UNPAK3D Podcast

UNPAK3D Pod

A podcast for operators by operators UNPAK3D Podcast stands for unpacking these journeys by Decrypting, Decoupling, and Decompressing. We Decrypt concepts like "hiring great people", "finding product-market fit"; we Decouple the outcomes of businesses from the ebbs and flows of the journey; we Decompress by learning how these operators take a step back from their business.

  1. Ep 22: Building Category-Defining AI Companies with Gokul Rajaram

    JAN 22

    Ep 22: Building Category-Defining AI Companies with Gokul Rajaram

    In the final episode of the year, we sit down with legendary operator and "company helper" Gokul Rajaram. Gokul shares his unfiltered thesis on the current AI landscape, explaining why he is bearish on infrastructure and middleware companies while betting big on the application layer. We dive deep into his "Compound or Die" philosophy, why startups need to launch their second product immediately after finding product-market fit, and the return of the "996" work culture in Silicon Valley. Key Topics Discussed: The Big Three in AI: Why Document Processing, Browser Automation, and Voice Agents are the most exciting unlock right now.The Infrastructure Trap: Why the model layer and "middleware" companies are being squeezed, and why application layer companies have the real leverage.Compound or Die: Why the old rule of waiting for $10M ARR to launch a second product is dead, and why you must build a compound startup now.Metrics that Matter: Why you should ignore top-line growth in favor of Gross Revenue Retention (GRR) and Net Revenue Retention (NRR).The New Work Ethic: The reality of "996" (9 am to 9 pm, 6 days a week) and "007" (12 am to 12 am, 7 days a week) culture in AI-native companies.Future Roles: The rise of the "AI Ops" engineer and the return of the "Forward Deployed Engineer" Timestamps (01:10) - Introduction and Gokul’s journey from Google to Angel Investing.(04:05) - AI themes to watch and avoid(11:03) - How to build defensibility at the Application Layer.(19:50) - "Compound or Die": Launching your second product early.(22:27) - Why GRR and NRR matter more than top-line revenue.(30:03) - Advice for non-AI native SaaS companies: Pivot or Perish.(35:50) - The future of Voice AI and why middleware might be dead.(43:58) - Founder Archetypes and the return of intense work culture (996/007).(53:07) - Emerging Roles: The AI Ops Engineer and Forward Deployed Engineers.(1:00:00) - Gokul’s mental model for decompressing: The "Second Brain".

    1h 2m
  2. Ep. 21: Disrupting the Custodial Duopoly and Building the "Robinhood for Advisors w/ Jason Wenk CEO @ Altruist

    12/18/2025

    Ep. 21: Disrupting the Custodial Duopoly and Building the "Robinhood for Advisors w/ Jason Wenk CEO @ Altruist

    In this episode, we sit down with Jason Wenk, Founder and CEO of Altruist. Jason shares the "lightbulb moment" he had watching Robinhood take off, realizing that Registered Investment Advisors (RIAs) were stuck using archaic, disjointed technology while consumers were getting sleek, digital experiences. We unpack how Altruist is taking on the industry giants (the "Duopoly") through vertical integration and why Jason believes legacy custodians have zero incentive to innovate. We also dive deep into the controversial side of company building: the return of "hardcore" work culture, hiring for intensity, and why Jason believes the era of soft startups is over. (00:00) Intro & The Origin Story: From starting at Morgan Stanley at 19 to the serial entrepreneur journey that led to founding Altruist. (18:18) Disruption Thesis: The "Robinhood Moment" & Vertical Integration: How seeing the mobile trading revolution inspired Jason to rebuild the custodial stack, and why the "Duopoly" incumbents (Schwab/Fidelity) struggle to innovate due to high margins and inertia. (39:22) The Playbook: Scaling to Billions: Altruist’s Go-to-Market strategy: How they gained initial traction by targeting the "hungry and underserved" small advisors that the giants ignored, and eventually moved upmarket. (42:20) The AI Future: "Hazel" and The Bionic Advisor: Why Altruist is pivoting hard into AI agents, how "Hazel" renders traditional CRMs obsolete, and Jason's prediction on when AI will replace human financial advice (featuring the $15k fence story). (57:03) Founder Mode: Culture, Intensity & Performance: A deep dive into building a "hardcore" culture, the return of the "996" mindset, and Jason's personal routine (including the gene mutation that lets him thrive on 4.5 hours of sleep).

