Ethics in the portfolio/VC relationship + a step by step guide for iterating your MVP

Innovation with Mark Peter Davis

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Action Academy | Replace The Job You Hate With A Life You Love

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How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

לפני 52 weeks57:50

הפעל מאוחר יותר

רשימות

לייק

אהבתי

57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

לפני שנתיים 16:05

MP3•בית הפרקים

Here’s what’s covered on this week’s pod:

A step by step guide on how to iterate your MVP

Phuong and I discuss the importance of testing Minimum Viable Products (MVPs) to iterate and achieve product-market fit. She outlines a step-by-step process for testing MVPs, starting with defining test objectives and creating metrics to track performance. Fong emphasizes the significance of creating user personas and recruiting testers that represent different user types. By gathering feedback from testers, entrepreneurs can optimize their products to better serve each user group. Fong suggests providing clear instructions to testers and analyzing usage data to understand user behavior and identify areas for improvement. The iterative process of updating and refining the product based on feedback and data is also highlighted.

Dos and don’ts for portfolio/vc relationship ethics

Mike and I delve into the ethics of the portfolio venture capital (VC) relationship. They acknowledge that transparency and ethics should be the guiding principles but highlight instances where founders may skew data or misrepresent numbers. Mike suggests that founders should be open, transparent, and willing to ask for help when needed. He emphasizes the significance of maintaining trust and a healthy relationship with investors by being transparent about challenges and seeking support.

Links

Follow us on Twitter: @mpd, @Mikeyjrog, @interplay
Podcast Links: Website, YouTube, Twitter, LinkedIn

140 פרקים

Innovation with Mark Peter Davis

Ethics in the portfolio/VC relationship + a step by step guide for iterating your MVP

Innovation with Mark Peter Davis

published לפני שנתיים

שתפו

MP3•בית הפרקים

Here’s what’s covered on this week’s pod:

A step by step guide on how to iterate your MVP

Phuong and I discuss the importance of testing Minimum Viable Products (MVPs) to iterate and achieve product-market fit. She outlines a step-by-step process for testing MVPs, starting with defining test objectives and creating metrics to track performance. Fong emphasizes the significance of creating user personas and recruiting testers that represent different user types. By gathering feedback from testers, entrepreneurs can optimize their products to better serve each user group. Fong suggests providing clear instructions to testers and analyzing usage data to understand user behavior and identify areas for improvement. The iterative process of updating and refining the product based on feedback and data is also highlighted.

Dos and don’ts for portfolio/vc relationship ethics

Mike and I delve into the ethics of the portfolio venture capital (VC) relationship. They acknowledge that transparency and ethics should be the guiding principles but highlight instances where founders may skew data or misrepresent numbers. Mike suggests that founders should be open, transparent, and willing to ask for help when needed. He emphasizes the significance of maintaining trust and a healthy relationship with investors by being transparent about challenges and seeking support.

Links

Follow us on Twitter: @mpd, @Mikeyjrog, @interplay
Podcast Links: Website, YouTube, Twitter, LinkedIn

140 פרקים

All episodes

Innovation with Mark Peter Davis

1
How to Know If Your Startup Idea Is Big Enough to Win 17:55

לפני 4 ימים17:55

17:55

How do you determine if your idea is truly worth pursuing? In this week’s episode, we dive into a practical framework that breaks down the evaluation process into four critical components: the pain point, the market size, the defensibility of your product, and how you plan to monetize and scale. Whether you're just brainstorming or already building, these criteria will help you gut-check your concept and avoid wasting time on ideas that aren’t big - or painful - enough. We also discuss market sizing (TAM/SAM/SOM), moats, and why competitive advantage isn’t always what it seems. This is a must-listen for any founder looking to go from “cool idea” to real business. Links: Interplay: Website , LinkedIn , Twitter Book: The Fundraising Rules MPD: LinkedIn , Twitter Chapter Markers: 00:00 – Intro: Why Idea Validation Is So Hard 02:00 – The Real Question: Do You Have a Big Idea? 03:00 – The 4-Part Framework for Validating an Idea 03:45 – Step 1: Pain Point – Is This a Must-Have? 06:00 – Step 2: Market Size – TAM, SAM, SOM Explained 09:40 – Step 3: Product – Is It Defensible? 12:10 – Step 4: Monetization – Can It Scale? 15:10 – Final Thoughts: Gut-Check Your Idea 16:30 – Outro: Still Learning After Decades in the Game…

