Couverture de Sands Capital - What Matters Most

Sands Capital - What Matters Most

Sands Capital - What Matters Most

De : Sands Capital
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Go inside the businesses driving global innovation, changing the way we live and work. Sands Capital is an active, long-term investor, and each podcast in our What Matters Most series offers investors an in-depth look at a particular company, explains how our high-conviction strategy led us to target them, and why we expect them to be a leader going forward. https://www.sandscapital.com/WMM-DisclosureSands Capital Economie Finances privées
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  • RedSift: Digital Trust as Critical Infrastructure

    RedSift: Digital Trust as Critical Infrastructure
    Jun 17 2026

    In this episode, Red Sift CEO Rahul Powar and Sands Capital Global Venture Partner Mark McGovern discuss why digital trust has become foundational infrastructure in the modern economy and how organizations can defend against increasingly sophisticated phishing, impersonation, and AI-driven cyber threats. The conversation explores the evolution of cybersecurity, the role of resilience in enterprise systems, and why protecting trust at scale is emerging as one of the most important challenges for businesses and investors alike.

    Show Notes:

    (00:33 Rahul and Mark’s Backgrounds

    (05:05 What drew Sands Capital to Red Sift

    (08:51 How Sands Capital thinks about cybersecurity investing

    (00:10:36 Why email remains a persistent vulnerability

    (17:00 How Red Sift applies AI to cybersecurity

    (20:38) Red Sift as an investment

    (23:17) The founder-investor relationship

    (28:17)The future of cybersecurity

    (35:13) What’s ahead for Red Sift

    Transcript available here.

    Review our podcast season and episode disclosures here.Learn more about Sands Capital, sign up for our newsletters, and follow us on LinkedIn.
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    38 min
  • Building Resilience in an AI Driven World

    Building Resilience in an AI Driven World
    Apr 24 2026

    In this episode, Michael Graninger, Global Venture Managing Partner, discusses how AI and cybersecurity are reshaping industries, national security, and investment opportunities within the Sands Capital Global Venture strategy. He explains how rapid advances in technology are creating both new risks and powerful tools, and how the firm is identifying companies that are well positioned to benefit from this shift.

    Episode Transcript Available Here

    Show Notes:

    00:00 Exploring Global Resilience

    05:41 Defining Global Resilience

    08:36 The Current State of Global Resilience

    10:24 The Role of AI and Cybersecurity

    11:58 Investment Focus Areas in AI andCybersecurity

    21:17 Evaluating AI and Cybersecurity Companies

    25:34 Exciting Opportunities in AI andCybersecurity

    28:10 Disclosure



    Review our podcast season and episode disclosures ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.


    Learn more about ⁠⁠⁠⁠⁠Sands Capital⁠⁠⁠⁠,⁠ sign up for ⁠⁠⁠⁠⁠our newsletter⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠follow us on LinkedIn⁠⁠⁠⁠.⁠
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    29 min
  • Globant Takes A Design-First Approach to Pure Play Digital Service

    Globant Takes A Design-First Approach to Pure Play Digital Service
    Jun 2 2025
    If you’ve never thought about investing in IT services, this podcast episode could change your mind. Sands Capital Sr. Research Analyst Eric Black takes you through the investment case for Globant, the world’s largest pure play design-first digital services provider. Asset-light businesses such as Globant can be hard to evaluate, but the opportunities in the 1.5 trillion market of IT Services are undeniable. Eric helps us see why, unpacking the potential of AI, Globant’s strategic business partnerships, and the loyalty the company has generated from the more than 1,500 Fortune 500 and Fortune 2000 companies on its client list. Globant’s cutting-edge software solutions have made their way into products at Disney, ESPN, and Google and are making lives easier around the globe. Episode Transcript Available Here(01:50) Not a labor-cost arbitrage model(03:44) The Disney Magic Band. The Globant product you’ve probably already seen.(05:14) Tech companies don’t do everything in-house. Enter: Globant.(06:59) What makes Globant a growth business?(08:41) A Thought Leader in AI for the last decade and MaganifAI(11:45) The research process into digital transformation(14:31) A one-size-fits-all all approach would be antithetical to the way Globant operates(18:26) The pandemic boost and a global presence(21:51) “Value-added focus” and the power of a leader(25:10) The competitive moat for a huge market and Globant’s potential advantages(28:24) Competitors have the same advantages? Why we like Globant’s pure play angle.(31:19) The disruptors lying in wait(34:21) Staffing costs and flexing to keep margins high and remain profitable(36:25) Researching a company operating in intangibles: what’s different?(39:04) The portfolio managers visit Buenos Aires(40:44) From “why would you invest” to “what’s the insight”?(43:04) Responsible investing in human capital, labor rights and gender diversity(44:49) Nefarious digital technology and cybersecurity - Globant’s response.(49:26) Under the radar companies and enablers of big trends can make for great investments(52:56) Quick recap of Season 2 episodesRelated content from Sands Capital⁠Sign up to receive our monthly Perspectives newsletter: ⁠Our latest thinking on innovation investing, long-term capital, and cultureIn case you missed it: What Matters Most Episode 6: Revolutionizing Public Safety: The Axon Ecosystem⁠Catch our most popular episodes from this season:⁠Kaspi: The Super App Reshaping Kazakhstan’s Financial LandscapeInside Cadence: The Software Powering Semiconductor Breakthroughs⁠Follow What Matters Most⁠ wherever you listen to podcasts and never miss an episode.Learn more about ⁠Sands Capital⁠, sign up for ⁠our newsletter⁠, and ⁠follow us on LinkedIn⁠.Review our podcast season and episode disclosures ⁠here⁠.
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    54 min
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