Nothing Ventured Podcast Por Aarish Shah - EmergeONE arte de portada

Nothing Ventured

Nothing Ventured

De: Aarish Shah - EmergeONE
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In conversation with the people who make the start-up world go round. Join Aarish Shah as he talks to founders, investors, and operators across the tech and venture ecosystem exploring some of the lesser-heard stories and challenges they've faced as they try to build the future.https://nothingventured.tech/Follow Nothing Ventured on socialTwitter https://twitter.com/NVPodFacbook https://www.facebook.com/NothingVenturedPodTikTok https://www.tiktok.com/@nothingventuredpodInstagram https://www.instagram.com/nothingventuredpod/Aarish Shah - EmergeONE Economía Gestión y Liderazgo Liderazgo
Episodios
  • Biotech vs. AI: Why Venture Capital is Shifting Focus

    Biotech vs. AI: Why Venture Capital is Shifting Focus
    Oct 2 2025
    Welcome to this month's episode of Nothing Ventured! Join Aarish as we explore the most revealing developments in the world of venture capital and AI investment for September 2025. In this episode, we dive deep into NVIDIA's staggering £2 billion commitment to UK startups and what it really means for the future of AI. We discuss the implications of NVIDIA's investment strategy, including its recent $100 billion deal with OpenAI, and how it signals a shift towards vertical integration in the tech industry. We also analyse the controversial funding round of Mistral AI, which raised €2 billion at a €12 billion valuation, and why its open-source business model may be fundamentally flawed. As we shift our focus to biotech, we highlight the stealth boom in the sector, featuring Treeline Biosciences and other companies that are quietly outperforming AI in terms of risk-adjusted returns. Finally, we examine the changing landscape of global venture capital, with the UK and Europe emerging as competitive hubs against the backdrop of Silicon Valley's stagnation. Key Insights: 1. Hardware companies are becoming venture capitalists due to market saturation. 2. Open-source AI business models face significant challenges at scale. 3. Biotech is delivering better risk-adjusted returns than AI. 4. Foundation model funding is approaching unsustainability. 5. Geographic arbitrage is becoming the next competitive advantage in venture capital. What does October hold for the venture capital landscape? Tune in to find out! Don't forget to like, subscribe, and hit the notification bell for more insights on the future of venture capital! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    17 m
  • Enis Hulli: Emerging Europe builds US native unicorns

    Enis Hulli: Emerging Europe builds US native unicorns
    Sep 25 2025
    In this episode of Nothing Ventured, host Aarish Shah welcomes Enis Hulli, a general partner at E2VC, an early-stage venture fund focused on supporting founders from emerging Europe. Enis shares insights from his journey in venture capital, detailing how his experience with 500 Startups helped him navigate the complexities of fund management, from legalities to fundraising. The discussion emphasises the importance of building a strong network and mapping talent early in the investment process. Enis also explores how emerging Europe is cultivating US-native unicorns and the challenges of remote-first operations in achieving significant growth. Tune in for valuable perspectives on venture capital strategies and the evolving landscape of tech entrepreneurship in emerging markets. Timestamps: 00:00:00 - Introduction to Enis Hulli and E2VC 00:00:31 - E2VC's Investment Thesis and Strategy 00:01:02 - Importance of Network and Talent in Early-Stage VC 00:01:40 - Building Unicorns in Emerging Europe 00:02:05 - Expertise in Gaming and Deep Tech in Emerging Europe 00:02:30 - Trust and Relationship Building in VC 00:02:51 - Host Introduction and Podcast Overview 00:03:32 - Transition from 500 Startups to E2VC 00:04:09 - Benefits of Independence from 500 Startups 00:05:01 - Evolution of Fund Size and Investment Strategy 00:05:44 - Brand Control and New Initiatives at E2VC 00:07:08 - Launching a San Francisco Office 00:07:31 - Initiative to Fund High School Students 00:08:20 - Talent Mapping and Early Engagement 00:09:12 - Identifying Entrepreneurial Traits Early 00:10:09 - Long-Term Thinking in VC 00:11:08 - Word of Mouth and Reputational Branding 00:11:45 - Malcolm Gladwell's Tipping Point and Talent Strategy 00:12:09 - Changes in Emerging Europe Over the Last Five Years 00:13:09 - Consolidation and Global Focus in Emerging Europe 00:14:09 - Importance of Proximity to Talent and Capital 00:15:08 - Shift in Founder Mindset Post-COVID 00:16:11 - Building Unicorns from Emerging Europe 00:17:00 - Importance of Being in Major Hubs 00:18:16 - Strengths and Weaknesses of Emerging Europe 00:19:08 - Founders' Mindset and Continuous Improvement 00:20:09 - Migrant Hustle and Proving Oneself 00:21:03 - Learning from Experienced Entrepreneurs 00:22:27 - E2VC's Edge in the Market 00:23:00 - High Conviction and Talent Mapping 00:24:11 - Signalling Value and Reputation in VC 00:25:14 - Engaging LPs and Their Expertise 00:25:42 - Investing in Ukrainian Founders 00:26:15 - Framework for Investing in Conflict Regions 00:27:08 - Technical Talent and Mobile Gaming in Emerging Europe 00:28:07 - Resilience and Anti-Fragility in Emerging Markets 00:29:05 - Cyclicality and Anti-Fragility in VC 00:30:09 - Benefits of Operating in Emerging Jurisdictions 00:31:03 - Writing Larger Checks at Pre-Seed and Seed Stages 00:32:22 - Capital Efficiency and Product-Market Fit 00:33:05 - Balancing Capital Constraints and Strategic Bets 00:34:13 - Differences in US and European VC Mentalities 00:35:09 - Iteration and Finding Product-Market Fit 00:36:14 - Underwriting Teams and Execution Speed 00:37:25 - Founder-Driven Investment Decisions 00:38:26 - Unlimited Runway and Iteration 00:39:01 - Short-Term Thinking vs. Long-Term Vision 00:40:07 - Unexpected Product-Market Fit 00:41:24 - Case Study: Unicorn Growth Story 00:42:13 - Understanding Customer Base and Market Potential Find Enis Hulli online at: LinkedIn: https://www.linkedin.com/in/enishulli/ Twitter: https://x.com/EnisHulli E2 VC: https://e2.vc This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    59 m
  • Joe Knowles: Can Europe’s physical infrastructure keep up with its ambitions

