BUILDERS

Front Lines Media

Welcome to BUILDERS — the show about how founders get new technology adopted. Each episode features a founder on the front lines of bringing new tech to market, sharing how they broke into their industry, earned early believers, built credibility, and unlocked real technology adoption. BUILDERS is part of a network of 20 industry-specific shows with a library of 1,200+ founder interviews conducted over the past three years. For the full network, visit FrontLines.io. Brought to you by:  www.FrontLines.io/FounderLedGrowth — Founder-led Growth as a Service. Launch your own podcast that drives thought leadership, demand, and most importantly, revenue.

  1. 18h ago

    Why innovation labs are not the greatest customers | Sankalp Arora

    Gather AI builds a physical AI platform for logistics, using cameras on drones, forklifts, and static mounts to digitize warehouse operations into a real-time digital twin and orchestrate facilities with AI agents. In a recent episode of BUILDERS, we sat down with Sankalp Arora, Chief Executive Officer of Gather AI, to learn how 175 customer discovery interviews turned a drone autonomy engine into a warehouse intelligence platform with 150 percent annualized NRR. Topics Discussed: How Sankalp's PhD work at Carnegie Mellon on the world's first fully safe autonomous helicopter led to Gather AIWhy the team pivoted at customer discovery interview 75, after learning that large companies wanted drones but did not know what to do with themHow a single VentureBeat article in August 2019 generated about 10 leads a day, pre-product, with no SEO or adsWhy innovation labs at large companies turned out to be poor customers, and why mid-market operators became the real early adoptersThe barcode reader benchmark: Gather AI's goal of becoming a default line item when someone stands up a facilityHow market education evolved from live robot demos to a testimonial and reference engineWhy door to door sales failed, and what it revealed about where the buyer actually sitsWhy 150 percent annualized NRR was the signal to build a commercial teamWhat an engineer learned about sales: it can be more formalized than engineeringThe current GTM bottleneck: seller onboarding speed against a six to nine month sales cycle GTM & Technology Adoption Lessons: Pivot on buyer behavior, not technical identity: The three grad student founders assumed they would sell the autonomy engine they were known for. Discovery interviews showed that large companies would buy the engine but did not know what to do with the drones. Treat pre-product demand as the market signal: The first investment came from the conviction of people who said if you build it, I'll buy it. When the company launched a website in August 2019 with nothing behind it but a VentureBeat article, leads arrived at about 10 a day with no ads or SEO. Qualify early adopters by pain, not by title: The initial inbound came from innovation labs at large companies with a mandate to explore the problem. They turned out not to be the greatest customers. The best customers were operators, mostly mid-market, whose problems the product addressed directly. Sell where the budget sits, not where the product runs: Sankalp personally ran door to door sales at warehouses and it failed completely. The buyer, usually a VP of operations or senior director of operations, sat at the corporate head office, not at the facility. Turn early adopters into the education engine: Market education moved through phases: showing up at facilities to prove the robot works, then making early adopters successful, then circulating their testimonials. For 3PLs like the ones Gather AI serves, being featured was mutual value, since claiming differentiated, forward-looking innovation in a crowded market made them look good, backed by real ROI. Use NRR as the scaling trigger: The signal to build a commercial team came when annualized NRR reached about 150 percent while new customer acquisition was starved of investment. Hire GTM leaders who think differently: Sankalp's first commercial hire thought like him, and he calls that fault an expensive learning for the org. Running a sales team requires a different aptitude than building a solution, so he now looks for shared values with different thinking and real domain expertise. // Sponsors: Front Lines -- Silicon Valley's leading Podcast Production Studio. We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. Mention you are a listener and get a 10% discount. www.FrontLines.io/Podcast-as-a-Service

