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Village Global

The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.

Village Global Podcast

Sumeet Singh, Founder & Managing Partner of Worldbuild, lays out his investing thesis for the AI era: The Model Economy.

His argument is that most AI startups being built today are fighting a losing battle against the scaling laws. The models themselves will swallow the application layer. So where does durable value actually go?

Sumeet walks through the Bitter Lesson (Richard Sutton's foundational insight on why brute-force scale always beats domain-specific cleverness), what the mobile era teaches us about what's coming, and the two types of companies he believes actually win: infrastructure that keeps models alive and growing, and post-skeuomorphic applications that build workflows only possible with AI.

This is the second episode of Worldbuilders — a series on the Village Global Podcast hosted by Sumeet Singh, exploring the people and ideas shaping what comes next.

Watch the first episode with Evan Conrad (SF Compute): https://youtu.be/pteKdEGYRjU

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

Worldbuilders: Why Most AI Startups Won't Survive | The Model Economy by Sumeet Singh

This is the first episode of Worldbuilders, a new series on the Village Global Podcast guest-hosted by Sumeet Singh, Founder & Managing Partner of Worldbuild.

Sumeet sits down with Evan Conrad, Founder & CEO of the San Francisco Compute Company, to talk about the real economics of GPU compute, how SF Compute went from an accidental GPU cloud to building supercomputers, where the actual AI bubble is, and why the future of supercomputing should be calm.

Topics covered include: the origin story of SF Compute, why GPU contracts require multi-year commitments, the difference between GPU and CPU economics, what "offtake" means and why it matters, the Marriott model for supercomputing, and how SF Compute is working to reduce the risk of an AI bubble.

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

Worldbuilders: The Largest Infrastructure Project in History with Evan Conrad (SF Compute)

Bhavin Shah spent years building Moveworks into the agentic AI platform behind employee support at Toyota, Siemens, Unilever, and hundreds more. In December 2025, ServiceNow acquired Moveworks for $2.85 billion.

In this episode of Recall Sessions, Somrat Niyogi goes back to the beginning. How did four co-founders find each other? Why did Bhavin and his team run 34 CIO conversations to validate the idea before their first investor wrote a check? How did they close their first customer with nothing but a vision demo — and get contractor badges to work out of the customer's office? And what made them finally say yes to an acquisition after turning down offers for years?

Bhavin covers the full arc: the founding team, the first customers, how he chose investors, what ChatGPT changed overnight, and what he's building now inside ServiceNow.

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

Recall Sessions: How Moveworks Went From First Customer to $2.85B with Bhavin Shah

Parth Patil built Reid Hoffman's AI digital twin from scratch, without engineering team or a software background. Before that, he was a data scientist at Clubhouse. When GPT-4 came out, he cashed out his 401k and spent four months talking to the model every day. He came out of that running Reid's AI work. He now manages a fleet of coding agents for most of his waking hours.

In this conversation with Village Global VP Sam Kirschner, Parth talks through everything AI: how coding agents have evolved since AutoGPT and BabyAGI, why data analysts tend to make better vibe coders than engineers, how he thinks about multi-agent orchestration and TMUX, context engineering, and what he believes is coming next. 

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

Parth Patil on Coding Agents, Building Reid AI, and What It Takes to Operate at the Frontier

Welcome to Recall Sessions - a series on the Village Global Podcast hosted by Somrat Niyogi, Partner at Recall Capital. Each episode goes deep on how the world's most successful companies got their first customers. 

In this episode, Somrat sits down with Tomer London, Co-Founder and Chief Product Officer at Gusto, to discuss how he and his co-founders built the leading payroll and HR platform for small businesses. Gusto serves over 400,000 businesses today and is valued at $9.5 billion - but it started as ZenPayroll, with a product scoped down to California-only, under five employees, salary only, and no benefits.

Tomer talks about growing up in his dad's clothing store in Israel and building an inventory system at age 12, cold-calling businesses off Yelp before writing a single line of code, the Thai restaurant lunch that confirmed they were onto something, why charging $2 per employee per month was a mistake, and how building for small businesses is startup in hard mode - but worth it if the pain is big enough.

Thanks for listening - if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

Recall Sessions: Tomer London on Building Gusto from ZenPayroll to 400,000 Customers

This is a short excerpt from our full conversation with Celine Halioua, Founder & CEO of Loyal, which recently raised a $100M Series C, and Village Global GP Sam Kirschner.

Celine discusses what's still non-consensus in longevity, how cognitive aging shapes our preferences and worldviews, and what society looks like when parents stay healthier longer — from socioeconomic mobility to financial planning.

Listen to the full episode here: https://www.villageglobal.com/podcast

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

[Highlight] What Happens to Society When We Live to 100? with Celine Halioua

Welcome to Recall Sessions – a new series on the Village Global Podcast.

Hosted by Somrat Niyogi, Partner at Recall Capital, each episode goes deep on go-to-market: how the world's most successful companies got their first customers. 

In this episode, Itai Damti, Co-Founder & CEO of Unit, joins Somrat to break down how Unit went from a year of stealth building with no committed customers to becoming the leading embedded finance platform – moving over $50 billion annually and powering programs at seven public companies.

Itai talks about the bet he and co-founder Doron Somech made on a market that barely existed, why they spent a full year building before going to market, how their first customer came through a LinkedIn message, and what he's learned about selling infrastructure that changes how buyers think.

He also shares a framework for categorizing buyers – deciders, explorers, and the "unawares" – and why minding the chasm between your first 5% of customers and the next 95% is where companies live or die.

Thanks for listening – if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

Recall Sessions: Itai Damti on Embedded Finance and the Art of Getting Your First Customer

This is a short excerpt from our full conversation with Celine Halioua, Founder & CEO of Loyal, which recently raised a $100M Series C, and Village Global GP Sam Kirschner.

Celine discusses Loyal's 10-year vision for expanding into cats and humans, why the pharmaceutical industry has been slow to treat aging as a drug category, and why the biological and economic case for going dogs-first is stronger than most people realize.

Listen to the full episode here: https://www.villageglobal.com/podcast

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

[Highlight] Why Dog Longevity Drugs Are the Fastest Path to Human Longevity with Celine Halioua

This is a short excerpt from our full conversation with Shishir Mehrotra, CEO of Superhuman (formerly Grammarly), and Village Global's Ben Casnocha.

Shishir and Ben discuss the "Silicon Valley Inc. vs. Google Inc." framework for understanding career tradeoffs, when recruitment firms add value vs. when they don't, and how to design a hiring process that produces great outcomes — including the critical role of reference checking.

Watch the full episode here: https://youtu.be/S7UO7AOLgBA

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

[Highlight] Shishir Mehrotra on Big Tech vs. Startup Careers and Building a World-Class Hiring Process

Celine Halioua, Founder & CEO of Loyal, joins Village Global VP Sam Kirschner to discuss her journey building a biotech company developing the first FDA-approved drugs for lifespan extension – going dogs first. 

Loyal has raised over $250M and recently closed its Series C after clearing major regulatory milestones on both efficacy and safety.

In this conversation, Celine breaks down why you can't develop a human longevity drug today (and it's not because of biology – it's logistics and financial norms), why dogs are the fastest path to getting there, and how milestone-based fundraising works for deep tech companies that are years from revenue. 

She also shares hard-won lessons on understanding the incentives of the people around you, taking people as they are, and staying emotionally unattached to the how while staying committed to the what.

Loyal: https://loyal.com 
Celine on X: https://x.com/celinehalioua 

Thanks for listening – if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

Worldbuilders: Why Most AI Startups Won't Survive | The Model Economy by Sumeet Singh

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