Fault Lines

Fault Lines Podcast
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Fault Lines is OVNI Capital's deep tech podcast for the ideas too ambitious for conventional investors. We broadcast from San Francisco (a city literally built on a fault line), Berlin, Paris and London. We go wherever the controversy is: the inflection points, the counterintuitive theses, the technical realities that separate today's skeptics from tomorrow's visionaries. Nuclear fusion. Quantum computing. Space manufacturing. These aren't moonshots, they're bets being placed right now by the people building the next 30 years of civilization.New episodes every week. Subscribe to stay at the frontier. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

  1. 2 gg fa

    Fault Lines #15 - Cristian Pinto - Pluto House: A New Blueprint for European Tech

    In this episode of Fault Lines, Thomas Renaudin sits down with Cristian Pinto from Pluto House and daphni to explore where ambition comes from, and whether it can be engineered. From growing up on the outskirts of Rio de Janeiro and moving to the US to pursue American football, to working construction in Portugal and eventually entering European venture capital, Cristian shares the unconventional journey that shaped his conviction that ambition needs both role models and a certain dose of naivety. The conversation turns to Pluto House and its mission to bring together Europe’s most ambitious hard-tech founders around the industries that underpin society. Cristian and Thomas discuss Europe’s fragmented startup ecosystem, the importance of role models and “social permission,” and why Europe shouldn’t try to recreate Silicon Valley but instead turn its fragmentation into an advantage. At the heart of it all is a simple idea: surround talented people with ambition, give them permission to dream bigger, and get Europe excited about building hard things again. [00:00:00] Ambition: Where Does It Come From?[00:01:30] From the Outskirts of Rio to the American Dream[00:04:50] Chasing an Impossible American Football Career[00:08:03] Entrepreneurship, Survival and Hustle[00:09:55] From Football to Construction in Europe[00:12:49] Why Cristian Built Pluto House[00:16:34] Why Founders Need Role Models[00:19:36] Can Ambition Be Engineered?[00:21:38] What Happens Inside a Pluto House[00:24:09] Role Models and the Social Permission to Dream Big[00:25:55] Why Europe Struggles With Ambition[00:30:28] Does Europe Need Its Own Silicon Valley?[00:31:23] Turning Europe’s Fragmentation Into an Advantage[00:34:03] What Would Success Look Like for Pluto?[00:35:47] Building Hard Things Again in Europe[00:37:27] Closing Thoughts Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #15 - Cristian Pinto - Pluto House: A New Blueprint for European Tech

  2. 10 set

    Fault Lines #14 - Dr. Tobias Brune - Neutralizing Drones with Light, Building Europe's Defense Shield

    In this episode of Fault Lines, Emily Eisenblätter sits down with Dr. Tobias Brune, founder of Ground A, to explore how the German defense-tech startup is building laser-based systems to detect, track, and intercept drones. After raising €9 million in just eight months and rapidly moving from prototype to field validation, Tobias explains why the growing drone threat requires a new generation of mobile, scalable, and cost-effective defense systems, and why speed and real-world testing matter more than impressive theoretical specifications.Tobias also shares his unconventional path from materials engineer and corporate technology leader to defense-tech founder, the challenges of building a deep-tech company in Germany, and how Ground A grew from three founders to a team of 25 in a matter of months. He and Emily discuss working with governments and military partners, navigating Europe’s defense ecosystem, choosing the right investors, and why understanding a problem at a deep technical level should come before fundraising. They also look beyond Ukraine at the broader implications of drone technology for critical infrastructure, security, and Europe’s technological sovereignty. [00:00:00] From Engineer to Defense Tech Founder[00:01:51] Why Ground A Was Founded[00:04:04] How Laser-Based Drone Interception Works[00:06:13] What Really Matters in Drone Defense[00:09:56] Building for Real-World Military Needs[00:11:32] Testing Fast and Moving from Prototype to Product[00:12:39] Lasers and the Layered Defense Approach[00:14:48] Ground A’s Customers and Commercial Strategy[00:17:56] The Reality of Becoming a Founder[00:20:32] Building a Defense Startup in Europe[00:23:47] Advice for Deep Tech Founders[00:25:48] What Happens to Defense Tech After the War?[00:27:33] Europe’s Next Deep Tech Opportunities[00:29:35] Expanding Ground A Beyond Germany Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #14 - Dr. Tobias Brune - Neutralizing Drones with Light, Building Europe's Defense Shield

