BIG IDEAS BY NEW ECONOMIES

Ollie Forsyth

Welcome to BIG IDEAS by NEW ECONOMIES - a show where we learn how the most iconic founders have turned crucible moments into global companies. www.neweconomies.co

  1. 3d ago

    Superhuman

    Subscribe to stay ahead of technology trends. Never miss future editions. Shishir Mehrotra, CEO of Superhuman, joins NEW ECONOMIES to explain why he renamed a 16-year-old company mid-flight instead of just adding a new label on top, why he built his own board by ranking every past boss he’s ever had instead of chasing famous names, and why the real threat to a legacy SaaS category isn’t a faster competitor but the coordination problem AI agents are about to make bigger, not smaller. About Superhuman Superhuman is an AI-native productivity suite built from products including, Grammarly, Superhuman Mail (formerly called Superhuman), Superhuman Docs (formerly Coda), and Superhuman Go, serving over 40 million people and 50,000 organizations worldwide. During this episode, we also hear the four myths of bundling Shishir learned after his time running YouTube’s failed paid products, why marginal churn contribution, not usage, is the real basis for how bundlers split revenue, and how that same framework now governs how he prices and packages Superhuman’s four products. We get into why he treats a rebrand as a “do no harm” exercise for the existing brand first, the DACI-based ritual (Driver, Approver, Contributor, and Informed) his company uses to kill ad hoc meetings entirely, and why he thinks the SaaS apocalypse thesis has the coordination math backwards. We close on his “Jeopardy style” critique of most board meetings, why he’d rather ask a departing CEO to shadow him for a week than assume he already knows what’s unique about how he runs his own, and how a decade of hitting inbox zero taught him that the goal was never to answer faster, it was to never touch the same email twice. Watch or listen now across YouTube, Apple Podcasts, Spotify, and X Download the transcript 👇 Timestamps (0:00) Meet Shishir Mehrotra(1:50) The Naming Process for Superhuman(9:45) How Rahul (the original founder of Superhuman) and Shishir Met(11:28) Launching and Building Coda in 2014(14:42) Lessons from Reid Hoffman(17:51) Picking the Right Investors as Partners(19:49) What Is Bad Capital?(21:42) The Art of Bundling Products(31:38) The SaaS Apocalypse(37:50) What’s Missing from Superhuman’s Bundle(42:40) Getting to Inbox Zero(50:15) A Week with Shishir(54:50) How to Build a Board(1:00:30) Dream Board Member Our notes from this conversation 1. Bundles aren’t priced by usage, they’re priced by churn risk. ESPN and History Channel got nearly identical viewing hours on cable, yet ESPN was paid ~20x more. Shishir’s term for the real driver: marginal churn contribution, how many subscribers would cancel if you pulled that one product. That’s what bundlers were actually pricing, even without a name for it. 2. Renaming a 16-year-old company isn’t mechanical, it’s telling 1,500 people their login just changed. Google’s rebrand to Alphabet was additive; almost nothing changed for employees. Superhuman was different, a name change, not an addition, so every login and website had to move. Decision to roll out: ~4 months. 3. Pick a board member the way you’d pick a boss. Shishir and his co-founder listed every past boss they’d ever had, 12–15 people, and ranked by who got the best work out of them, not who they liked most. 4. AI agents don’t kill SaaS demand, they multiply the coordination problem. You don’t need a CRM because you have 10 humans selling; you need it to coordinate them. Swap in 100 virtual sellers and that coordination problem gets harder. His take on usage-based pricing: it’s less philosophy, more workaround, nobody knows how to price a “virtual seat” yet. 5. Inbox zero isn’t about answering fast. It’s about never touching an email twice. Auto-labels sort mail into ~10 “piles”: inbox, recruiting, customers, media, each handled at a different cadence. Borrowing from Intercom’s Des Traynor: your inbox is what others think you should work on, your to-do list is what you think you should work on, your calendar is what you actually work on. The job is making those three match. 6. The best bundles minimize super-fan overlap, not maximize it. Most founders assume a bundle should serve one audience deeply. Shishir’s thoughts: you want each product pulling in a different audience, Superhuman Mail skews sales/recruiting, Grammarly skews writers and students, so the bundle expands reach instead of just deepening engagement with the same crowd. 7. Casual fans, not super fans, are where bundles create value. A la carte pricing only captures people who both want a product enough to pay full price and have the energy to go find it, super fans. Bundling unlocks everyone else: people who wouldn’t have sought the product out alone but will use it once it’s already there. 8. Good investors act like long-term teammates. Bad ones act like bankers. Shishir’s litmus test: how does an investor behave when a company has to make a short-term-costly, long-term-right call? Reference-check by talking to people who worked with them for years, not just a call or two, the pattern only shows up under real pressure. Links Follow Ollie on X: https://x.com/ollieforsythFollow Shishir on X: https://x.com/shishirmehrotraDiscover Superhuman: https://superhuman.com Partners for today’s episode: Harmonic: Your go-to startup database: https://harmonic.ai Hostinger: A go-to tool for builders: https://hostinger.com/neweconomiesUse code NEWECONOMIES for 10% off. Previous episodes include See all previous episodes here 👉 If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