    Why innovation labs are not the greatest customers | Sankalp Arora
  2. 1d ago

    The sequencing problem in a category that takes a decade to build | Marc Minor

    Higharc builds technology for home builders and distributors, taking a disconnected field of tools and third parties and streamlining the design-to-construction process digitally, producing buildable assets like construction drawings, estimating data, and pricing, along with 3D sales experiences. In a recent episode of BUILDERS, we sat down with Marc Minor, Co-founder & CEO of Higharc, to learn how the company sequenced eight years of product and market decisions and then dismantled its own functional org at 240 people. Topics Discussed: Why Higharc started with a direct-to-consumer and home builder experience and quickly learned that was the end state, not the entry pointHow the company moved to enterprise design partners who paid a small fee so Higharc could learn how to serve large buildersWhy homes are the most mass customized product out there and what that does to automation accuracy targetsHow Marc sequences a company's history in chapters by matching product maturity to a part of the marketWhy Higharc dismantled its functional matrix and flattened into a network of small teams run like general managersThe first principles behind the restructure: what remote work is good at, accountability, and joy in workWhy Higharc created physical hubs without moving to a full hybrid structureHow a week-long, whole-company hackathon was used to get 200 plus people their own AI experienceWhat Marc looks for in a defensible technology position: structured data that is out of distribution for the models GTM & Technology Adoption Lessons: Sequence the market to the maturity of the product: Marc described the company's chapters as "trying to place the state of the product experience to a part of the market. And over time discovering more and more about the market, about the homes, about the value chain as we go and sort of adjusting in real time." Charge your design partners something: Higharc worked with "enterprise design partners, early customers who were willing to let us serve them for a small fee, so that we could learn about how to serve large builders." A small fee does not fund a company. Accuracy sets the roadmap in high-stakes automation: "We service a very important and hard to service market because homes, you can't get it wrong." Marc added that Higharc automates many things and "Automation really has a high bar for accuracy and correctness." Design the org around the constraint you actually have: Marc did not start from an org design playbook. He started from being remote. Remote's superpowers are extreme focus and high autonomy, and its failure is collaboration. Accountability is the management surface that matters: "So high accountability is one of the only tasks I think that actually matters in a company structure to make a difference. Restructure before the hiring debt compounds: The tension Marc identified sits between "the historical functional owners where power is vested as you cl as you go up the hierarchical ladder" and an org where power follows output and team remit. Mandates do not create AI adoption, projects do: Higharc turned its annual March retreat into a week-long hackathon where "every one of our 200 plus people at that time" had to build something, salespeople included. Differentiated data is the asset, not the model: "if you have a rich structured set of data that is out of distribution for the models, you are sitting on an outstanding asset to go and build with." Higharc generates buildings as spatial data it can reason about, which is what makes agent-driven tooling on top of it defensible. // Sponsors: Front Lines -- Silicon Valley's leading Podcast Production Studio. We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. Mention you are a listener and get a 10% discount. www.FrontLines.io/Podcast-as-a-Service

    The sequencing problem in a category that takes a decade to build | Marc Minor
  3. 2d ago

    Why deep tech selling is a de-risking exercise | Troy M. Morris

    Kall Morris Inc (KMI Space) is an in-space logistics company providing Relocation as a Service, covering end-of-life services, orbit change maneuvers, and active debris removal for satellite operators. In a recent episode of BUILDERS, we sat down with Troy M. Morris, Co-Founder & CEO of KMI Space, to learn how the company turned a hard physics problem into a service customers could name, understand, and buy. Topics Discussed: ● Why KMI Space reduced a complex orbital servicing category to "Tow trucks for space" and how long that clarity actually took ● How constant de-risking, not better renderings, moved KMI through its first government contracts ● Why KMI Space partnered with MIT, Stanford, and USC before applying for its first SBIRs, and how it framed those partnerships ● The 35-proposal exercise KMI Space ran against the Space Force Orbital Prime opportunity and how it narrowed to six ● The jump from a roughly quarter-million-dollar SBIR Phase I to a Phase II closer to $1.25 million, and what changes between them ● Why KMI Space built relationships with technical points of contact within hours of winning Phase I ● The customer insight that reframed the entire product: operators wanted prevention, not recovery ● Why "we want to partner with NASA" is not a go-to-market plan ● The decision to build a space company in Marquette, Michigan instead of El Segundo or the Space Coast ● What KMI Space proved on the International Space Station across 172 test runs ● How a US government shutdown and budget gap shaped KMI Space's 2026 priorities GTM & Technology Adoption Lessons: Message clarity is earned through customer contact, not workshops: KMI Space's positioning now compresses into a single phrase, "Tow trucks for space." Troy was direct about the cost of getting there. "we can absolutely lie and say that was day one. Selling deep tech is a de-risking exercise, not a demo: Troy reframed early contract wins as risk reduction rather than persuasion. "You can build awesome sketches, you can have the coolest AI write a speech or make a visual. Borrowed credibility only works if the partnership is real: KMI Space partnered with MIT, Stanford, and USC before applying for its first SBIRs, which changed how reviewers read the application. Troy drew a sharp line on how to think about it. "really leveraging it every step, not to borrow the prestige of the other group, but earn the partnership." Generate wide, then cut to where you have earned the right to win: KMI Space responded to the Space Force Orbital Prime opportunity by drafting 35 separate proposals, then narrowing to about six based on internal specialty and which partners they could actually recruit. The filter was capability plus access, not enthusiasm. Start the next contract the day you win the current one: Troy's rule for government sales is to move immediately from celebration to relationship-building with the people who will evaluate the work. "find the people who are going to be reviewing this, working with you, and build that relationship." Customer discovery is what separates an interesting capability from a fundable one: Asked what he would send back to his earlier self, Troy gave two words. "it would absolutely be two words: customer discovery." Institutions are not buyers. People inside them are: Troy described the most common mistake he sees, including from his own earlier self, as treating a large agency as a single addressable entity. "which part of NASA? What center? What mission? What human is going to read this?" // Sponsors: Front Lines -- Silicon Valley's leading Podcast Production Studio. We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. Mention you are a listener and get a 10% discount. www.FrontLines.io/Podcast-as-a-Service