Innovation with Mark Peter Davis

1
Garry Tan of Y Combinator: How Innovation Is Changing 14:50

לפני 17 ימים14:50

14:50

Y Combinator has long been - and continues to be - the tip of the innovation spear. That's why I was especially excited to sit down with Garry Tan, President & CEO of Y Combinator, for a conversation that gets right to the core of what’s changing across the startup landscape. At Interplay, I've spent years working alongside entrepreneurs who are laser-focused on building, scaling, and making a lasting impact. Over that time, I've seen countless trends come and go - but when a true seismic shift hits, like the one we’re seeing with AI today, it’s critical to step back and understand the bigger picture. Garry and I dove deep into why vertical SaaS and AI-native startups are poised to drive the next wave of innovation, how lean, AI-augmented teams are rewriting the rules of company building, and why real traction still comes down to solving tangible user problems. We also explored the geographic shifts reshaping where startups thrive, the current realities of AI adoption, and what it truly takes to build a product the world actually wants. It’s a great, timely conversation. A special thanks to Garry for joining me and sharing his insights. 00:00 – Introduction: Why Garry Tan and Y Combinator Matter 00:48 – Garry Tan Joins the Conversation 02:00 – Trends at the Top of the Startup Funnel 02:45 – The Rise of AI and Vertical SaaS Opportunities 04:00 – Leaner Startups: Building Companies with Smaller Teams 05:00 – How AI is Reshaping Company Growth and Scaling 06:00 – Internal Use of AI: Operational Efficiency Across Startups 07:30 – Early Innings: The Long-Term Impact of AI 09:00 – Mainstream AI Adoption: How Far We Have to Go 10:00 – Geography Trends: Where Startup Hubs Are Emerging 11:00 – Why San Francisco Still Matters for Founders 12:30 – The Golden Age of Startups: What's Next 13:30 – Critical Skills for Founders in the AI Era 14:00 – The #1 Reason Startups Fail: Solving Real User Problems 14:30 – Closing Thoughts: Building the Future of Innovation Links: Garry Tan: LinkedIn Y Combinator: Website , LinkedIn Book: The Fundraising Rules Interplay: Website , LinkedIn , Twitter MPD: LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
The Legal Blueprint for Startups: What Founders Must Know Before Incorporating 23:03

לפני 4 weeks23:03

23:03

At Interplay, I've spent years working with entrepreneurs who are driven to build, scale, and make an impact - but too often, legal structuring gets overlooked in the frenzy of product development and fundraising. I've seen firsthand how costly early legal missteps can be so we brought on legal expert Eric Broad of Bowery Legal on to the pod to demystify early stage startup legal questions from entity type selection to the nuanced tax advantages like QSBS that most founders only hear about once it’s too late. Our goal at Interplay is to equip founders with practical insights so they can focus on growing transformative businesses without getting tripped up by preventable legal issues. Whether you’re about to raise your first dollar or just brainstorming your MVP, this conversation will help you make smart, strategic choices. We cover the why behind Delaware's dominance, when to hit the "incorporate" button, and why trying to hack the system with clever workarounds rarely works in your favor. I hope this deep dive helps founders avoid headaches and build with confidence. Links: Eric Broad: LinkedIn Bowery Legal: Website , LinkedIn Phuong Ireland: LinkedIn Book: The Fundraising Rules Interplay: Website , LinkedIn , Twitter MPD: LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
China 2025: The Big Picture & On-the-Ground Insights 39:57

לפני 6 weeks39:57

39:57

Chris Zhang, Partner and CIO of Ascend Interplay (Interplay’s multi-family office), returns to the pod to provide an in-depth analysis of China’s economic landscape in 2025, offering insights beyond mainstream media narratives. We discuss the current state of China’s economy, examining key indicators such as GDP growth, industrial production, and trade activity. At the same time, Chris highlights major concerns, including deflation, a struggling housing market, and long-term demographic challenges, while also shedding light on the country’s transition from a manufacturing-driven economy to a service-oriented one. We then dive into the geopolitical dynamics between the U.S. and China. In addition to discussing the tariffs, we compare today’s economic competition to the Cold War era, and how shifting alliances - particularly in Europe and the Middle East - are reshaping global power structures. We also cover China’s technological advancements, particularly in AI and EV manufacturing, where it continues to challenge U.S. dominance. Chris analyzes the impact of U.S. tariffs, supply chain shifts, and investment flows, emphasizing how China remains a key player in the global economy despite short-term volatility. We wrap up with Chris’s firsthand insights from his recent trip to Beijing and Zhengzhou, where he observes China’s strong consumer activity despite ongoing real estate struggles. The episode concludes with a deep dive into China’s investment landscape, shifting geopolitical dynamics, and the nation’s long-term trajectory—offering critical perspectives on how it will continue to shape global trade and economic power structures. Links: Book: The Fundraising Rules Interplay: Website , LinkedIn , Twitter MPD: LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
Art or Science? The Secrets & Methods Behind Seed-Stage Startup Valuations 22:47