  2. 5d ago

    Europe Is Catching Up

    Subscribe to stay ahead of technology trends. Never miss future editions. Saul Klein, co-founder and Managing Partner of Phoenix Court, joins the podcast to make the case that the UK is quietly the third biggest innovation economy in the world after the US and China, why capital has become a commodity, and what real venture value-add looks like when every fund says “we have money.” Saul also walks through building LoveFilm as a scrappy answer to Netflix, joining Skype during its 400,000-users-a-day growth spurt, and how he things about venture stewardship. About Phoenix CourtPhoenix Court is the London-based home of LocalGlobe, Latitude, and Solar, backing entrepreneurs building global businesses from pre-seed through scale-up. Founded in 2015 by Saul and Robin Klein, the firm has helped back over 700 companies that have grown from seed to $100 million-plus in revenue, and LocalGlobe ranks as EMEA’s number one seed fund. Watch Now: Saul Klein — Co-founder at Phoenix Court Watch or listen now across YouTube, Apple Podcasts, Spotify, and X Download the transcript 👇 Timestamps (0:00) Meet Saul Klein(2:21) Starting LoveFilm(8:48) LoveFilm's Route to Market(11:10) Building Skype(17:30) Skype's Early Network Effects(19:29) Is Europe Still a Great Place to Build?(24:10) Which Are the Best Regions to Start?(31:10) Hardest Challenges in Scaling in Europe(35:26) How Should Founders Select Investors?(43:47) VC Stewardship & Shared Ownership(52:36) What Would Saul Build Tomorrow? Our notes from this conversation * Capital is a commodity. Access to a contract is not. With 20,000 VCs in the world, “we have money” isn’t a value proposition, it’s the line every fund uses. Saul’s actual differentiator: nondilutive revenue, a real purchase order or contract, then access to the right talent, then capital formation most founders don’t know exists. His analogy: 20,000 barber shops all shouting “I cut hair” until someone breaks the pattern. * Netflix’s real innovation wasn’t DVDs by mail. It was demand data. LoveFilm’s (the company Saul founded) edge wasn’t logistics, it was the queue: people ranked 20-50 titles, giving the business live demand data that became leverage with studios. The company hit $100M+ revenue growing 30-40% a year, largely by powering DVD rental for Tesco, ITV, Odeon and MSN. * Skype grew 400,000 users a day, and Saul couldn’t spend a marketing budget. Product-driven virality was adding users faster than paid acquisition could. In 12-18 months the team went from ~20-30 people to 500, and Skype’s revenue went from zero to $200 million. * Blindly chasing the US as market #2 is what Saul calls a catastrophic error. Most investors are “sheep,” and following them west assumes the US is one easy market, it’s actually fifty fragmented jurisdictions and usually the toughest “red ocean” to enter second. Zoopla, a strong #2 to Rightmove in a market worth hundreds of millions, is his proof a well-chosen home market often beats the US by default. * Phoenix Court’s & venture stewardship. Structured as a company, not an LLP, since year one, a rarity among ~20,000 global funds - Phoenix Court has always shared profit and carry with every employee, not just partners. Links Follow Ollie on X: https://x.com/ollieforsyth Follow Saul on X: https://x.com/cape Phoenix Court: https://www.phoenixcourt.vc Our partner for today’s episode is Harmonic - the go-to startup database: https://harmonic.ai Previous episodes include See all previous episodes here 👉 If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