    Joe Knowles: Can Europe’s physical infrastructure keep up with its ambitions
    Sep 18 2025
    In this episode of Nothing Ventured, host Aarish Shah welcomes Joe Knowles, a partner at Smedvig Capital. Joe shares insights from his diverse background as an Airbus engineer, investment banker, and startup founder. He discusses Smedvik's unique approach to venture capital, emphasizing patient capital and a focus on integrity and founder trust rather than chasing hype cycles. The conversation explores the reality of the power law in venture capital, highlighting that while there are thousands of VC-backed companies in Europe, a small number account for a significant portion of exit value. Joe also addresses the advantages of being a single LP fund, the importance of execution in the commoditized tech landscape, and the need for improved physical infrastructure in Europe to support ambitious growth. Tune in for valuable perspectives on navigating the venture capital landscape and the future of value creation. Timestamps: 00:00:00 - Introduction to Joe Knowles and Smedvig Capital. 00:00:42 - The Reality of the Power Law in Venture Capital 00:01:24 - The Golden Age for Value Creation and Commoditisation of Code 00:01:50 - Aarish Shah's Background and Podcast Introduction 00:02:33 - Joe Knowles' Background and Recommendations 00:03:11 - The Power Law Myth and Its Impact on Venture Returns 00:05:44 - The Symbiotic Relationship Between Outliers and Middle-Tier Companies 00:07:23 - The Importance of Good Outcomes for the Ecosystem and Economy 00:08:56 - Venture-Backed Companies in Europe: Key Statistics 00:10:25 - The Overlap Between Power Law Strategies and Middle-Tier Strategies 00:11:18 - Can VCs Pursue Both Power Law and Middle-Tier Strategies? 00:13:24 - The Impact of AI and Software Costs on Venture Capital 00:17:06 - The Reckoning in AI and Its Impact on Venture Capital 00:19:58 - The Shift in Venture Capital Strategies Due to AI and Market Dynamics 00:21:50 - The Role of Single LP Funds and Family Offices in Venture Capital 00:23:37 - The History and Structure of Smedvig Ventures 00:25:18 - Dependence on a Single LP and Fund Size Discipline 00:27:09 - The Branding and Messaging Challenge of Single LP Funds 00:28:41 - The Trend of Family Offices Entering Venture Capital 00:31:09 - The Flexibility of Single LP Funds in Exits and Returns 00:33:02 - The Importance of IRR and Flexibility in Single LP Funds 00:35:12 - Understanding Venture Capital from a Founder's Perspective 00:37:19 - The Opacity and Decision-Making in Venture Capital 00:38:07 - The Commoditisation of Code and Its Impact on Venture Capital 00:41:01 - The Importance of Speed and Non-Code Moats in Venture Capital 00:45:09 - The Role of Domain Expertise and Market Niches in Venture Capital 00:47:05 - The Augmentation of Coders and the Contextual Nature of Expertise FindJoe Knowles online at: LinkedIn: https://www.linkedin.com/in/joe-knowles-196a896b/ Twitter: https://x.com/joeknowlesuk / https://x.com/smedvigventures Smedvig Capital: https://smedvig.vc/ This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    1 h y 11 m
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