: Co-Founders More Likely To Build Unicorns. First Time Or Second Time Founders Best? Farquar of Atlassian Steps Down. Canva Staff To Buy Houses.
In this weeks episode: Spac listing hobbled Tritium making it hard to raise. Reasons for failure coming out in administration process. · Scott Farquar stepping down from Atlassian. · Canva employees…
18 Apr 2024 · 56:28
Tribe Talkin' Ep 34: What Makes a "Good" Founder. OpenAI Will Steamroll You! Too Many Startups. When You Don't Get Follow On.
In this weeks episode of Tribe Talkin': OpenAI CEO Sam Altman makes it clear they're going to steamroll you. · M&A proposed rule changes. · Google releases new tools for Gemini: write your emails and…
11 Apr 2024 · 56:07
Tribe Talkin' Ep 33: Why Companies Die. What VC's Really Mean. Canva $ Hit. SaaS Growth Slows. GoCatch Wasn't Exactly Doing Well. Charts.
In this episode of Tribe Talkin': GoCatch v Uber First day in court · GoCatch faces questions · GoCatch had actually lost 90% of users by the time UberX came. · Canva money hits bank accounts. · SaaS…
5 Apr 2024 · 1:31:02
Tribe Talkin' Ep 32: AI Honeymoon Is Over. Creating Authentic Content. Companies In Liquidation. GoCatch v Uber Trial. VC Investment Criteria.
In this episode of Tribe Talkin': Subsequent reporting on Breakthrough Victoria (Capital Brief, Bronwen Clue) · Plutora Pty Ltd going into voluntary administration in march over a dispute with the tax…
28 Mar 2024 · 1:04:05
Tribe Talkin' Ep 31: Breakthrough Vic. Shutdowns. Write-Downs. VC Co's Confident Underachievers? Square Peg Returns. M&A Canva. IPO Market. AI. Charts.
In this weeks episode: Our upcoming DeepdiveMcDeepDiveFace episode on Go-To-Market Strategy. · Tech Council of Australia report. · Startup shut downs rise. · Investors in Baraja have written down…
21 Mar 2024 · 55:12
Tribe Talkin' Ep 30: Hope You Suffer! Emerging VC's Fear Big Super? Unicorn Deputy. Capital Raise Roundup. Stone & Chalk Deficit. WiseTech Making Staff Rich.
In this episode of Tribe Talkin': Financial Services Minister Stephen Jones has vowed to crack down on companies seeking to circumvent laws designed to 'staple' workers to a single superannuation fund…
14 Mar 2024 · 55:03
Tribe Talkin' Ep 28: Southstart! Employment Hero V Hostplus. Man Baby Sues OpenAI. Venture Debt Myths. ESOPs. Crossing The Chasm.
In todays episode of Tribe Talkin': We're at Southstart! · Bitcoin all time highs. And so is Gold. · Employment Hero vs Hostplus. (Capital Brief: Bronwen Clune). · Elon sues OpenAI · Lawyers in Elon's…
14 Mar 2024 · 1:12:15
Tribe Talkin Ep 29: Employment Hero V Hostplus. Female Founder Grants & Ecosystem Support Resources. Dovetail Turnover & Churn. PWC Shrinking. Canva Juggernaut. Macro Charts.
In this episode of Tribe Talkin': More reflections from Southstart. · Event with Vu Tran of Go1. · Employment Hero V Hostplus. Hostplus calls for CEO's head. (AFR: Tess Bennett, Lucy Dean & Nick…
29 Feb 2024 · 59:55
Tribe Talkin' Ep 27: Soph. Investor Changes Will Happen. VC Facing a Cleansing. Blackbird Heads Offshore. Berkshire Annual Report. Octopus Deploy. Afterpay & Block. GTM vs Funnel Metrics.
In today's episode of Tribe Talkin' Listener feedback "keep the sh*t bits in". · Sophisticated investor changes are likely to happen: Bronwen Clune of Capital Brief summarises the key submissions from…
22 Feb 2024 · 1:38:42
Tribe Talkin' Ep 26: Canva's CFO Resigns. Capital Raising and M&A Activity In The Oz Ecosystem. Zuck's Got Fight. US Listed Markets. Listener Feedback.