  3. Aug 16

    Xero

    Subscribe to stay ahead of technology trends. Never miss future editions. Sukhinder Singh Cassidy, CEO of Xero, joins NEW ECONOMIES to explain why cracking the US took twenty years and an acquisition despite Xero being the more open, cheaper alternative to Intuit, why she treats “respected vs. liked” as a false choice a new CEO has to reject on day one, and why the biggest threat to a twenty-year-old platform isn’t a faster competitor but the capital and infrastructure it takes to replicate what that platform already owns. About XeroXero is a global small business platform serving over 5 million customers across 180 countries, providing cloud-based accounting, payments, and payroll software for small businesses and their advisers. Watch Now - Sukhinder Singh Cassidy - CEO at Xero During this episode, we also cover the strategy behind narrowing Xero’s US focus from “5 million customers” to a single unicorn-revenue number, how a survey of Xero’s own customer base splits into a majority still non-native to AI and a fast-growing minority already building on the company’s APIs (4x since January), and why Airtable selling for $1.2B on $450M in revenue is the cautionary tale for the current market. As we know, layoffs happen across many companies, and Xero was no exception. Six weeks after joining as CEO, Sukhinder laid off 700–800 employees. We get into how she ran the numbers and surveys, and why she believes accountants will outlast the “Claude will just tell you the answer” argument because human judgment and advice still matter. We close on why she’d rather be model-agnostic than bet the business on a single AI partner, what a week actually looks like running a 5,000-person public company, and how she keeps a fiercely scheduled career next to a deliberately unscheduled personal life. Available everywhere you listen to podcasts: YouTube, Apple Podcasts, Spotify, and X Download the transcript 👇 Timestamps (0:00) Meet Sukhinder Singh Cassidy(2:17) The Current State of Xero(5:35) Why America Was So Hard to Crack(10:05) Why It's Important to Focus(12:55) Joining Xero as CEO(16:40) Being Respected vs. Liked(22:57) How to Prepare for a Layoff(27:30) Being a Publicly Listed Company CEO(30:07) The State of SMBs(33:30) Thinking How to Partner with AI Models(36:24) How Much Code Is Written by AI?(38:39) How Does Xero Stay Relevant?(42:51) Is Trust the Next Biggest Moat?(43:39) The Biggest Opportunity for Xero(46:00) Will Accountants Still Be Relevant?(48:08) Companies Who Aren't Hiring AI Talent(49:05) Ollie Joins as Sukhinder’s Chief of Staff(50:39) Personal Time Out Our notes from this conversation 1. Being liked and being respected are different jobs, and she picked one.When we asked during the episode, Sukhinder is direct about it: over a thirty-year career, she’s optimized for going where her strengths are valued and her values fit, not for being liked. That meant walking into Xero, presuming people are smart and honest, and telling them the hard truth on day one rather than sugarcoating the situation. 2. She benchmarked the layoff before she announced it. Three months before officially becoming CEO, she surveyed over a thousand Xero employees, ran an outside-in with McKinsey against comparable SaaS companies, and read the data back to the company twice before cutting 700–800 roles six weeks later. The data made the decision defensible: it didn’t make it easy. She openly shares that she was heartbroken announcing it, and got Slack messages that day from employees she’d never met, checking if she was okay. This can say a lot about the company culture. 3. Cracking America took twenty years because incumbency beats a better product.Intuit is twice Xero’s age, born in the US, with 100% of its attention on that one market. Xero had to double its US organic growth rate, bring on US engineers building for US customers instead of running the market from the southern hemisphere, and narrow its pitch to “easier, cheaper, more open” before the US became its fastest-growing region, helped along by the Melio acquisition. 4. Public company CEO in a choppy market means the job doesn’t change. Her answer to “what’s hardest right now” is basically: nothing new, be a value creator, be focused, keep delivering through good times and bad. She thinks the market currently can’t tell one SaaS company from another, and her job is to keep 5,000 employees focused on Xero’s own numbers rather than the noise. 5. Most SMBs aren’t using AI yet, and that gap is the opportunity.Xero’s own customer survey shows the majority of small businesses are still early in their AI adoption. A smaller, fast-growing minority is already comfortable enough to use Claude for real financial actions: API usage on Xero is up 4x since January. She sees Xero’s job as meeting the whole spectrum, from AI chat for the least advanced to XeroForce for the most. 6. Trust, not code, is becoming a real moat for companies. Her response to a competitor who can build “a thin slice of software faster” is: sure, but can you raise the capital, acquire the customers, get the data trusted, and be accurate and compliant across every job a customer needs done? Ollie points to Airtable’s $1.2B sale on $450M in revenue as the cautionary tale: the product was replicable, the twenty years of infrastructure, data, and distribution weren’t. Links Follow Ollie on LinkedIn: https://www.linkedin.com/in/ollieforsythFollow Sukhinder on LinkedIn: https://www.linkedin.com/in/sukhindersVisit Xero: https://www.xero.comEpisode Partners - Harmonic, the go-to startup database: https://harmonic.aiEpisode Partners: Hostinger, a go-to tool for builders: https://hostinger.com/neweconomies. Enter code NEWECONOMIES for 10% off. Previous episodes include See all previous episodes here 👉 If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

