The {Closed} Session

Most operators fail as investors because they can't scale their expertise beyond one-on-one advice calls. Leyla D. Seka, former Salesforce EVP who built the multi-billion dollar AppExchange ecosystem, explains how Operator Collective structures 200+ operators as LPs with carry to systematically deploy operational knowledge across portfolio companies. She reveals why she never invests in founders who think they're going public, how 30-minute operator calls save companies three months of execution time, and why the current AI gold rush mirrors the early cloud adoption cycle at Salesforce.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most enterprise AI pilots fail because companies treat agent development like legacy software projects. Woodson Martin, CEO of OutSystems and former Salesforce executive who led the Krux acquisition, explains why deterministic platforms beat "vibe coding" for production deployments. He breaks down agentic workflow architecture that gives enterprises control over which processes stay human-supervised versus fully automated, shares specific productivity metrics from oil rig safety inspections that prove ROI, and reveals why mortgage underwriting automation hits 98% straight-through processing while preserving customer relationships.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most vertical AI companies fail because they're building features, not businesses. Rachel ten Brink, GP at Red Bike Capital and former Scentbird co-founder (scaled to 500K+ subscribers, $29M raised), breaks down how to build defensible vertical AI that survives the regulatory gauntlet. She reveals her operator's test for distinguishing product businesses from services wrappers, explains how winning data network effects emerge from proprietary processing of public data, and shares the specific go-to-market playbook that works for enterprise AI sales cycles.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most AI investment flows to infrastructure while founders ignore energy constraints that will determine who survives. George Lee, Co-Head of Goldman Sachs Global Institute, breaks down the bottlenecks choking AI deployment from silicon to grid capacity.George reveals flexible demand management frameworks that could unlock 75-125 gigawatts of slack capacity, eliminating energy bottlenecks. He and Tom go on to discuss why Middle Eastern sovereign wealth funds are building strategic energy advantages, and how nondeterministic AI systems require continuous sampling protocols.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tom Chavez, Founding General Partner at super{set}, in conversation with his brother - R. Martin Chavez, Partner and Vice Chairman, Sixth Street, Board Member at Google, and former CFO of Goldman Sachs.Tom and Marty discuss their brief stint as roommates, their brotherly relationship, and R. Martin's experiences as an investor, entrepreneur, and corporate leader. Listen for insights on startups, leadership, investing, artificial intelligence, ethical technology, and being part of the early LGBTQ+ community on Wall Street.Listen to The Brothers Chavez in Conversation!Watch the full conversation here.***Listen (or watch) all episodes of The {Closed} Session at www.theclosedsession.comsuper{set} is a startup studio where great data+AI ideas become transformational software companies. With our people-first performance culture and company-building playbooks, we found, fund, and scale high-potential businesses.Learn more about super{set} - including co-founding with us and open roles across our portfolio of companies - at www.superset.comLearn more about our VECTOR program - a 12-week fully-paid launchpad for technical product leaders to receive direction, build magnitude, and co-explore company creation alongside super{set} - at superset.com/vectorSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Announcing super{set} Fund II!The world has tilted in our favor. We’ve been building companies in the data+AI space for 25 years, mostly while it was niche and nerdy. With the AI revolution fully upon us, we’re thrilled to announce that super{set} has closed a $90 million second fund to invest in companies at inception.Since launching our first fund, super{set} has founded, funded and scaled 16 data+AI startups. Fund II brings our committed capital in active funds to $176M and comes on the heels of super{set}’s first exit: the acquisition of leading data collaboration company Habu for $200 million in January 2024.super{set} General Partner Jeremy Klein joins Tom and Vivek for this special episode digging into Jeremy's background and early work at the inception of super{set}, the immense data+AI opportunity today, why super{set} has raised Fund II, and how super{set} will partner with co-founders in Fund II. Don't miss this big news!Learn more about the Fund II announcement at superset.com/feed/super-set-fund-ii-90-million-to-intensify-our-serial-focus-on-data-ai-company-buildingRead Tech Crunch's Exclusive Coverage: "Boutique startup studio super{set} gets another $90 million to co-found data and AI companies"Learn more about our VECTOR program - a 12-week fully-paid launchpad for technical product leaders to receive direction, build magnitude, and co-explore company creation alongside super{set} - at superset.com/vectorSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.