OVNI's

In this episode of the OVNIs Podcast, hosted by Augustin Sayer, Adam Draper of Boost VC dives into the art of storytelling as a core skill in venture capital - explaining how strong narratives shape brands, attract founders, and ultimately define a fund’s identity. Drawing from his journey from early angel investing to building Boost VC, he shares how intuition, fast decision-making, and consistency have been central to backing category-defining companies like Coinbase, while emphasizing the importance of building conviction early - even before markets fully understand the opportunity. The conversation also explores deeper themes such as liquidity in venture capital, unconventional strategies like leveraging crypto assets, and the evolution of investment theses in a rapidly changing ecosystem. Adam highlights his long-term belief in “sovereign technology” and founder-driven innovation, while offering a candid look at how experimentation, bold bets, and differentiated thinking can unlock outsized returns. Looking ahead to 2026, the episode captures a forward-thinking perspective on where innovation is heading—and what it takes to stay ahead in the venture game.[00:00:00] Intro & Adam Draper joins the podcast[00:00:49] Why storytelling is a VC superpower[00:01:56] From first startup to early angel investing wins[00:02:54] The origin story of Boost VC[00:06:07] Building a brand: consistency, identity & narrative[00:07:06] Growing up with Tim Draper & shaping an investor mindset[00:09:22] Why media, blogging & podcasting matter for investors[00:10:48] The Coinbase bet before understanding Bitcoin[00:13:48] Going all-in on crypto & building a fund thesis[00:15:10] Contrarian investing & embracing controversy[00:17:22] Personal branding & the power of consistency (the orange pants)[00:19:09] From comics to crypto: investing in rebellion & systems change[00:21:26] What makes a great VC partner[00:23:04] Liquidity in venture: myths vs reality[00:27:01] How venture capital is evolving (20 → 20,000 deals)[00:30:03] The Bitcoin strategy inside a VC fund[00:33:05] Returning capital using crypto liquidity[00:35:03] Building a high-performing fund & DPI insights[00:37:03] Evolving thesis: from crypto to deep tech & beyond[00:39:49] Conviction investing: leading a $300M round[00:46:01] Why bold bets define great investors[00:46:26] The future of venture & secondary markets[00:47:06] Why top funds sell before IPOs[00:47:48] Managing risk vs maximizing long-term upside[00:48:32] How great investors think about timing exits[00:49:15] The evolution of venture as an asset class[00:50:02] Early-stage vs late-stage: two different games[00:50:44] Access vs luck in venture capital[00:51:28] What truly defines a “great” investment[00:52:10] Building companies that matter for humanity[00:52:54] Patterns Adam looks for in founders[00:53:36] Why conviction beats consensus every time[00:54:18] Lessons from 15+ years in venture[00:55:02] What excites Adam Draper about 2026[00:56:10] Future trends: deep tech, bio & frontier innovation[00:57:12] Final thoughts: building, betting & staying curious[00:58:10] Outro & closing remarks📌 Disclaimer – Financial Information & InvestmentThe content shared in this podcast (including episodes, excerpts, descriptions, associated posts, and YouTube videos) is provided for informational and educational purposes only. It does not constitute:investment advice,a recommendation to buy or sell financial instruments,portfolio management advisory services,an offer of financial securities or a solicitation to acquire any financial instrument,banking or financial solicitation within the meaning of Articles L.341-1 et seq. of the French Monetary and Financial Code.This podcast is not an investment services provider (ISP) nor a financial investment advisor (FIA) within the meaning of French and European regulations (AMF / MiFID II).📘 No Guarantee – Financial RisksThe information discussed reflects the personal opinions of the speakers, based on their professional experience.It may be incomplete, subject to change, or not applicable to your personal situation.All investments involve risks of partial or total loss, particularly in the case of private investments, technology assets, or venture capital transactions.Past performance is not indicative of future results.👤 Listener ResponsibilityEach listener / viewer remains solely responsible for their investment decisions.Before making any decision, it is strongly recommended to consult:a licensed professional financial advisor,an investment services provider, ora financial investment advisor (FIA) registered with ORIAS.🔒 Potential Conflicts of InterestThe speakers may be involved in companies, investment funds, or transactions mentioned.No statement should be interpreted as a commitment or a guarantee of performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of OVNIs, Rebecca Miller welcomes Philip Stehlik, entrepreneur and long-time builder in the tech ecosystem. Originally from Germany, Philip moved to San Francisco at just 21, discovering Silicon Valley in the early 2000s and immersing himself in the culture of building companies from the ground up. From engineering and project management to entrepreneurship, he shares how that early exposure shaped his mindset and opened a world of possibilities around creating and scaling ideas.Rebecca and Philip explore the realities behind building startups and investment vehicles, including their own collaboration on launching a fund. The conversation dives into the founder journey, the dynamics of Silicon Valley, and the mindset required to turn ideas into real companies. A thoughtful discussion for founders, operators, and anyone curious about what it truly means to be a builder in the tech world.