לפני 8 weeks22:47

22:47

Seed-stage valuation can feel like a black box. Unlike later-stage companies with clear financial metrics, early-stage startups are evaluated based on qualitative factors, market conditions, and investor demand. Founders with finance backgrounds often expect rigid valuation models, only to realize that early-stage investing is more art than science. However, strategic valuation methods and investor benchmarks offer a structured approach, helping founders navigate the process with confidence. In today’s podcast, we break down the most common seed-stage valuation methods—including the Investor Target Ownership approach, the Berkus Method, and the increasingly popular SAFE note. We also highlight key founder pitfalls, such as over-inflating valuations or underpricing their startups, and explain how investor demand influences the equation. Understanding these factors can help you navigate fundraising with clarity. The goal isn't just to get the highest valuation—it's to secure the right investment partners and ensure long-term success. Links: Book: The Fundraising Rules Interplay: Website , LinkedIn , Twitter MPD: LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
Shoveling $h!t: Startup Cheat Codes & New Book from Serial Founders Kass & Mike Lazerow 25:31

לפני 10 weeks25:31

25:31

On this week’s episode I chat with Kass and Mike Lazerow, a powerhouse entrepreneurial duo known for building and exiting multiple companies, including Golf.com and Buddy Media (which was acquired by Salesforce for $745 million). The conversation dives into their unique dynamic as a husband-and-wife co-founding team, their entrepreneurial journey spanning decades, and their latest venture—writing " Shoveling $h!t: A Love Story " a brutally honest book about the highs and lows of entrepreneurship. We discuss what makes a strong co-founder relationship, the realities of scaling a business, and Kass and Mike’s ongoing mission to mentor and support founders. With thoughts on fundraising, company culture, and life after an exit, this episode offers a candid look at the realities of entrepreneurship—perfect for founders, investors, and anyone navigating the startup journey. Links: Book: Shoveling $h!t: A Love Story Kass & Mike: Instagram , YouTube , X , Facebook , LinkedIn (Kass) , LinkedIn (Mike) MPD: LinkedIn , X Interplay: Website , LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
Tackling Taxes: What Every Startup Needs to Know 24:57

לפני 12 weeks24:57

24:57

Navigating startup taxes can be challenging, but this comprehensive guide simplifies the process. Learn how to handle 1099 filings, leverage R&D tax credits for significant savings, and strategically use tax extensions to reduce stress. Discover practical tips for managing financial books, avoiding common tax pitfalls like Delaware franchise tax panic, and handling remote employee tax implications. Whether you're pre-revenue or scaling quickly, this article provides actionable insights to help startups stay compliant, optimize financial resources, and focus on growth. Links: Book: The Fundraising Rules Interplay: LinkedIn , Twitter , Website MPD: LinkedIn , Twitter Kate Kelly: LinkedIn Chelsea Capital: LinkedIn , Website…

Innovation with Mark Peter Davis

1
2025 Predictions Episode 58:00

לפני 19 weeks58:00

58:00

The time of year for reflection is upon us, so in this week’s episode the team and I review our 2024 predictions and dive into bold forecasts for 2025. From the impact of geopolitical shifts to the state of venture capital and global deglobalization trends, we explore what lies ahead for technology, startups, and markets. We cover key trends like AI's application layer boom, the rise of humanoid robots in the workforce, the evolving IPO market, and much more. What do you think is going to happen in 2025? Share in the comments below. Links: Book: The Fundraising Rules Interplay: Website , LinkedIn , Twitter MPD: LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
How to Fund Your Startup: Navigating the Full Spectrum of Investor Options 20:21

