Decelerator with Rob Kenedi

Decelerator with Rob Kenedi
Podcast Description
A talk show style series focusing on entrepreneurs, investors, & ecosystems building tech companies differently, hosted by Rob Kenedi.
Podcast Insights
Content Themes
The podcast delves into themes surrounding entrepreneurship, investment strategies, and innovative tech company building, featuring episodes like DeepSeek vs. OpenAI which explores AI business models and the competitive landscape of startups, alongside discussions on bootstrapping as illustrated by Melissa Kwan's journey with eWebinar.

A talk show style series focusing on entrepreneurs, investors, & ecosystems building tech companies differently, hosted by Rob Kenedi.
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AI startups in 2025 are throwing out the roadmap. In this episode, investor Ryan Henry shares what he’s seeing at the frontier: agentic workflows, founder-led experimentation, and why traditional product roles are fading fast. We also revisit a debate about “vibe coding” – intuition-led building in a world of moving targets.
📍 Key Moments
- 00:00 – Introduction to Ryan Henry and his family office VC approach
- 02:40 – Ryan's fund structure: investing in other funds for deal flow
- 07:12 – Different return expectations compared to traditional VCs
- 18:30 – Debating ”vibe coding”: what it is and its implications
- 21:32 – The evolution of AI-assisted development capabilities
- 27:10 – Concerns about rapid prototyping vs. proper customer discovery
- 33:30 – Current YC trends: AI agents, robotics, and advanced manufacturing
- 41:55 – The state of AI agents today and what they can reliably do
- 47:38 – Building companies with anticipation of improving AI capabilities
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