[00:00:00] Introduction — Meet Philip Stehlik[00:02:24] From Germany to Silicon Valley at 21[00:04:53] Discovering the “Builder” Culture in Silicon Valley[00:07:36] Early Startup Experiences in the 2000s Tech Scene[00:10:10] Learning Entrepreneurship Outside Traditional Education[00:12:29] Escaping the System to Build Your Own Path[00:15:00] The Founder Mindset: Creating Things from Scratch[00:17:20] When Startups Are Too Early for the Market[00:19:59] Building in Enterprise Fintech[00:22:20] The Reality of Startup Iteration and Failure[00:24:55] Becoming an Angel Investor — Backing 175+ Startups[00:27:32] What Philip Looks for in Founders[00:30:09] Silicon Valley vs the European Startup Ecosystem[00:32:36] The Importance of Timing in Startups[00:34:58] Lessons from Building and Scaling Companies[00:37:42] The Evolution of Venture Capital and Angel Investing[00:39:57] Building Communities and Founder Networks[00:42:36] The Future of Startups in the AI Era[00:45:05] Advice for Founders Starting Today[00:47:24] Final Thoughts — Staying Curious and Building the Future📌 Disclaimer – Financial Information & InvestmentThe content shared in this podcast (including episodes, excerpts, descriptions, associated posts, and YouTube videos) is provided for informational and educational purposes only. It does not constitute:investment advice,a recommendation to buy or sell financial instruments,portfolio management advisory services,an offer of financial securities or a solicitation to acquire any financial instrument,banking or financial solicitation within the meaning of Articles L.341-1 et seq. of the French Monetary and Financial Code.This podcast is not an investment services provider (ISP) nor a financial investment advisor (FIA) within the meaning of French and European regulations (AMF / MiFID II).📘 No Guarantee – Financial RisksThe information discussed reflects the personal opinions of the speakers, based on their professional experience.It may be incomplete, subject to change, or not applicable to your personal situation.All investments involve risks of partial or total loss, particularly in the case of private investments, technology assets, or venture capital transactions.Past performance is not indicative of future results.👤 Listener ResponsibilityEach listener / viewer remains solely responsible for their investment decisions.Before making any decision, it is strongly recommended to consult:a licensed professional financial advisor,an investment services provider, ora financial investment advisor (FIA) registered with ORIAS.🔒 Potential Conflicts of InterestThe speakers may be involved in companies, investment funds, or transactions mentioned.No statement should be interpreted as a commitment or a guarantee of performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of OVNIs Podcast, Matthieu Stefani sits down with Emily Eisenblätter to explore how OVNI is expanding beyond France and building a truly pan-European investment strategy. From opening their first office in Berlin to navigating cultural nuances across ecosystems, Emily shares why being “on the ground” is essential to source the best deals, build trust with founders, and create meaningful relationships with co-investors across Europe. The conversation dives deeper into what makes OVNI different: a hands-on, value-first approach, strong operator DNA, and a growing international presence—from Germany to San Francisco. Emily also reflects on her background in deep tech, the evolution of European startup hubs, and the opportunities (and challenges) of scaling across fragmented markets. A sharp, insightful exchange on ambition, ecosystem dynamics, and what it takes to win the best deals in today’s venture landscape.00:00 – Introduction00:46 – Opening OVNI’s first office in Berlin02:01 – Why being “on the ground” matters for investing03:00 – Do you need local talent to win in a market?04:24 – Emily’s role at OVNI: covering all non-French deals05:38 – OVNI’s unfair advantage in France 🇫🇷06:27 – Expanding OVNI’s brand across Europe07:45 – How do you recruit the best people in VC?08:49 – Building a pan-European presence (events, network, deals)10:04 – Why having a US office changes everything 🇺🇸11:24 – How OVNI wins deals against bigger funds12:08 – “Give first” strategy: creating value before investing13:12 – The power of operator VCs vs traditional investors15:30 – SaaS boom, bust & investment lessons16:48 – Emily’s background in deep tech & machine learning19:46 – Missed deals & anti-portfolio regrets20:24 – The craziest startups: from lab-grown meat to space tech 🚀23:06 – How deal flow really works at early stage24:28 – Where are the hidden startup hubs in Germany? 