Tribe Talkin'

128 episodes.

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:<ul><li>OneMRI announces <a title="Link: https://www.startupdaily.net/topic/funding/go1-founders-new-body-scans-startup-onemri-spots-2-5-million-seed-raise/"…
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:<ul><li> Gilmore Space <a href="https://www.afr.com/technology/australia-s-attempt-at-entering-space-race-lasts-less-than-30-seconds-20250514-p5lz14" target="_self"…
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:<ul><li>Facebook Meta hiring spree. </li><li>AI tools are not<a href="https://www.linkedin.com/feed/update/urn:li:activity:7350622622356783104?updateEntityUrn=urn%3Ali%3Afs…
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:<ul><li> Cut Through Venture 2025<a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash="" data-html="" data-page_select=""…
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: <ul><li>Australia is a unicorn<a data-cke-saved-href="https://www.capitalbrief.com/article/unicorn-farm-australia-produces-more-billion-dollar-startups-per-vc-dollar-than…
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:<ul><li>Tropical Innovation Fest was awesome. </li><li>4th time lucky? After shutting down in New York, Blackbird-backed Kiki is<a…
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.
 <span…
14 June 2025 · 58:22
Tribe Talkin' Ep 85: London Expansion Mission Lessons. YC AI Requests. Cold Calling Dead? Sharts.
In this weeks episode:<ul><li>Reflections from Tribe's 2025 UK Expansion Mission</li><li>The YC company request list</li><li>Apples being the Karen of AI </li><li>Earned media in an AI…
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:<ul><li>Creditors have voted to liquidate StrongRoom AI.</li><li>Tribe building tools in Replit. </li><li><a…
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: <ul><li>StrongRoom AI creditors' meeting adjourned as court battle drags on.</li><li>Airwallex: 20 VC episode. </li><li>Cut Through Venture quarterly update.<br…
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:  <ul><li>Be careful what you trust because of the training data. Not everything is as<a data-booking_page_select="undefined" data-dynamic_select=""…
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.
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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.
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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:<ul><li><span…
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: <ul><li> NASDAQ & S & P 500 fall- why it matters.</li></ul><span…
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: <ul><li>Employment Hero AI <a href="https://www.capitalbrief.com/article/employment-hero-tracks-employees-in-push-for-ai-first-within-six-weeks-ec8e88ef-9415-4664-8b99-dd1…
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:<ul><li>Findings from the Parliamentary Joint Committee on Corporations and Financial Services on the Wholesale investor<a…
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:<ul><li>Five V SaaS Summit, Sydney March<a data-cke-saved-href="https://www.saassummit.com.au/" href="https://www.saassummit.com.au/" target="_self" title="Link…
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: <ul><li>Outbound isn't d<a data-cke-saved-href="https://www.thetwentyminutevc.com/carlos-delatorre"…
4 Feb 2025 · 42:23
We're Back! Cut Through Venture 2024 State of Australian Startup Funding Results With Chris Gillings and Mitchell Bissinger.
<span…
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: <ul><li>The Keeper Test: <ul><li>Netflix <a data-cke-saved-href="https://jobs.netflix.com/culture" href="https://jobs.netflix.com/culture">website…
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: <ul><li> Matt Vitale sets down and <a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash="" data-html="" data-page_select=""…
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: <ul><li>2025 predictions. </li><li>Employment Hero uses mostly scrip to acquire<a…
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: <ul><li>Share price decline for accelerator <a href="https://www.startupdaily.net/topic/asx/a-month-after-its-ipo-raised-4-3-million-a-share-price-decline-for-accelerator…
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: <ul><li>Jerry Seinfeld'<a href="https://www.linkedin.com/feed/update/urn:li:activity:7268734335699111936/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A…
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:<ul><li><a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash="" data-html="" data-page_select="" data-prev_next_link="undefined"…
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: <ul><li> AI get<a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash="" data-html="" data-page_select=""…
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: <ul><li>Directionally right: where the SaaS market is going- lower prices even if <a data-booking_page_select="undefined" data-dynamic_select="" data-file_name=""…
8 Nov 2024 · 1:11:23
Tribe Talkin Ep 61: Worthless- You, Your SaaS And Your Data.
