Episodes

  • He’s Building an AI Transaction Coordinator for Real Estate
    Jun 23 2026

    From a food startup that accidentally became a catering company, to a fitness business he sold, to a real estate tool launching now, Nathaniel McNamara has surfed every tech wave since the first web browser. Building Dealyo, he gets into why focus beats boiling the ocean, how he lost money slowly on Polymarket to learn faster, and why optimism keeps winning the AI argument with his wife.

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    Click here to view the episode transcript.

    0:00:00 The food-to-fitness studio story
    0:05:20 Tech cycles from the first browser to AI
    0:07:48 Why intelligence keeps getting cheaper
    0:13:46 Time off and the projects that didn't stick
    0:16:31 How Dealyo started with a real estate headache
    0:18:15 Being the service, not just the tool
    0:22:15 Single player now, big business later
    0:28:10 Houston versus the coastal tech scenes
    0:32:16 Why focus beats boiling the ocean
    0:37:47 Faster horse or build the car
    0:40:05 Spending now to win later
    0:44:01 Losing money slowly on prediction markets
    0:52:08 Optimism, humanities, and self-driving cars
    0:59:28 Staying focused on what's next

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    1 hr and 1 min
  • How AI Agents Are Changing Grocery Shopping Forever
    Jun 9 2026

    What happens when the models keep doubling and you have to bet your whole company on where they land? Daniel Vitiello of Cooklist Inc. gets into building AI native from day one, why his rule is to never delegate understanding, and how the right harness turns a general model into something that actually ships. Also the pivot from consumer app to powering grocery e commerce, agents that do your shopping, and a wild take on self sovereign AI earning its own money by 2029.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    0:00:00 Why AI has been the bet since 2013
    0:02:12 Building an AI native team
    0:04:30 Never delegate understanding
    0:06:11 Cooklist and the food data play
    0:08:48 The jump from ML to agentic AI
    0:12:34 Betting on the exponential
    0:15:53 When the models start eating software
    0:22:32 Disintermediating judgment
    0:24:41 Why humanities still matter
    0:27:19 The harness and the wrapper debate
    0:33:22 The human as the bottleneck
    0:38:26 A year of work built in a weekend
    0:42:16 Daniel's road to becoming a builder
    0:46:58 What Cooklist is today
    0:52:16 Agentic search and merchandising
    0:58:07 A controversial take on self sovereign AI

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    1 hr
  • Ex-CIA Operator: Why America Is Losing The Cyber War
    May 28 2026

    Ashley Vaughan spent years inside the CIA running cyber ops before realizing the tools meant to keep clandestine work invisible were leaving fingerprints all over the blockchain. Now she is building Numan, a stealth startup using AI and crypto rails to create private financial infrastructure for national security ops and anyone who needs money movement to stay quiet. She gets into polygraph interviews, why the agency treats disruptors like black sheep, and why space could be the next frontier.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    0:00 What Ashley is building in stealth
    1:20 Getting recruited into the CIA at 25
    4:30 The leap of faith and the mission pull
    6:40 The resume gap nobody can read
    8:30 Why she left the agency
    11:15 Disruptors as black sheep
    14:35 Playing poker against China and Russia
    15:55 Offense will always beat defense
    17:15 Why crypto rails are leaking intelligence
    19:25 Suitcases of cash do not work anymore
    21:40 Introducing Numan
    24:14 How the wallet works for operators
    25:53 Building alongside the customer
    28:55 Why government adoption is broken
    33:41 Trading repeatability for security
    38:43 Raising pre-seed and the road ahead
    44:29 Why the agency looks nothing like TV
    45:53 Skip a generation
    46:17 China is playing the long game
    49:53 Trust as the founder advantage
    50:20 Silicon Valley discovers defense tech
    52:15 Trying to land a one liner
    54:22 Outpacing private sector copycats
    55:19 What one ups Numan
    57:03 Electromagnetic warfare and old oil rigs
    59:31 Nobody planned for the digital attack
    1:02:00 The most controversial position
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    1 hr and 5 mins
  • Ex-JPM Trader: Why Expertise Is No Longer The Edge
    May 12 2026

    Seven years trading at JP Morgan, a Fulbright scholarship to the US, and one circled line in a careers book at Warwick. Anekha Sokhal, Founder and Machine Learning Engineer at Moshi, walks through how she's building an AI-native analyst platform for energy and macro traders. We get into screen real estate wars on trading desks, why people lie about their workflows, building Toyotas instead of Ferraris, and what it actually takes to leave a dream job to chase a harder one.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    00:00 - Screen real estate and the death of the application
    04:00 - Building Moshi after eight years of trading
    08:00 - Tribal knowledge, generational gaps, and AI FOMO
    12:30 - A statistical edge in a zero-sum industry
    17:30 - Toyotas vs Ferraris and learning to fail fast
    23:30 - Team culture at startup speed
    27:00 - Solo founding and always selling
    33:30 - From a careers book at Warwick to JP Morgan
    37:00 - Leaving the dream job for a Fulbright to Rice
    43:30 - Prioritization and listening without taking it personally
    49:30 - The hard moments and finding conviction
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    56 mins
  • How AI Turned a Designer Into a CTO
    Apr 29 2026

    Going from designer to CTO sounds like an impossible career pivot, but Kyle Ledbetter, Co-Founder and CTO of Dreambase, walks through how AI handed him the permission slip he didn't know he needed. We get into building a Dream Team of data agents on top of Supabase, why dashboards are just the Trojan horse, agent orchestration, the case for CLI as the default interface, and the slightly terrifying moment his wife's AI generated Instagram feed knew her better than he did.