🇩🇪26:09 – Berlin vs Munich: where the real action is27:27 – Is Europe too fragmented for startups?28:16 – How Germans see the French tech ecosystem 🇫🇷29:23 – Europe vs US: where should startups scale?31:51 – Underrated startup ecosystems in Europe33:43 – Why industry still matters for deep tech35:36 – Working with corporates: opportunity or trap?36:31 – Germany’s strengths & weaknesses (talent vs bureaucracy)38:00 – Do corporates move fast enough for startups?39:10 – Venture clienting: how big companies work with startups40:15 – France vs Germany: cultural differences in business 🇫🇷🇩🇪41:30 – Why Europe struggles with risk-taking42:45 – Can Europe compete with the US in venture?44:00 – Building conviction at early-stage investing45:10 – How to evaluate founders with little data46:20 – The importance of founder-market fit47:30 – What makes a “great” founder today48:40 – Speed vs depth: how VCs make decisions49:50 – Portfolio strategy: why one winner changes everything51:00 – Lessons from failed investments (“cadavers”)52:10 – How to think about risk in venture capital53:15 – Deep tech vs SaaS: where the future is going54:20 – Europe’s biggest opportunity in tech right now55:30 – What founders should expect from investors56:40 – Emily’s personal motivations & long-term vision57:30 – Final thoughts on building a pan-European VC58:30 – Closing words & wrap-up📌 Disclaimer – Financial Information & InvestmentThe content shared in this podcast (including episodes, excerpts, descriptions, associated posts, and YouTube videos) is provided for informational and educational purposes only. It does not constitute:investment advice,a recommendation to buy or sell financial instruments,portfolio management advisory services,an offer of financial securities or a solicitation to acquire any financial instrument,banking or financial solicitation within the meaning of Articles L.341-1 et seq. of the French Monetary and Financial Code.This podcast is not an investment services provider (ISP) nor a financial investment advisor (FIA) within the meaning of French and European regulations (AMF / MiFID II).📘 No Guarantee – Financial RisksThe information discussed reflects the personal opinions of the speakers, based on their professional experience.It may be incomplete, subject to change, or not applicable to your personal situation.All investments involve risks of partial or total loss, particularly in the case of private investments, technology assets, or venture capital transactions.Past performance is not indicative of future results.👤 Listener ResponsibilityEach listener / viewer remains solely responsible for their investment decisions.Before making any decision, it is strongly recommended to consult:a licensed professional financial advisor,an investment services provider, ora financial investment advisor (FIA) registered with ORIAS.🔒 Potential Conflicts of InterestThe speakers may be involved in companies, investment funds, or transactions mentioned.No statement should be interpreted as a commitment or a guarantee of performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Dans cet épisode du OVNIs Podcast, enregistré à Berlin lors d’un off-site de l’équipe d’OVNI Capital, Thomas Renaudin reçoit Victoria Beck, investisseuse spécialisée en deep tech. Ensemble, ils explorent l’évolution récente de cet écosystème en Europe, en particulier les dynamiques entre la France et l’Allemagne, deux marchés proches mais aux cultures entrepreneuriales distinctes. Victoria partage son regard sur la montée en puissance de la deep tech depuis 2021 et sur la convergence progressive des fonds et des talents entre ces deux hubs technologiques majeurs.Au fil de la conversation, Victoria revient également sur son parcours international — entre l’Allemagne, la France, Israël et Berlin — et sur son expérience chez Earlybird, où elle s’est concentrée sur les investissements deep tech et le marché français. L’épisode offre ainsi un éclairage précieux sur les différences culturelles dans l’investissement, la construction des écosystèmes technologiques européens et les opportunités émergentes pour les fondateurs et les investisseurs.[00:00:00] Introduction et enregistrement à Berlin avec l’équipe OVNI[00:01:18] Le parcours international de Victoria Beck[00:03:05] Pourquoi la Deep Tech est devenue un sujet majeur depuis 2021[00:06:12] Différences entre les écosystèmes français et allemand[00:09:48] Comment les fonds européens évaluent les startups Deep Tech[00:13:27] Les qualités que Victoria recherche chez les fondateurs[00:17:02] La convergence des écosystèmes tech en Europe[00:20:41] Berlin comme hub pour startups et investisseurs[00:24:08] Les grandes opportunités pour la Deep Tech européenne[00:27:43] Conseils aux fondateurs et conclusion📌 Disclaimer – Financial Information & InvestmentThe content shared in this podcast (including episodes, excerpts, descriptions, associated posts, and YouTube videos) is provided for informational and educational purposes only. It does not constitute:investment advice,a recommendation to buy or sell financial instruments,portfolio management advisory services,an offer of financial securities or a solicitation to acquire any financial instrument,banking or financial solicitation within the meaning of Articles L.341-1 et seq. of the French Monetary and Financial Code.This podcast is not an investment services provider (ISP) nor a financial investment advisor (FIA) within the meaning of French and European regulations (AMF / MiFID II).