SHIFT

The spray-and-pray approach to AI investing is dead. Join us as we discuss what it takes to stand out in a saturated market as we move beyond the hype to identify real moats and what’s next for investors in this space. 
This episode was taped before a live audience at Web Summit Vancouver. 

We meet: 
Andy McLoughlin is a seed-stage investor at Uncork Capital focused on B2B software, developer tools, and applied AI — and before VC, he co-founded Huddle, an enterprise collaboration platform that was acquired in 2016. 
George Mathew is a self-described "deep operator turned venture capitalist" at Insight Partners, with 20+ years building companies including as CEO of Kespry and President & COO of Alteryx, which he scaled through its IPO. 
Emily Fontaine leads IBM's $500 million Enterprise AI fund and quantum investing strategy — she's spent 15 years at IBM, previously serving as Executive Advocate to IBM's Chairman and CEO, and as AI Federal Leader for IBM Consulting. 

Credits:
This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

What if we've all become so focused on what technology is capable of that we've lost track of what children are capable of?  

We Meet: 
Andrew Sliwinski is the VP and Head of Product Experience for Lego Education. 

Credits:
This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

What if the standard approach to responsible AI, built around aspirational values like fairness and transparency, is fundamentally broken in the age of AI agents? 

We Meet: 
Reid Blackman is the author of the new book The Ethical Nightmare Challenge and the founder of AI ethics consultancy Virtue.

Episode Links:
Reid and Jennifer are speaking at the Drawing Room Salon on May 20:
https://thedrawingroom.ai/

Reid's new book:
https://www.amazon.com/Ethical-Nightmare-Challenge-Avoid-Worst-ebook/dp/B0GRC1ZPYX

Credits:
This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

How do you build intelligent systems that people trust? Then, how do you keep that trust when things go wrong? Because when things do, it’s not the tech that loses face but the brand people relied on. 
This episode was taped before a live audience on stage at the HumanX Conference in San Francisco.

We Meet: 
Radha Basu, Founder & CEO of iMerit
Shuman Ghosemajumder, Co-founder & CEO of Reken
Andrea Thomaz, Co-founder & CEO of Diligent Robotics
 
Credits:
This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

Capital One is the largest issuer of credit cards in the U.S. It’s also one of the largest banks, and car finance companies, in the country.  We learn from its experience building proprietary AI across fraud prevention, agentic workflows, customer experience, and risk and compliance in the latest installment of our oral history project.

We Meet: 
Capital One’s Head of AI Foundations Milind Naphade 

Credits:
This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.