  3. 3 set

    Fault Lines #13 - Irene Selvanathan - From Berlin to the Moon: Building NeuroSpace

    In this episode of Fault Lines, Emily Eisenblätter sits down with Irene Selvanathan, founder and CEO of NeuroSpace, to explore the journey from dreaming about starships as a child to building technology designed for the Moon. Irene shares how NeuroSpace is developing small, modular and autonomous lunar rovers capable of operating in extreme environments, and how the company’s satellite missions (including collaborations with NASA and the German Aerospace Center) are helping prove the technology needed for future exploration. The conversation ventures beyond robotics into what the next era of space exploration could actually look like: mining oxygen, hydrogen and other resources on the Moon, using it as a potential launchpad toward Mars, and building an infrastructure where autonomous machines support humans in environments too dangerous for them to operate alone. Part entrepreneurship story, part deep-tech exploration and part science fiction becoming reality, the episode offers a fascinating glimpse into NeuroSpace’s ambition to build a robotic ecosystem stretching from Earth to the Moon, and eventually Mars. [00:00:00] Introduction: Irene Selvanathan & NeuroSpace[00:00:59] From Dreaming About Space to Building Spacecraft[00:03:40] Building Modular Rovers for the Moon[00:09:25] Sending NeuroSpace Technology Into Space[00:15:35] How Lunar Rovers Could Be Used on the Moon[00:21:05] Mining Water, Oxygen and Hydrogen on the Moon[00:25:30] Moon vs. Mars: Where Could Humans Live?[00:30:25] Helium-3, Fusion Energy & the Economics of Lunar Mining[00:34:53] Who Owns the Moon? Resources, Regulation & Lunar Bases[00:39:39] The New Space Race: USA, China, Russia & Europe[00:41:52] NeuroSpace’s Vision for the Next 10 Years[00:43:23] Closing Thoughts Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #13 - Irene Selvanathan - From Berlin to the Moon: Building NeuroSpace

  4. 27 ago

    Fault Lines #12 - Christian Nagel - Inside San Francisco’s Most Ambitious Tech Community

    In this episode of Fault Lines, Augustin Sayer sits down with Christian Nagel, co-founder of Frontier Tower, to trace an unconventional entrepreneurial journey—from moving to France as a teenager and studying literature in Berlin to buying a run-down building in Leipzig and turning it into a thriving community complete with its own techno club. That early experiment taught Christian a lesson that would shape everything that followed: a relatively small group of aligned people can transform not only a building, but an entire neighborhood. Years later, that same idea has been reinvented in the heart of San Francisco. Christian explains how Frontier Tower became a “vertical village” for frontier technologies, art and music, with independently curated floors bringing together founders, investors, researchers and creators around specialized communities. From the collapse of WeWork and San Francisco’s empty offices to community-driven real estate, deep tech, new living models and Frontier Tower’s ambitions for the future, the conversation explores what happens when physical space becomes an infrastructure for ideas, collaboration and innovation. [00:00:00] Meet Christian Nagel[00:01:03] Falling in Love With France at 14[00:03:19] The First Sign of an Entrepreneurial Mindset[00:06:35] From Literature Student to Real Estate[00:11:34] Discovering an Opportunity in Leipzig[00:13:19] Buying a Building in a Ghost Town[00:14:36] Building a Community — and a Techno Club[00:16:28] Discovering the Power of Community[00:19:35] Why Christian Left Real Estate for Tech[00:22:48] Realizing They Had Product-Market Fit All Along[00:23:56] From Leipzig to a 16-Story Tower in San Francisco[00:26:22] How They Acquired the Former WeWork Building[00:28:06] The Idea Behind Frontier Tower[00:30:54] What Is Frontier Tower?[00:33:44] Why San Francisco Is Still the Place for Tech[00:35:17] Expanding the “Vertical Village” With a Hotel[00:39:11] Running Frontier Tower and Its Growing Community[00:40:26] Who Is Frontier Tower For?[00:42:23] A “Technical Kibbutz” for Builders and Founders[00:43:31] Creating Value Without Ruining the Community[00:44:56] Inside Christian’s Life at Frontier Tower[00:45:56] What’s Next for Frontier Tower?[00:47:36] The Story Behind the Leipzig Techno Club[00:48:37] How to Join the Frontier Tower Community Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #12 - Christian Nagel - Inside San Francisco’s Most Ambitious Tech Community