In todays episode of Tribe Talkin': Canva CFO Damien Singh resigns Tegan Jones of Smart Company first article. · Bronwen Clune of Capital Brief first article. · Tess Bennett and Jessica Sier of AFR…
15 Feb 2024 · 1:18:05
Tribe Talkin' Ep 25: Social media: Facebook Turns 20, Gaming The LinkedIn Algo. Kiki, Again. Is Customer Focus #1? Sales Velocity. Forecast Funding Frenzy. AI.
In this episode of Tribe Talkin': Facebook turns 20. An article by Daivd Swan on Facebook being the poster child for "enshittification". · Kiki's founder Toby Thomas-Smith issues an apology. We share…
7 Feb 2024 · 1:04:32
Tribe Talkin' Ep 24: State of Australian Startup Funding Report. Cake's Startup Equity Report. WeBack- Adam Neumann. Atlassian. Out-Of-Touch Ventures
In this weeks episode of Tribe Talkin': The State of Australia Startup Funding Report and the areas we found interesting. · Cake Equity launched their State of Employee Equity Report . · Elon: the…
2 Feb 2024 · 56:42
Tribe Talkin' Ep 23: What's Happening to Vals. Median Time to Raise. Cool AI Tools. Poor Elon & Tesla Prediction. People Leave People.
On this weeks Tribe Talkin' episode: The median time it takes between capital raises · What are valuations doing. · How to pitch · Organic growth · Some cool AI tools. Heygen and Fathom. · Telstra…
25 Jan 2024 · 1:07:23
Tribe Talkin' Ep 22: What we got wrong on Kiki. Content is King. Multinex. Branding $ and time in early B2B is a waste.
In this weeks Tribe Talkin' episode: What we got wrong with Kiki: a fair bit. Reflections on our initial reactions, and we discuss their original pitch deck. · Content is king, and it needs to be done…
18 Jan 2024 · 1:06:06
Tribe Talkin' Ep 21: Riches are in niches. Kiki turns freaky. Gov and VC's are undermining startups. Drama triangles: don't get bitter, get better.
In today's Tribe Talkin' episode: - The Federal Government's proposed changes to Sophisticated Investor rules and the likely consequences. - A fintech founder thinks local VCs are undermining…
22 Dec 2023 · 1:24:23
Tribe Talkin' Ep 20: 2023 End of Year Review- Lessons, One-liners, Screw Ups, Bad Singing, Portfolio Summary & Looking Ahead to 2024
Tribe Global Ventures 2023 in Review The lessons · Investor sentiment in a higher interest rate environment · Deal flow · Portfolio review · The One-liners · Looking ahead to 2024 ·…
14 Dec 2023 · 1:01:58
Tribe Talkin’ Ep 19: Cash Returns, AI raising, Criticism of Blackbird- Fair? Moving The Diversity Needle, Askthegrapevine.com
In this weeks episode: X launches Grok (Capital Brief). · OneVentures turns $8.8 Million investment into Employment Hero into $116.2 Million return (AFR). · Appen seeking to us AI as its turnaround…
7 Dec 2023 · 1:35:02
Tribe Talkin’ Ep 18: News, Elon Musk: the stupid person’s idea of a genius, Actionable B2B growth hacking ideas in the age of AI
In this weeks episode: The best bits of the Ten13 Runway Conference in Brisbane. · Edrolo- all maybe not what it seems. · Charlie Munger's passing: a few quotes · Seven enduring lessons (and what…
23 Nov 2023 · 1:03:09
Tribe Talkin' Ep 16: Open, then closed, then Open-Again-AI. Plus other tech news
In this weeks episode of Tribe Talkin': The OpenAI board and CEO debacle. · 20VC episode with Des Traynor, Co-Founder of Intercom. · Australia’s place on the global innovation map. · Australia’s tech…
17 Nov 2023 · 1:00:17
Tribe Talkin’ Ep 15: Resourcefulness, best in class SaaS metrics, VC valuations
This this weeks episode of Tribe Talkin' Ep 15: Reflections from the recent Tribe Scale-Up Offsite · Scooter company Bird delisted from NYSE after stock collapse · The software industry's productivity…
14 Nov 2023 · 39:14
Tribe Talkin’ Ep 14: The pattern connecting FTX, WeWork and F45 gym’s failure
