Edge Cases: The Human Side of AI

If agents are eating the systems of engagement, what is actually left to defend — and who gets to defend it? The conversation covers: The SaaSpocalypse thesis in Patrick's own words — multiples from 7–8x to 40x to 2–3x in under a decade, the shift from systems of record to systems of work, and why he thinks fewer than a quarter of incumbent SaaS companies have the appetite to genuinely burn t...

Can AI really reorder how business works - not just automate tasks, but redefine entire markets? In this episode, Frazer Anderson sits down with two leading thinkers - Conor Twomey and Ray Wang. They discuss: How AI exponentials fundamentally rewrite productivity and what that means for founders, enterprises, and investors competing with legacy incumbents. The evolving state of enterprise AI adopt...

As AI shifts from training to inference, founders, investors and VCs face a new frontier: the physical infrastructure that enables massive compute.  In this episode, Frazer and Éanna discuss:  The hidden development lifecycle of a hyperscale build - from dirt to green lights - and what that means for build‑to‑suit strategies. Why power, latency and land have become the new scalers of value, and ho...

As the wave of AI-enabled vertical SaaS startups rises, founders face critical questions: How do you attract the right investor who deeply understands your market? What makes a true vertical AI company stand out in a saturated landscape?  In this episode, Frazer and Annelies discuss: How vertical AI startups can find their strategic wedge - and why brute force and feedback loops matter more than a...

AI is reshaping the financial services industry faster than ever—but what does that mean for subsectors like WealthTech, investing, and the future of exits? In this recording of the Vestigo Ventures' Future of FinTech Webinar, Frazer is joined by Vestigo Ventures' Mark Casady, Ian Sheridan, Nick Kim, and Dave Blundin to break down: How AI is driving a massive transformation in WealthTech...

What does China's race to zero-cost energy mean for AI, automation, and the future of global business? In this episode, Frazer and Ray discuss: > How China's energy strategy and AI development could reshape the future of global industries and competitive dynamics > How automation and the rise of the "robot economy" are transforming labor markets and redefining economic po...

Ned Koh of Aaru, Guy Assad of Clerkie, and Samir Dutta of Farsight AI sit down with David Blundin and Frazer Anderson of Vestigo Ventures at the 2025 World Economic Forum in Davos to share how they're leveraging technology and AI innovation to transform industries. In this panel, they discuss: > Where the real profits are being generated in AI systems > Why timing is everything for entr...

Daniela Rus, Director of MIT's CSAIL, joins Frazer to explore the intersection of leadership, innovation, and the transformative potential of AI.  In this episode, they discuss: > How CSAIL has become a global leader in AI and robotics, driving breakthroughs that impact industries worldwide. > The essential frameworks for deploying AI ethically and efficiently while building trust in in...

What does it take to turn a bold vision into a transformative business, especially in a complex, data-driven industry like insurance? In this episode, Frazer and Ashwin discuss:  > How applying first principles and balancing operational grit with strategic vision can turn complex markets into playgrounds of opportunity. > Why product differentiation and data transparency are key to disruptin...

How can businesses leverage AI to create data-driven solutions and scale efficiently in today's competitive FinTech environment? In this episode, Frazer and Conor discuss: > How AI is transforming business innovation by enabling companies to reimagine workflows, fuel growth opportunities, and expand market reach beyond mere cost-saving > Why a strong data strategy is crucial for leverag...

In this recording from our 2024 Annual General Meeting, Dave and Mark discuss: The importance of early career diversity and gathering varied experiences before specialization The role of technological spikes such as the PC and internet in shaping wealth creation, but the next AI-driven spike is expected to surpass previous waves significantly  Why you need to run hard during windows of innovation ...

In this recording from our 2024 Annual General Meeting, Ian Sheridan, Managing Director at Vestigo Ventures is joined by Vestigo portfolio founders in a panel on building capital-efficient businesses in today's rapidly evolving technological landscape. John Cottongim, Co-Founder and CTO of Roots Automation, Jimmy Hatzell, Co-Founder and CEO of Hatz AI, and Emma Zhang, Co-Founder and CEO of Pa...