לפני 21 weeks20:21

20:21

In this week’s episode Phuong and I dive into the essentials of early-stage startup fundraising, exploring the diverse options available to founders. We discuss everything from leveraging friends and family to connecting with angel investors, accelerators, and venture capitalists, as well as alternative funding methods like non-dilutive capital and crowdfunding. Our goal here was to share practical advice on building relationships with investors, tailoring your approach to your business type, and strategically positioning your startup for success. Whether you're just starting out or refining your fundraising strategy, this episode provides actionable insights for securing the right kind of capital. Links: Book: The Fundraising Rules Interplay: Website , LinkedIn , Twitter MPD: LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
Reimagining Storytime: Wendy's Mission to Reinvent Reading for Kids 27:45

לפני 23 weeks27:45

27:45

What if I told you there’s a way to make reading as entertaining and interactive as video games and social media? Wendy - an innovative new app that’s transforming how kids engage with stories - is doing just that. They’re creating a platform to compete in today’s captivating, fast-paced media landscape, and on this week’s ep I chat with Lance Neuhauser - Wendy’s Founder & CEO - all about their mission. If you’re a parent wanting a fresh approach to getting your child excited about reading, this episode is a must-listen and Wendy is a must-try. During our conversation, Lance shares how Wendy empowers kids to create their own worlds, select characters, and shape unique adventures—encouraging a love for reading by making it fun, immersive, and personalized. In an age when screen time often feels like the enemy of education, Wendy brings the best of both worlds, helping kids rediscover reading in a way that’s safe, engaging, and socially connected. Parents will appreciate how Wendy is built with children’s development in mind, thanks to insights from educators, authors, and psychologists. As you might suspect, building a platform like that is no easy feat. We chat all about the significant challenges and strategies in building an app that safeguards kids’ online experiences, respects intellectual property, and offers educational benefits. By bridging the gap between entertainment and literacy, Wendy isn’t just an app; it’s a tool that turns screen time into story time, fueling imagination and learning. Coming out of our Interplay Foundry, I’ve been fortunate to get a front row seat to see Wendy’s amazing growth over the past year so I was excited to record this episode. Enjoy. Links: Wendy: Instagram , LinkedIn Lance: LinkedIn Interplay: Website , LinkedIn , Twitter MPD: LinkedIn , Twitter…

Innovation with Mark Peter Davis

1
How Much Equity Should You Give Early Employees? A Guide to Structuring Your Startup’s Cap Table to Fuel Growth and Attract Investors 26:51

לפני 26 weeks26:51

26:51

This week, Phuong and I dive into one of the most crucial yet often perplexing aspects of startup formation: cap table construction and equity distribution. If you're setting up a startup or restructuring your cap table, this conversation is a must-listen. We discuss the essentials of setting up a cap table that aligns with industry norms, aiming to attract investors while motivating founders and early employees. From understanding equity splits among co-founders to planning an option pool for future hires, we cover actionable insights that can help founders avoid common pitfalls. This is a tough topic for new entrepreneurs and we hope that this can help folks build a balanced and adaptable ownership structure that supports growth and long-term success.…

Innovation with Mark Peter Davis

1
Future of Warfare: How Rapid Innovation is Affecting Military Strategy 44:01

לפני 28 weeks44:01

44:01

As someone passionate about the role of innovation in advancing society, I’m particularly interested in how rapidly evolving technologies - like artificial intelligence, robotics, and dual-use technologies - are reshaping the military landscape. Naturally, I was thrilled and honored that Major General Julian “Ghost” Cheater joined me on the pod to explore this intersection of technology and warfare. Ghost, a senior leader in the U.S. Air Force, shared invaluable insights into how the military anticipates future conflicts and adapts to emerging technologies, as well as the importance of collaboration between the military and private sector tech companies. We dove deep into everything from how advanced software applications are used to streamline operations, to the critical role private companies play in supporting national defense through dual-use innovations. One of the most eye-opening moments of the conversation was when we discussed the ongoing conflict in Ukraine and the lessons being learned in real time, especially in terms of adapting technology to the battlefield. Ghost emphasized that the tech industry and military can help prevent conflict through innovation. This episode was a powerful reminder that while the stakes are high in defense, there is tremendous opportunity for technologists and entrepreneurs to contribute to national security in meaningful ways. I'm excited for listeners to hear how they can get involved and make a difference. Links : Defense Innovation Unit Air Force Acquisition Chief Digital and Artificial Intelligence Office Doing Business with the Department of Defense Flow Chart Podcast Links: Website , YouTube , Twitter , LinkedIn…