In this week's episode of Tribe Talkin': On this weeks episode of Tribe Talkin' : Sam Bankman-Fried being found guilty in his fraud trail as part of the FTX collapse. · Investor due-diligence and post…
9 Nov 2023 · 19:45
Tribe Talkin’ Ep 13: Response to Sam Joel of GiveTree’s apology and resignation
Normally Tribe Talkin' discusses a range of news items sharing our view. But this episode will be focused just on one issue and separated from any other new items. On Saturday 4th of November 2023 by…
4 Nov 2023 · 44:11
Tribe Talkin' Ep 12: If you knew how hard it would be, you wouldn't do it
In this episode of Tribe Talkin' - Twitter's daily active users drop. - Twitter's internal valuation slashed. - AI in due diligence and data rooms. - Tritium potentially potentially closing down…
27 Oct 2023 · 58:18
Tribe Talin' Ep 11: Entrepreneurial style and the correlation to success
In todays episode of Tribe Talkin': A great long form article on Canva leading up to a potential IPO by David Swan including a reminder that lifecycle location determines normal vs abnormal. · Rayn…
13 Oct 2023 · 1:02:36
Tribe Talkin' Ep 10: Messaging: why good product, people and money can still fail
In this episode of Tribe Talkin': FTX/ SBF fraud trial · Canva's approach to intellectual property with their $200Mil fund · The riches are in the niches · Sales teams in product lead growth companies…
11 Oct 2023 · 43:34
Tribe Talkin' Ep 9: Organisational Health
In this episode of Tribe Talkin' we discuss: AI tools in the classroom. · Interacting with AI like a colleague/ coach. · Elon Musk's Neuralink announcing human trials. · Results from the Cut Through…
4 Oct 2023 · 1:08:46
Tribe Talkin' Ep 8: Best in class SaaS metrics
In this episode of Tribe Talkin; we discuss: The Instacart's IPO, and where IPO's fit as an exit option. · Trends we are seeing in the pricing of secondary share sales. · Issues around minority…
13 Sept 2023 · 59:54
Tribe Talkin' Ep 7: Choosing the right investors
In this episode we deep dive into choosing the right investors, following reporting by Bronwen Clune and John McDuling from Capital Brief, about Dovetail turning down investment from Andreessen…
7 Sept 2023 · 1:23:35
Tribe Talkin’ Ep 6: Learning from Qantas
This episode is a deep dive on the challenges Qantas has been facing. While Qantas is unlike any company we invest in, we believe there are many lessons for our founders and investors to take away. In…
31 Aug 2023 · 1:12:31
Tribe Talkin' Ep 5: Making Dysfunctional Boards Functional
Today’s deep dive segment looks at the issue around functional vs dysfunctional boards, and discusses an article we’ve released with some ideas and processes to help solve issues such as: Poor…
25 Aug 2023 · 51:04
Tribe Talkin’ Ep 4: Entrepreneurial Power
Welcome to episode 4 of Tribe Talkin', by Tribe Global Ventures, the B2B VC. We discuss the next episode in the series 'Founder', which showcases Fred Schebesta, the founder of comparison website…
18 Aug 2023 · 51:44
Tribe Talkin’ Ep 3: Diversity in STEM- The Lifeblood of VC
Welcome to Tribe Talkin' Episode 3. This week we talk about Safety Culture raising $34 Million at a $2.7 Billion valuation, $600 Million higher than their last raise. This bucks the trend we’ve seen…
12 Aug 2023 · 42:02
Tribe Talkin’: Why now is a good time to invest in VC
Welcome to Tribe Talkin’ Episode two, by Tribe Global Ventures, the B2B VC. In today’s episode we talk about Blackbird selling 3% of their stake in Canva, and what that means for the ecosystem in…
5 Aug 2023 · 35:03
Tribe Talkin’: Sole Founders vs Co-Founders
Welcome to episode one of Tribe Talkin', a format where the Tribe team discusses issues hitting news rooms, as well as sharing a core concept relevant to venture capital and high growth businesses. In…