    Click here to watch a video of this episode.

    Join the conversation shaping the future of energy.
    Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
    Apply today at collide.io


    Click here to view the episode transcript.

    00:00 From designer to CTO
    04:30 The co-founder unlock and imposter syndrome
    07:30 Rethinking team design with AI
    10:00 Mini CEOs and agents as employees
    12:00 The Dream Team of data agents
    15:00 Why Dream Base sits on Supabase
    18:30 Why can't Claude just build this
    21:00 Specialization beats generalists
    25:00 MCP apps and email as UI
    30:30 Critical thinking for the next generation
    37:30 What keeps Kyle up at night
    42:00 Faster horse vs building a car
    45:00 Legacy industries adopting AI
    48:00 What comes after dashboards
    50:30 The rise of the CLI
    54:00 When the algorithm knows you better than your spouse
    58:00 What Dream Base really is
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    1 hr
  • Why This AI Startup Doesn't Use AI For Math
    Apr 21 2026

    Hunter Honnessy, CTO and Co-Founder at Unlimited.ai, gets into what defensibility actually looks like when anyone can vibe code a SaaS over a weekend. Conversation runs through building moats with data plus intelligence layers, why finance software doesn't have to suck, forward deployed engineering, where vibe coding leaves junior devs, a grounded take on AI fear mongering, and why 2026 is the year agentic workflows stop being primitive.

    Click here to watch a video of this episode.


    Join the conversation shaping the future of energy.
    Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
    Apply today at collide.io


    Click here to view the episode transcript.

    0:00:00 Defensibility in an AI-native world
    0:04:00 User delight and the wow factor as a moat
    0:07:00 Who Unlimited serves and finance's legacy problem
    0:11:00 Why business-minded CTOs ship faster
    0:15:00 Monthly releases and cutting prototypes to hours
    0:21:00 Forward deployed engineering and what keeps Hunter up at night
    0:26:00 Vibe coding and the future of junior engineers
    0:33:00 Painkillers vs vitamins and how Unlimited came together
    0:39:00 Hiring cracked engineers and the Jim Simons lesson
    0:45:00 AI as augmentation, not replacement
    0:46:30 2026 as the year of agentic workflows
    0:52:45 What's next for Hunter and Unlimited
    0:57:00 AI fear mongering vs the good news nobody reports

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    1 hr
  • How AI Cut Hiring From 42 Days To An Afternoon
    Apr 7 2026

    Alex Gras sits down with Gustavo Herrera, Founder and CTO of Knowme Global, to talk through why recruiting still sucks and how AI might actually fix it by doing the one thing everyone avoids, sitting down and talking to people for two hours. Gustavo breaks down why LLMs are just glorified averaging, how he picked Llama Index over LangChain by keeping it simple, and why the industry's obsession with automation is backwards when the hardest part is capturing who someone actually is. They dig into prompt versus context engineering, why philosophy matters more than people think, and how AI is forcing everyone back to the most human things we do.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    0:00 - Why Gustavo went back to school to learn AI for recruiting
    4:30 - Choosing tech stacks and avoiding bleeding edge tools
    9:15 - How Knowme ingests long-format interviews to build candidate profiles
    14:45 - Prompt engineering versus context engineering
    19:00 - Why LLMs will never be truly intelligent
    24:20 - Philosophy's role in shaping AI and society
    30:45 - How employers don't actually know what they want
    36:15 - Speeding up the 42-day hiring process with AI interviews
    42:00 - Why Knowme does the unscalable thing nobody wants to do
    47:30 - Preventing AI from embellishing candidate answers
    54:10 - Training interviewers to strike the right conversational tone
    58:45 - When to use deterministic solutions versus agentic AI
    1:01:40 - AI bringing us back to our humanity

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    1 hr and 2 mins
  • The Best AI Product Is The One You Never Log Into
    Mar 24 2026

    Bowden Kelly from Nutiliti joins Alex on AI After Dark to explain why being a fast follower beats bleeding-edge adoption, particularly when your customers just want accurate utility bills paid on time and don't care about your tech stack. He breaks down why AI native companies often confuse magic demos with production reality, why replacing his entire engineering team with agents would be insane, and how the paradigm shift isn't about chat interfaces but building artifacts that make high school interns into experienced employees. The conversation reveals why Nutiliti spent years building PDF parsers only to discover LLMs weren't good enough yet, his controversial take that the agentic AI wave is overhyped, and how the hiring equation is flipping from one PM managing ten engineers to five PMs with two engineers because code execution is getting commoditized while business reasoning stays expensive.

    Click here to watch a video of this episode.

    Join the conversation shaping the future of energy.
    Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
    Apply today at collide.io


    Click here to view the episode transcript.

    00:00 Fast follower versus bleeding edge adoption philosophy
    07:38 Paradigm shifts from blockchain to mobile to AI
    13:29 Tech debt concerns and why Google engineer stories mislead
    21:10 Cloud Code improvements and managing context windows
    28:04 MCP servers and the actual problem of data access
    34:47 Why non-technical users aren't ready for AI interfaces
    39:07 Building artifacts versus executing tasks as organizational design
    46:17 High school intern analogy for training agentic AI
    51:18 Controversial take on AI being overhyped despite being valuable
    55:02 Hiring shift from programmers to business-minded builders
    01;06;05 Fundraising strategy for non-unicorn companies
    01;08;05 Why companies force AI into products for the story

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    1 hr and 15 mins