Valley Nordic
175 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 10 ratingsChander Chawla, a Silicon Valley entrepreneur and Arne Tonning, a Norwegian Venture Capitalist, discuss global perspectives on startup business, technology, and culture. The views on the podcast are solely personal and not of our employers or of the organizations we belong to.
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Episodes
S4E11: Energy Markets In Europe
October 23, 2022 21:00 - 1 hour - 54.3 MBWe discuss: 1. State of the energy markets in Europe and why the prices are going up. 2. How does the electricity grid work? 3. How does the energy pricing work in Europe (excluding gas/petrol)? 4. Opportunity for startups in the energy markets.
S4E11: Energy Markets In Europe
October 23, 2022 21:00 - 1 hour - 54.3 MBWe discuss: 1. State of the energy markets in Europe and why the prices are going up. 2. How does the electricity grid work? 3. How does the energy pricing work in Europe (excluding gas/petrol)? 4. Opportunity for startups in the energy markets.
S4E10: Startup Financials - LTV and CAC in B2B SaaS
September 03, 2022 21:00 - 1 hour - 57.2 MBWe are back after a long summer break. In this episode we get inside Arne's box of B2B SaaS and discuss CAC, LTV, Payback period, and other financial metrics.
S4E10: Startup Financials - LTV and CAC in B2B SaaS
September 03, 2022 21:00 - 1 hour - 57.2 MBWe are back after a long summer break. In this episode we get inside Arne's box of B2B SaaS and discuss CAC, LTV, Payback period, and other financial metrics.
S4E9: Reflections - Valley Nordic 100th Episode
May 31, 2022 22:00 - 59 minutes - 40.7 MBWe reflect on the last 99 episodes by reviewing the podcast stats, guests who honored us, and the 27 companies we analyzed in the last ~4 years.
S4E8: Deglobalization
May 16, 2022 23:00 - 48 minutes - 33.2 MBWhat is deglobalization? Why is it happening? What does it mean for startups?
S4E7: Metaverse
May 02, 2022 21:00 - 52 minutes - 36.1 MBWe segment the Metaverse into three categories: 1. Metaverse that requires new hardware to be worn by users (VR headsets, AR glasses, etc.) 2. Metaverse that does not require new hardware but requires crypto (NFTs, wallets, etc.) 3. Metaverse that neither requires new hardware nor crypto We apply Rogers innovation adoption model to each of the segments to understand if they can have mass adoption.
S4E7: Metaverse
May 02, 2022 21:00 - 52 minutes - 36.1 MBWe segment the Metaverse into three categories: 1. Metaverse that requires new hardware to be worn by users (VR headsets, AR glasses, etc.) 2. Metaverse that does not require new hardware but requires crypto (NFTs, wallets, etc.) 3. Metaverse that neither requires new hardware nor crypto We apply Rogers innovation adoption model to each of the segments to understand if they can have mass adoption.
S4E6: The Twitter Drama
April 15, 2022 20:00 - 27 minutes - 19 MBElon Musk buying Twitter has been talk of the town in Silicon Valley for the last few days. Arne and I discuss what's happening and why. Chander's blogpost from 2009 on Twitter's potential.
S4E6: The Twitter Drama
April 15, 2022 20:00 - 27 minutes - 19 MBElon Musk buying Twitter has been talk of the town in Silicon Valley for the last few days. Arne and I discuss what's happening and why. Chander's blogpost from 2009 on Twitter's potential.
S4E5: HP Acquisition Of Poly
March 31, 2022 23:00 - 34 minutes - 23.6 MBHP which makes PCs and printers acquires a company, Poly (Plantronics + Polycom), that makes headphones, conference room phones, and cameras. We wonder why.
S4E5: HP Acquisition Of Poly
March 31, 2022 23:00 - 34 minutes - 23.6 MBHP which makes PCs and printers acquires a company, Poly (Plantronics + Polycom), that makes headphones, conference room phones, and cameras. We wonder why.
S4E4: New Framework for Management in Corporations
March 17, 2022 20:00 - 56 minutes - 38.8 MBWe discuss Chander's forbes article on management which offers a new framework for looking at management. The framework has four dimensions: 1. Domain Management 2. Organizational Management 3. Perception Management 4. Feelings Management
S4E4: New Framework for Management in Corporations
March 17, 2022 20:00 - 56 minutes - 38.8 MBWe discuss Chander's forbes article on management which offers a new framework for looking at management. The framework has four dimensions: 1. Domain Management 2. Organizational Management 3. Perception Management 4. Feelings Management
S4E3: New Sovereign Investments Influenced by the Russia-Ukraine War
March 04, 2022 01:00 - 28 minutes - 19.4 MBWe discuss top three sectors for new sovereign investments influenced by the current Russia Ukraine war: 1. Energy 2. Defence (Cyber, Weapons, Surveillance) 3. Increased self-reliance (Money, Food)
S4E3: New Sovereign Investments Influenced by the Russia-Ukraine War
March 04, 2022 01:00 - 28 minutes - 19.4 MBWe discuss top three sectors for new sovereign investments influenced by the current Russia Ukraine war: 1. Energy 2. Defence (Cyber, Weapons, Surveillance) 3. Increased self-reliance (Money, Food)
S4E2: Web3
February 17, 2022 23:00 - 52 minutes - 36.1 MBWe discuss what is Web3 (and Web 3.0). How it came about? And, the debate associated with it. Links to the articles we referenced in the episode: 1. Semantic web 2. Moxie Marlinspike on Web3 3. David Rosenthal on Crypto
S4E1: The state of the financial markets - Stocks, Crypto, and Venture Capital
February 04, 2022 00:00 - 44 minutes - 30.4 MBWe kickoff season 4 with a discussion on what's happening in the financial markets in 2022.
