Winners Welcome

Harlem Capital

The Winners Welcome Podcast, by Harlem Capital, brings elite founders and top investors into thoughtful conversations on pushing past possible, sharing the conviction, standards, and lessons behind building generational companies. Harlem Capital is a venture capital firm that backs the next generation of winners. The firm partners with exceptional founders with the irrational motivation to build generational companies. All Winners Welcome. We’d love to hear from you. Share your feedback at info@harlem.capital or DM us @HarlemCapital, and if you’re enjoying the podcast, please subscribe, rate, and review.

  1. Inside Cadre: What It Takes to Modernize a $20T Industry

    6D AGO

    Inside Cadre: What It Takes to Modernize a $20T Industry

    Today’s conversation with Ryan Williams explores what it really takes to modernize a trillion-dollar asset class and build through cycles in one of the most competitive markets in the world. We discuss raising over $100M from top-tier investors, facilitating billions in real estate transactions, and the leadership, conviction, and resilience required to earn trust in private markets.Ryan Williams is the Co-Founder of Cadre, a technology platform that has powered $5B+ in real estate transactions and helped redefine access to institutional-quality investments. He is known for his work at the intersection of fintech and real estate, bringing transparency, liquidity, and data-driven infrastructure to historically opaque markets.Our podcast is sponsored by Gunderson Dettmer #PoweredByGundersonTimestamps:0:00 Intro1:04 Who Ryan Is (Goldman → Blackstone → Cadre)1:34 SaaS Apocalypse or AI Opportunity?2:21 What Actually Makes SaaS Companies Win in AI3:32 The Real Moat: Trust + Data Flywheel4:09 Why Speed Is Now Table Stakes5:43 Building Cadre: Digitizing Real Estate6:19 Creating Trust Through Transparency8:05 AI-Native vs “AI Layered” Companies10:42 Trust Before Transactions (Harlem Capital POV)11:34 How to Build Trust & Legitimacy12:21 Play the Long Game in Relationships13:43 Why Most People Lose at Networking16:57 95% of Investors Said No20:32 Who You Want in the Trenches With You21:44 Surviving When Your Business Hits Zero Revenue23:23 How Great Investors Show Up in Crisis24:52 The Importance of Mentors in Hard Times26:35 Building a Company in the AI Era27:20 Why Speed Changes Everything29:15 Talent Is the Ultimate Moat30:51 Operating Lean in the AI Age32:08 Mission-Driven Teams Win33:12 Why You Must Think Unconventionally34:26 Leaving Blackstone to Build Something Bigger36:06 There’s Never a Perfect Time to Start37:07 AI Will Create a New Wave of Builders38:32 Jump Into the Deep End39:52 OutroMore on our guest:https://www.linkedin.com/in/ryanawilliams1/More on Brandon:https://harlem.capital/team/brandon-bryanthttps://www.youtube.com/@Wallstreetpaperhttps://x.com/wallstreetpaperThe Winners Welcome Podcast, by Harlem Capital, brings elite founders and top investors into thoughtful conversations on pushing past possible, sharing the conviction, standards, and lessons behind building generational companies.Harlem Capital is a venture capital firm that backs the next generation of winners. The firm partners with exceptional founders with the irrational motivation to build generational companies. All Winners Welcome.We’d love to hear from you. Share your feedback at info@harlem.capital or DM us @HarlemCapital, and if you’re enjoying the podcast, please subscribe, rate, and review.

    41 min
  2. Inside Google Ventures: $13B VC Fund’s Consumer AI Strategy

    MAR 15

    Inside Google Ventures: $13B VC Fund’s Consumer AI Strategy

    Today’s conversation with KJ Sidberry explores where we are in the AI super cycle and why consumer technology may be entering a new renaissance. We discuss how AI could reshape healthcare, education, play, and storytelling, and what Google Ventures looks for in the next generation of founders. KJ Sidberry is a Partner at Google Ventures (GV), where he focuses on consumer and AI-native companies. Previously an investor at Forerunner Ventures, he’s known for his thoughtful perspectives on technology, culture, and the future of consumer products. Our podcast is sponsored by Gunderson Dettmer #PoweredByGunderson Timestamps: 0:00 Intro + why KJ is one of the top voices in consumer AI 1:52 Why consumer is due for a renaissance 3:28 How AI democratizes access in healthcare and therapy 5:18 AI should make us more human, not less human 8:03 Lessons from Oura Ring and the future of consumer hardware 12:45 Why wearable tech is becoming identity and status 13:42 How AI could transform education 16:56 Personalized learning and better employment outcomes 19:35 Alpha School, AI learning, and new education models 21:39 The future of play: AI toys, companions, and parenting 26:01 Why storytelling may be one of AI’s biggest categories 30:34 What Google Ventures looks for in founders 33:10 How GV supports founders after investing 34:19 Where we are in the AI super cycle 36:45 The behavior changes AI may already be driving 37:26 Why joy and delight matter more than productivity alone 38:31 Founder advice: build with velocity and scratch your own itch 41:40 Outro More on KJ: https://www.linkedin.com/in/kjsid/ More on Brandon: https://harlem.capital/team/brandon-bryant https://www.youtube.com/@Wallstreetpaper https://x.com/wallstreetpaper The Winners Welcome Podcast, by Harlem Capital, brings elite founders and top investors into thoughtful conversations on pushing past possible, sharing the conviction, standards, and lessons behind building generational companies. Harlem Capital is a venture capital firm that backs the next generation of winners. The firm partners with exceptional founders with the irrational motivation to build generational companies. All Winners Welcome. We’d love to hear from you. Share your feedback at info@harlem.capital or DM us @HarlemCapital, and if you’re enjoying the podcast, please subscribe, rate, and review.

    42 min

Ratings & Reviews

4.8
out of 5
32 Ratings

About

The Winners Welcome Podcast, by Harlem Capital, brings elite founders and top investors into thoughtful conversations on pushing past possible, sharing the conviction, standards, and lessons behind building generational companies. Harlem Capital is a venture capital firm that backs the next generation of winners. The firm partners with exceptional founders with the irrational motivation to build generational companies. All Winners Welcome. We’d love to hear from you. Share your feedback at info@harlem.capital or DM us @HarlemCapital, and if you’re enjoying the podcast, please subscribe, rate, and review.

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