In this weeks episode:<ul><li>AI voice bots becoming functional for sales and <a data-cke-saved-href="https://www.afr.com/technology/how-sarah-the-ai-sales-bot-got-this-entrepreneur-s-business-off-the…
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:<ul><li> SXSW: Australian founders have some advice for <a href="https://www.capitalbrief.com/article/from-esop-to-financial-disclosures-australian-founders-have-some-advice…
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: <ul><li>Q3 2024 Cut Through Venture Report: VC funding plummets again as mega deals r<a data-booking_page_select="undefined" data-dynamic_select="" data-file_name=""…
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: <ul><li> 'Venture capital is broken': Scalare pitches backdoor IPO as VCs question <a…
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:<ul><li>Eucalyptus pauses Compound, its $1000-a-month men's longevity <a href="https://www.capitalbrief.com/article/eucalyptus-pauses-compound-its-1000-a-month-mens-longevity-st…
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: <ul><li>Investor Adir Shiffman must pay Sleeping Duck co-founders' legal costs, c<a…
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: <ul><li>Why Uber abandoned Carshare for Turo.</li><li>Losing product <a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash=""…
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:<ul><li>Nvidia slumps on earnings day. </li><li>AustralianSuper takes billion-dollar hit on venture <a…
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': <ul><li>Blackbird and Canva not to happy about leakers of Leonardo.ai deal <a…
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': <ul><li>Man baby owner of X/Twitter is suing a group of advertisers and major companies, accusing them of unlawfully agreeing to <a…
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: <ul><li>TEN13 passes $100M invested. </li><li>OneVentures launches new $200m fund to address the lack of growth stage funding<a data-booking_page_select="undefined"…
25 July 2024 · 45:49
Tribe Talkin' Ep 47: The Eye Of The Tiger. Canva v Microsoft. Liquidity Options.
 In this weeks episode:<ul><li>ESOP fine<a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash="" data-html="" data-page_select=""…
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:<ul><li>Federation's Sendle deal draws intense VC scrutiny as fresh <a href="https://www.capitalbrief.com/article/federations-sendle-deal-draws-intense-vc-scrutiny-as-fresh-terms…
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:<ul><li>Cut Through Quarterly <a data-cke-saved-href="https://www.cutthrough.com/insights/cut-through-quarterly-2q-2024"…
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: <ul><li>US Presidential election. We're so screwed. </li><li>AI helping with p<a…
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:<ul><li> Telstra Ventures rebrands to <a href="https://www.linkedin.com/posts/albert-bielinko-4070a729_weve-rebranded-from-telstra-ventures-to-activity-7211091431485054976-A…
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: <ul><li>Adir Shiffman losing a lengthy court battle with one of his own portfolio companies, online mattress business <a…
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: <ul><li> Debrief of the Tiribe UK expansion mission</li><li>Nvidia crosses the $3 <a…
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': <ul><li>Startmate's Top 20 most valuable <a href="https://www.linkedin.com/posts/batkomichael_startmates-top-20-most-valuable-alumni-activity-7201738487153…
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: <ul><li> Go-Catch v <a href="https://www.capitalbrief.com/article/notes-and-observations-as-the-gocatch-v-uber-trial-wraps-up-e4cb3720-16fb-431d-afd7-232c72851736/ "…
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: <ul><li>Recap on concerns from the VC community on CrowdFunding. </li><li>Don't loose your sense of humor from<a…
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:<ul><li>Labor’s bold $1b bet on Aussie quantum <a data-cke-saved-href="https://www.afr.com/technology/labor-s-bold-1b-bet-on-aussie-quantum-start-up-2024042…
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: <ul><li>Spac listing hobbled Tritium making it hard to raise. Reasons for failure coming out in<a…
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': <ul><li>OpenAI CEO Sam Altman makes it clear they're going to steamroll<a…
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':<ul><li>GoCatch v Uber<ul><li><a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash="" data-html="" data-page_select=""…
