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Orbit - An Hg software leadership podcast

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Latest episodes

From customer to CEO, Lucanet's Elias Apel on transforming a business through the eyes of the user

October 22, 2026 · 45 min

What does AI have to prove when the buyer is a CFO? Elias Apel, CEO of Lucanet, answers from both sides of the table: he was a Lucanet customer, then its CFO, and now leads the company as it brings AI agents into finance and tax teams…
Lovable from zero to $400m in 15 months with CRO, Ryan Meadows

August 13, 2026 · 28 min

Published in a week when Lovable's valuation doubled to $13.3 billion, up from $6.6 billion in December, this episode presents Ryan Meadows story of joining Lovable as a customer before becoming its Chief Revenue Officer, and how that…
Predicting AI: Rob Toews' scorecard from the frontier

July 9, 2026 · 33 min

Every December, Rob Toews publishes ten AI predictions in Forbes, then comes back a year later and grades himself in public. That habit of putting a stake in the ground, and owning the misses, makes him one of the more interesting voices…
The rogue agent problem: A conversation with Gil Elbaz at the Hg Digital Summit

June 10, 2026 · 34 min

In this episode, John Cranmer is joined by Gil Elbaz, Co-Founder and Chief AI Officer at Onyx Security, the company building the secure AI control plane for the agentic era. Gil, formerly in the CTO office at Nvidia working on multi-agent…
Patrick Debois on why context is the new code: A conversation from the Hg Digital Summit

May 28, 2026 · 31 min

The inventor of DevOps explains why AI needs engineering rigour and human collaboration. The engineer who coined "DevOps" in 2009 thinks he is watching the same pattern play out again, only faster. In this episode of Orbit, Patrick Debois…

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Jonathan Sanders, CEO of Light: fear is not a strategy

May 15, 2026 · 55 min

When Jonathan Sanders pitched Light to investors, the reaction was unanimous: rebuilding ERP would take a decade and a hundred million dollars. He did it in two years, with AI at the core. Today Light powers AI unicorns including Lovable…
Evan Goldberg of NetSuite: 3 decades and 2 platform shifts

April 23, 2026 · 31 min

Evan Goldberg co-founded NetSuite in 1998 with a five-minute phone call to Larry Ellison when his "graphics stuff" wasn't going great. He pioneered cloud computing before SaaS existed, sold to Oracle for $9 billion, and stayed at the helm…
Marjorie Janiewicz of Mistral AI: flipping the adoption curve - why SaaS with data can win in an AI world

March 17, 2026 · 51 min

Marjorie Janiewicz has sold enterprise software through every platform shift for three decades: Oracle, MySQL, SAP, MongoDB, HackerOne. Now as Chief Revenue Officer at Mistral AI, she's taking a French startup from zero to $400 million in…
The race for alpha: Varun Anand of Clay on inventing a new role and why GTM needs a new AI strategy

March 3, 2026 · 23 min

Most B2B software founders don't spend four years working on presidential campaigns. Varun Anand did - on Hillary Clinton's 2016 run - and he argues that startups and political campaigns share the same DNA: both rely on finding "alpha,"…
Everything, everywhere, but not all at once: Hg’s Matthew Brockman on what's really happening in software right now

February 20, 2026 · 39 min

In this rare internal conversation, Matthew Brockman, Hg's Chief Investment Officer, offers an insider's view on what's actually working versus what's still hype. Far beyond speculation, this is private equity deploying real capital into…
A certain level of chaos is healthy: Franz Faerber on fighting bureaucracy and the importance of deep domain knowledge in AI

February 17, 2026 · 52 min

Franz Faerber, co-founder and CEO of Everest Systems and former architect of SAP HANA, challenges Sam Altman's vision of throwaway software, arguing humans crave stability, while making the case for why Germany - not Silicon Valley - is…
The corporate immune system: Google Cloud's Daniël Rood on building Europe's first AI team

January 16, 2026 · 27 min

Daniël Rood, director of AI go-to-market at Google Cloud, offers a masterclass in navigating transformation from inside a tech giant. Building Google's first European AI team when gen AI was still "a PhD science project," Rood reveals the…

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About the show

Hg sits at the centre of a universe of tech and software knowledge and expertise. We are constantly surprised by the ideas generated by these satellite minds and we want to share some of it with you. Join us for conversation with the experts, leaders and founders in our orbit.