Coburn Ventures Podcast

Today we’re continuing our work on encountering and moving through framework failures. Our instinct as investors can be to think harder, talk more, come up with our unifying theory and wait for clear evidence to show up. But Karl Weick's work points somewhere else entirely. Jorgen van der Sloot is with us today to dig into what it looks like practically to act our way into a new framework even before we fully understand it. Let’s jump in

What if the key to navigating massive change and framework failure isn't about pushing harder, but about slowing down and getting into the space between? As we continue our work on framework failure and response, we're joined by Elise Jones, who has been through a few significant reframes, which may be why we delighted in a mix up of words that gave us a new path forward in our framework failure practice. Let's jump in.

Sometimes I see that AI is being used to somehow get better at processing all the noise, and that’s definitely one interesting way to use it. But what if we commit to using it to get to “uncommon” insights instead of trying to get better at managing noise? How would that look different? Today’s AI Module presents a way to look through a “lens” and get a different perspective. We may even look through multiples lenses and once, to interrogate and explore multiple points of view around your thesis and the business you are analyzing, like an expert expert network. Let’s jump in.

A big topic in the news today is whether or not, or maybe by how much, investors' insight generation will be commoditized by AI. If we’re going to create a future in which we thrive as investors, we are well served to think through exactly why or why not insight would be commoditized, and that's just what we're getting into today. Let’s jump in. 

What happens when the frameworks and mental models we rely on stop working, and in some cases, we don't even notice? Today we dig into framework failure: why our deepest assumptions about intelligence, creativity, housing, education, and the future are cracking, and what's not changing at all that can be our path to advance forward wisely. Let's jump in

In episode #263 we discussed a new market structure. One idea from our friend Boris continued to come up: “What if the language of active management is spoken by fewer and fewer?” Today we are getting very specific about language and going right to the root of much of our industry's basis: valuation. Let's jump in.

Something really interesting happened this week -- a conversation with a brilliant friend in Paris sent us into an exploration of two ridiculously useful frameworks for what investors and leaders are navigating right now.

It started with a misheard name, and it ended with two thinkers who have no business being in the same conversation, except that together their work describes what framework failure feels like, why it's so hard, and what we can do about it.

While a lot is changing right now, we know very instinctively as leaders and investors that change also presents opportunity, so let's jump in.

Many of us have been investors for decades, witnessing tech adoption across the enterprise in computing, networking, mobile, internet and now AI. Today with Bob Gower, we work through what’s similar and what’s very different about deploying AI in the enterprise, generating some great threads for investors to be pulling when asking management teams about the rollout. Let’s jump in.

Today is a rather quick highlight: our goal is to share an AI fix we’ve been finding really helpful and flexible: asking for five blind spots, sometimes over and over again. This module is so applicable that in fact, during this conversation, we designed a few additional ways to use it. Let’s jump in.

If you’ve been listening to this podcast and reading our work, you know that we have been advocating for some awareness and action regarding a change in the market structure and what investors can be aware of as they work to adapt. Today we offer a few questions that our community has been wrestling with in an attempt to move from thinking about "yes we probably need to adapt" to decisively making those adjustments. The good news? Adapting and learning is exactly what investors have done through the ages, time and time again. Let’s jump in.