Going Direct Conversations
Going Direct Conversations
Podcast Description
Going Direct explores the decentralization of the real economy and how new technologies can bring us closer to the products we buy and the people who make them. We feature conversations with entrepreneurs, creators, engineers, and policymakers building new systems around how we produce, distribute, and sell products. If you want to help create this future, come join us!
Podcast Insights
Content Themes
The podcast covers themes like the impact of new technology on traditional commerce, sustainability in production, and decentralized manufacturing systems. Episodes explore specific topics such as lean manufacturing in construction and the role of micro-factories in reducing housing costs, showcasing practical solutions to contemporary economic challenges.
Going Direct explores the decentralization of the real economy and how new technologies can bring us closer to the products we buy and the people who make them.
I sit down with Brett Bivens, an active angel investor and Research Partner at July Fund, a venture capital firm focused on backing new technologies that improve the real world. We unpack a recent essay Brett wrote titled The Production Capital Mosaic, where he outlines 11 emerging financing models purpose-built for industrial technology.
We explore why traditional venture and infrastructure capital fall short in this space, what it means to be a production capitalist, and how a new breed of firms is blending the DNA of Silicon Valley, Wall Street, and Washington, D.C. to rebuild Western industrial capacity.
Enjoy!
Recording Date: November 19, 2025
Chapters:
00:00 Introduction
03:04 Defining Production Capital
06:28 Carlota Perez & Technology Cycles
10:17 Different Production Capital Models
17:03 Defining Production Capitalists
23:00 Do We Have A Shortage Of Capital Or Demand?
25:08 Challenges In Scaling New Technologies
31:21 Production Capital Models
31:49 Model 1: Venture & Capital Markets Connectivity
35:20 Model 2: GAP Capital (Growth & Project Finance)
37:09 Model 3: Modern Merchant Banks
39:46 Model 4: SPAC’s & PIPE’s
41:09 Model 5: Venture Turnarounds
45:01 Model 6: Techno-Industrial Holding Companies
49:11 Model 7: Digital Capital Markets Orchestration
50:51 Model 8: Growth Buyouts
52:13 Model 9: Super Developers
55:13 Model 10: Industrial Franchises
01:03:10 Model 11: DePIN Projects
01:07:15 Rapid Fire
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Links to Brett’s Work:
* Venture Desktop (Substack) –
* LinkedIn – https://www.linkedin.com/in/brettbivens/
Resources Mentioned:
* Article: “The Production Capital Mosaic”
Remember to go direct!
Jordan
P.S. Build with love
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com
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