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': <ul><li> Subsequent reporting on <a data-booking_page_select="undefined" data-dynamic_select="" data-file_name="" data-hash="" data-html=""…
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: <ul><li> Our upcoming DeepdiveMcDeepDiveFace episode on Go-To-Market Strategy.</li><li>Tech Council of Australia <a…
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': <ul><li>Financial Services Minister Stephen Jones has vowed to crack down on companies seeking to circumvent laws designed to 'staple' workers to a single…
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':  <ul><li>We're at…
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':<ul><li>More reflections from <a data-cke-saved-href="https://www.southstart.co/" href="https://www.southstart.co/" target="_self" title="Link…
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' <ul><li>Listener feedback "keep the sh*t bits in".</li><li>Sophisticated investor changes are likely to happen:<ul><li>Bronwen Clune of Capital…
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': <ul><li>Canva CFO Damien Singh resigns <ul><li>Tegan Jones of Smart Company first <a…
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':<ul><li>Facebook turns 20. An <a data-cke-saved-href="https://www.smh.com.au/technology/facebook-is-20-it-still-hasn-t-grown-up-20240206-p5f2q6.html?btis="…
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': <ul><li>The State of Australia Startup <a data-cke-saved-href="https://www.australianstartupfunding.com/"…
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: <ul><li>The median time it takes between <a data-cke-saved-href="https://www.linkedin.com/feed/update/urn:li:activity:7158141813915082752/"…
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: <ul><li>What we got wrong with Kiki: a fair bit. Reflections on our initial reactions, and we discuss their original pitch deck. </li><li>Content is…
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 <a title="Link…
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 <ul><li>The lessons </li><li>Investor sentiment in a higher interest rate environment</li><li>Deal flow</li><li>Portfolio review </li><li>The…
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: <ul><li>X launches <a data-cke-saved-href="https://www.capitalbrief.com/briefing/elon-musks-ai-chatbot-grok-begins-roll-out-to-premium-x-users-f068055b-6731-419e-9f38-da066…
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: <ul><li>The best bits of the Ten13 Runway Conference in Brisbane. </li><li>Edrolo- all maybe not what it seems. </li><li>Charlie Munger's passing:<a…
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': <ul><li>The OpenAI board and CEO debacle.</li><li>20VC episode with Des Traynor, Co-Founder of Intercom.</li><li>Australia’s place on the global innovation…
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: <ul><li>Reflections from the recent Tribe Scale-Up <a data-cke-saved-href="https://youtu.be/IuxzIth-VJw?si=svUyBF-7VzVMa7kN"…
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' :<ul><li>Sam Bankman-Fried being found guilty in his fraud trail as part of the FTX…
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…
27 Oct 2023 · 58:18
Tribe Talin' Ep 11: Entrepreneurial style and the correlation to success
In todays episode of Tribe Talkin': <ul><li>A great long form article on <a data-cke-saved-href="https://www.theaustralian.com.au/weekend-australian-magazine/designing-a-unicorn-how-canva-plans-t…
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': <ul><li>FTX/ SBF fraud trial</li><li>Canva's approach to intellectual property with their $200Mil fund </li><li>The riches are in the…
11 Oct 2023 · 43:34
Tribe Talkin' Ep 9: Organisational Health
In this episode of Tribe Talkin' we discuss: <ul><li>AI tools in the classroom.</li><li>Interacting with AI like a colleague/ coach.</li><li>Elon Musk's Neuralink announcing human…
4 Oct 2023 · 1:08:46
Tribe Talkin' Ep 8: Best in class SaaS metrics
In this episode of Tribe Talkin; we discuss:<ul><li>The Instacart's IPO, and where IPO's fit  as an exit option.</li><li>Trends we are seeing in the pricing of secondary share…
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.<br…
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:<br…
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…
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…
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…
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.<br…