Innovation with Mark Peter Davis

1
Decoding Startup Funding: The Art and Science Behind Determining Your Raise 29:52

לפני 30 weeks29:52

29:52

Determining how much capital a startup should raise during each funding round is hard. This week, Phuong and I break down the tools and methodologies that founders and VCs use to calculate the right number, emphasizing the importance of creating a detailed operating model. The conversation covers key fundraising strategies, including aligning milestones with investor expectations and avoiding common pitfalls like over-dilution. Our goal during this chat was to offer practical insights on managing capital efficiently and ensuring long-term growth. If you’re a founder looking to navigate the fundraising landscape with confidence, this episode is definitely for you. Links : Podcast Links: Website , YouTube , Twitter , LinkedIn…

Innovation with Mark Peter Davis

1
Fighting Business Fraud: How BizDefender Protects Small Companies 22:11

לפני 32 weeks22:11

22:11

We kick off a new season by sitting down with Patrick Butler, the CEO of BizDefender. Patrick, a seasoned founder with deep technical expertise, discusses his latest venture, BizDefender, a company co-founded with Interplay. BizDefender addresses the growing epidemic of fraud targeting small and medium-sized businesses. The conversation delves into the various types of business fraud, including hacking, social engineering, and brand spoofing. Patrick explains how BizDefender is stepping up with a simple, accessible solution, including a free-tier product, to help businesses monitor and mitigate these fraud risks, which are often invisible yet devastating. Patrick and I also discuss the broader mission behind BizDefender, which aligns with Interplay’s studio model of building companies that create both social value and sustainable business solutions. Patrick emphasizes how small businesses are particularly vulnerable to fraud, with median losses that could cripple many companies. BizDefender aims to provide these businesses with a much-needed defense, offering tools to monitor dark web activity, protect against phishing attacks, and offer human support to navigate the complex landscape of fraud prevention. Give it a shot and see how BizDefender can help your company stay safe at bizdefender.com. Links : BizDefender Links: Website , LinkedIn , Instagram Podcast Links: Website , YouTube , Twitter , LinkedIn…

Innovation with Mark Peter Davis

1
Apple's Big AI Reveal + A Breakdown of Pay-to-Play 28:44

לפני 44 weeks28:44

28:44

For this week's episode - the last one before the podcast takes a summer break - my colleague Mike Rogers joins to discuss Apple's new updates + AI announcement. Additionally, we touch on the implications of growth round pay-to-play dynamics in the early-stage market.

Innovation with Mark Peter Davis

1
Global Market Recap: 2024 Mid-Year Analysis 23:48

לפני 44 weeks23:48

23:48

This week's pod is a mid-year check-in on the global markets with Chris Zhang. Chris shares his insights on the current state of the U.S. and global markets and we dissect key economic data, market trends, and potential risks, offering a nuanced evaluation of the economic landscape.

Innovation with Mark Peter Davis

1
Building Your B2C Customer Base: A Step-by-Step Guide 10:49

לפני 48 weeks10:49

10:49

Phuong delves into the crucial strategies for acquiring initial customers when launching a B2C (business-to-consumer) product. We discuss the importance of targeting early adopters who feel the problem intensely and are willing to tolerate an imperfect product. Practical advice is provided on how to find these initial users both offline and online, emphasizing the value of human contact and direct feedback. The episode also highlights successful pre-launch community building and beta program strategies, with real-world examples such as Harry's pre-launch referral program. Follow us on Twitter: @mpd , @interplay Podcast Links: Website , YouTube , Twitter , LinkedIn…

Innovation with Mark Peter Davis

1
Diversification Demystified: Creating a Balanced Portfolio 30:51

לפני 51 weeks30:51

30:51

I recently sat down with Chris Zhang, CIO and partner at Ascend Interplay, to discuss the often misunderstood concept of diversification. We explored the endowment model, which focuses on alternative assets like private equity, venture capital, and real estate, and how it can be applied to ultra-high-net-worth families and individuals with long-term investment horizons. I note how this approach can help capture the illiquidity premium and provide diversification benefits. Chris shared his insights on the limitations of traditional measures like volatility and correlation, and we discussed how true uncorrelated assets are scarce in the current macro environment. Our conversation highlighted the importance of understanding the nuances of diversification and risk management in investing. Links : Follow us on Twitter: @mpd , @interplay Podcast Links: Website , YouTube , Twitter , LinkedIn *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
The Human Factor: How Hiring Shapes Your Organization 14:11

