Anthony Lye, Chief Executive Officer (CEO) and Chairman of the Board at Quid, joins Firas Sozan to break down Silicon Valley disruption cycles and why AI is reshaping SaaS and services. You will learn how incumbents get blindsided, why distribution often beats pure technology, and how leaders build systems to test, adjust, and challenge assumptions fast.

Episode Description: In Silicon Valley, success is rented, and the rent is due every day. Anthony shares a 30 year perspective on tech cycles, the mindset that helps founders survive disruption, and why staying current is non negotiable.

We unpack why markets are resegmented, not created, and why the biggest shifts often come from distribution changes, not a magical new invention. From Netflix vs Blockbuster to Dell selling direct, Anthony explains how incumbents get trapped by legacy channels, incentives, and complacency.

Then we go straight into AI. Why AI flips enterprise software from tabs and workflows into outcomes, why agents change the economics of work, and why “software as labor” blurs the line between software and services. If you are building, investing, or operating in tech, this is your playbook for thinking outside in.

We cover: • Why disruption creates winners and losers, and why markets rarely have free money • How to stay current, test hypotheses, and avoid complacency • Netflix vs Blockbuster, technology plus distribution plus self disruption • Dell and the power of selling direct • Why AI changes SaaS, UX, and the move from tools to outcomes • Why services companies will be forced to become software companies

Who this is for: Founders, operators, investors, and tech leaders who want a practical lens on disruption, AI, and how to keep winning through change.

Links and Resources: Spotify: https://bit.ly/spotify-itsm Apple Podcasts: https://bit.ly/apple-itsm Amazon Music: https://bit.ly/amazon-itsm Website: https://insidethesiliconmind.com/ Follow on LinkedIn: https://www.linkedin.com/company/inside-the-silicon-mind/ Instagram: https://www.instagram.com/insidethesiliconmind/ TikTok: https://www.tiktok.com/@insidethesiliconmind X: https://x.com/InSiliconMind

Mentioned in This Episode: • The Button That Changed the World, Bob Goodson • Crossing the Chasm, Geoffrey Moore • Inside the Tornado, Geoffrey Moore • The Innovator’s Dilemma, Clayton Christensen • The Tipping Point, Malcolm Gladwell • “Software Eating the World” article, Marc Andreessen • Discontinuity theory • Chaos Monkey theory

About the Show: Inside the Silicon Mind is your masterclass in high stakes innovation, business strategy, and the Silicon Valley mindset. Hosted by Firas Sozan, we interview Founders, CEOs, and Venture Capitalists shaping the future of technology.

In this episode, Vaibhav Nadgauda, Chief Executive Officer (CEO) of App Orchid, Inc., shares an operator to venture capital journey, how they built a founder friendly investing approach, and what changed when they stepped in as CEO after a founder’s passing. You will learn how VC fundraising works at the fund level, how to think about pivots and team quality, and why the enterprise AI wave is forcing a rethink of the data stack.

Episode Description What does founder friendly venture capital actually look like in practice, especially when the investor has lived the operator journey?

In this conversation, we break down the shift from building and exiting companies to raising a first fund, evolving the LP base over time, and learning the mental model change from operator problem solving to investor portfolio focus.

We also go deep on enterprise AI and data strategy, including why semantic layers, ontologies, and knowledge graphs are becoming critical for interacting with siloed enterprise data. If you are navigating venture capital fundraising, B2B software, product market fit, or go to market focus, this episode offers concrete lessons that translate.

We cover • Why teams beat the original pitch, and why pivots are normal • How LP trust is built, and what changes from fund one to fund three • The investor mindset shift, backing winners and allocating attention • Conviction vs delusion, and how to process customer feedback • Enterprise AI readiness, semantic layers, ontologies, and knowledge graphs • Seeing around the corner, why experience changes pattern recognition

Who this is for Founders, operators, and investors who want a sharper framework for VC fundraising, B2B investing, and the enterprise AI data shift.

Links and Resources Spotify: https://bit.ly/spotify-itsm Apple Podcasts: https://bit.ly/apple-itsm Amazon Music: https://bit.ly/amazon-itsm Website: https://insidethesiliconmind.com/ Follow on LinkedIn: https://www.linkedin.com/company/inside-the-silicon-mind/ Instagram: https://www.instagram.com/insidethesiliconmind/ TikTok: https://www.tiktok.com/@insidethesiliconmind X: https://x.com/InSiliconMind

Mentioned in This Episode • Until the End of Time, Brian Greene • Our Mathematical Universe, Max Tegmark • Only the Paranoid Survive • The Innovator’s Dilemma • ChatGPT • Knowledge graphs • Ontologies and semantic layers • Salesforce • SAP • Snowflake

About the Show Inside the Silicon Mind is your masterclass in high stakes innovation, business strategy, and the Silicon Valley mindset. Hosted by Firas Sozan, we interview Founders, CEOs, and Venture Capitalists shaping the future of technology.

Hassan Khajeh-Hosseini, the founder of Infracost, joins Firas Sozan to break down shift left FinOps, cloud cost prevention, and how engineers can understand cloud spend before code reaches production.

Episode Description Cloud cost optimization is still a mess, not because teams do not care, but because most tools start from the bill. By the time you see spend in a dashboard, the code is already in production and the waste is already happening.

In this episode, Hassan Khajeh-Hosseini, the founder of Infracost, explains shift left FinOps, a practical approach that runs cost simulations inside engineering workflows so teams can predict cloud costs before shipping. You will hear why cloud pricing exploded into millions of price points across AWS, Azure, and Google Cloud, how enterprise cloud spend can reach hundreds of millions per year, and where cost waste hides in day to day infrastructure decisions.

We also cover the founder side, fundraising signals, why inbound distribution matters, how a failed startup taught a hard lesson about hiring rare talent, and why product market fit is a moving target that can feel scary when it hits.

We cover • Why traditional FinOps starts too late, after spend is incurred • How to simulate cloud costs from infrastructure as code before deploys • The $550,000 per month change that got stopped in review • ICP personas, engineers, platform teams, FinOps, and engineering leadership • Distribution pull vs push, and why it changes GTM economics • Fundraising, story, network, and early usage metrics that matter

Who this is for: Founders, operators, and tech leaders who want practical ways to prevent cloud waste and build stronger FinOps and platform engineering practices.

Links and Resources Spotify: https://bit.ly/spotify-itsm Apple Podcasts: https://bit.ly/apple-itsm Amazon Music: https://bit.ly/amazon-itsm Website: https://insidethesiliconmind.com/ Follow on LinkedIn: https://www.linkedin.com/company/inside-the-silicon-mind/ Instagram: https://www.instagram.com/insidethesiliconmind/ TikTok: https://www.tiktok.com/@insidethesiliconmind X: https://x.com/InSiliconMind

Book Recommendations from this episode: • Steve Jobs, by Walter Isaacson • The Count of Monte Cristo, by Alexandre Dumas • Acquired podcast • Heavyweight podcast • Secrets of Sand Hill Road, by Scott Kupor

About the Show Inside the Silicon Mind is your masterclass in high-stakes innovation, business strategy, and the Silicon Valley mindset. Hosted by Firas Sozan, we interview Founders, CEOs, and Venture Capitalists shaping the future of technology.