  5. 20 ago

    Fault Lines #11 - Jeson Lee - Why Robotics Is the Next Venture Gold Rush

    In this episode of Fault Lines, Augustin Sayer sits down with Jeson Lee, founder and Managing Partner of Savant Ventures, to trace an unconventional journey from launching his first startup as a teenager in Malaysia to becoming a physical AI investor in San Francisco. Jeson explains why he believes AI is rapidly commoditizing traditional software—and why the next generation of outsized companies will instead be built at the intersection of AI, robotics, hardware, and the physical world. They also dive into the unusual model behind Savant Ventures: a venture firm built around a physical lab where prospective founders can experiment, prototype, and work alongside other engineers before they even start fundraising. Jeson shares how this approach lets Savant get to know founders far earlier and more deeply than a traditional VC, where he sees the biggest opportunities in physical AI today, and why some of the most overlooked and “unsexy” industries could become ideal markets for robotics. [00:00:00] Meet Jeson Lee: The Entrepreneur Turned VC[00:01:09] From Malaysia to His First Startup at 17[00:04:16] Jeson’s First Exit[00:07:02] Moving to Silicon Valley[00:09:50] Discovering AI and Autonomous Vehicles[00:12:32] From Physical AI Operator to Investor[00:13:04] Why AI Is Commoditizing Software[00:17:04] Why Physical AI Could Be the Next Massive Wave[00:18:46] OpenAI, Anthropic and the Future of Robotics[00:21:01] The Origins of Savant Ventures[00:23:16] Building a VC Fund for Physical AI[00:24:49] Inside Savant’s Hardware Lab[00:28:36] Investing in Founders Before They Fundraise[00:31:07] Why the Traditional Accelerator Model Doesn’t Work for Hardware[00:34:45] Would Jeson Invest in a Solo Founder?[00:35:33] Jeson’s Superpower: Relentlessness[00:39:36] Where Is the Alpha in Physical AI?[00:41:36] The Biggest Opportunity: Deploying Robots in the Real World[00:43:31] Investing in Overlooked Robotics Markets[00:44:51] Robotics in Construction and Dangerous Jobs[00:46:14] Why “Unsexy” Industries Could Be the Biggest Opportunity[00:46:58] What Keeps Jeson Up at Night? Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #11 - Jeson Lee - Why Robotics Is the Next Venture Gold Rush