📘 No Guarantee – Financial RisksThe information discussed reflects the personal opinions of the speakers, based on their professional experience.It may be incomplete, subject to change, or not applicable to your personal situation.All investments involve risks of partial or total loss, particularly in the case of private investments, technology assets, or venture capital transactions.Past performance is not indicative of future results.👤 Listener ResponsibilityEach listener / viewer remains solely responsible for their investment decisions.Before making any decision, it is strongly recommended to consult:a licensed professional financial advisor,an investment services provider, ora financial investment advisor (FIA) registered with ORIAS.🔒 Potential Conflicts of InterestThe speakers may be involved in companies, investment funds, or transactions mentioned.No statement should be interpreted as a commitment or a guarantee of performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

⁠Some people change your trajectory — Bruce Falck changed mine.⁠In 2019, he greenlit the acquisition of my startup by Twitter. A few years and one tech rollercoaster later, I sat down with Bruce in San Francisco to record Episode 1 of the OVNI Podcast.⁠Bruce’s story is wild: ⁠➤ Born in Johannesburg. ⁠➤ Moved to the US without a visa. ⁠➤ Waited tables. ⁠➤ Built a startup from scratch. ⁠➤ Led a $5B ads business at Twitter. ⁠➤ Got fired the week Elon took over.⁠And now — he's building again.⁠A startup in the energy mapping space. At 54. With 3 kids. With humility and fire.⁠We talked about ego death, reinvention, customer obsession, and why being an immigrant made him a better founder.This episode is personal. Raw. And full of lessons for anyone thinking of starting over — again.⁠🎧 Listen to Episode 1 here → I know I got a lot out of this hour with Bruce, I can’t wait to hear what your thoughts of this conversation. #founderstories #resilience #siliconvalley #OVNIPodcast #BruceFalck #exitandstartagain[00:00:00]: Introduction[00:00:57]: Bruce Falck's early years [00:02:10]: Arrival in San Francisco and early jobs[00:04:42]: Transition from corporate to dot-com projects[00:07:36]: Learning new tools and getting hands-on[00:08:10]: Joining Google and initial experiences[00:11:50]: Transitioning from Google to BrightRoll[00:12:04]: Challenges of immigration and visa journey[00:13:50]: Yahoo acquisition and the role of danger[00:15:01]: Joining Turn and handling leadership challenges[00:16:19]: Transition from a large company to a startup[00:20:01]: Becoming a professional CEO and its challenges[00:22:01]: The competitive landscape with The Trade Desk[00:24:04]: Joining Twitter and the role of GM[00:28:18]: Initial excitement about Elon Musk's interest in Twitter[00:29:02]: Acquisition of Aiden AI and the process[00:32:54]: The media attention and personal impact[00:33:03]: Attempting to lead Twitter through chaos[00:35:54]: The acquisition by Elon Musk and its aftermath[00:37:00]: Starting Halcyon and the startup journey[00:39:07]: The decision to start a company and initial steps[00:41:27]: The founding of Halcyon and its focus[00:43:34]: The challenge of building a startup[00:45:32]: Overcoming self-doubt and failure[00:46:19]: Leadership style and delegation[00:47:14]: The role of a founder in customer understanding[00:47:53]: Building as an antidote to cynicism[00:48:41]: ConclusionHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of the OVNIs Podcast, Augustin Sayer sits down with Andrew Côté - engineering physicist, deep tech thinker, and founder of Hyperstition - for a wide-ranging conversation at the frontier of science and entrepreneurship. From his unconventional path from anthropology to engineering physics, Andrew retraces his journey through particle accelerators, nuclear fusion startups, infectious disease research during COVID, and early experiments with large language models - long before ChatGPT became mainstream.The discussion dives deep into energy abundance, nuclear power, superconductors, venture capital, and the cultural rise of deep tech in the U.S. Andrew shares his philosophy on building technology that meaningfully advances civilization - arguing that energy, physics, and fundamental engineering breakthroughs form the true foundation of economic prosperity. A bold and intellectually electric episode about ambition, failure, resilience, and the pursuit of technologies indistinguishable from magic.[00:00:00] Introduction — Who is Andrew Côté?