Track Record by Tramlines

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Track Record by Tramlines explores how AI is reshaping investment, finance, and business. Each episode brings financial leaders, investors, founders, economists, and policymakers into conversation about what is changing now and where money and opportunity are moving as a result. Made for investors, founders, and business owners, it offers a practical view of the AI economy from the people doing the work. Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Hosted on Acast. See acast.com/privacy for more information.

Episodes

  1. 4d ago

    Edward Keelan | AI, Growth and the future of VC

    As AI is makes software faster and cheaper to build, it changes what investors should look for, how companies sell, how enterprises adopt technology and where defensibility comes from. In this episode of Track Record, Albert Azis-Clauson talks to Edward Keelan, a partner at Octopus Ventures, about the shift from traditional SaaS metrics to a world where pricing, retention and outcomes are still being worked out. They discuss why revenue and the speed of revenue growth matter earlier than many founders expect, why enterprise AI adoption is closer to workflow transformation than buying software off the shelf, and why customer relationships are becoming more consulting-like. Ed also shares his experience of moving from Rolls-Royce and a startup into venture, and they discuss socio-economic access to capital, education, personal relationships and the risk of relationship-led investing reproducing existing networks. The conversation ends with a shared challenge to early-stage VC: as technology becomes easier to build, domain expertise, customer knowledge and the ability to deliver in a specific vertical may become the more durable advantage. Key Moments: 00:00 Introduction: Ed Keelan on AI and investment 02:29 From Rolls-Royce and startups to Octopus 05:24 Why entrepreneurs and small companies matter 09:39 AI outreach and the return of personal relationships 12:53 Socio-economic access, education and aspiration 20:29 How AI is changing growth-stage investing 23:54 Pricing, product-market fit and unsettled metrics 27:04 Enterprise adoption and transformation 30:16 Where AI creates value and changes work 33:57 Customer relationships, services and workflow design 36:54 Domain expertise and the changing sales team 41:09 Vertical software, defensibility and scale 44:28 What investors should measure now 46:58 The future of VC and the role of operating partners 49:03 Octopus Ventures and closing thoughts Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Learn more at https://www.tramlines.com Hosted on Acast. See acast.com/privacy for more information.

    Edward Keelan | AI, Growth and the future of VC

  2. Sep 8

    Erica Young | How to Build a Network

    In this conversation, Albert Azis-Clauson speaks with network scientist and Director of Networks at Tramlines, Erica Young. Erica explains how a personal project to map the people she met after moving to London led her into network science, and why relationships create value that compounds over time. We examine how AI could change relationship management, why trust becomes more important as products become easier to build and online content harder to verify, and why traditional networking events do not work for everyone. The conversation explores how to approach new relationships without making them transactional, how a case of a junior job offer led to a board seat, and how different network shapes support discovery, coordination, and resilience. Erica closes by explaining why she would invest £100m in social capital and why one relationship-building habit, sustained for 10 years, can have an extraordinary effect. Key moments: 00:00 Introduction 01:25 From a personal project to network science 05:33 Why network value compounds 07:39 How VC incentives weaken collective networks 12:11 How AI can transform relationship management 15:49 Why relationships become more defensible with AI 18:25 Networking beyond extrovert-designed events 19:47 Why investment-or-nothing is too narrow 21:31 How a junior job opportunity led to a board seat 22:48 Explore versus exploit 27:43 The daisy and the ball of yarn 32:29 How to assess your network 34:34 How a chance Airbnb encounter changed Erica's career 39:38 Why the teenagers were the AI experts in the room 41:14 How to cultivate and maintain relationships 45:39 Why some work friendships disappear 48:42 Where Erica would invest £100m 50:03 One habit sustained for 10 years Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Learn more at https://www.tramlines.com Hosted on Acast. See acast.com/privacy for more information.

    Erica Young | How to Build a Network

  3. Sep 1

    Glen Robinson | AI isn't coming for your experts. It needs them.