  6. 13 ago

    Fault Lines #10 - Bilal Zuberi - Deep Tech Ventures and the Future of AI

    Bilal Zuberi, a renowned deep tech investor, recently shared insights during a visit to Paris. With over 16 years of experience in deep tech investing, Bilal has been at the forefront of backing innovations across various sectors, including semiconductors, biotechnology, clean energy, and defense technologies. During the conversation, he highlighted the importance of moving fast in the tech industry, emphasizing that speed and agility are crucial for startups to outpace incumbents and achieve success. His passion for supporting companies that are harnessing AI to disrupt traditional industries is evident, as he aims to invest in early-stage companies at the intersection of AI and the physical world. In addition to his investment strategy, Bilal discussed his approach to building a new venture fund, Red Glass Capital, which focuses on providing substantial support to founders beyond just financial backing. He emphasized the importance of integrity, humility, and curiosity as core values that guide his investment philosophy. Bilal's global perspective is reflected in his diverse network of limited partners (LPs) from various parts of the world, which he leverages to help his portfolio companies expand internationally. His commitment to fostering innovation and building meaningful partnerships in the tech ecosystem positions him as a key player in shaping the future of deep tech investments. [00:00:00]: Introduction [00:00:31]: Investing in Deep Tech and French Ventures [00:02:00]: Evolution of Deep Tech and Economic Impact [00:03:03]: Cleantech Movement and Tesla's Success [00:05:15]: Lessons Learned from Early Investments [00:07:29]: Importance of Founder DNA in Startups [00:09:30]: Speed and Innovation in Startups [00:10:33]: Moving Fast in Deep Tech Industries [00:13:00]: Tesla's Software Advantage [00:15:00]: The Importance of Speed for Investors [00:17:04]: Balancing Intensity and Humanity [00:19:18]: Elon Musk's Values and Risks [00:22:08]: The Role of Investors in Supporting Founders [00:23:13]: Creating a New Venture Capital Firm [00:24:10]: Fundraising Challenges and Global LPs [00:25:08]: Strategy and Experience in Venture Funds [00:26:35]: Risks of Bias in Experienced Investors [00:27:55]: Investment Focus and Early Stage Strategy [00:29:47]: Changing Dynamics of Series A Funding [00:30:45]: Infrastructure Investments and Economic Impact [00:32:58]: Risks of Raising Excessive Early Funding [00:34:37]: Impact of Large Funding on Startup Behavior [00:36:13]: Importance of Pressure and Global Partnerships [00:36:35]: AI and the Physical World Investment Thesis [00:38:10]: AI's Impact on Cost of Intelligence [00:40:35]: AI's Role in Venture Capital and Services [00:42:47]: AI to Transform Traditional Industries [00:44:15]: Addressing Engineering Shortages with AI [00:46:05]: Empowering Individuals with AI Tools [00:48:23]: Defining AI's Role in the Physical World [00:49:32]: AI in Healthcare and Accessibility [00:51:01]: Evolution of Communication and AI [00:52:47]: AI's Potential in Traditional Industries [00:54:16]: AI as Powerful Tools in Everyday Life [00:55:29]: First Investment in Industrial Cybersecurity [00:57:11]: Security Risks of Internet-Connected Devices [00:58:01]: Building a Business from a Startup Idea [01:00:29]: Founders' Passion and Mission Alignment [01:02:05]: Importance of Execution and Building Big Ideas [01:03:41]: Balancing Innovation and Execution in Startups [01:06:02]: Finding Companies and Building a Network [01:08:23]: Leveraging Unique Branding for Recognition [01:10:15]: Building a Brand and Personal Image [01:12:55]: Partnering with Global Investors for Growth [01:14:07]: Global Market Opportunities in Physical Industries [01:16:25]: Importance of Collaboration and Networking [01:18:30]: Challenges of Large Investment Rounds [01:20:36]: The Missing Middle in Venture Capital [01:22:16]: Value of Collaborative Investment Approaches [01:23:09]: Recommended Reading on AI and Ethics [01:24:42]: Future of Intelligent Systems and Environments [01:25:36]: Closing Remarks Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #10 - Bilal Zuberi - Deep Tech Ventures and the Future of AI

  7. 6 ago

    Fault Lines #9 - Raj Singh - Inside JLL Spark: Investing Beyond Real Estate

    In this episode of Fault Lines, Augustin Sayer sits down with Raj Singh, Managing Partner of JLL Spark, to explore an unconventional career spanning IBM, venture capital, entrepreneurship, and corporate venture investing. Raj shares how Silicon Valley has evolved over the past three decades, why being embedded in an ecosystem matters, and the lessons he learned from both backing founders and becoming one himself. The conversation then dives into the world of corporate venture capital, unpacking what separates the best CVCs from “dumb money,” how large organizations can successfully innovate through startups, and why the future of real estate, AI, and infrastructure will be defined by those who capture, not just create value. A thoughtful discussion on long-term investing, technology adoption, and the evolving role of corporate innovation. [00:00:00] Introduction [00:00:35] Discovering Silicon Valley in the 1990s [00:03:43] From IBM Consultant to Venture Capital [00:06:31] Building a VC Career from Europe [00:10:29] Moving to New York to Get Closer to Silicon Valley [00:12:23] Becoming an Entrepreneur [00:14:48] Launching JetBlue Ventures [00:16:30] Why Corporate Venture Capital Matters [00:20:14] How to Build a Successful CVC [00:23:44] From JetBlue to JLL Spark [00:29:09] Why Real Estate Will Capture AI's Value [00:35:33] Inside JLL Spark's Investment Model [00:41:37] How Far Can a CVC Stretch Its Thesis? [00:44:21] Expanding Beyond Commercial Real Estate [00:47:59] Is Silicon Valley Becoming Mission-Driven Again? [00:51:45] Raj Singh's Advice for Founders and Investors Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #9 - Raj Singh - Inside JLL Spark: Investing Beyond Real Estate