[00:00:22] From Anthropology to Engineering Physics[00:01:54] Falling in Love with Cosmology & Particle Physics[00:02:15] Choosing Engineering Physics Over the Safe Path[00:03:05] Deep Tech Before It Was Trendy (2014 Context)[00:04:28] Turning Down Academia to Start a Company[00:05:33] First Startup Attempt — Computational Imaging & Light Field Displays[00:07:26] Tech Risk & Hardware Fundraising Challenges[00:08:44] Pivoting & Early Entrepreneurial Experiments[00:09:31] The Move to San Francisco[00:09:50] Chan Zuckerberg Biohub & Bioengineering During COVID[00:11:04] Spinning Out an Early LLM Startup (Pre-ChatGPT)[00:12:23] Philosophy: Doing What Only You Can Do[00:15:00] Intrapreneurship Inside a Nonprofit[00:17:07] LLMs for Drug Discovery — Too Early?[00:18:50] Startup Failure & Moving Back to Canada[00:19:36] Returning to Fusion Engineering[00:20:19] Fusion vs Quantum Computing — What Matters Most?[00:21:26] Why Energy Abundance Changes Civilization[00:22:45] Nuclear Energy, France vs Germany[00:25:15] Energy Policy & Industrial Competitiveness[00:26:26] Back to Fusion — The Dream Job at Princeton[00:27:33] Writing Online & Building a Deep Tech Audience[00:27:51] The LK99 Superconductor Saga[00:28:32] Going Viral on Tech Twitter[00:29:04] Venture Capital Interest & New Opportunities[00:32:43] What Is Deep Tech Really?[00:33:05] Underwriting Technical Risk[00:34:00] Founders vs Investors in Deep Tech[00:36:30] The Origin of Deep Tech Week[00:39:00] Building a Cultural Movement Around Engineering[00:42:30] Hyperstition — Technology Indistinguishable from Magic[00:45:00] Are We Entering a U.S. Deep Tech Renaissance?📌 Disclaimer – Financial Information & InvestmentThe content shared in this podcast (including episodes, excerpts, descriptions, associated posts, and YouTube videos) is provided for informational and educational purposes only. It does not constitute:investment advice,a recommendation to buy or sell financial instruments,portfolio management advisory services,an offer of financial securities or a solicitation to acquire any financial instrument,banking or financial solicitation within the meaning of Articles L.341-1 et seq. of the French Monetary and Financial Code.This podcast is not an investment services provider (ISP) nor a financial investment advisor (FIA) within the meaning of French and European regulations (AMF / MiFID II).📘 No Guarantee – Financial RisksThe information discussed reflects the personal opinions of the speakers, based on their professional experience.It may be incomplete, subject to change, or not applicable to your personal situation.All investments involve risks of partial or total loss, particularly in the case of private investments, technology assets, or venture capital transactions.Past performance is not indicative of future results.👤 Listener ResponsibilityEach listener / viewer remains solely responsible for their investment decisions.Before making any decision, it is strongly recommended to consult:a licensed professional financial advisor,an investment services provider, ora financial investment advisor (FIA) registered with ORIAS.🔒 Potential Conflicts of InterestThe speakers may be involved in companies, investment funds, or transactions mentioned.No statement should be interpreted as a commitment or a guarantee of performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Dans cet épisode d’OVNIs Podcast, Matthieu Stefani reçoit Eric Lacaille, cofondateur de Piston, pour une plongée au cœur d’un marché aussi massif que stratégique : l’ERP. Ensemble, ils explorent comment l’intelligence artificielle rebat les cartes d’un univers dominé par des géants comme SAP ou Oracle. Piston propose une approche radicalement différente : reconstruire l’ERP “from scratch” avec l’IA comme brique fondamentale, afin de connecter données structurées et non structurées et automatiser des processus métiers jusqu’ici lourds, complexes et chronophages  .Au fil de la discussion, Eric détaille la vision d’un ERP “agentique” capable de dialoguer en langage naturel, d’optimiser la supply chain, de détecter des pertes de marge ou de générer automatiquement des plans d’action opérationnels  . Au-delà de la technologie, l’enjeu est stratégique : permettre à des PME et ETI industrielles de doubler leur performance sans multiplier les équipes, en libérant les collaborateurs des tâches répétitives pour les recentrer sur la valeur et la relation client. Un échange dense et prospectif sur la mutation profonde des logiciels d’entreprise à l’ère de l’IA.[00:00:00] Introduction & anecdote autour du nom “Piston”[00:02:19] Présentation d’Eric Lacaille et des cofondateurs[00:02:42] Qu’est-ce qu’un ERP ? Définition simple et enjeux marché [00:04:04] Les géants historiques : SAP, Oracle, NetSuite, Odoo[00:06:09] Le “débundling” SaaS des 15 dernières années[00:07:26] La vision Piston : ERP agentique construit avec l’IA en primitive[00:08:17] Cas concret : la boulangerie et la marge supply[00:09:52] Pourquoi les ERP traditionnels sont lourds et peu flexibles[00:11:25] Les 3 couches du software : data, logique, interface[00:13:02] L’agentique expliquée simplement (langage naturel → action)[00:14:53] Le problème du voyageur de commerce & optimisation[00:16:07] L’IA au service des experts métier (sans contrainte technique)[00:18:01] Le vrai problème : l’ingestion de données et la bande passante humaine[00:19:01] Stratégie d’entrée : brancher Piston en complément IA[00:21:40] Copilote vs logiciel autonome : changement de paradigme[00:23:22] Pourquoi ne pas développer son propre LLM ?