In this recording from our 2024 Annual General Meeting, Mark and Charles discuss: The importance of deep relationships among co-founders in shaping company culture Technical debt is a constant concern that requires attention and balance with new features AI as a tool to enhance human intelligence rather than a replacement  

Ever wondered how to navigate the complexities of FinTech innovation and leverage AI for your startup's success? In this episode, Frazer and Kris discuss: > Building and scaling FinTech startups, including strategic leverage, technology adoption, and effective partnerships with banks > The importance of measuring and managing complexity within banking systems to drive innovation and eff...

Curious about the evolving landscape of growth equity investments in the FinTech sector and the role of AI in shaping the future of finance? In this episode, Frazer and Matt discuss:  > How FinTech and AI are reshaping financial services and investment strategies > Opportunities for applications of LLM technologies within financial services > Matt's learnings from being a member of t...

How is AI reshaping geopolitical complexities and the competitive landscape of enterprise? In this episode, Frazer and Ray discuss:  > The complexities of AI markets, from navigating open source versus closed systems to balancing innovation and margins in AI-as-a-service models > AI in Enterprise: Scaling Startups vs. Incumbent Giants > The geopolitical impact of AI on Middle Eastern ener...

What role does AI technology play in shaping the businesses of the future? In this episode, Frazer and Jimmy discuss: > What it takes to build an AI business on today's most cutting edge technology stack > The challenges and opportunities presented by the new digital divide > Building technology for small business customers - - -  Jimmy Hatzell, a seasoned SaaS startup professional,...

Victor Cheng is a CEO Coach and independent board member for founders of SaaS companies. He has been featured as a business expert by major media outlets including MSNBC, TIME magazine, and The Wall Street Journal, Victor is a former McKinsey & Company consultant and has been a senior executive in several publicly owned technology companies. He's the author of Extreme Revenue Growth: Star...

In this exclusive interview from our Annual General Meeting this past October, Frazer Anderson sat down with general partners Mark Casady and Dave Blundin to discuss the profound differences between blockchain and AI, with a focus on the transformative impact of neural networks. The interview explores concrete examples of AI applications in financial services, emphasizing the imminent shifts in cu...

Scott J. Alberi is a founder of Fc Centripetal and has been an institutional technology investor since 1999. As a professional institutional investor for over 20 years, Scott has researched, analyzed, advised, and invested in hundreds of public enterprise technology companies. His career began at Eminence Capital in 1999, where he spent 19 years focusing on Enterprise Technology, Media, and Intern...

John Markell has over 20 years technology industry experience having worked as an engineer, project manager and investment banker. His career in finance began at JP Morgan in New York and he has worked in New York, Toronto, London, and San Francisco as an investment banker prior to co-founding Armentum over 11 years ago. John has an MBA, a degree in Engineering Mathematics, and he is also a Licens...

Oliver Belin is a thought leader in Supply Chain Finance with over 13 years of experience in this sector. He is the CEO of Calculum.ai, a company leveraging AI to generate Free Cash Flow by optimizing payment terms. During his career, he worked for leading institutions in Supply Chain Finance, such as PrimeRevenue, GSCF and Sumitomo Mitsui Banking Corp., where he was responsible for setting up and...

Peter McKee is the co-founder & CEO of Aeqium, a total compensation management platform. Prior to founding Aeqium, he spent his career leading teams as an engineering manager in the tech industry and as a cyber warfare officer in the US Army. He experienced the challenges of compensation planning firsthand as a leader at fast growing companies like Uber and Braze. Peter studied computer scienc...

Austin McChord is a relentless entrepreneur whom many of you will know as the founder and CEO of Datto, which was recently sold to Kasaya for $6.2 billion dollars. He is also a founder at Casana (a medical device company where he is the CEO), Havoc Robotics, Outsiders Fund, and serves on the boards of Zorus and Shelf. Perhaps most importantly for this show, he is a co-founder and chairman at Cork,...

Asiff Hirji is a Director at Forge (formerly Equidate), one of the largest private company equity marketplaces and custodians, and an advisory board member for Vestigo Ventures and NuBank. Before his current roles, Asiff had a truly remarkable career as a technologist, operator, and investor. Most recently, he was President of Figure, a blockchain-based fintech lender. Prior to joining Figure, Asi...