Bertrand Schmitt & Nuno G. Pedro
Tech Deciphered
Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news. To understand what’s really happening behind the surface, join our hosts, Nuno Goncalves Pedro, investor, co-founder and managing partner at Strive Capital, and Bertrand Schmitt, entrepreneur, co-Founder & Chairman at App Annie. They have been each in tech for almost 25 years, are now based in Silicon Valley, having both previously work...
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Autor
Bertrand Schmitt & Nuno G. Pedro
Kategoria
Strona podcastu
Ostatni odcinek
1 lip 2026
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Odcinki
78 – Dead On Arrival 01.07.2026 1:00:17
Dead On Arrival: What was just Hype and what was just wrong Timing? Some technologies and products get over-hyped, and never seem to come to fruition? Some just come to fruition, but years or even decades later? In this episode of Tech Deciphered, what is Dead On Arrival versus just wrong timing Navigation: Intro The Fork Cold Open General Magic The Metaverse Dead on Arrival The soon to be Resurre...
77 – The Great Talent Redistribution 20.05.2026 50:20
The Great Talent Redistribution: Where is Talent Actually Going in 2026 and beyond? Is the start-up compensation model broken? How about big Big Tech? How about non-tech small & medium businesses? What is happening to talent, going forward? This and many other topics in this episode of Tech Deciphered. Navigation: Intro The Broken Contract? The Great Unbundling The Three (?) Destinations Alte...
76 – The Great Private Capital Reset 24.04.2026 58:22
The Great private Capital Reset is upon us. Markets are volatile and driving new economic imperatives. Are VC funds still VC funds, even if they raise billions per fund? What happened to the rest of the market? What is driving VC investments? What do Limited Partners think? What is on their minds? This and more, in episode 76 of Tech Deciphered. Navigation: Intro The State of the Reset: The Hangov...
75 – The SaaS Apocalypse: Why AI Broke the Software Business Model 23.03.2026 58:02
The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots — This Didn’t Happen Overnight The Structural Thesis — Why This Isn’t Just A Sell-Off The Private Market Fallout The Bull Case — Is The Market Wrong? Separating The Wheat From The Chaff — Who Survives? Wrap-Up & Key Takeaways Conclusion Our co-hosts: Bertrand Schm...
74 – The Prediction Episode 05.03.2026 1:02:52
Who dares to make predictions in the current landscape? We do!  Our Predictions are back. Will our track-record continue on a high or will we be fundamentally wrong? Listen in to our Predictions for 2026 Navigation: Intro What will 2026 be all about? AI, AI and … more AI The big Hardware movements Of Start-ups and VCs Regulatory & Geopolitical Headwinds… and the Wars Fintech, Crypto and F...
73 – Infrastructure… The Rebirth 11.02.2026 46:27
Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it’s cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we...
72 – Our Children’s Future 18.01.2026 1:04:12
IWhat is our children’s future? What skills should they be developing? How should schools be adapting? What will the fully functioning citizens and workers of the future look like? A look into the landscape of the next 15 years, the future of work with human and AI interactions, the transformation of education, the safety and privacy landscapes, and a parental playbook. Navigation: Intro The Lands...
70 – AI as a co-founder 03.11.2025 42:51
Can AI be a co-founder? Do you need a technical co-founder, any more? How about a business co-founder? What can AI do for you as co-founder? Will this become the “brave new world” of start-ups, small and medium businesses? For this and much more discussion, a no BS perspective on AI as a potential co-founder. Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder...
69 – Travel Hacks & Preferences 16.10.2025
What do we travel with? How do we prefer to travel? What are our travel hacks? If you are seasoned travel or just getting into that hamster wheel, this is the episode for you. Our thoughts, best practices and hacks on traveling. Share with us yours on LinkedIn or X. Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie / Data.ai , business angel, ad...
68 – “Winning the AI Race”… America’s AI Action Plan 28.08.2025 52:38
America’s AI action plan … “Winning the AI race” has just been announced. What is it all about? What are the implications? How will the rest of the world react? A deep dive into the announcement, approaches by EU and China, and overall implications of these action plans. Navigation: Intro (01:34) Context of the White House AI Summit Pillar I – Accelerating AI Innovation Pillar II – Building Americ...
67 – Tech that Changed our Lives and Tech that Disappointed 07.08.2025 1:02:22
Nintendo Switch, the Nokia 7110… what are the tech devices and gadgets that changed your life? How about you biggest disappointments? In this episode of Tech Deciphered, we will share ours. We look forward to hearing yours. Share on LinkedIn or via email or X Navigation: Intro (01:34) Tech That Changed Our Lives Our Worst Tech Purchases Reflection & Takeaways Conclusion Our co-hosts: Bertrand...