  4. Aug 9

    Circle

    Subscribe to stay ahead of technology trends. Never miss future editions. Sid Yadav, co-founder of Circle, joins the podcast to break down what it takes for creators to succeed in 2026 and beyond: building real communities, capturing attention through audience-building, and using taste as a creative edge. Sid also shares what creators and platforms should be doing more of, how to actually start building an audience, and the possibilities that open up once you do. About Circle Circle is a technology company helping creators, entrepreneurs, and brands build and monetize thriving online communities. Every day, tens of thousands of communities turn to Circle to run memberships, courses, events, and discussions - all in one place. With over $60 million in annual recurring revenue and a growing suite of AI-powered tools through Circle AI, they help creators go beyond content and build real, lasting businesses. Watch Now: Sid Yadav - co-founder at Circle We also cover why chasing audience size is “playing the game on hard mode,” and how most creators have a blind spot around lifetime value, never building products beyond the content itself. We get into the Sean Ellis product-market-fit framework Circle borrowed from Superhuman’s early playbook, why a nurse-coaching collective is one of Circle’s most successful communities, and why Sid thinks YC is secretly the best community business in the world, monetizing through a 7% pre-seed stake rather than membership fees. We close on Circle AI and the Eclipse launch: the shift from platform to AI partner that guides creators through every failure point of building a community: the one board seat Sid still wants, and where he thinks digital businesses go over the next 10 to 20 years. Watch or listen now across YouTube, Apple Podcasts, Spotify, and X Our notes from this conversation 1. Audience and LTV are two different equations, and most creators only optimize one.Circle’s model for creator businesses is audience × lifetime value. Everyone obsesses over growing the audience side: subscribers, views, virality - while ignoring LTV entirely: what products, memberships, or experiences you actually sell to the people already paying attention. 2. Chasing viral reach is “playing the game on hard mode.”Sid draws a hard line between shallow attention (a video going viral to an anonymous crowd) and durable attention (people who recognize your brand and follow you across formats). The 1,000 true fans who’ll pay you repeatedly beat 100,000 people who saw one video once. 3. An audience is not a community, and conflating the two is where most creators fail.An audience consumes your content. A community is the subset that shows up for each other around a shared transformation. Sid’s biggest predictor of failed communities: no defined answer to “who is this person becoming in 3, 6, and 12 months?” 4. Circle’s own founding came from watching Teachable’s best creators outgrow static courses.Sid and his co-founders noticed the strongest course creators were building community around their content, not just selling video modules. That became Circle’s founding thesis: community, not education, is the better organizing principle for the creator economy. 5. They borrowed the product-market-fit framework from Superhuman.Circle’s early growth process: mandatory founder demos, a curated waitlist, and tracking the Sean Ellis “how disappointed would you be” score, came directly from Rahul Vohra’s public playbook. Rahul later became a seed investor in Circle. 6. One of Circle’s most successful communities is a nurse coaching collective.Nurses with demanding 9-to-5 shifts join, get trained into coaches, and build a second income stream outside their original job. Sid holds it up as the model: concrete transformation, massive addressable market, members who stay for years. 7. YC is the best community business that’s never called itself one.Office hours, a founder network, an alumni network, and one unifying ritual (demo day) - monetized through a 7% pre-seed stake rather than subscription fees. He thinks more community builders should study the YC model instead of the average Discord server. 8. Circle AI is a bet that the platform itself should diagnose your failure point.Rather than a generic feature, Circle AI is built to sit “next to you” and identify exactly where you are in the failure sequence - no audience, undefined transformation, missing rituals, or burnout - then guide you to the next step. 9. Taste has two components, and AI abundance makes both more valuable, not less.Sid breaks taste into perspective (your unique, non-commoditized point of view) and craft (fine-tuned execution quality). As AI makes content production free, he argues taste becomes the only differentiator left. Links Follow Ollie on X: https://x.com/ollieforsythFollow Sid on X: https://x.com/sidyadavVisit Circle: https://circle.so Partnership: Harmonic is the go-to startup database - https://harmonic.ai Partnership: Hostinger is a go-to tool for builders. Subscribers receive 10% off here - https://hostinger.com/neweconomies. Previous episodes include See all previous episode here 👉 If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

