Technology

Tech Deciphered

by Bertrand Schmitt & Nuno G. Pedro

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Latest episodes

81 – The VC-to-English Dictionary: The Meaning to What VCs Do and Say

September 23, 2026

“You’re too early for us”. “We have doubts on your market”. These are some of the things VCs say, but what do they really mean? If there was a VC-to-English Dictionary, what would it look like? In this episode of Tech Deciphered, we will…
80 – The Gate Swings: Government, Frontier Models, and the Open-Weight Counterstrike

September 1, 2026 · 1 hr 4 min

In June, the most capable American AI models stopped shipping as public launches and started shipping through a government gate. Six weeks later the gate is open again — and the real fight has moved to the layer no gate can touch. A…
79 – The Cognitive Age

July 31, 2026 · 1 hr 13 min

Competing in a Future World of Infinite Intelligence Navigation: Intro From Knowledge Workers to Judgment Workers The AI-Native Company: Org, Hiring, Culture The Human Element: Are We Underestimating It? Scenarios Our…
78 – Dead On Arrival

July 1, 2026 · 1 hr 0 min

Dead On Arrival: What was just Hype and what was just wrong Timing? Some technologies and products get over-hyped, and never seem to come to fruition? Some just come to fruition, but years or even decades later? In this episode of Tech…
77 – The Great Talent Redistribution

May 20, 2026 · 50 min

The Great Talent Redistribution: Where is Talent Actually Going in 2026 and beyond? Is the start-up compensation model broken? How about big Big Tech? How about non-tech small & medium businesses? What is happening to talent, going…

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76 – The Great Private Capital Reset

April 24, 2026 · 58 min

The Great private Capital Reset is upon us. Markets are volatile and driving new economic imperatives. Are VC funds still VC funds, even if they raise billions per fund? What happened to the rest of the market? What is driving VC…
75 – The SaaS Apocalypse: Why AI Broke the Software Business Model

March 23, 2026 · 58 min

The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots — This Didn’t Happen Overnight The Structural Thesis — Why This Isn’t Just A Sell-Off The Private Market Fallout The…
74 – The Prediction Episode

March 5, 2026 · 1 hr 3 min

Who dares to make predictions in the current landscape? We do! Our Predictions are back. Will our track-record continue on a high or will we be fundamentally wrong? Listen in to our Predictions for 2026 Navigation: Intro What will 2026…
73 – Infrastructure… The Rebirth

February 11, 2026 · 46 min

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it’s cool. Infrastructure seems to be having a Renaissance, a full on Rebirth…
72 – Our Children’s Future

January 18, 2026 · 1 hr 4 min

IWhat is our children’s future? What skills should they be developing? How should schools be adapting? What will the fully functioning citizens and workers of the future look like? A look into the landscape of the next 15 years, the…
71 – Is AI All Hype, No Substance?

December 3, 2025
70 – AI as a co-founder

November 3, 2025 · 43 min

Can AI be a co-founder? Do you need a technical co-founder, any more? How about a business co-founder? What can AI do for you as co-founder? Will this become the “brave new world” of start-ups, small and medium businesses? For this and…

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About the show

Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news. To understand what’s really happening behind the surface, join our hosts, Nuno Goncalves Pedro, investor, co-founder and managing partner at Strive Capital, and Bertrand Schmitt, entrepreneur, co-Founder & Chairman at App Annie. They have been each in tech for almost 25 years, are now based in Silicon Valley, having both previously worked and lived in Europe and Asia. With Tech DECIPHERED, discover how the best entrepreneurs pitch, how investors think, and what are the deep trends underlying the tech industry. To learn more about Tech DECIPHERED, head over to www.decipheredshow.com for more info about the podcast, show notes, resources and complete transcripts.