לפני 1 year14:11

14:11

DESCRIPTION Recruiting and team construction are crucial for any company's culture and success. This week, Phuong and I dive into this topic and how important it is to focus on hiring when building a startup. Phuong provides insights into assessing team needs, creating effective job descriptions, conducting thoughtful interviews, and evaluating candidates based on grit, humility, and integrity. When looking to add people to the team not only should technical qualifications be considered but we underscore the significance of soft skills. Every person you bring into your team has an impact on shaping organizational culture and success. Lastly, we share a tool used here at Interplay, Superman Analysis . We use Superman Analysis to assess team needs and identify gaps in skills enabling us to ensure our team is structured and staffed as it should be. LINKS Follow us on Twitter: @mpd , @interplay , @Mikeyjrog Podcast Links: Website , YouTube , Twitter , LinkedIn , Superman Analysis *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
A Deep Dive Into Vertical Software 30:57

לפני 1 year30:57

30:57

Mike and I had the pleasure of sitting down with Todd Saunders (CEO of Broadlume), and Chetan Narain (co-founder and CTO of Pepper) to discuss the concept of vertical SaaS and its application in different industries. We explore how Broadlume and Pepper leverage vertical SaaS to serve the flooring and food distribution markets. Our conversation delves into the evolution and advantages of vertical SaaS, emphasizing the importance of owning customer relationships and leveraging industry-specific data. We speak about the potential for vertical SaaS companies to expand into broader markets beyond software, highlighting scalability and value proposition, particularly in high transaction volume industries. Additionally, Todd Saunders and Chetan Narain discuss the impact of AI on their businesses, focusing on its role in increasing internal efficiency, improving customer experience, and driving profitability. Our discussion underscores the broader implications of AI adoption, including its potential to enhance productivity, customer satisfaction, and shareholder value across industries. Links : Follow us on Twitter: @mpd , @interplay , @Mikeyjrog , @toddsaunders Company Links: Pepper LinkedIn , Pepper Website , Broadlume Website , Broadlume LinkedIn Podcast Links: Website , YouTube , Twitter , LinkedIn *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
The Downstream Effect of Reddit's IPO, Implications of the Residential Realtor Settlement, and What Boeing's Struggles Means for American Industry. 19:47

לפני 1 year19:47

19:47

Mike and I sat down this week to chat about current events and their implications for the innovation economy. We begin our conversation by highlighting successful tech IPOs like Reddit and Estera, suggesting a strong demand for tech companies in the public market. We discuss how these IPOs could signal to other entrepreneurs and investors, potentially fueling more listings and investments. Our conversation shifts to a significant settlement in the real estate world, impacting companies like Compass. We analyze how changes in realtor commissions could shift capital to homeowners and potentially disrupt the real estate brokerage industry. Lastly, We touch upon Boeing's recent challenges, reflecting on corporate management issues and the potential for new players to enter the aviation industry. We discuss the lack of innovation in commercial aviation and suggest opportunities for entrepreneurs and government intervention to foster competition and innovation in the sector. Links : Follow us on Twitter: @mpd , @interplay , @Mikeyjrog Podcast Links: Website , YouTube , Twitter , LinkedIn *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
Impact of AI Across Real Estate and Various Sectors: A Discussion at The Annual Columbia Business School Real Estate Symposium 23:04

לפני 1 year23:04

23:04

I joined my alma mater, Columbia Business School to give a talk at The Annual Columbia Business School Real Estate Symposium. I was invited by the Paul Milstein Center for Real Estate and decided to discuss the impact of AI on the real estate industry and various sectors. During the talk, I delved into the potential of AI across various sectors, including its convergence with augmented reality, robotics, and quantum computing. I point out how these advancements could transform not only industries but also national security. In the context of real estate, I highlighted the challenges and opportunities AI presents, urging listeners to adapt to this rapidly changing landscape. Ultimately, I believe it's crucial for us to approach AI with responsibility, recognizing its potential for both good and harm. I'm grateful to Columbia Business School for the platform to share my insights, and I hope my talk encourages others to navigate the evolving technological landscape effectively. *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
Doing Things that Don't Scale: Unpacking An Important Concept for Startups 8:52