  5. Aug 6

    Thumbtack

    Subscribe to stay ahead of technology trends. Never miss future editions. Marco Zappacosta, co-founder and CEO of Thumbtack, joins NEW ECONOMIES to explain why Google search volume has reaccelerated to an all-time high post-ChatGPT, why the customers now converting through AI chat are more qualified and further into their decision than any channel Thumbtack has seen before, and why marketplaces for hiring humans, unlike commodity marketplaces such as Uber or food delivery, are mediated by certainty and confidence rather than speed and price. About Thumbtack Thumbtack is a technology company helping millions of people confidently care for and improve their homes. Every day in every county of the U.S., people turn to Thumbtack to complete small fixes, routine maintenance, and major improvements. With over 12 million 5-star projects and counting, they help homeowners and home professionals accomplish more. Watch Now: Marco Zappacosta - co-founder of Thumbtack We also cover why word of mouth, not a competitor, is Thumbtack’s biggest threat, capturing 80% of home-services demand through calls to neighbors and posts in group chats, and how LLMs are finally solving a personalization problem Thumbtack couldn’t crack in 20 years, replacing one generic question set per category with fully bespoke, project-specific questioning, using Marco’s own Murphy bed installation as the test case. We get into why almost no startup has survived in a marketplace category with close to a trillion dollars of spend, and what half the Thumbtack product team is now rebuilding around AI. We close on the interface shift Marco almost missed, voice, not text, the board seat he still wants to fill, and where he expects human-capital marketplaces to go over the next 20 years. This was a fascinating episode! Available everywhere you listen to podcasts. Watch or listen now across YouTube, Apple Podcasts, Spotify, and X Download the transcript 👇 Timestamps (0:00) Meet Marco Zappacosta(1:57) Thumbtack Turns Nearly 20(3:00) Why Marketplaces Are Challenging(6:30) Thumbtack's First 12 Months(8:57) How Thumbtack Uses AI Today(17:34) The Ideal Customer Profile(19:18) How Homeownership Is Changing(24:09) Why Experts Have High Expectations(26:55) Building Trust With Users in Today's Environment(29:03) Experts Communicating Offline(30:54) Tensions With Marketplaces(33:12) Integrating AI Into Thumbtack's Complex Stack(38:42) Where and How to Place Bets(42:04) The Next Big Opportunity(44:29) How Marco Runs Thumbtack(51:02) What Is Still Yet to Be Achieved?(52:14) Rapid Fire Our notes from this conversation 1. AI customers convert better than search customers ever did. Post-ChatGPT, Google search volume for Thumbtack-relevant categories has reaccelerated to its highest point ever, but the more telling shift is on the AI side: users arriving via ChatGPT or Claude are more qualified, more motivated, and further into the decision than a typical search customer. Volume is still low, but Marco is treating it as the leading indicator for how discovery gets rebuilt. 2. Word of mouth, not a competitor, is Thumbtack’s real adversary. 80% of home-services demand still flows through a call to a neighbor or a post in a group chat. Marco sees the AI moment as the first real chance to intercept that demand before it disappears into an informal network Thumbtack can’t see or monetize. 3. Hiring a human is not a commodity purchase. Marketplaces like Uber and food delivery compete on speed and price because the average basket is under $50. Home services average around $1,000 per purchase with real consequences for getting it wrong, so the decision is mediated by certainty and peace of mind, not convenience. 4. Marketplaces are brutal to bootstrap — and that difficulty is the moat. Despite near-trillion-dollar category spend, almost no home-services startup has survived alongside incumbents like Angi and Yelp. The same friction that kills most entrants is what protects the few that break through to compounding scale. 5. LLMs are solving a 20-year personalization problem overnight. Thumbtack historically applied one generic question set per project category, fine for common jobs, useless for anything niche. Marco’s own Murphy bed installation became the test case: an LLM asked the right follow-up questions instantly, something no static form could match at that level of specificity. 6. Half the product team is now rebuilding around AI. Marco describes the integration as touching everything, core matching, the customer and pro experience, pricing, refunds, monetization. It’s a ground-up rebuild, not a feature bolted on top. 7. Voice is the interface shift he almost missed. Asked what he’s changed his mind on in the past year, Marco points to voice as input and output, not because it’s novel, but because it removes typing entirely for how his kids and Thumbtack’s pros interact with technology. He doesn’t think it kills the keyboard, but expects it to sit alongside it as a default mode. The board seat he still wants to fill: a technologist. His current board covers CFO, CEO, and COO backgrounds, but he’s missing a product-obsessed technologist, someone in the mold of Snap’s Evan Spiegel, to pressure-test where AI takes the product next. Links Follow Ollie on X - https://x.com/ollieforsyth. Follow Marco on X - https://x.com/mlz. Visit Thumbtack - http://thumbtack.com. Partnership: Harmonic is the go-to startup database - https://harmonic.ai. Partnership: Hostinger is as a go-to tool for builders. Subscribers receive 10% off here - https://hostinger.com/neweconomies. Previous episodes include See all previous episode here 👉 If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

