This is the Driving Alpha, where we feature our friends, the out-performing investors, who demonstrate their path to driving alpha, or out-sized investment returns. We’re Alpha Partners, where we partner with a thousand early-stage venture firms as their opportunity capital to invest in their best companies.
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Building billion-dollar hubs beyond Silicon Valley
35:38
35:38
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35:38Can Middle America become the next innovation powerhouse? Aziz Gilani, General Partner at Mercury, thinks so—and he’s proving it by backing cloud and enterprise software startups across Houston and beyond. With a track record that includes major exits like Black Lotus and Modus, Aziz has helped Mercury’s portfolio reach over $9 billion in enterpris…
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Navigating booms and busts: Matt McIlwain’s venture capital lessons
33:32
33:32
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33:32Matt McIlwain, Managing Director at Madrona, has spent over two decades investing in intelligent applications and driving innovation in AI. With a track record including Smartsheet, Apptio, and Isilon, he brings rare perspective from 25 years in venture capital. Here’s a glimpse of what you’ll learn: 00:43 Introduction to Driving Alpha Podcast 00:5…
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Investing in the AI & robotics revolution with Lisa Chai
26:28
26:28
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26:28Lisa Chai, co-founder and general partner at Interwoven Ventures, joins Driving Alpha to discuss how robotics and AI are transforming industrial technology. With a deep background in venture capital and public markets, Lisa shares her insights into the megatrends driving automation, reshoring, and industrial AI. Here’s a glimpse of what you’ll lear…
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Cybersecurity investing and AI threats with Bob Ackerman
41:16
41:16
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41:16Bob Ackerman saw the future of cybersecurity before the market did. As the founder of AllegisCyber Capital, the first venture firm dedicated 100% to cybersecurity, and the co-founder of DataTribe, he’s been at the forefront of investing in cyber defense. With a 20+ year track record, Bob has backed some of the most cutting-edge cybersecurity compan…
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From law to venture: David Hornik’s path to investment success
28:22
28:22
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28:22David Hornik, founding partner at Lobby Capital, has spent over 25 years shaping the venture capital landscape. Formerly a lawyer with degrees from Stanford and Harvard, David transitioned into venture capital, making early bets on companies like Splunk, Build.com, and GitLab. His career is marked by a passion for helping founders, fostering strong…
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Navigating consumer tech and AI: Insights from Laura Chau
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33:20
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33:20Laura Chau is a Partner at Canaan, where she leads investments in consumer technology and commerce tech. With over a decade of experience in venture capital, Laura has backed companies like Clutch, Ollie, Mischief, Solvely, and Nagish. Here’s a glimpse of what you’ll learn: 00:43 Introduction to Driving Alpha 01:07 Guest Introduction: Laura Cho 02:…
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The data-driven way to invest in pre-VC startups
35:11
35:11
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35:11Dave Lambert, co-founder and managing director at Right Side Capital Management, has built one of the most active pre-VC investment firms in the U.S. With a portfolio of over 2,000 companies, Dave and his team take a data-driven approach to ultra-diversified early-stage investing, making quick decisions and challenging traditional VC norms. In this…
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Navigating AI, inclusion, and early-stage venture capital with Charles Hudson
47:23
47:23
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47:23Charles Hudson, Managing Partner and Founder of Precursor Ventures, joins Steve Brotman to share his journey through venture capital. With over 15 years of experience, Charles has made more than 400 investments and raised over $200 million, making him a leading voice in the seed-stage community. Here’s a glimpse of what you’ll learn: 00:43 - Introd…
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How Texas Became the Ultimate Startup Hub – Joshua Baer on Driving Alpha
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35:54
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35:54How do you turn Texas into a global innovation hub? For Joshua Baer, founder and CEO of Capital Factory, the answer lies in empowering unstoppable founders, fostering a vibrant entrepreneurial community, and leveraging Texas’s unique advantages. Here’s a glimpse of what you’ll learn: 00:43 Introduction to the Driving Alpha Podcast 00:54 Meet Josh B…
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The Data-Driven VC Revolution: Chris Farmer on SignalFire's Game-Changing Strategy
1:00:06
1:00:06
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1:00:06Chris Farmer, the founder and CEO of SignalFire, is transforming the venture capital landscape through a pioneering, AI-native approach. Leading a $2.1 billion early-stage venture firm, Chris has integrated cutting-edge data analytics to revolutionize how investments are sourced and scaled. His journey began with operational and entrepreneurial rol…
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How Richard Seewald is Shaping Cybersecurity with $2B in AI-Driven Investments
30:14
30:14
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30:14Richard Seewald, founder and managing partner of Evolution Equity Partners, joins Driving Alpha to share his incredible journey from scaling AVG Technologies to $400 million in revenue to leading one of the world’s largest cybersecurity-focused VC funds. With over 30 years of experience and $2 billion raised to invest in category-defining software …
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How Owl ventures is driving the future of EdTech: global insights with Amit Patel
31:34
31:34
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31:34Amit Patel and Brian Smiga discuss the origin story of Owl Ventures, founded in 2014 in response to major shifts in education technology infrastructure and consumer behavior. They cover key trends that enabled the rise of edtech, including the expansion of broadband in U.S. schools and the availability of affordable devices like Chromebooks. Amit s…
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High-conviction AI investing: Chip Hazard’s blueprint for early-stage venture success
33:58
33:58
