Podcast Feature: My Perspective on AI, Investing, and Founders

My Conversation on AI, Investing, and Building What Comes Next

I recently joined the Disrupt or Defend podcast for a conversation on artificial intelligence, investing, founder potential, and where I believe the next wave of durable opportunity is forming. At TideBorn Capital, we spend a great deal of time thinking about inflection points, moments when technology, markets, and human capability begin to move faster than conventional wisdom expects. AI is one of those moments. The lenses we see things through:

Builders Over Narratives

Markets move through cycles of enthusiasm. Great builders endure through all of them.

I continue to believe that clarity, resilience, adaptability, and execution matter more than polished narratives.

Opportunity Beyond Consensus

Some of the most compelling investments emerge before broad validation.

That includes underrepresented founders, unconventional markets, and sectors that may not yet have the attention they deserve.

AI as an Enabler, Not a Substitute

AI will transform industries, workflows, and how value is created. But technology alone is rarely the full story. The real edge often comes from pairing new tools with strong judgment, operational excellence, and a clear understanding of customer needs.

Building TideBorn with Intention

Through TideBorn Capital, my focus remains identifying opportunities where innovation meets real-world utility—particularly where infrastructure, intelligent systems, and exceptional people intersect. We believe the future belongs to those who can combine ambition with discipline, and vision with execution.

I appreciated the chance to share these perspectives and contribute to a broader conversation about what comes next.