[00:24:29] Surcouche IA vs refonte complète du système[00:25:21] System of record vs system of actions[00:27:02] La puissance d’un écosystème ERP unifié[00:28:10] Lovable, no-code et explosion de productivité[00:31:52] Comment Piston compte exister face aux géants[00:32:01] ERP personnalisable en langage naturel[00:34:03] Personnalisation par utilisateur & adaptation aux workflows[00:35:23] Données structurées vs non structurées[00:36:23] Cas d’usage : notes vocales → bons de commande[00:36:42] Audit automatique des factures fournisseurs[00:38:04] Accélération IA : le vrai tournant 2024-2025[00:38:56] ERP invisible : notifications, validations et agents autonomes[00:39:44] Impact sur l’emploi : automatisation vs montée en valeur[00:41:20] Promesse forte : doubler le chiffre d’affaires à effectif constant[00:44:00] Transformation des métiers supply & relation client[00:47:30] Sécurité, traçabilité et auditabilité des agents[00:50:00] Déploiement en PME/ETI : frictions et adoption terrain[00:53:00] Vision long terme : orchestration d’agents collaboratifs[00:56:00] Le futur des ERP dans 10 ans[00:58:30] Conclusion & ambition de Piston sur le marché mondial📌 Disclaimer – Financial Information & InvestmentThe content shared in this podcast (including episodes, excerpts, descriptions, associated posts, and YouTube videos) is provided for informational and educational purposes only. It does not constitute:investment advice,a recommendation to buy or sell financial instruments,portfolio management advisory services,an offer of financial securities or a solicitation to acquire any financial instrument,banking or financial solicitation within the meaning of Articles L.341-1 et seq. of the French Monetary and Financial Code.This podcast is not an investment services provider (ISP) nor a financial investment advisor (FIA) within the meaning of French and European regulations (AMF / MiFID II).📘 No Guarantee – Financial RisksThe information discussed reflects the personal opinions of the speakers, based on their professional experience.It may be incomplete, subject to change, or not applicable to your personal situation.All investments involve risks of partial or total loss, particularly in the case of private investments, technology assets, or venture capital transactions.Past performance is not indicative of future results.👤 Listener ResponsibilityEach listener / viewer remains solely responsible for their investment decisions.Before making any decision, it is strongly recommended to consult:a licensed professional financial advisor,an investment services provider, ora financial investment advisor (FIA) registered with ORIAS.🔒 Potential Conflicts of InterestThe speakers may be involved in companies, investment funds, or transactions mentioned.No statement should be interpreted as a commitment or a guarantee of performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of the OVNIs Podcast, Matthieu Stefani welcomes Rebecca Miller, Chief of Staff at OVNI Capital, for an in-depth conversation about her unconventional path from engineering and entrepreneurship to venture capital. Rebecca shares candid lessons from building (and shutting down) startups, navigating chaos, admin debt, and failure, and how those experiences shaped her operational rigor and long-term vision.Together, they explore what it really means to be a Chief of Staff in an early-stage VC fund: operating at the intersection of strategy, finance, and execution, scaling an international team, and bringing clarity to fast-moving decisions without killing the creative chaos. A sharp, honest discussion on ambition, humility, and what it takes to build a European VC platform with global reach. [00:00:00] Introduction & welcome to the show[00:01:20] Rebecca Miller’s background: culture, identity, and early career[00:02:55] From engineering to entrepreneurship: first startups and early lessons[00:04:55] Blockchain, NFTs, and the reality of building in emerging tech[00:06:05] “Chaos doesn’t punish you immediately — it sends the invoice later”[00:08:30] Admin debt, bureaucracy, and why founders underestimate operations[00:10:30] From founder to VC: entering venture capital through operations[00:12:20] Learning to think differently: how investors read risk and conviction[00:14:50] Why OVNI is becoming an international fund (Europe ↔ US)[00:17:00] European precision vs US speed: working across cultures[00:18:40] Inside OVNI: growth, chaos, strategy shifts, and scaling the fund[00:21:20] How investment decisions are really made at early stage[00:23:50] Founder humility, probabilities over certainties[00:26:40] What a Chief of Staff actually does (and why it matters)[00:30:00] Loyalty, trust, and navigating tension at the top[00:33:10] Skills that matter most for operators today[00:35:20] The “puppy and beer” rule for founders and teams[00:37:50] Tools, CRM, and AI in daily VC operations[00:39:30] The hidden weight of bureaucracy in Europe[00:42:20] Long-term vision for OVNI and personal ambition[00:44:10] Aiming high: building a European Sequoia[00:46:20] Closing thoughts & goodbye📌 Disclaimer – Financial Information & InvestmentThe content shared in this podcast (including episodes, excerpts, descriptions, associated posts, and YouTube videos) is provided for informational and educational purposes only. It does not constitute:investment advice,a recommendation to buy or sell financial instruments,portfolio management advisory services,an offer of financial securities or a solicitation to acquire any financial instrument,banking or financial solicitation within the meaning of Articles L.341-1 et seq. of the French Monetary and Financial Code.This podcast is not an investment services provider (ISP) nor a financial investment advisor (FIA) within the meaning of French and European regulations (AMF / MiFID II).