Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin Ep 71: Small Is The Future. Kiki In Trouble Again. KKR Acquires Stake In Employment Hero. Get Fast, Lose Fast. Splose AI Raises $5m. Sharts.

In this week's episode:
Five V SaaS Summit, Sydney March 20th 2025. 
KKR Acquires Stake in HRM Platform Employment Hero from SEEK Investments.
Kiki’s investor reports reveal millions burned amid legal risks.
The middle class engineer is dying. And it's dying because they're not needed anymore.
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Small teams are the future. 
What comes fast can be lost fast.
Splose AI raises $5million.
Finding creative loop holes.
hello@tribeglobal.vc 

Tribe Talkin' Ep 71: Why VCs Reject You. 2021 VC Investment Cohort Looking Very Grim. Founder Survey Interim Results. Man Baby Leads OpenAI Offer. Sharts.

In this weeks episode: 
OpenAI AI SDR.
Investigating ChatGPT Search: Insights from 80 Million Clickstream Records. 
Glass jaw man baby make face bid to buy OpenAI. 
YC's first AI Startup School. 
Cursor becomes the fastest company to $100M ARR.
2021 VC cohort looking very grim. 
VC's don't reject you after deep DD. 
About 50% of companies will go from Seed to Series A. 
Lessons in VC. 
Themes of the week. 
Sharts. 
hello@tribeglobal.vc 

Tribe Talkin' Ep 70: Doing Outbound Sales Properly. Failure Isn't The Worst Thing. Lorikeet Cracks $100mil. Robotics Progress. Miss America Nuclear Power Debate. Sharts.

In this week's episode: 
Outbound isn't dead. 
The worst thing that can happen to your startup isn't failure. 
Australian start-up Lorikeet cracks $100m valuation in AI agent boom. 
Robotics has reached a tipping point. 
First bullet point or last bullet point AI companies.
Miss America Nuclear Power debate. 
Adrian Di Marco awarded OAM for his service to information technology. 
Theme's of the week.
Sharts
hello@tribeglobal.vc 
 
 
 

We're Back! Cut Through Venture 2024 State of Australian Startup Funding Results With Chris Gillings and Mitchell Bissinger.

In this episode we are joined by Chris Gillings of Cut Through Venture and Mitchell Bissinger of Folklore Ventures to discuss the 2024 State of Australian Startup Funding Results.
You can get access to the full report here. 
hello@tribeglobal.vc 

Tribe Talkin' Ep 69: Are You A Keeper? DeepSeek Explained. SEO Has Changed. Own Your Audience. Can You Return A Fund? Sharts.

In this week's episode: 
The Keeper Test: 
Netflix website description.
The severance package.
What the staff say about it.
Deepseek:
20VC episode 
SEO getting harder.
Own your own audience.
Can you return a VCs fund?
Find a niche.
Sharts:
​​​​​​​hello@tribeglobal.vc 
 

In The Trenches Ep 1: VenueNow Implementing AI Agents From Relevanceai.com & Broader AI Discussions.

In this episode of In The Trenches, Dave and Jake from VenueNow share their evaluation of www.relevanceai.com with Don and Duncan from Tribe Global Ventures. 
The Ben AI YouTube channel referenced: https://www.youtube.com/@BenAI92
hello@tribeglobal.vc 
 
 

Tribe Talkin' Ep 68: Matt Vitale Leaves Birchal. DEI Rebalancing. Zombie VCs. LinkedIn AI Slop. Sharts.

In this week's episode: 
 Matt Vitale sets down and leaves Birchal. 
Rise of the zombie VCs: Australian venture capital faces a year of reckoning. 
LinkedIn is in danger of being swamped by AI-generated slop.
Not all channels are equal
 
 Meta removes fact checkers & scraps diversity policies
Silicon Valley’s lurch to the right catches the eye of local VCs.
Strategy is to learn and change as quickly as possible.
Theme's of the week. 
Sharts: 

Founder Focus Ep 15: Dr Vu Tran of Black Sky Industries. From Go1 Unicorn To Going Again In Defense Tech.

In this episode of Founder Focus, we are joined by Dr Vu Tran. 
Vu is a visionary entrepreneur and co-founder of Black Sky Industries, a leading Australian aerospace and defense company specializing in sovereign solid rocket propulsion systems and advanced manufacturing. Before co-founding Black Sky Industries, Vu Tran was a  co-founder of Go1, one of the world's leading online learning platforms. Go1, has raised approximately $400 million in total funding with the last valuation of approximately $3 Billion.
The key topics of the episode include: 
Transition from Go1 to Defense Tech: Vu explained his journey from co-founding Go1 to co-founding Black Sky Industries. He emphasized the importance of succession planning and his realization that he thrives in early-stage ventures, which led to his pivot toward defense technology.
Focus on Sovereignty in Defense: Vu highlighted the critical need for sovereign capabilities in Australia, explaining the risks of over-reliance on foreign defense systems and the importance of building local capacity, particularly in rocket propulsion and related technologies.
Insights for Founders: Vu shared his belief in the value of self-awareness and understanding one’s strengths and passions. He spoke about the importance of stepping back as a founder when necessary and fostering a strong organizational culture to sustain growth.
Cultural Leadership Approach: At Black Sky Industries, Vu introduced the concept of separating HR administrative tasks from people and culture development. This approach aims to ensure personal and professional growth for employees while aligning their roles with the company’s mission.
Defense as a Growing Market: Vu discussed the expanding total addressable market (TAM) for defense technology globally, emphasizing the high demand and low supply for solid rocket motors and other technologies. He pointed out that defense tech is an emerging space with significant investment opportunities.
Challenges and Misconceptions in Defense: Vu addressed public criticism and misconceptions about working in the defense sector. He emphasized the defensive—not offensive—nature of Black Sky’s mission, focusing on protecting sovereignty rather than aggression.
Bootstrapping Success: Black Sky Industries is entirely bootstrapped and profitable, with about 30 employees. Vu shared lessons from his Go1 experience about taking calculated risks and scaling sustainably.
Technology and Innovation: Vu mentioned the potential second-order effects of defense technology on civilian applications, such as using rocket motors for research and innovation in other industries.
Broader Perspectives on Venture and Growth: The discussion touched on the challenges of venture capital and the need for founders and investors to focus on areas with less competition and high-growth potential, such as defense.
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