Épisodes

  • What an Ex-Palantir Executive Learned Selling Terrorist-Hunting Software to Oil Companies
    Oct 20 2026

    Lila (Ontiveros) Flores spent nearly six years helping grow Palantir’s commercial business from a dozen US customers to 615, and now she’s a board member at Woodforest National Bank, fielding calls all day and finally driving her daughter to school. Alex and Lila trace her path from the Goldman trading floor to a presidential campaign to Palantir, talk grit in the next generation, why smart people still avoid AI, and how a fix for airline plane swaps ended up running hospital beds in Covid.

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    0:00:00 Life after Palantir
    0:02:14 Bank boards and a nonlinear career
    0:06:03 Exeter, Cornell and Goldman
    0:08:58 A presidential campaign as a startup
    0:11:10 Coming home to Houston
    0:13:58 Grit and the next generation
    0:20:05 AI sprawl and who needs to be in the room
    0:22:39 DOGE and government getting a UI upgrade
    0:27:16 Smart people who don't use AI
    0:30:43 Building Palantir's commercial business
    0:35:37 What Palantir actually does
    0:40:28 Go to market with no sales team
    0:45:40 From plane swaps to hospital beds
    0:49:30 What she does all day now
    0:56:53 Surfing the AI tidal wave
    1:00:15 Regulation and suing the Army
    1:03:05 Trust and slowing down

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    1 h et 5 min
  • "You Completely Automated My Job." Now What?
    Sep 10 2026

    Margaritas and a little league draft app somehow turned into a business. Zach Smith left Uber, bought a small dental benefits company, and now runs Houston AI Help, embedding with small and mid sized firms around town to build the stuff they did not know they could have. He gets into quick wins over month long discovery, why he will not rip out the software that runs your company, running his whole day through agents, and the moment his wife realized he had automated her job.

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    0:00 How legacy industries actually adopt AI
    1:15 Margaritas, little league, and starting Houston AI Help
    3:49 Two hour whiteboard beats a month of discovery
    7:34 Six hours versus six months on the first quick win
    11:52 What Zach will not build for you
    15:37 Running an entire business on agents
    19:33 Uber data lessons and permanent corporate memory
    23:42 Going to market without cold calling mom and pops
    28:41 The wife who got her job automated
    32:24 Bay Area bubble versus everybody else
    36:08 Why he is not raising venture money
    39:25 Disposable software that still pays off
    45:05 Zooming out on the weekly report
    48:14 Getting AI to grill you instead
    49:47 What year two might look like

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    53 min
  • We Want Everyone Using AI. Then We Judge Them for It
    Aug 18 2026

    Front porches became phone lines, phone lines became chat rooms, and now the whole conversation is a thumbs up emoji. That is the thread Prasanth Chilukuri, Founder and Managing Partner of Soul Street Ventures, pulls on here, from running the same health question through four different AI models to treating one as his chief strategist to the thing that actually keeps him up at night, which is what happens to his kids when the center keeps moving and nobody can say where it should land.

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    0:00:00 London, kids, and escaping the Houston summer
    0:01:50 Building an AI tutor for a third grader
    0:03:15 Why AI projects never actually get finished
    0:07:00 Soul Street Ventures and portfolio companies figuring out AI
    0:08:15 Taking health into his own hands
    0:14:20 Trust but verify across four models
    0:15:45 AI as chief strategist
    0:18:00 Everybody's board deck is AI generated now
    0:20:45 Starlink on planes and not reading anymore
    0:24:35 Turning 41 and thinking is working
    0:27:15 Front porches to phone lines to emojis
    0:29:35 Brown water and the AI filter
    0:33:00 What happens to human connection
    0:36:15 Singularity, Elon, and the abundance case
    0:43:25 Travel when everywhere has evolved with you
    0:48:30 Vibe coding and building from nothing
    0:50:10 Your AI will never disappoint you
    0:53:57 The salt shaker and moving the center
    0:59:07 School has not changed and neither has the path
    1:04:55 The greatest sci fi story is the one we are in

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    1 h et 8 min
  • AI Can Do Anything. That’s the Problem.
    Jul 28 2026

    Blockchain was supposed to fix oil and gas payments. It didn't. Cameron Sinclair, CEO of SmartChain, explains why the company traded smart blockchain for smart supply chain, and why leading a pitch with AI is the fastest way to lose the room. There's talk of dirty boots as a sales strategy, the grandfather's ax problem of rebuilding your stack every month, and why this industry can smell nonsense from across the table.

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    0:00:00 From blockchain to supply chain
    0:02:31 Why technology can't lead the pitch
    0:07:10 Selling AI enabled, not AI first
    0:10:47 Agents that read invoices like people
    0:15:33 Everything becomes table stakes
    0:17:36 Dirty boots and earned trust
    0:19:31 Why the big AI houses struggle here
    0:25:48 The grandfather's ax problem
    0:28:38 Nobody knows what tokens will cost
    0:35:24 Building a leaner team
    0:40:09 Knowing when to stop vibe coding
    0:44:13 The graveyard of micro apps
    0:47:36 The case for intrapreneur programs
    0:57:37 Where AI hasn't helped
    1:00:09 How Alex uses AI day to day
    1:03:45 The Tesla automation lesson

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    1 h et 8 min
  • AI Is Making Software Easier to Build and Harder to Buy
    Jul 16 2026

    Innovation gets treated like a tech problem, but Patrick Keltner of Griffin Partners argues it's really about people and building the space to actually change. He breaks down why most of the 6,000 proptech startups don't move the needle, how his team builds with AI instead of building AI, and the buried tenant retention gap they found by fixing governance before touching the data. Also why trust and human judgment still matter when anyone can just hand the work to a model.