  6. Jul 30

    Wispr Flow

    Subscribe to stay ahead of technology trends. Never miss future editions. Tanay Kothari, founder of Wispr Flow, joins NEW ECONOMIES to unpack why most startups don’t die from bad ideas but from chasing too many good ones, and why matching your number of initiatives to your organizational capacity matters more than simply working longer hours. About Wispr Flow Wispr Flow turns voice into clean text. 4x faster than typing. 85% zero-edit. Speak naturally. Write perfectly. Watch now: Tanay Kothari - Founder of Wispr Flow We also get into the future of voice dictation and whether the keyboard is on its way out; how Wispr built an enterprise sales motion from scratch in less than a year, now accounting for a third of the company's revenue and serving more than half of the Fortune 500; the pricing psychology behind why ChatGPT feels free while Claude feels like a paid product; and why Wispr chose to build its own voice models in-house instead of relying on third-party AI providers. We close on the story behind Wispr’s tuk-tuk campaign in India, how Tanay structures his week acting as chief of staff to the whole company, and a quickfire round covering his dream board pick and a free idea for Wispr Flow for creators by Ollie. Watch or listen now across YouTube, Apple Podcasts, Spotify, and X Download the transcript 👇 Timestamps (0:00) Meet Tanay Kothari(1:50) Why Tanay Started Wispr(4:12) Building a Rocket Ship with Discipline(8:52) Why Now Is the Moment for Voice Dictation(12:27) Launching Wispr in India(14:51) Why Computing Is Still So Expensive(17:48) Why You Must Listen to Customers(24:00) How Tanay Stays Focused(27:00) Wispr's Internal Product Roadmap(29:15) Ollie Becomes Tanay's Chief of Staff(32:58) How to Keep the Talent Bar High(37:10) Rapid-Fire Round Our notes from this conversation * Most startups don’t fail from bad ideas, they fail from mismatched capacities. Tanay’s reframe: the opposite of distraction isn’t focus, because focus can point at the wrong thing just as easily as the right one. A thousand-person company can be laser-focused and still fail if what it’s focused on doesn’t match what it can actually execute. His fix is mechanical, match your number of initiatives to your organizational capacity, because a task that took five people to build takes ten or twenty to maintain. * Enterprise wasn’t bolted on. It was built from zero in under a year. Wispr went from a pure consumer motion to a third of total revenue coming from B2B, with 15,000 companies and more than half the Fortune 500 as customers including: Microsoft, Nvidia, Notion, Clay, and Klarna. Companies like Slack and Notion took four to eight years to make that same consumer-to-enterprise jump. Tanay’s team compressed it into twelve months by treating it as a different product, not a repackaged one. * ChatGPT feels free. Claude feels paid. That gap is the whole game. This isn’t a throwaway comparison, it’s Tanay’s actual pricing philosophy. Perception of price is one of the most under-used levers founders have, more powerful than the marketing budget behind it. It’s why ChatGPT crossed a billion monthly active users while Anthropic, by his account, remains far behind on volume despite the stronger product. * When nobody had a good enough model, Wispr stopped shopping and started building. The team tried routing through other providers first and found the accuracy ceiling too low for voice specifically. So they built their own frontier voice lab from scratch, 15 people today, headed to 40 by the end of the year. The bet is that harness engineering, squeezing frontier performance out of cheaper models, only gets you so far before you have to own the stack. * The keyboard isn’t dying of old age. It’s being made obsolete by 700 million people who never wanted it. Tanay’s most pointed number: 700 million people worldwide have dyslexia or a speech impediment, and for them typing isn’t friction, it’s the single worst way to interact with technology. Voice isn’t a UX preference for that group, it’s the first real unlock they’ve had. * There’s no fixed job at the top, just whichever fire is biggest that week. Tanay describes his own role as deliberately fluid: one week he’s PMing a launch, the next he’s deep in Figma five days a week, the one after that he’s building out a CRO’s B2B function from scratch. The throughline isn’t a job title, it’s finding “the most important dumpster fire in the company that is not being taken care of” and sitting in it until it’s solved. * Five to ten hours a week with users isn’t research. It’s the entire strategy. Tanay doesn’t outsource customer insight to a feedback form. He sits beside users, watches their day, and treats that time as non-negotiable, not because it’s good practice, but because he thinks no company has ever succeeded without it. The line he keeps coming back to: your single job is to figure out what people want and give it to them, and everything else is downstream of that. Links Follow Ollie on X - https://x.com/ollieforsythFollow Tanay on X - https://x.com/tankotsTry Wispr Flow - https://wisprflow.ai Previous episodes include If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

