Nothing Ventured

Aarish Shah - EmergeONE

In conversation with the people who make the start-up world go round. Join Aarish Shah as he talks to founders, investors, and operators across the tech and venture ecosystem exploring some of the lesser-heard stories and challenges they've faced as they try to build the future.https://nothingventured.tech/Follow Nothing Ventured on socialTwitter https://twitter.com/NVPodFacbook https://www.facebook.com/NothingVenturedPodTikTok https://www.tiktok.com/@nothingventuredpodInstagram https://www.instagram.com/nothingventuredpod/

  1. 1 NGÀY TRƯỚC

    The AI Bubble No One Wants to Admit | Emmet King

    In this deep-dive season closer, Aarish sits down with Emmet King to unpack the real state of AI, venture, and the hidden strengths of the Nordic ecosystem. They explore why Scandinavia punches far above its weight, where the AI bubble will burst first, why distribution beats innovation, and what it actually takes for an application-layer AI startup to survive 2026. From trust, data moats and workflow depth, to manufacturing intelligence, robotics, and the limits of context—this conversation goes way beyond the hype. Emmett also reveals his most contrarian belief as a tech investor, and what genuinely moves him in life. Timestamps: 00:00 – Intro & Why the Nordics Punch Above Their Weight 08:00 – Europe’s Culture Shift: Ambition, Failure & Jante 14:00 – The AI Bubble & Where the Reset Starts 19:40 – What AI Apps Must Have to Survive 2026 27:00 – Hardware, Sensors & Industrial AI’s Next Frontier 44:45 – What Dies, What Consolidates & What Wins in AI 53:00 – Emmett’s Contrarian Take & What Moves Him Emotionally Find Emmet King online at: LinkedIn: https://www.linkedin.com/in/emmetking/ Twitter: https://x.com/J12Ventures J12 Ventures: https://www.j12ventures.com/ This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    1 giờ 1 phút
  2. 27 THG 11

    Rajan Dosanjh & Ankush Shah: Playing indefinitely repeated games

    In this episode of Nothing Ventured, Aarish Shah sits down withRajan Dosanjh and Ankush Shah, partners at Rank Ventures, to unpack what real early-stage investing looks like in 2025 and beyond. We get into: 🔥 Why “banking is eat what you kill” but “venture is eat what you grow” 🔥 How bad governance, weak boards & misaligned incentives pushed them to build Rank 🔥 Why 2026 will demand profitability plans and default-alive thinking 🔥 Why skin-in-the-game investors behave differently 🔥 How to remove blame culture and run an effective board 🔥 What founders must internalize about the new funding environment If you’re a founder, operator, angel or fund manager — this one cuts deep. Timestamps: 00:00 — Intro to Rajan & Ankush and the Rank Ventures story 02:00 — “Banking is eat what you kill; venture is eat what you grow” 04:30 — The investment that went wrong — and what it taught them 07:00 — Shared values, asymmetric bets & building trust 10:00 — Operator vs investor mindset (and how to balance both) 14:00 — Bad governance in venture: fiduciary failures & hard lessons 17:00 — Why Rank has real skin in the game (and no management fees) 21:00 — DPI over TVPI: why returns need to be real, not theoretical 24:00 — The new VC market: slower capital, higher expectations 31:00 — What founders need going into 2026: default-alive + ROI-driven growth Find Rajan Dosanjh online at: LinkedIn:https://www.linkedin.com/in/rajan-dosanjh/ Rank Ventures: https://rank-ventures.com/ Find Ankush Shah online at: LinkedIn: https://www.linkedin.com/in/ankush-shah-64144a34/ Rank Ventures: https://rank-ventures.com/ This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    1 giờ 9 phút
  3. 20 THG 11