📘 No Guarantee – Financial RisksThe information discussed reflects the personal opinions of the speakers, based on their professional experience.It may be incomplete, subject to change, or not applicable to your personal situation.All investments involve risks of partial or total loss, particularly in the case of private investments, technology assets, or venture capital transactions.Past performance is not indicative of future results.👤 Listener ResponsibilityEach listener / viewer remains solely responsible for their investment decisions.Before making any decision, it is strongly recommended to consult:a licensed professional financial advisor,an investment services provider, ora financial investment advisor (FIA) registered with ORIAS.🔒 Potential Conflicts of InterestThe speakers may be involved in companies, investment funds, or transactions mentioned.No statement should be interpreted as a commitment or a guarantee of performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Cette conférence de clôture de Zero to One Nantes propose un format inversé et complice, animé par Adrien Poggetti, avec Étienne Portais en invité. Ensemble, ils reviennent sur la naissance de Maddyness au début des années 2010, en parallèle de l’émergence de la French Tech, et retracent l’évolution d’un écosystème alors balbutiant vers un paysage aujourd’hui structuré, financé et internationalisé.Au fil de l’échange, Étienne Portais partage un regard lucide et incarné sur l’entrepreneuriat : la culture du test et de l’échec, l’importance des équipes, les décisions guidées par la curiosité et l’intuition. Entre anecdotes, recul critique et projection vers de nouveaux projets, cette conférence offre une lecture précieuse de ce qui fait passer une idée de zéro à un, et de ce qui vient après[00:00:00] Introduction & contexte Zero to One Nantes[00:01:18] Une conférence inversée pour clôturer l’événement[00:02:13] Quitter Maddyness après 13 ans : pourquoi repartir de zéro[00:03:07] 2013 : naissance de Maddyness et émergence de la French Tech[00:04:10] Créer un média par passion, avant de créer une entreprise[00:06:46] Le moment où Maddyness devient un vrai business[00:09:47] L’évolution du financement et la maturation de l’écosystème[00:12:17] Structurer, grandir, recruter : le passage à l’échelle[00:15:19] Curiosité et intuition comme moteurs de décision[00:17:12] Fake news, responsabilité des médias et tournant de 2019[00:19:32] Fail fast, équipe et culture de l’échec[00:22:26] Les mauvais conseils aux entrepreneurs[00:23:46] IA, vitesse d’exécution et valeur humaine[00:25:26] L’après Maddyness : nouveaux projets et nouveau “zéro”[00:27:16] Pourquoi les débuts restent les moments les plus intenses[00:29:00] Conclusion & regard personnel sur l’aventure entrepreneurialeDue diligence inversée, transparence et maturité de l’écosystème.📌 Disclaimer – Informations Financières & InvestissementLes contenus diffusés dans ce podcast (y compris les épisodes, extraits, descriptions, publications associées et vidéos YouTube) ont un but exclusivement informatif et éducatif. Ils ne constituent en aucun cas : • un conseil en investissement, • une recommandation d’achat ou de vente d’instruments financiers, • un service de conseil en gestion de portefeuille, • une offre de titres financiers ou une sollicitation en vue d’acquérir un instrument quelconque, • un démarchage bancaire ou financier au sens des articles L.341-1 et suivants du Code monétaire et financier.Ce podcast n’est pas un prestataire de services d’investissement (PSI) ni un conseiller en investissements financiers (CIF) au sens de la réglementation française et européenne (AMF / MiFID II).📘 Aucune garantie – Risques financiersLes informations évoquées reflètent les opinions personnelles des intervenants, basées sur leur expérience professionnelle.Elles peuvent être incomplètes, sujettes à modification, ou ne pas s’appliquer à votre situation personnelle.Tout investissement comporte des risques de perte partielle ou totale, notamment dans le cadre d’investissements non cotés, d’actifs technologiques ou d’opérations de venture capital.Les performances passées ne préjugent pas des performances futures.👤 Responsabilité de l’auditeurChaque auditeur / spectateur demeure seul responsable de ses décisions d’investissement.Avant toute décision, il est fortement recommandé de consulter : • un conseiller financier professionnel agréé, • un prestataire de services d’investissement ou • un conseiller en investissements financiers (CIF) enregistré à l’ORIAS.