Mandalore Podcast

We explore the practical applications of AI in insurtech. This episode covers how machine learning is making claims processing faster, pricing more accurate, and risk models predictive.

Insurance is a legacy industry, but is it ripe for new challengers? This episode identifies the remaining white space and opportunities for insurtech founders in Europe.

In a crowded market, how do founders choose the right VC? We analyze what makes a fintech-focused fund a true value-add partner, beyond just the capital.

We follow the money in fintech. This episode looks at the hottest sectors, from innovating on core infrastructure to embedding financial services in non-financial platforms.

Beyond just investing in AI, how is AI changing the process of venture capital? We explore AI-driven deal sourcing, diligence, and portfolio management.

AI is reshaping every industry. This episode explores the key AI trends VCs are watching, from foundational models to the application layer, and where capital is being deployed now.

Going deeper, this episode speaks to the (LPs). We explore why the studio model is becoming an attractive asset class for the investors in venture funds.

We dive into the economics and strategic advantages of the studio model from a general capital perspective. Learn why VCs are increasingly allocating funds to studios to de-risk early-stage bets.

An inside look at the Mandalore thesis. Minh shares our perspective on company building and the future of capital, outlining the principles that guide our investment strategy.

AI startup valuations are at an all-time high. Is this a bubble or the new reality? We debate whether AI companies are overhyped or genuinely underestimated by VC and PE investors, and what to look for beyond the hype.