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You Know Nothing (and Neither Do We)
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The #1 Podcast in AEC.
This episode marks a first: KP sits down with Nick for their debut recording together on KP Unpacked. Funny enough, you heard their second episode (on the MIT AI Report) before this one because the MIT discussion was too timely to hold back. But here’s where it all started.
Expect raw takes, sarcastic banter, and unfiltered truths about startups, venture capital, and the built world.
Highlights from KP & Nick’s first rodeo:
- “You know nothing” - why KP tells teams to stop looking for answers from the boss and start listening to the market.
- Henry Ford’s “faster horses” quote and why KP calls it a dumb take.
- AI + robotics roll-ups and who’s really the customer when law firms and AE shops adopt agentic tools.
- The death of niche features and why vibe coding and no-code kill most startup theses before they begin.
- The illusion of being venture fundable and how KP decides when he’s out, even on good ideas.
- Why venture theses get stale fast and why copying YC or Sequoia is a losing move.
Resources / Links mentioned in this episode:
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Check out one of our Catalyst conversation starters, AEC Needs More High-Agency Thinkers
Hope to see you there!
Chapters
1. Guest Host Introduction (00:00:00)
2. You Know Nothing: Customer-Driven Decisions (00:02:13)
3. The Evolution of Specialization in Business (00:07:51)
4. AI Driving Return to Master Builder (00:21:36)
5. Vertical Integration Through Robotics (00:32:12)
6. VC Thesis Lifecycle and Experimentation (00:41:02)
7. Breaking Conventional VC Patterns (00:49:09)
8. Closing Thoughts on VC Identity (00:57:44)
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