    Click here to watch a video of this episode.

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    00:00 What innovation actually means (people, not just tech)
    02:00 Creating space for change without mandating it
    05:45 Adopting AI outside the startup bubble
    08:00 6,000 proptech startups and the point solution trap
    13:00 The framework for buying vs building
    16:00 Rolling out Claude, and the foundational model risk
    19:00 Who's really paying for all these tokens
    22:00 Lease abstraction and the snowball effect
    24:00 Standing out with trust and the human component
    30:00 His role as the connector between teams
    36:00 The tenant retention data mess
    37:30 Fix your governance before your data
    40:00 The retention gap nobody underwrites for
    43:00 Build with AI vs build AI, and deterministic predictors
    47:00 The biggest unlock: an AI that manages the noise
    50:00 Short-termism and wrapping up

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    51 min
  • He’s Building an AI Transaction Coordinator for Real Estate
    Jun 23 2026

    From a food startup that accidentally became a catering company, to a fitness business he sold, to a real estate tool launching now, Nathaniel McNamara has surfed every tech wave since the first web browser. Building Dealyo, he gets into why focus beats boiling the ocean, how he lost money slowly on Polymarket to learn faster, and why optimism keeps winning the AI argument with his wife.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    0:00:00 The food-to-fitness studio story
    0:05:20 Tech cycles from the first browser to AI
    0:07:48 Why intelligence keeps getting cheaper
    0:13:46 Time off and the projects that didn't stick
    0:16:31 How Dealyo started with a real estate headache
    0:18:15 Being the service, not just the tool
    0:22:15 Single player now, big business later
    0:28:10 Houston versus the coastal tech scenes
    0:32:16 Why focus beats boiling the ocean
    0:37:47 Faster horse or build the car
    0:40:05 Spending now to win later
    0:44:01 Losing money slowly on prediction markets
    0:52:08 Optimism, humanities, and self-driving cars
    0:59:28 Staying focused on what's next

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    1 h et 1 min
  • How AI Agents Are Changing Grocery Shopping Forever
    Jun 9 2026

    What happens when the models keep doubling and you have to bet your whole company on where they land? Daniel Vitiello of Cooklist Inc. gets into building AI native from day one, why his rule is to never delegate understanding, and how the right harness turns a general model into something that actually ships. Also the pivot from consumer app to powering grocery e commerce, agents that do your shopping, and a wild take on self sovereign AI earning its own money by 2029.

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    Click here to view the episode transcript.

    0:00:00 Why AI has been the bet since 2013
    0:02:12 Building an AI native team
    0:04:30 Never delegate understanding
    0:06:11 Cooklist and the food data play
    0:08:48 The jump from ML to agentic AI
    0:12:34 Betting on the exponential
    0:15:53 When the models start eating software
    0:22:32 Disintermediating judgment
    0:24:41 Why humanities still matter
    0:27:19 The harness and the wrapper debate
    0:33:22 The human as the bottleneck
    0:38:26 A year of work built in a weekend
    0:42:16 Daniel's road to becoming a builder
    0:46:58 What Cooklist is today
    0:52:16 Agentic search and merchandising
    0:58:07 A controversial take on self sovereign AI

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    1 h
  • Ex-CIA Operator: Why America Is Losing The Cyber War
    May 28 2026

    Ashley Vaughan spent years inside the CIA running cyber ops before realizing the tools meant to keep clandestine work invisible were leaving fingerprints all over the blockchain. Now she is building Numan, a stealth startup using AI and crypto rails to create private financial infrastructure for national security ops and anyone who needs money movement to stay quiet. She gets into polygraph interviews, why the agency treats disruptors like black sheep, and why space could be the next frontier.

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    Click here to view the episode transcript.

    0:00 What Ashley is building in stealth
    1:20 Getting recruited into the CIA at 25
    4:30 The leap of faith and the mission pull
    6:40 The resume gap nobody can read
    8:30 Why she left the agency
    11:15 Disruptors as black sheep
    14:35 Playing poker against China and Russia
    15:55 Offense will always beat defense
    17:15 Why crypto rails are leaking intelligence
    19:25 Suitcases of cash do not work anymore
    21:40 Introducing Numan
    24:14 How the wallet works for operators
    25:53 Building alongside the customer
    28:55 Why government adoption is broken
    33:41 Trading repeatability for security
    38:43 Raising pre-seed and the road ahead
    44:29 Why the agency looks nothing like TV
    45:53 Skip a generation
    46:17 China is playing the long game
    49:53 Trust as the founder advantage
    50:20 Silicon Valley discovers defense tech
    52:15 Trying to land a one liner
    54:22 Outpacing private sector copycats
    55:19 What one ups Numan
    57:03 Electromagnetic warfare and old oil rigs
    59:31 Nobody planned for the digital attack
    1:02:00 The most controversial position
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    1 h et 5 min