Transparent VC Podcast · Tribe Talkin'
Tribe Talkin' Ep 98: RB2B Goes 100% AI Run. OZ vs US Energy. Can't Build Just For Money. Sharts.
27 September 2025 · 54:53
- 0:00: Cold open & deal flow pressure: Heavy pipeline, capital constraints, and the reality of being an emerging manager.
- 1:56: RB2B goes 100% AI-run: One-week AI-only experiment, revenue stability, churn, and support outcomes.
- 4:01: Capability vs behaviour: Why the real test is whether you can run AI-first systems, not whether you should.
- 6:35: US growth expectations: Centaurs, shooting stars, supernovas, and why 30% growth doesn’t cut it in Silicon Valley.
- 8:46: Australian vs US founder mindset: Aggression, follow-up speed, and why humility doesn’t travel well.
- 9:42: Confidence as signal: Standing firm on terms, desperation vs strength, and why investors test resolve.
- 15:49: AI helps incumbents fight back: Oracle’s surge, installed bases, and embedding AI into existing products.
- 17:12: Founder adoption drives teams: CEOs using AI daily as the biggest predictor of organisational uptake.
- 20:25: OpenAI enters jobs & certification: Talent pipelines, AI literacy, and implications for SEEK and Employment Hero.
- 24:40: Corporate VC under pressure: ANZ 1835i, failed strategics, and why promised “synergies” rarely materialise.
- 27:36: When strategics nearly kill startups: Autoguru, Gasbot, and why customers matter more than logos.
- 31:07: Can’t build just for money: Elon, motivation, shiny object syndrome, and why obsession beats incentives.
- 35:06: Authority, power, and influence: Why meaningful change fails when these forces don’t align.
- 36:27: Education as AI unlock: Middle management fear, skills gaps, and adoption tipping points.
- 38:34: AI in schools moment: Kids, teachers, and learning to think vs learning answers.
- 40:16: Negotiation from strength: Not needing the deal, specificity, and letting FOMO do the work.
- 45:35: Staying in the game: Preparedness, timing, and why longevity creates “luck.”
- 46:38: Charts: China gold accumulation, AI hype cycles, office delinquency, shrinking teams, and unicorn funding paths.
- 50:29: Light relief & curiosities: Testosterone vs IQ, levels of rich, and cultural oddities.
- 51:52: What they’re looking forward to: Family health news, finals footy, Pilates, and a packed weekend.