66 – The Global Tech Labor Reset 21.07.2025 47:50
The reckoning is here. Once a safe harbor, Big Tech has finally also gone full out on layoffs. Is this a structural shift to employment in Tech? Will the subsequent talent spillover be great for start-ups and entrepreneurship? Will it positively affect other industries? In this episode of Tech Deciphered, we will answer these and other questions in a deep discussion on the Global Tech Labor reset....
64 – Robotics… are our new overlords coming? 03.05.2025 1:12:21
Robotics is a field that seemingly hasn’t really delivered on its promises. Sure, plenty of robot arms and other robotic solutions in logistics and industrial spaces, but what about the rest… including, Consumer?! Navigation: Intro (01:34) B2B Robotics Consumer Robotics Looking Ahead Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie /...
63 – Fundraising… everything you need to know 10.04.2025
The current landscape of fundraising for start-ups, companies and VC funds, as well as best practices and hacks… and how to get those investors to giving you the money. Navigation: Intro (01:34) What is the current evolution and landscape for fundraising for start-ups? What is the current evolution and landscape for fundraising for VC firms? What are the best practices – strategies, processe...
62 – Space & Aeronautics, Defense and Homeland Security – Space, Defense and from dirty… to the new “cool” 12.03.2025 45:12
Our analysis of the Space & Aeronautics, Defense and Homeland Security industries from key trends to investment landscape… to perhaps, more importantly, evil vs no evil? Where are we now? Navigation: Intro (01:34) Why now? Geopolitics Aerospace and Aeronautics Defense and Homeland Security Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of Ap...
61 – What happened in 2024? What’s hot/not hot for 2025? 15.01.2025 56:32
Our review of 2024 and what 2025 holds for the world and the Tech industry. From geopolitical dynamics to M&A and IPOs, regulation, crypto winters and summers, to inflation and DOGE and many other things. Navigation: Intro (01:34) Review of 2024 What’s next, 2025? Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie / Data.ai , busine...
60 – Europe competitiveness 05.12.2024 52:21
In a few decades, will Europe be good for anything beyond food and tourist experiences? With Europe lagging on innovation, productivity and with extremely costly decisions on the Energy side, and needing to defend itself, what is next? Navigation: Intro (01:34) New report out from Mario Draghi Profound mistakes in Energy initiatives increasing costs and competitiveness Dalio and Lee Kuan Yew comme...
59 – The case for not starting yet a new AI platform… and not investing in one 05.11.2024 39:24
Do we need yet another new AI platform? Would new foundation models stand a chance in today’s market? Will OpenAI, Anthropic, etc be the new Tech winners … or will they just get acquired, at some point? Navigation: Intro (01:34) Landscape Recent gigantic acqui-hires The Big Players How will the hardware change? Will there be a next wave beyond GPT? Is it too late to come in and disrupt the big pla...
58 – US Election and What it Means for Tech 25.09.2024 1:24:37
Another election year and it’s already a dramatic one. Biden vs Trump turned into Harris vs Trump. An attempt on Trump’s life. What’s next? This episode will focus on the implication of the elections for Tech and its ecosystem in the US and globally. Navigation: Intro (01:34) Harris vs. Trump Silicon Valley / Tech business at large views Implications for Rest of the World Our take Conclusion Our c...
57 – Are we in a Generative AI Bubble? 12.08.2024
Did we go from a broad bubble to a gen AI bubble? What is the current state of AI and generative AI? What has been commoditized and what is still distinctive? What does the future hold? Navigation: Intro (01:34) The State of AI / gen AI On the negative side On the positive side Our take Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie...
56 – AI everywhere – dangerous trends in AI integration? 28.07.2024 57:55
AI is literally everywhere… in our mobile phones, laptops, their chipsets, etc. As integrations increase, what are the implications for everyone? Why are all the announcements from Microsoft, Google, Apple, Open AI and others, important? One of those episodes that you really need to listen to, as this IMPACTS YOU and all of us Navigation: Intro (01:34) Getting us all on the same page This matters...
55 – What is Open vs Closed? Is all “Open” really Open? 05.07.2024 1:04:04
When a company says they are launching a new product that is open, is it really? What does open even mean? The history behind open source, its successes and failures, and all the lies we are told all the time by some Tech players. The truth, unvarnished Navigation: Intro (01:34) What is Open Source Software – history, definition and core innovations? Open Source ftw (for the win) Lies… when...
54 – Can you handle the Truth: The Future of News 03.05.2024 1:10:46
The truth, the whole truth and nothing but the truth. Can you handle the truth? What is the future of news? Are we at a Spotify moment? Do we even care about the truth? Navigation: Intro (01:34) Mainstream vs Niche News (02:09) Are we Close to the Spotify/Netflix moment? (29:30) State or Government Ownership and Influence of Media (46:06) Polarization & The Truth (58:36) Year of Election (1:05...
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