    AI Is Eating Venture Capital Alive | November 2025 Proves It

    November 2025 might go down as the month venture capital actually snapped. Cursor raised $2.3B at a $29.3B valuation — for a coding assistant. One company, Anthropic, took 29% of all global VC funding. And 18 companies consumed a third of the world’s capital. This isn’t a market. It’s a feeding frenzy. In this explosive episode of Nothing Ventured, Aarish Shah breaks down the 5 signals that prove the venture landscape has officially entered its “no rules” era: ⏱ Chapters 00:00 – Intro 00:27 – The $29B Cursor Shockwave 05:12 – Defence Tech Goes From Taboo to Hot Overnight 10:21 – Slush & Why Europe Might Actually Win 15:18 – The IPO Window Reopens (But Only for Winners) 20:02 – The 18-Company Quarter 23:30 – The Five Takeaways You Cannot Ignore 24:40 – Final Word 💥 What you’ll learn: • Why dev tools are suddenly worth mega-cap valuations • How defence tech became Silicon Valley’s favourite new game • Why Europe’s “boring” capital efficiency might beat America’s AI obsession • Why the IPO window matters more than any funding headline • How extreme capital concentration is setting up the next correction If you want to know where venture is REALLY heading in 2026 — this is the episode. #venturecapital #startups #ai #defencetech #technews This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    26 phút
  4. 13 THG 11

    The VC Using AI to Spot Founders Before Anyone Else | Adam Shuaib

    In this episode of Nothing Ventured, host Aarish Shah sits down with Adam Shuaib, GP at Episode 1 Ventures, the early-stage fund using data and AI to spot founders before everyone else. From scraping GitHub and Twitter to building behavioural models that detect grit over gloss, Adam explains how Episode 1’s machine is changing how venture capital discovers talent — and why “weird” founders often hold the biggest alpha. We dive into: ⚙️ How data models are finding unconventional founders 🚫 Why filtering out the “weird” kills innovation 💭 The ethics of AI-driven sourcing 📊 Why alpha is always in the tail end of the distribution 🌍 The concentration of global capital and Europe’s rise 💡 How Episode 1 balances data with human intuition If you’re building the next big thing or investing in it — this one’s for you. 🎧 Subscribe for more conversations that uncover the real stories behind venture capital. Timestamps: 00:00 – Intro: Aarish Shah & Adam Shuaib 00:45 – Episode 1’s AI engine for founder discovery 02:30 – Signal vs. surveillance in VC 05:00 – Finding grit over gloss 07:00 – Adversity as a founder trait 10:30 – Alpha lives in the middle 12:00 – Keeping humans in the loop 18:00 – The AI compute arms race 21:00 – Why NVIDIA always wins 28:30 – The barbell future of VC 32:00 – Europe’s rising edge in venture 38:00 – Hype, unicorns & valuation bubbles 41:30 – Measuring grit, not trauma 46:00 – Why most VCs shouldn’t exist 49:00 – The human side of venture Find Adam Shuaib online at: LinkedIn: https://www.linkedin.com/in/adamshuaib/ Twitter: https://x.com/Episode1VC Episode 1 Ventures: https://www.episode1.com/ This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe #venturecapital #startupfounders #nothingventured #podcast #entrepreneurship Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    52 phút
  5. 6 THG 11

    Eva Yazhari: VC Across the Africa India Corridor

    What happens when a Wall Street-trained investor brings a relational approach to venture capital in emerging markets? In this episode, Eva Yazhari, Managing Partner at Beyond Capital Ventures, joins Arya Shah to unpack her people-first investment philosophy — why 75% of future global growth will come from East Africa and India, how conscious leadership drives stronger returns, and what the next decade of venture in emerging markets looks like. If you care about the future of investing, diversity of thought, and where the next billion customers will come from, this conversation is for you. Timestamps: 00:00 – Intro: Who is Eva Yazhari and what makes Beyond Capital Ventures different 03:30 – Relational vs Transactional VC: Why relationships drive better outcomes than capital alone 06:00 – Case Study: Ampersand Mobility: Building Africa’s e-mobility infrastructure 09:00 – Founder NPS & Portfolio Impact: 93% NPS and 10x capital mobilisation 15:00 – Exits in Africa: How strategic investors and corporates are driving liquidity 18:30 – Diversity of Thought: Conscious leadership, behavioural frameworks, and anti-fragility 27:00 – Gender Lens Investing: Why women are Africa’s most reliable workforce 28:15 – The India–Africa Corridor: Why 75% of global growth will come from this region by 2050 34:00 – Human Capital Challenges: Why talent is Africa’s biggest constraint — and opportunity 40:00 – The Role of AI: How emerging markets are using AI to leapfrog, not lag behind 55:00 – Conscious Capital in Action: Building businesses that outperform and uplift Find Eva Yazhari online at: LinkedIn: https://www.linkedin.com/in/eva-yazhari/ Twitter: https://x.com/BeyondCapital Beyond Capital Ventures: https://www.beyondcapitalventures.com/ This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    1 giờ 14 phút
  6. 31 THG 10