  8. 30 lug

    Fault Lines #8 - David Thompson - Inside Silicon Valley’s Greatest Era

    David Thompson has spent nearly four decades at the heart of Silicon Valley, helping shape some of the most influential technology companies of the internet era. In this episode of Fault Lines, Augustin Sayer sits down with the former Webex executive and founder of reMARCable GTM to retrace a remarkable career spanning Genentech, the birth of the web, the SaaS revolution, startup successes, painful failures, and category-defining marketing. From naming Webex and launching one of the most memorable Super Bowl campaigns in tech history to reflecting on entrepreneurship, leadership, and what truly makes great go-to-market strategy, David shares the stories behind the milestones that shaped modern enterprise software. A candid conversation about innovation, storytelling, resilience, and why building categories—not just products—is what leaves a lasting legacy. [00:00:00] Introducing David Thompson [00:00:25] From Chicago to San Francisco [00:02:35] Discovering Silicon Valley Before the Dot-Com Boom [00:03:42] The Genentech Years & The Birth of Modern IT [00:05:00] Meeting Steve Jobs Before His Apple Comeback [00:09:45] Joining the Internet Revolution [00:11:37] The Birth of Webex [00:12:27] Why Marketing Is Like Theater [00:15:02] Building the First SaaS Collaboration Platform [00:18:25] Creating Demand Before Customers Know They Need It [00:22:12] The RuPaul Super Bowl Campaign That Changed Webex [00:27:23] Launching Genius.com & Marketing Automation [00:29:12] Surviving the 2008 Crash [00:31:00] Scaling Companies from Startup to IPO [00:34:15] Freshworks, India & A New Era of Innovation [00:39:10] The Rise of AI & The Future of Go-to-Market [00:44:20] Why David Returned to the Stage [00:47:26] What's Next for David Thompson Fault Lines Podcast is for informational and entertainment purposes only. Nothing in this podcast constitutes investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or pursue any investment strategy. Nothing here is an offer to sell or a solicitation of an offer to buy any security or interest in any fund. The views expressed are those of the host and guests in their personal capacity and do not represent the views of OVNI Capital LLC, OVNI Capital SAS, or any affiliated entity. Opinions expressed by guests are their own. Information is believed accurate as of the recording date but is not guaranteed. Listeners should consult their own professional advisors before making any financial decisions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

    Fault Lines #8 - David Thompson - Inside Silicon Valley’s Greatest Era
Elenco completo (16)

Descrizione

Fault Lines is OVNI Capital's deep tech podcast for the ideas too ambitious for conventional investors. We broadcast from San Francisco (a city literally built on a fault line), Berlin, Paris and London. We go wherever the controversy is: the inflection points, the counterintuitive theses, the technical realities that separate today's skeptics from tomorrow's visionaries. Nuclear fusion. Quantum computing. Space manufacturing. These aren't moonshots, they're bets being placed right now by the people building the next 30 years of civilization.New episodes every week. Subscribe to stay at the frontier. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Informazioni

  • Creatore
    Fault Lines Podcast
  • Anni di attività
    2026
  • Puntate
    16
  • Classificazione
    Contenuti espliciti
  • Copyright
    © OVNI Capital - Arnaud Laurent
  • Sito web del podcast
    Fault Lines