🔒 Conflits d’intérêts potentielsLes intervenants peuvent être impliqués dans des sociétés, fonds d’investissement ou opérations mentionnées.Aucun propos ne doit être interprété comme un engagement ou une promesse de performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Animée par Julien Marbouty, cette conférence propose un échange dense et incarné avec Roxanne Varza, autour de l’attractivité de la France et de l’Europe pour les entrepreneurs technologiques. À travers son parcours personnel - de la Silicon Valley à Paris - et son rôle à la tête de Station F, Roxanne Varza revient sur ce qui fait aujourd’hui la force de l’écosystème français : la qualité des talents, la fidélité des équipes, la formation, le cadre de vie et une ouverture internationale renforcée par des politiques de visas attractives. L’échange s’appuie notamment sur des exemples concrets de fondateurs et d’investisseurs qui font le choix assumé d’implanter leurs projets en France. La discussion s’élargit ensuite aux grands enjeux actuels de l’innovation, avec un focus marqué sur l’intelligence artificielle, l’évolution des modèles entrepreneuriaux et le rôle clé des structures d’accompagnement. Roxanne Varza partage sa vision d’un écosystème en mutation rapide, où l’exécution, la vitesse et l’ambition collective deviennent déterminantes, tout en plaidant pour une Europe plus intégrée et plus lisible pour les entrepreneurs. Une conférence lucide et optimiste, qui invite à dépasser les discours défaitistes pour construire une dynamique technologique européenne forte, ancrée dans ses valeurs et résolument tournée vers l’avenir.[00:00:00] Introduction – Présentation de l’épisode et du cadre Zero to One Nantes[00:00:41] Accueil de l’invitée – Présentation de Roxanne Varza par Julien Marbouty[00:01:56] Parcours personnel – Enfance entre les États-Unis, l’Iran et premiers liens avec la France[00:03:32] Identité et naturalisation – Pourquoi la France est devenue un choix de cœur[00:04:23] Pourquoi installer une startup en France ? – Le cas Yann LeCun / AI Labs[00:05:07] Talents, coûts et fidélité – Les vrais avantages compétitifs de l’écosystème français[00:06:12] Formation et grandes écoles – Le rôle clé de l’excellence académique[00:07:01] Financement et attractivité internationale – Ce qui a changé ces dernières années[00:07:54] Station F en chiffres – Nationalités, visas et diversité des profils[00:09:17] Ambition européenne – Ce qui manque encore pour créer plus de “Yann LeCun”[00:10:56] EU Inc. et simplification du business en Europe[00:12:24] Changer les regards – Comment convaincre investisseurs et décideurs internationaux[00:14:07] Intelligence artificielle – Recherche fondamentale vs applications[00:14:45] Panorama IA à Station F – Répartition des startups et tendances actuelles[00:16:11] Exemples de startups IA remarquables accompagnées par Station F[00:17:41] Réussir aujourd’hui – Momentum, vitesse d’exécution et repeat founders[00:18:45] Adapter les structures d’accompagnement à l’IA[00:20:03] Partenariats corporate – Ce qui fait un programme vraiment utile aux fondateurs[00:22:41] Outils IA utilisés en interne à Station F[00:23:50] Message de conclusion – Optimisme, collectif et avenir de l’écosystème européen[00:25:19] Remerciements et clôtureDue diligence inversée, transparence et maturité de l’écosystème.📌 Disclaimer – Informations Financières & InvestissementLes contenus diffusés dans ce podcast (y compris les épisodes, extraits, descriptions, publications associées et vidéos YouTube) ont un but exclusivement informatif et éducatif. Ils ne constituent en aucun cas : • un conseil en investissement, • une recommandation d’achat ou de vente d’instruments financiers, • un service de conseil en gestion de portefeuille, • une offre de titres financiers ou une sollicitation en vue d’acquérir un instrument quelconque, • un démarchage bancaire ou financier au sens des articles L.341-1 et suivants du Code monétaire et financier.Ce podcast n’est pas un prestataire de services d’investissement (PSI) ni un conseiller en investissements financiers (CIF) au sens de la réglementation française et européenne (AMF / MiFID II).📘 Aucune garantie – Risques financiersLes informations évoquées reflètent les opinions personnelles des intervenants, basées sur leur expérience professionnelle.Elles peuvent être incomplètes, sujettes à modification, ou ne pas s’appliquer à votre situation personnelle.Tout investissement comporte des risques de perte partielle ou totale, notamment dans le cadre d’investissements non cotés, d’actifs technologiques ou d’opérations de venture capital.Les performances passées ne préjugent pas des performances futures.👤 Responsabilité de l’auditeurChaque auditeur / spectateur demeure seul responsable de ses décisions d’investissement.Avant toute décision, il est fortement recommandé de consulter : • un conseiller financier professionnel agréé, • un prestataire de services d’investissement ou • un conseiller en investissements financiers (CIF) enregistré à l’ORIAS.🔒 Conflits d’intérêts potentielsLes intervenants peuvent être impliqués dans des sociétés, fonds d’investissement ou opérations mentionnées.Aucun propos ne doit être interprété comme un engagement ou une promesse de performance.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.