    1h 10m
  3. Ep. 20: From Hype to Production: Inside Writer’s Playbook for Deploying Enterprise AI w/ Waseem Alshikh, CTO @ Writer

    11/26/2025

    Ep. 20: From Hype to Production: Inside Writer’s Playbook for Deploying Enterprise AI w/ Waseem Alshikh, CTO @ Writer

    In this episode of UNPAK3D, we sit down with Waseem Alshikh, co-founder and CTO of Writer, to unpack the reality of deploying Generative AI in the enterprise. While the consumer market chases the latest AGI hype, Waseem explains why the enterprise roadmap requires a different approach: predictability, domain specificity, and a shift from simple content generation to executing complex actions. We dive deep into Writer's "full-stack" strategy—owning the LLM family (Palmera), the graph-based context layer, and the application layer—and why this architecture is critical for security and accuracy in regulated industries like healthcare and finance. Waseem also shares his contrarian take on "small" models, the necessity of change management to unlock real ROI, and why he defines AGI not as General Intelligence, but as "Artificial Governance Intelligence". 00:15 — Introductions & Writer’s core mission03:25 — The enterprise AI gap: predictability vs. hype07:40 — Domain-specific models and why they outperform general models12:55 — Synthetic data, grounding, and how Writer trains models18:10 — Building the enterprise context layer (knowledge graphs)22:45 — On-prem, small models & deployment realities28:15 — How enterprises are shifting their AI buying behavior33:30 — Competing with OpenAI & managing roadmap pressure39:35 — Multimodality and why it’s emerging inside the enterprise45:25 — Unit economics, ROI & end-to-end task automation51:15 — Competing for talent + Waseem’s view on AGI55:55 — Decompression, customer stories & closing thoughts

    1 hr
  4. Ep 19: Community Is the New Moat: Stack Overflow’s Second Act with Prashanth Chandrasekar

    10/30/2025

    Ep 19: Community Is the New Moat: Stack Overflow’s Second Act with Prashanth Chandrasekar

    Stack Overflow has been the home for developers for over a decade — but the rise of AI is changing everything. In this episode, we talk to Prashanth Chandrasekhar, CEO of Stack Overflow, about how he’s reinventing the company from an ad-based community platform to an enterprise SaaS and data licensing business at the center of the AI ecosystem. We discuss: How Stack Overflow’s data powers models from OpenAI and Google What it takes to lead a “people transformation” during industry disruption The future of developer communities and the rise of agentic AI in the enterprise Why he believes community is more important than ever in the AI age A must-listen for anyone building in AI, developer tools, or enterprise SaaS. 00:00 – Intro and Prashanth’s journey from Rackspace to Stack Overflow 05:30 – Rebuilding the team: leading a people and culture transformation 10:40 – How Stack Overflow built its enterprise SaaS motion 18:00 – The pivot from community and ads to enterprise and recurring revenue 27:00 – Lessons from leading through change: hiring slow, acting fast 27:30 – The OpenAI partnership and data licensing strategy 33:00 – Stack Overflow’s role in the AI tech stack 41:00 – How enterprises like Uber are building internal copilots using Stack Overflow data 45:00 – The economics of high-quality data and premium licensing 49:00 – The agentic AI opportunity in the enterprise 54:00 – How AI is changing software development and product velocity 1:00:00 – Why community will matter even more in the age of AI

    1h 12m
  5. Ep. 16 Security for the Cloud + AI Era: A Conversation with Sanjay Beri, CEO of Netskope

    06/26/2025

    Ep. 16 Security for the Cloud + AI Era: A Conversation with Sanjay Beri, CEO of Netskope

    In this episode, we sit down with Sanjay Beri, founder and CEO of Netskope, to explore how he built one of the most innovative cybersecurity companies of our time—now generating $500M+ in revenue and protecting over one-third of the Fortune 100. We dive deep into: The vision behind Netskope and its role in a multi-hundred billion dollar market shift Why balancing strategic foresight with day-to-day customer interaction is core to Sanjay’s leadership style How Netskope hires for culture over pedigree, and why empathy and openness are part of formal performance reviews The company’s product strategy, GTM evolution, and approach to navigating AI security Lessons from scaling during the pandemic and how to train a team for high-growth execution And—how Sanjay personally decompresses after building a global enterprise platform This conversation is full of practical insights for founders, operators, and anyone building in the enterprise space. Episode Timestamps: 00:00 – Intro 00:53 – The Journey to Netskope 06:06 – “Living in the clouds and in the trenches” — explained 07:53 – Hiring philosophy: culture vs credentials 14:51 – Ensuring employees align with the company’s vision 20:21 – Building Platforms vs Products 32:43 – Changing processes to enable scale 41:52 – Toughest parts of scale and standing out in tough markets 52:07 – The rise of AI and “shadow AI” in the enterprise 58:40 – Decompress with Sanjay: Personal strategies for relaxation and focus

    1h 1m

Ratings & Reviews

5
out of 5
4 Ratings

About

A podcast for operators by operators UNPAK3D Podcast stands for unpacking these journeys by Decrypting, Decoupling, and Decompressing. We Decrypt concepts like "hiring great people", "finding product-market fit"; we Decouple the outcomes of businesses from the ebbs and flows of the journey; we Decompress by learning how these operators take a step back from their business.

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