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33:58Chip Hazard is a General Partner at Flybridge Capital Partners, where he has been investing in early-stage technology companies since 2002. He co-founded Flybridge, focusing on ambitious founders building the AI-powered future. With a background in Greylock and a proven track record in venture capital, Chip has been a key investor in successful com…
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How Dror Nahumi and Norwest build unicorn companies in venture capital
31:07
31:07
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31:07In this insightful episode of "Driving Alpha," host Steve Brotman sits down with Dror Nahumi, a seasoned General Partner at Norwest Venture Partners. Dror’s extensive experience spans operational roles, strategic investments, and guiding startups from seed stage to multi-billion dollar outcomes. He has a strong track record with investments in lead…
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Future markets and viral innovation – a conversation with Tim Draper
21:03
21:03
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21:03In this latest episode of Driving Alpha, venture capitalist Steve Brotman welcomes Tim Draper, founder of Draper Associates, DFJ, and Draper University. Known for his visionary investments in companies like SpaceX, Tesla, and Coinbase, Tim Draper has left an indelible mark on the venture capital landscape. Here’s a glimpse of what you’ll learn: 00:…
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The Dynamics of Venture Capital – A Conversation with Raju Rishi
34:48
34:48
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34:48In the latest episode of the Driving Alpha podcast, Brian Smiga sits down with Raju Rishi, General Partner at RRE Ventures. Raju brings decades of experience in entrepreneurship and venture capital, sharing his deep knowledge of the tech landscape and investment strategies. At RRE Ventures, he specializes in sectors such as Enterprise Software, Art…
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Outperforming in Real Estate Tech and the Power of Domain Expertise
25:22
25:22
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25:22In this episode of the Driving Alpha podcast, Brian Smiga sits down with Jeffrey Berman, a partner at Camber Creek, to discuss the intricacies of investing in real estate tech. Jeffrey brings his unique background as a venture capitalist and former real estate professional to the table, sharing insights into what sets top-performing VC firms apart,…
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A Unique Journey: From Design to Venture Capital
27:32
27:32
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27:32Leura Craig is the founder and managing partner at Outlander VC, a venture capital firm specializing in pre-seed and seed-stage investments. A former operator turned investor, Leura brings her entrepreneurial experience to venture capital, having previously bootstrapped and scaled two startups, including L&W, which raised $30M from top investors li…
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Driving Alpha: Recycling Relationships With Matthew Greenfield
25:14
25:14
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25:14Matthew Greenfield is a Managing Partner at Rethink Education, a venture capital firm dedicated to innovative educational technology. He holds multiple board seats, including at SNHU and BrightBytes, and has co-founded several successful technology companies, such as near-unicorn Rethink First. An accomplished educator and thought leader with a BA,…
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Driving Alpha: The Art of Low-Velocity, High-Conviction Investing With Rebecca Kaden
43:01
43:01
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43:01Rebecca Kaden is a Managing Partner at Union Square Ventures, a New York-based venture capital firm. She began her career as a journalist, and prior to USV, was a General Partner at Maveron, a consumer-focused early-stage fund. Rebecca was born in New York City. She studied English and American Literature at Harvard and received her MBA from Stanfo…
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Driving Alpha: Unveiling the Art of Inception Investing in Technical Enterprise Founders With Ed Sim
55:45
55:45
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55:45Ed Sim is the Founder of boldstart ventures, a true believer and partner from inception for bold founders reinventing the enterprise stack. Ed is currently on the boards of Snyk, BigID, Blockdaemon, Protect AI, Env0, and several other cybersecurity and infrastructure startups. Other notable inception investments include Kustomer, where he was on th…
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Driving Alpha: Keeping Ahead of VC’s Unpredictability With Industry Ventures’ Hans Swildens
37:45
37:45
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37:45Hans Swildens is the CEO and Founder of Industry Ventures and manages the overall business. As an early pioneer of the modern secondary market for venture capital, Hans created new ways to get liquidity for venture capital investments prior to an IPO or M&A event. Additionally, he was early to support the development of a new class of venture capit…
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Driving Alpha: Seed Stage Investing and the Importance of Pro Rata Rights with Jason Calacanis
1:17:00
1:17:00
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1:17:00Jason Calacanis is the Founder and CEO of early-stage investment firm LAUNCH and real-time business news app Inside.com. A serial entrepreneur, angel investor, and former Sequoia Capital scout, Jason has invested in hundreds of startups, including Uber and Calm, a meditation app now valued at $1 billion. He previously launched Venture Reporter — fo…
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Driving Alpha: Redefining Venture Capital and the Future of AI with Steve Brotman and Ron Insana
23:03
23:03
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23:03Steve Brotman is the Managing Partner at Alpha Partners, a company that co-invests with the world’s best VCs by sharing economics with early-stage VCs. With extensive experience in venture capital, Steve co-founded and managed venture capital firms such as Greenhill SAVP and Silicon Alley Venture Partners, with notable investments in companies like…
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Driving Alpha: Exploring Early Tech Ventures and the Evolution of Financial Media with Ron Insana
29:30
29:30
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29:30Ron Insana is an award-winning financial analyst and commentator at CNBC, where he shares insights into economic trends. In addition to writing for Money magazine and USA Today, Ron has hosted two nationally syndicated radio programs. He previously served as the CEO of Insana Capital Partners, which, at its peak, managed the $125 million Insana Cap…
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