Shows / Terminal Value
Terminal Value
Terminal Value is a market landscape podcast that breaks down where value accrues in AI, software, and technology markets through deep dives with founders, operators, and investors. Terminal Value is hosted by Nik Singh and is currently not monetized. Content is for general information and education, not investment, financial, legal or tax advice. Company discussions are not recommendations to buy or sell securities. Views are the speakers’ own and reflect the recording date.
Episodes
Terminal ValueThe Real AI Moat Is Outside the Model | Karl Alomar
In this episode of Terminal Value, I’m joined by Karl Alomar, Managing Partner at M13 and former Chief Operating Officer of DigitalOcean, to discuss where…
Terminal ValueKilling the Coordination Tax | Parris Khachi, Highlight AI
Work happens across Slack, Notion, Linear, GitHub, meetings, and the desktop. The problem is not a lack of tools. It is the context lost between them. In this…
Terminal ValueEmail Security Is AI vs. AI | Cy Khormaee, Aegis AI
In this episode of Terminal Value, I'm joined by Cy Khormaee, founder and CEO of Aegis AI, an AI-native email security company that recently raised a $36…
Terminal ValueLoyalty Is Becoming a Game | Dylan Robbins, Lucra
In this episode of Terminal Value, I'm joined by Dylan Robbins, founder and CEO of Lucra, which recently raised $20 million led by ARK Invest Venture Fund to…
Terminal ValueHardware Engineering Is Becoming Software | Viral Shah, JuliaHub
In this episode of Terminal Value, I'm joined by Viral Shah, co-founder and CEO of JuliaHub, the company behind Dyad — a physics compiler paired with AI agents…
Terminal ValueAn AI Team for Every Banker | David Sosna, Sympera AI
In this episode of Terminal Value, I'm joined by David Sosna, founder and CEO of Sympera AI, which raised a $10M seed round to bring agentic AI into…
Terminal ValueShopify for Travel Rewards | John Taylor Garner, Odynn
In this episode of Terminal Value, I'm joined by John Taylor Garner, founder and CEO of Odynn, an AI-native travel and loyalty infrastructure company that has…
Terminal ValueSecurity Just Went Autonomous | Curt Aubley & Stephen Collins, Sevii
In this episode of Terminal Value, I'm joined by Curt Aubley, co-founder and CEO of Sevii, and Stephen Collins, co-founder and CTO. Sevii is building…
Terminal ValueThe Decision Layer Is Missing | Tushar Makija, Team Ohana
In this episode of Terminal Value, I'm joined by Tushar Makija, co-founder and CEO of Team Ohana, to discuss why headcount planning breaks the moment the CFO's…
Terminal ValueAI Is Killing The Seat | Manish Choudhary, Flexprice
In this episode of Terminal Value, I'm joined by Manish Choudhary, co-founder and CEO of Flexprice, an open-source billing and metering platform for AI and…
Terminal ValueYour Bank Account Is Becoming a Budgeting Engine | Gentry Davies, Crew
In this episode of Terminal Value, I’m joined by Gentry Davies, co-founder and CEO of Crew, to discuss how consumer finance products shape behavior, why…
Terminal ValueThe Revenue Team Is Getting an AI Data Analyst | Harsha Mokkarala, E:cue
Harsha Mokkarala, founder and CEO of e:cue, joins Terminal Value to discuss why go-to-market analytics is still so fragmented — and how AI data analysts could…
- Terminal Value
Insurance Brokerages Are AI's #1 Disruption Target | Vlada Lotkina, SuperAgent
Insurance distribution is one of the last analog corners of software — and AI is moving in fast. In this episode of Terminal Value, Nik Singh sits down with…
Terminal ValueApplication Security Is Becoming an AI Workforce | Shan Kulkarni, Nullify
In this episode of Terminal Value, I'm joined by Shan Kulkarni, co-founder and CEO of Nullify — an AI-native product security company building AI agents for…
Terminal ValueQA Is Becoming Product Intelligence | Dhaval Shreyas, Pie
In this episode of Terminal Value, Nik Singh sits down with Dhaval Shreyas, co-founder of Pie, to discuss how QA is evolving from manual scripts and brittle…
Terminal ValueFinance Software Is Starting to Deploy Itself | Ahikam Kaufman, SafeBooks
Finance software is starting to deploy itself. In this episode of Terminal Value, Nik Singh sits down with Ahikam Kaufman, Co-Founder and CEO of SafeBooks, to…
Terminal ValueYour Website Is the New Sales Agent | AJ Goyal, Fibr AI
AI agents are starting to change how marketing teams turn digital traffic into revenue. In this episode of Terminal Value, Nik Singh sits down with AJ Goyal…
Terminal ValueThe UI Layer Is Gone: Welcome to Agentic FP&A | Austin Gardner-Smith, Drivepoint
AI is changing FP&A from a tool-assisted workflow into something closer to an operating system for business planning. In this episode of Terminal Value, Nik…
Terminal ValueAI Software Has a Gross Margin Problem — Frugal’s Mike Weider on the Future of Cloud Cost Management
AI-native software is changing the economics of SaaS. For years, cloud cost management was mostly about visibility: dashboards, budgets, showback, chargeback…