  7. Jul 29

    Cameron Adams (Canva)

    Subscribe to stay ahead of technology trends. Never miss future editions. Cameron Adams, co-founder and Chief Product Officer at Canva, joins NEW ECONOMIES to explain why AI gives creators more options than ever but not more chances to send the right message, and why taste becomes the real opportunity once every tool produces passable designs. Watch now: Cameron Adams - Co-Founder at Canva We also get into the contrarian bet behind Canva’s early success - ignoring The Lean Startup playbook to spend six extra months on user testing before launch, plus where AI is actually moving inside the product, from Canva AI 2.0 to magic layers to voice as the next creative interface. We close on the fourteen-year journey of co-founding Canva with Melanie Perkins and Cliff Obrecht, and what Cam thinks creators should be focusing on going forward. Watch or listen now on YouTube, Apple Podcasts, Spotify, and X Download the transcript Timestamps (00:00) Meet Cameron Adams(02:06) Canva Create 2.0(05:13) The Canva Founding Story(07:45) Canva's First 6–12 Months(09:45) Building Fanatical Early Users(11:37) Landing the First Users(15:35) How Canva Stays Relevant(17:03) Canva's Focus on AI(19:50) Taste Is the New Differentiator(21:46) What Design Platforms Do Best Today(25:24) Canva's Most Popular Features(27:04) Inside Canva's Product Roadmap(34:05) What Creators Should Focus On(36:35) What Cam Is Most Excited About(38:25) AI-Generated Content(42:22) Why Music Is the Next Big Trend(46:10) Anyone Can Build Now(49:12) Cam's AI Stack(50:34) Ollie Joins as Cam's Chief of Staff(51:28) Co-Founder Relationships(56:00) What's Next for Canva Our notes from this conversation * AI gives you more options, not more chances. You can now generate ten, twenty, thirty plus versions of anything using these AI tools, but the audience still only lets you send one message, maybe two at most. Cam’s take: the volume of options AI produces doesn’t lower the stakes of choosing correctly, it raises them. Great taste matters more than ever. * The moat isn’t the model, it’s the product workflow around it. One prompt box spitting out one image is table stakes now - anyone can do it. Canva’s edge comes from pulling teams, brand context, and every stage of a project into a single loop, which is why a quarter of a billion people bring their colleagues, friends, and family into the suite of product offerings with them. * Ignoring conventional wisdom was the actual growth hack. Investors were pushing Canva to ship fast per the famous playbook: The Lean Startup by Eric Ries. They spent six extra months on user testing instead, betting that a polished first experience would turn users into fanatical fans. Cam believes that patience became Canva’s early advantage. By delaying launch until the experience felt polished, the team laid the foundations for Canva’s organic growth loop. * Voice is the next interface opportunity. Cam points to Africa as a voice-first market by necessity, places where typing was never the default way people interacted with technology. Whoever wins on voice interfaces wins access to users that keyboard-first products never reached. The death of the keyboard may be looming. * Fully AI-generated content plateaus. AI-assisted creators don’t. AI Micro-dramas out of China are going viral on the strength of human storytelling, not the fact that they’re AI-made. Cam’s bet: pure AI-generated content is a novelty that settles into a niche, while creators who use AI to extend their own taste keep compounding. * Velocity and quality aren’t in tension anymore, they’re the same discipline. Canva mapped every feature shipped over the previous three months and found it had delivered more product output than at any point in the company’s fourteen-year history. Cam’s explanation isn’t “we cut corners” - it’s that better internal tools let designers and engineers prototype more ideas and still nail the one that ships. * Fourteen-year co-founder relationships survive on self-awareness, as well as chemistry. Cam’s answer to what makes Canva’s founding team last isn’t just the shared vision, it’s each person knowing precisely what they’re great at, what they’re not, and staying a well-rounded contributor instead of hiding in one fixed lane. That’s what let three people cover for each other for over a decade without competing for the same territory. Links Follow Ollie on X: https://x.com/ollieforsyth Follow Cameron on X: https://x.com/themaninblue Sign up to Canva: https://www.canva.com Listen to all previous episodes: https://www.neweconomies.co/podcast Subscribe to Cam's newsletter: https://promptedwithcam.substack.com/ Subscribe to Cam's podcast: https://www.youtube.com/playlist?list=PLATYfhN6gQz_ynkjnu_d63u1Qp600SlBH Previous episodes include If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. ….. Brought to you by Harmonic - The complete startup database. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