    Why deep tech selling is a de-risking exercise | Troy M. Morris
  4. 2d ago

    The first adopters of deep tech already understand the physics | Max Arshavsky

    Zenno Astronautics builds superconducting magnet systems for space, starting with a stabilization system that replaces fuel-based stabilization at higher orbits and expanding toward magnetic launch systems and radiation shielding. In a recent episode of BUILDERS, we sat down with Max Arshavsky, Founder and CEO of Zenno Astronautics, to learn how the company took superconducting magnets from a technology most of the industry doubted to a commercial product that has flown in space twice. Topics Discussed: Why Zenno chose satellite stabilization as its first marketWhy Max sees private companies as faster early buyers than governmentWhy the earliest adopters were engineers already literate in superconductivityHow an industry that treated superconductivity as a promise too good to be true came to see it as commercially applicableWhy six years passed between founding the company in 2017 and the first launch in 2023How the third system is four hundred times more powerful than the first and forty times more powerful than the second in pretty much the same mass and volumeWhy Max defines the entire stack of superconducting technologies as the productWhy building cool technology does not make it sell itself GTM & Technology Adoption Lessons: Enter through a function every customer already performs: Max said every satellite needs a stabilization system, and that the existing solutions are not self-sufficient and each has shortcomings. Zenno's first product went after that function rather than asking the market to accept a new use case. Look for buyers who carry less risk: Asked about the first deal, Max said government is slow and more risk averse, while companies are much more agile and willing to take risk. Find the people for whom the concept is not new: Max said the first adopters are literate in engineering and in superconductivity, so they did not need to buy into a novel concept. What they had not known was that it is now feasible in space. Because they understand it, he said, they see it as less of a risk. Expect disbelief and answer it with hardware in orbit: Max said pretty much everyone doubted the technology and that most people in the industry saw superconductivity as a promise that was too good to be true. Zenno launched its first system in 2023 and its second in 2025, and Max described the next system as flight proven twice. Do not assume the technology will sell itself: Max said he was one of the founders who believed it would take care of itself. He described an industry full of systems that have been invested in and stable for years, which are rightly not easy to disrupt. That reality, he said, forces you to understand the market, its trends, and what drives customers. Define the product as the stack, then sequence it: Max defines the entire stack of superconducting technologies as the product, so the commercial actuator is not yet the complete product. The pillars he named are satellite mobility, magnetic launch systems, and radiation shielding. As each matures, Zenno builds a business around it or builds something itself around it. Move from R&D lab to business: Max said Zenno has been a very successful R and D lab so far and that he is now laser focused on building a very successful business. // Sponsors: Front Lines -- Silicon Valley's leading Podcast Production Studio. We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. Mention you are a listener and get a 10% discount. www.FrontLines.io/Podcast-as-a-Service

    The first adopters of deep tech already understand the physics | Max Arshavsky
  5. 3d ago