    Halloween horror stories

    In this special Halloween edition of the Nothing Ventured podcast, I had the pleasure of hosting Lev Perlman, the founder and CTO of Metamind. Lev shared his journey from being an illegal waiter at bar mitzvahs to becoming a self-taught tech engineer and eventually founding Metamind, a company dedicated to helping early-stage tech companies optimize their tech stack and prepare for technical due diligence. We kicked off the episode with a quickfire round to get to know Lev better, where he recounted his first job experiences and the various roles he held before diving into the tech and venture ecosystem. Lev explained the motivation behind starting Metamind, which stemmed from his frustrations with the quality of service provided by agencies he had worked with in the past. As the conversation progressed, we delved into some spine-chilling founder horror stories, starting with Lev's own experience of pitching to a tier-one investor who was distractedly eating a kebab during the call. We discussed the importance of resilience in the face of such bizarre situations and how founders can learn to adapt. Lev shared a particularly alarming tech horror story involving a health tech startup that had a major security flaw, allowing unauthorized access to sensitive patient data. This incident highlighted the critical need for thorough technical due diligence, which Lev and his team provide for both investors and founders. We also touched on the predatory practices of some startup service providers, where non-technical founders can end up spending exorbitant amounts on MVP development without understanding the implications. Lev emphasized the importance of seeking referrals and doing proper research before engaging with service providers. Throughout the episode, we explored the challenges founders face, including co-founder disputes and the complexities of investor relationships. Lev offered valuable advice on how to avoid common pitfalls, such as ensuring proper documentation and understanding the dynamics of venture capital. In closing, we discussed the significance of maintaining a healthy work-life balance and managing stress as a founder. Lev shared his personal strategies for coping with the pressures of entrepreneurship, emphasizing the importance of disassociating oneself from the business and finding healthy outlets for stress. This episode is packed with insights and cautionary tales that every founder should hear, especially as we navigate the often treacherous waters of startup life. Thank you for joining us for this Halloween special, and I hope you find the stories shared here both entertaining and enlightening! Timestamps: 00:00:00 - Introduction to the Halloween Special 00:00:10 - Meet Lev Perlman: Background and First Job 00:01:05 - Lev's Journey into Tech and Entrepreneurship 00:01:50 - The Birth of Metaminds 00:02:40 - Overview of Metaminds' Services 00:03:42 - Founder Horror Stories: A Personal Experience 00:05:05 - Handling Awkward Investor Meetings 00:06:50 - Tech Horror Stories: Security Vulnerabilities 00:08:20 - Tech Due Diligence for Founders and Investors 00:09:46 - Predatory Startup Service Providers 00:10:51 - Advice for Early-Stage Founders 00:11:19 - Weirdest Horror Stories in Startups 00:12:20 - The Importance of Distributed Access 00:13:30 - Employee Ghosting and Its Consequences 00:14:45 - Managing Anxiety as a Founder 00:19:15 - Building Resilience in the Face of Challenges 00:21:07 - The Importance of Knowledge Transfer 00:22:28 - Lessons from Personal Tech Experiences 00:24:21 - Finding Balance as a Founder 00:31:00 - Avoiding Common Founder Mistakes 00:32:05 - Understanding Investor Dynamics 00:35:12 - Horror Stories from the Investor Side 00:40:12 - Key Takeaways for Founders 00:41:36 - Final Thoughts on Startup Challenges Find Lev Perlman online at: LinkedIn: https://www.linkedin.com/in/justlev2 Twitter: https://x.com/lawfullylev Instagram: https://www.instagram.com/justlev Metamindz: https://www.metamindz.co.uk/ This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    48 phút

Giới Thiệu

In conversation with the people who make the start-up world go round. Join Aarish Shah as he talks to founders, investors, and operators across the tech and venture ecosystem exploring some of the lesser-heard stories and challenges they've faced as they try to build the future.https://nothingventured.tech/Follow Nothing Ventured on socialTwitter https://twitter.com/NVPodFacbook https://www.facebook.com/NothingVenturedPodTikTok https://www.tiktok.com/@nothingventuredpodInstagram https://www.instagram.com/nothingventuredpod/

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