Change Order Podcast
Change Order Podcast
Podcast Description
Hosted by Jason Shuman of Primary Venture Partners, Change Order explores the turning points that define today’s leading operators and investors.
Guests like Ryan Serhant, Codie Sanchez, Michael Rudin, and James O’Shaughnessy share the key inflections that shaped who they are — and how they think.
Podcast Insights
Content Themes
The show explores pivotal moments in the careers of its guests, prominently focusing on trends in venture capital, fintech, and entrepreneurship, with episodes discussing topics like the evolution of real estate strategies and the integration of AI in creative processes.
Hosted by Jason Shuman of Primary Venture Partners, Change Order explores the turning points that define today’s leading operators and investors.
Guests like Ryan Serhant, Codie Sanchez, Michael Rudin, and James O’Shaughnessy share the key inflections that shaped who they are — and how they think.
What if gaining success only raises the stakes?
Having operated at the center of scale, Michael Tannenbaum, the former COO of Brex and now CEO of Figure and Arthur Levy, CBO of Brex, share how they’ve kept their edge, and where AI is pushing fintech next.
They join Jason Shuman to discuss:
- there’s more to operating than being great at finance
- how saying ‘no’ becomes the hardest part of success
- why financial services should focus on Blockchain over AI
- why AI is still being used as an experimental tool by enterprises
Connect with us here:
- Michael Tannenbaum- https://www.linkedin.com/in/michaeltannenbaum/
- Arthur Levy- https://www.linkedin.com/in/arthurlevy/
- Jason Shuman- https://www.linkedin.com/in/jasonshuman/
- Change Order- https://www.linkedin.com/company/change-order/
- Primary Venture Partners- https://www.linkedin.com/company/primary-venture-partners/
00:52 Introduction & Guest Background
01:11 VC-to-Operator Transition
01:50 Choosing SoFi: Strategy & Early Growth
03:07 SoFi’s Scale & Role Scope
05:52 First Meeting in Cancun & Boston Roots
07:02 Reconnecting in San Francisco & Partnerships
09:14 Mentor-to-Peer Dynamics
11:06 Recruiting Art to Brex & First Republic Deal
15:45 Role Evolution & Career Pivot at Brex
20:26 Fall ’23 Crisis & Strategic Refocus
22:04 “Big Rocks” Focus Framework
24:34 AI vs. Blockchain in Financial Services
29:59 Internal AI Adoption & Use Cases
33:02 Reimagining Sales Motion with AI
38:35 Market Segmentation & Customer Focus
41:43 Rapid-Fire Insights: Mistakes, Books, Mayoral Picks
49:24 Blockchain & Stablecoin in Capital Markets
53:02 Leading AI Adoption: Teams & Strategy
56:46 Future of SDR & GTM Roles with AI
59:59 AI’s Broader Impact on Ecosystem
1:04:27 Rapid-Fire Round: Personal Picks
1:09:51 Closing Remarks & Outro
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