    In this episode of Track Record, Albert Azis-Clauson speaks with Glen Robinson, Managing Director of C4VC, the Centre for Value Creation at Tramlines. Glen explains why people are now the source code of technology. As AI infrastructure, models, and tools become increasingly commoditised, he argues that the most durable advantage sits with domain experts and the tacit knowledge they have built over years inside an industry. We trace Glen’s unconventional route into technology and his early experience at Amazon Web Services, before examining why Netflix’s transition from DVDs to streaming took eight years and what that teaches leaders about AI adoption. The conversation explores how enterprises can apply venture-building methods to innovation, let 1,000 flowers bloom without losing control, and turn internal expertise into intellectual property that changes the value of the business. Key moments: 00:00 Introduction 01:36 Glen’s unconventional route into technology 04:23 Discovering cloud and joining AWS 08:25 Why adaptability matters more than strength 09:29 Why Glen left Microsoft for Tramlines 13:19 Why Netflix beat Blockbuster 16:57 Peace, war, and wonder in technological change 18:44 How enterprises should balance delivery and innovation 19:49 How generative AI changes value creation 23:33 Scaling domain expertise inside enterprise 28:35 The transformation cliff and enterprise inertia 29:56 Applying venture-building methods inside enterprise 32:52 Why people are now the source code of technology 33:19 How to govern bottom-up innovation 35:27 How AI changes enterprise value 38:29 Why cost reduction is too narrow a goal 43:47 Where Glen would invest £100m 47:01 Next on Track Record Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Learn more at https://www.tramlines.com Hosted on Acast. See acast.com/privacy for more information.

    Glen Robinson | AI isn't coming for your experts. It needs them.

  4. Aug 25

    Emily Turner | The Five Things Every Founder Must Build

    In this episode of Track Record, Albert Azis-Clauson speaks with Emily Turner, CEO of HSBC Innovation Banking UK.   Emily explains why every founder needs to develop five areas of their company: the product, customer, team, investor, and business model. As each develops at a different speed, founders should focus their attention on whichever is moving most slowly.   The conversation explores how AI could give service businesses software-like economics, and why Emily is looking at companies outside London.   Key Moments: 00:00 Introduction 01:42 The state of venture and innovation 04:44 Why global investors are backing UK companies 08:01 AI, deep tech, and commercialisation 11:14 The five areas every founder must develop 15:00 Founder factories and the value of experience 20:04 How venture economics are changing 27:02 How venture funds create returns 29:29 Choosing the right investors 32:24 Pensions, debt, and secondary liquidity 34:11 Where capital has yet to reach 37:06 How AI helps companies focus 38:31 Can service businesses achieve software economics? 42:58 Why early-stage investing comes down to people 44:22 Problem obsession and complementary founders 47:13 Equity, incentives, and employee liquidity 48:41 Why Emily would invest outside London 50:09 Next on Track Record . Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Learn more at https://www.tramlines.com Hosted on Acast. See acast.com/privacy for more information.

    Emily Turner | The Five Things Every Founder Must Build

  5. Aug 18

    Lionel Barber | From Disruption to Growth: Britain's AI Opportunity

    In this episode, Albert Azis-Clauson sits down with Lionel Barber, former editor of the Financial Times, to explore Britain’s economic future and whether AI could help the country rediscover its confidence, productivity and appetite for growth. They discuss why Britain’s decline may be overstated, what prevents promising companies from reaching scale, and how AI is changing the relationship between talent, capital and value creation. Lionel also reflects on the leadership lessons he learned at the Financial Times: setting a clear destination, adapting the business model, building closer customer relationships and knowing when to delegate. Key Moments: 00:00 Introduction 01:18 The agony of the entrepreneur 04:03 Britain's AI Opportunity 09:33 The Barriers and challenges to innovation in the UK 11:42 Masayoshi Son: Game Maker 13:44 The golden age for entrepreneurs 15:37 How will government adapt to AI? 20:10 The Changing Value Equation in an AI Economy 21:08 What does leadership look like? 25:40 Trust, Authority and the Human Factor 27:53 Where would Lionel invest £100m? 30:55 Lionel's advice for Albert 32:43 Closing remarks Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Learn more at https://www.tramlines.com Hosted on Acast. See acast.com/privacy for more information.

    Lionel Barber | From Disruption to Growth: Britain's AI Opportunity

  6. Trailer

    Introducing Track Record

    Track Record by Tramlines is a new podcast; exploring how AI is reshaping investment, finance, and business. Each episode brings financial leaders, investors, founders, economists, and policymakers into conversation about what is changing now, and where money and opportunity are moving as a result. Made for investors, founders, and business owners, it offers a practical view of the AI economy from the people doing the work. Full episodes available from 19 August. Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Learn more at https://www.tramlines.com Hosted on Acast. See acast.com/privacy for more information.

Trailer

About

Track Record by Tramlines explores how AI is reshaping investment, finance, and business. Each episode brings financial leaders, investors, founders, economists, and policymakers into conversation about what is changing now and where money and opportunity are moving as a result. Made for investors, founders, and business owners, it offers a practical view of the AI economy from the people doing the work. Track Record is produced by Tramlines. We are industrialising AI through domain expert led startups, mid-market acquisitions, and enterprise partnership. If you'd like to learn more about how we're transforming industries, get in touch. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Tramlines
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Tramlines Ventures Ltd, 2026
  • Show Website
    Track Record by Tramlines