לפני 1 year8:52

8:52

Phuong is back on the podcast this week to discuss the importance of doing things that don't scale in startups. Phuong explains that this concept, popularized by Paul Graham of Y Combinator, involves manually handling processes to acquire customers, test concepts, and iterate on products before scaling. We dive into examples such as Seamless and Diapers.com, showing how hands-on approaches helped them understand customer needs and refine their offerings. We emphasize the importance of prioritizing learning and validation over rapid growth in the initial stages of a startup. Being involved in the early stages helps founders understand their business deeply, which is crucial for long-term success. Links : Follow us on Twitter: @mpd , @interplay Podcast Links: Website , YouTube , Twitter , LinkedIn *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
Are We Having a Soft Landing on a Minefield? 16:10

לפני 1 year16:10

16:10

Chris is back on the podcast this week, joining me to discuss recent market shifts. Our overall assessment is that the year started with uncertainties but seems to be stabilizing, with tech companies performing well and equity markets thriving. However, despite positive signs, there's concern over a potential commercial real estate crisis, as refinancing becomes challenging. The Fed is cautious about rate cuts, waiting for labor market weakening and lower inflation. While the economy seems close to a soft landing, the looming commercial real estate issue remains unresolved. Chris shares insights into the commercial real estate market, indicating a significant drop in rental rates. The episode concludes with plans for future discussions on wealth management. Links : Follow us on Twitter: @mpd , @interplay Podcast Links: Website , YouTube , Twitter , LinkedIn *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
How to Effectively Test Your MVP 8:36

לפני 1 year8:36

8:36

Phuong is back for her first appearance in 2024, where she shares insights on effectively conducting user testing for MVPs. We discuss the importance of learning from customer behavior, gathering a small group of dedicated users, setting clear objectives, tracking engagement metrics, and using various feedback methods like observing user interactions and conducting interviews and surveys. We emphasize the need to iterate based on user feedback and avoiding falling in love with the product over solving the identified problem. I aim to underscore the importance of solving for "no" rather than seeking only positive outcomes. Phuong highlights the significance of sticking to validated pain points and suggests silently observing users to understand their true interactions with the product. Overall, it's a valuable discussion on the iterative process of refining MVPs based on user feedback. Links : Follow us on Twitter: @mpd , @interplay , Podcast Links: Website , YouTube , Twitter , LinkedIn…

Innovation with Mark Peter Davis

1
The Impact of Conflict on Israel’s Startup Ecosystem 41:07

לפני 1 year41:07

41:07

On this week’s pod I sat down with Alan Feld, Founder & Managing Partner of Vintage Investment Partners. Vintage is a stalwart in the venture ecosystem and manages roughly $4 billion. As a result of building such an incredible venture firm, Alan has had the chance to really think about and hone in on what makes a company special. What I love about Alan’s perspective is that he uses those insights to focus internally at Vintage so it was only natural that we have a wonderful discussion about team dynamics, humility and character. Additionally, we dive deep into how conflict is affecting Israel’s startup ecosystem. Vintage is based in Israel and Alan was kind enough to share his thoughts and updates.The conversation isn’t about who's right and who's wrong. The conversation is about the impact of this conflict on an otherwise thriving entrepreneurial ecosystem and what this will do after that. I thoroughly enjoyed this conversation and I hope you do too. A special thanks to Alan for joining me on the pod. Links : Guest Links: Vintage Investment Partners Follow us on Twitter: @mpd , @interplay , @alanf_feld Podcast Links: Website , YouTube , Twitter , LinkedIn…

Innovation with Mark Peter Davis

1
Using Space To Make Life Better On Earth with Dylan Taylor of Voyager Space 37:50

לפני 1 year37:50

37:50

I sat down to chat with Dylan Taylor, CEO and chairman of Voyager Space. Voyager Space has a contract to build America's next space station, STARLAB, in collaboration with NASA. Dylan I would say is probably one of the top five most significant names in the entire space industry. A lot of people know Bezos and Musk, but Dylan's in that bucket. He's got a message for us today around the importance of space as an industry for social advancement. A lot of us get tangled up in thinking about space in the context of the mission to Mars. And it seems pipe dream-ish, Dylan brings us back down to reality, reframing space as a unique environment for scientific research, manufacturing, and societal advancement. He highlights Voyager's mission to scale up space infrastructure projects and recent milestones achieved with Airbus and SpaceX. Our conversation explores the implications of privately owned space infrastructure and the emergence of two distinct space ecosystems led by the US and China. Dylan emphasizes the benefits of privatization in advancing the space industry, citing SpaceX's innovations like reusing rocket boosters to reduce costs and increase accessibility to space. Dylan also shares his personal journey from a real estate executive to involvement in space exploration, highlighting the importance of following one's passion. Links : Follow us on Twitter: @mpd , @interplay , @DylanTaylor , @VoyagerSH Podcast Links: Website , YouTube , Twitter , LinkedIn Voyager Space Company Links: Website , Instagram , LinkedIn Dylan Taylor’s Social Link: Instagram , LinkedIn Book Recommendation: The Last Lecture…

