Niki Scevak is one of the smartest people I know. He and I worked together at Jupiter Research, over a decade ago. Now he runs Blackbird Ventures, Australia’s largest VC fund with nearly a quarter of a billion dollars under management. When I visited him at his offices in Sydney, we talked about how enterprise software companies have shifted from steak dinner selling to letting their products pitch themselves. It is not that people aren’t important, but as Niki pointed out, the expensive people have been shifted from the start of the process, to the end of it, once users have created a groundswell. In this episode you will also hear us debate the power of founder passion, whether or not big companies can really emulate startups and the unit economics of driverless cars.