    When naming a category means rebuilding the company | Quentin Colmant

    Qover is an embedded insurance orchestration platform that gives enterprise brands a single API to design, launch, and operate insurance programs across European markets where insurance regulation, commercial law, language, and currency differ country by country. In a recent episode of BUILDERS, we sat down with Quentin Colmant, CEO and Co-founder of Qover, to learn how the company coined the category of embedded insurance orchestration and rebuilt its product, pricing, and sales motion around it. Topics Discussed: ● Why a pan-European insurance layer is hard to build when every country has its own regulation, commercial law, language, and in some cases currency ● How Qover coined the term embedded insurance orchestration roughly four or five years ago and why the word orchestration was chosen deliberately ● Why category creation forced a reorganization of product, people, structure, and partnerships rather than a marketing refresh ● How the category definition produced a clear ICP and a faster no ● The pricing change that followed: splitting technology, operations, and advisory into separate fees ● Why Qover raised patient capital and how Quentin set that expectation with investors from the first conversation ● The gap between actual revenue and contracted revenue, and why contracted revenue can become a vanity metric ● Why Qover keeps a small marketing budget and invests in risk sharing with partners instead ● The two ways Qover's partner bets failed, including partners going bankrupt before launch ● How positioning around complexity stops prospects from trying to build the solution themselves GTM & Technology Adoption Lessons: Category creation is an operating decision, not a naming decision: Quentin said the realization was "not only about naming something and doing some marketing, it's how you completely reorganize your product, your organization, your people, your structure, as well as your partnership." Name the complexity when complexity is the moat: Qover's problem was explanation. Quentin said it took him "at least 20 minutes to explain our business model, the different pillars we have, what we do, nobody understands it, it's too complicated, the value chain is very long." A category is only real if the sales motion enforces it: The category gave Qover its ICP and its verticals, and then the discipline to defend both. "We have a clear definition of our ICP and we say no, we say no a lot, we say no quickly." Repricing is part of repositioning: Once the category defined what Qover sold, the commercial model changed with it. Quentin described splitting the technology from the operation from the advisory work, with a flat fee, a tech fee, and a fee per ticket. Match investor time horizon to industry time horizon: Insurance economics are built on renewal books that compound over decades. Quentin said Qover made the requirement explicit at the start: "we need patient capital and as part of finding people that are okay with this patient capital meaning they've always a 10 to 12 years horizon but you make sure you get that from the very beginning and they will follow you." Spend on distribution risk, not demand generation: Qover's marketing budget is small by design. Quentin said a targeted account-based motion, a few events, and white papers that let partners talk about themselves is enough, because "then they are very happy and then they become your clients afterwards." // Sponsors: Front Lines -- Silicon Valley's leading Podcast Production Studio. We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. Mention you are a listener and get a 10% discount. www.FrontLines.io/Podcast-as-a-Service

    When naming a category means rebuilding the company | Quentin Colmant
  6. Oct 9

    "Category education is a long game with uncontrollable accelerants" | Ayal Yogev

    Anjuna Security builds the software stack that makes confidential computing accessible to enterprises — doing for hardware-level data protection what VMware did for virtualization and what CUDA did for GPUs. The company counts three of the top ten global banks among its customers, has expanded into the federal government through defense primes, and recently launched a second product to govern AI agents running inside a trusted computing environment. In a recent episode of BUILDERS, we sat down with Ayal Yogev, CEO of Anjuna Security, to learn how the company sold a category that buyers had never budgeted for, what actually moves the needle when selling to the world's largest banks, and why he calls rationalizing exceptions to your ICP "basically a death warrant." Topics Discussed: ● Why category education is a long game with uncontrollable accelerants — and how the JP Morgan global CEO's open letter to vendors changed buyer conversations overnight ● The two biggest GTM money pits: hiring salespeople before product-market fit and building large conference booths that attract the wrong buyers ● Why a private suite with pre-scheduled meetings adjacent to a conference consistently outperforms booth presence on ROI ● How Anjuna closed three of the top ten banks and what a year-long sales cycle actually looks like from first meeting to signed contract ● Why people movement between banks is a structural referral engine — and how touching 100-plus people inside a single bank compounds over time ● Champion identification in long-cycle enterprise deals: who to find, how deep to go, and what happens when your champion leaves before the deal closes ● Why selling direct to the US federal government was "close to impossible" and what finally worked: defense primes like Booz Allen Hamilton, Lockheed Martin, Leidos, and CACI ● How government grew from roughly zero to 25% of revenue and is tracking toward 50% in the next 12 months ● Why focus is defined by what you say no to — including inbound that's outside your ICP ● The forward-deployed engineer model: why bundling actual engineers into the first enterprise deal changes success rates, churn, and renewals ● Anjuna's second product: a trusted supervisor agent running inside a confidential computing environment to solve the "arctic intern" problem for AI governance