Innovation with Mark Peter Davis

1
2024 Predictions Episode 31:46

לפני 1 year31:46

31:46

In the closing episode for 2023, I’m discussing rapid-fire predictions with my colleagues—Phuong, Mike, and Chris—highlighting insights for the upcoming year. Phuong discusses her predictions for 2024, focusing on AI's impact on businesses, particularly in marketing, customer service, and the rise of co-pilots. Mike dives into predictions about higher valuations for Series A, abundant growth market capital, increased M&A activity, and a potentially opened IPO market in 2024. Chris is foreseeing volatility across various asset classes, a potential credit crunch or crisis, and geopolitical tensions impacting global markets. He predicts lower interest rates, a higher S&P 500, unresolved conflicts in regions like Ukraine and the Middle East, and the likelihood of a new conflict arising, possibly in East Asia. Please remember self-care during the holidays, take time off and take care of yourself for mental relaxation and well-being. Links : Follow us on Twitter: @mpd , @interplay , @Mikeyjrog Podcast Links: Website , YouTube , Twitter , LinkedIn…

Innovation with Mark Peter Davis

1
Are Rate Cuts Coming? Breaking Down this Week's Big Fed Announcement. 15:31

לפני 1 year15:31

15:31

This week we delve into the intricate dynamics of global markets and the impact of the Federal Reserve's decisions on economic shifts worldwide. Chris is back to dissect the recent tumultuous events in the public equity and bond markets. Our discussion centers on the significant shift in the Federal Reserve's stance, moving from a pessimistic outlook, indicating rate increases and economic slowdown, to a more lenient approach. We touch on the potential intersection of political influence and economic policy, suggesting a plausible strategic move by the current administration for a rate cut in line with the election cycle. Also discussing the global repercussions of these market movements, with the US setting the tone for Western economies while affecting currency values and commodity prices worldwide. We emphasize the complexity and interconnectedness of global economic systems, shedding light on how decisions made by the Federal Reserve reverberate across various regions and markets. As usual, big thanks to Chris for taking the time to share his insights! *DISCLAIMER* Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast are subject to change based on market and other conditions. The podcast; may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast; does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast; is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.…

Innovation with Mark Peter Davis

1
Level Up Your Life: A List of Helpful Apple Features, Apps, Software and Must Reads 10:29

לפני 1 year10:29

10:29

Description: Instead of our usual discussions, I'm excited to share some recent tech discoveries that have caught my attention. These recommendations, I believe, can truly help you level up a few parts of your life. I've been exploring some fascinating Apple features, like stunning screensavers from Apple TV on Macs, widgets on the desktop , and a game-changing contact-sharing feature on iOS 17 that simplifies exchanging info at events. I highly recommend two impactful books: ' Unreasonable Hospitality ' by Will Guidara for exceptional service and ' Essentialism ' by Greg McKeown for efficiency in work and life. For software, Airtable stands out as a powerful cloud-based platform that could replace costly CRM systems for many companies. The iPhone health app surprises with a nifty at-home hearing test using the Mimi app . Lastly, I've come across two travel gadgets that have made big differences for me—a versatile Anchor portable charger and the AirFly dongle for seamless AirPods connectivity on flights. I hope you find these recommendations useful. Thanks for tuning in, and catch you next week for more insights! Links : Follow us on Twitter: @mpd , @interplay , @Mikeyjrog Podcast Links: Website , YouTube , Twitter , LinkedIn Product Links: https://amzn.to/3T8i7WM , https://amzn.to/3Tewhpl…

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Innovation with Mark Peter Davis « » Ethics in the portfolio/VC relationship + a step by step guide for iterating your MVP

Ethics in the portfolio/VC relationship + a step by step guide for iterating your MVP

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Innovation with Mark Peter Davis « »
Ethics in the portfolio/VC relationship + a step by step guide for iterating your MVP