  8. Jul 23

    Justine Moore: Andreessen Horowitz

    Subscribe to stay ahead of technology trends. Never miss future editions. Consumers care less about how something was made. Justine Moore is a Partner at Andreessen Horowitz investing across AI and consumer, and one of the earliest backers of ElevenLabs. In this episode, she breaks down why AI microdramas are becoming one of the fastest-growing entertainment formats in the world, why China’s microdrama market has already overtaken its domestic box office, and why the U.S is only now catching up. Watch now: AI Microdramas Are Exploding We also explore why the first wave of AI video creators were attention seekers rather than storytellers, why that’s changing fast as real creatives move into the space, and why Justine thinks the “AI slop” debate misses the point entirely: slop existed long before AI, and the label won’t matter once most content is partially AI-made anyway. We close the episode on why Justine believes agents that work before you ask are the next real unlock in consumer AI. Watch or listen now on YouTube, Apple Podcasts, Spotify, and X Download the transcript Timestamps (0:00) Meet Justine Moore (1:52) Generative Media's Inflection Point (4:23) AI Microdramas Are Exploding (10:02) Why AI Dramas Are New Forms of Entertainment (13:52) How to Create AI Microdramas (17:28) The Adoption of AI Microdramas (22:00) Content Becoming Timely vs. Timeless (25:00) Should Creators Be Disclosing AI Features? (33:45) How to Build AI Generative Media Startups(40:13) Justine's Favorite Agents (41:45) Is Consumer Tech Back? (45:15) Justine's Startup Ideas (46:40) Founders to Watch Our notes from this conversation 1. AI video is finally good enough to stand on its own. Early AI videos attracted attention because they were novel. Today, that's no longer the story. As Justine describes, model quality has improved to the point where AI-generated video can hold a viewer's attention with a coherent storyline. The competitive advantage is shifting from the technology itself to the creativity of the people using it. 2. Cheaper AI production is opening opportunities that global studios will eventually adopt. Microdramas are the clearest signals of what is actually possible. Creators are already using AI to generate backgrounds, visual effects and techniques that were previously handled with CGI. The expectation is that major film studios will follow the same path, not to replace production or talent, but to cut costs on specific parts of production. 3. Ollie started producing a micro drama. This is what is possible! Ollie built a short microdrama around the Nike origin story to stress-test the opportunities directly. The narrative, design and aesthetics came together fast and relatively cheaply. There are still gaps where these platforms can improve, for example: transitions between chapters aren’t natural yet, storytelling in the creator’s tone of voice has a way to go until perfect, and the cost to create these compounds very quickly once you’re iterating and constantly editing. Watch here 4. Consumers care less about how something was made Justine’s instinct is that mass-market audiences aren’t selecting for or against something because it’s AI-made, they’re asking whether it’s good. The people fixated on provenance are concentrated on X and Reddit, which is a different audience than the one actually consuming the content at scale. 5. Timely vs. timeless is a more useful lens than AI vs. human. The human vs. AI comparison is the wrong split. Slop predates AI entirely, it was never a tooling problem, it’s a quality-and-intent problem, which is why “timeless” content (built to hold up regardless of when or how it was made) survives that axis and disposable content doesn’t. During the episode, we also talked about if creators should be disclosing if AI tools were used and if so how. However, Justine thinks labeling is a losing battle: content is heading toward being partially AI-made by default, at which point a label stops signaling anything useful. 6. The hardest part of building here right now is differentiation. Competing with OpenAI or Google at the foundation-model layer has gotten expensive enough that most new entrants shouldn’t attempt it. The real contest is one layer up, at the app and workflow level: the question isn’t whether you can build on top of the models, it’s who you serve and why they stay instead of switching to the next thin wrapper. 7. AI agents will matter more for individual creators than for big companies. Justine’s case is that solo creators and small teams are the most resource-constrained group in the market, so offloading admin and logistics to agents is a bigger unlock for them than for anyone already running a team to handle it. Links Follow Ollie on X - https://x.com/ollieforsyth Follow Justine on X - https://x.com/venturetwins Justine's market map on AI Microdramas: Previous episodes include If you enjoyed this episode, help sustain our work by clicking ❤️ and 🔄 at the top of this post. … Brought to you by Hostinger. Use code NEWECONOMIES for 10% off. Get full access to NEW ECONOMIES at www.neweconomies.co/subscribe

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