  7. Oct 8

    When adoption means nobody knows your product exists | Mario Di Dio

    Helium is building a decentralized wireless network and the software layer that runs on top of it, aggregating community-deployed Wi-Fi access points into a single network that carriers, MVNOs, and large indoor venues can use to serve their own subscribers. In a recent episode of BUILDERS, we sat down with Mario Di Dio, CEO of Helium, to learn how the company grew a network of forty five thousand access points serving one to two million people a day by selling offload capacity to carriers instead of building its own towers. Topics Discussed: ● Why telco buyers are structurally risk averse and what that does to a startup's sales motion ● How Mario first encountered the Helium model in 2020 while at CableLabs, and what made it click ● The FreedomFi acquisition and how Mario came in to lead the mobile network effort ● Why Helium sold the consumer brand it had built specifically to create demand on its own network ● The reorg, the layoffs, and what a single point of focus did to the organization ● Why running enterprise B2B and consumer under one brand made brand voice nearly impossible ● How the AT&T and Telefonica Movistar partnerships solved the demand side without a consumer product ● The AWS analogy Helium uses to move carriers from CapEx-heavy tower builds to an OPEX connectivity model ● Why invisibility is both the proof of adoption and the monetization problem in telco ● What Mario watches for as the catalysts that accelerate carrier adoption of the offload model GTM & Technology Adoption Lessons: Kill the demand-generation channel once partners own demand. Helium built a consumer phone brand to create demand on the network it was deploying. Once carrier partnerships landed, the demand problem belonged to someone else's subscriber base. A single brand cannot carry two buying motions. Helium was selling to enterprise telco and to consumers at the same time, under one name. Mario described the cost directly: "What kind of brand voice do you have when you're at the same time you're selling to an enterprise B2B as well as to a consumer brand, right? So you have to pick one." Risk aversion in telco is a pricing signal, not an obstacle to argue with. Mario's read on why telco buyers move slowly: "the penalty for a small error is gigantic and nobody's giving you credit when stuff works." Reframe the buyer's cost structure, not the product. Helium's pitch to carriers is an economic one. "now we are switching the model a little bit like AWS did for cloud from a model where the carrier owns everything, very CapEx intensive." Surgical coverage beats blanket coverage as a category argument. Mario points to comments from Starlink's president on an earnings call about hanging small cells off satellite backhaul as validation of Helium's approach. His position: "the old model of blanketing coverage of connectivity, it's dead. Invisibility is what adoption looks like, and what makes it hard to charge for. "The more successful is the technology that you produce, the less visible it is to the end customer." Helium's own evidence: "the majority of that people don't even know that they are using Helium." Refocusing is an org decision before it is a strategy decision. On his first three months as CEO: "one of the hardest things that you have to do is to refocus the organization, which means also reorg, which means let some people off, some friends that you work with." Compress time to thesis with two levers. Mario's answer on what a CEO actually controls when the market timing is uncertain: "One is nudge the industry, the other one is ship. Just ship. Continue to ship product and continue to keep everybody focused on meeting those timelines." // Sponsors: Front Lines, Silicon Valley's leading Podcast Production Studio. We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. Mention you are a listener and get a 10% discount. www.FrontLines.io/Podcast-as-a-Service

    When adoption means nobody knows your product exists | Mario Di Dio

Ratings & Reviews

5
out of 5
6 Ratings

About

Welcome to BUILDERS — the show about how founders get new technology adopted. Each episode features a founder on the front lines of bringing new tech to market, sharing how they broke into their industry, earned early believers, built credibility, and unlocked real technology adoption. BUILDERS is part of a network of 20 industry-specific shows with a library of 1,200+ founder interviews conducted over the past three years. For the full network, visit FrontLines.io. Brought to you by:  www.FrontLines.io/FounderLedGrowth — Founder-led Growth as a Service. Launch your own podcast that drives thought leadership, demand, and most importantly, revenue.

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