S4E1: The state of the financial markets - Stocks, Crypto, and Venture Capital
February 04, 2022 00:00 - 44 minutes - 30.4 MBWe kickoff season 4 with a discussion on what's happening in the financial markets in 2022.
S3E20 Season Finale: Trends In Review - 2021 Update
December 05, 2021 21:00 - 1 hour - 57.1 MBWe evaluate the trends we have been tracking since 2019. See the trends here. This is our final episode of 2021. We will be back on January 27th, 2022.
S3E20 Season Finale: Trends In Review - 2021 Update
December 05, 2021 21:00 - 1 hour - 57.1 MBWe evaluate the trends we have been tracking since 2019. See the trends here. This is our final episode of 2021. We will be back on January 27th, 2022.
S3E19: Netflix Games
November 21, 2021 20:00 - 39 minutes - 27.4 MBWe discuss Netflix's entry into games and pontificate on why they would do that.
S3E19: Netflix Games
November 21, 2021 20:00 - 39 minutes - 27.4 MBWe discuss Netflix's entry into games and pontificate on why they would do that.
S3E18: Sequoia Capital's New Structure and Changing Venture Capital Dynamics
November 07, 2021 19:00 - 52 minutes - 36.2 MBWe discuss: 1. The traditional Venture Capital (VC) business model 2. Why the VC is changing and what changes Sequoia is making 3. Implications for entrepreneurs and for the business of managing money Useful links Sequoia announcement
S3E18: Sequoia Capital's New Structure and Changing Venture Capital Dynamics
November 07, 2021 19:00 - 52 minutes - 36.2 MBWe discuss: 1. The traditional Venture Capital (VC) business model 2. Why the VC is changing and what changes Sequoia is making 3. Implications for entrepreneurs and for the business of managing money Useful links Sequoia announcement
S3E17: Amplitude IPO
October 24, 2021 19:00 - 43 minutes - 29.6 MBWe discuss: 1. Amplitude's products and business (what does the company do?) 2. Amplitude's history (started as Sonalight) 3. Direct listing vs. traditional IPO (why Amplitude chose direct listing) 4. Amplitude's valuation and future prospects Useful links 1. Amplitude S1
S3E17: Amplitude IPO
October 24, 2021 19:00 - 43 minutes - 29.6 MBWe discuss: 1. Amplitude's products and business (what does the company do?) 2. Amplitude's history (started as Sonalight) 3. Direct listing vs. traditional IPO (why Amplitude chose direct listing) 4. Amplitude's valuation and future prospects Useful links 1. Amplitude S1
S3E16: Ethereum Update
October 08, 2021 07:00 - 45 minutes - 31.1 MBWe discuss the Ethereum blockchain and ETH, a cryptocurrency: Ethereum vs. Bitcoin Proof of work vs. proof of stake consensus mechanism on blockchains Ethereum plan to migrate to a proof of stake consensus mechanism Ethereum's London update
S3E16: Ethereum Update
October 08, 2021 07:00 - 45 minutes - 31.1 MBWe discuss the Ethereum blockchain and ETH, a cryptocurrency: Ethereum vs. Bitcoin Proof of work vs. proof of stake consensus mechanism on blockchains Ethereum plan to migrate to a proof of stake consensus mechanism Ethereum's London update
S3E15: Semiconductor Business Deep Dive With Mike Polacek
September 23, 2021 20:00 - 50 minutes - 34.7 MBWe are excited to have Mike Polacek as a guest of honor on this episode. Mike is one of the few business leaders who has run large tech businesses and has been a professional investor in public companies. We dig deeper into the how building semiconductor business is different than building a SaaS business, complexity, Moore's law, and many other interesting subjects related to tech businesses. I enjoyed my conversation with Mike and hope that you will enjoy it as well.
S3E15: Semiconductor Business Deep Dive With Mike Polacek
September 23, 2021 20:00 - 50 minutes - 34.7 MBWe are excited to have Mike Polacek as a guest of honor on this episode. Mike is one of the few business leaders who has run large tech businesses and has been a professional investor in public companies. We dig deeper into the how building semiconductor business is different than building a SaaS business, complexity, Moore's law, and many other interesting subjects related to tech businesses. I enjoyed my conversation with Mike and hope that you will enjoy it as well.
S3E14: Quick Commerce in Europe
September 09, 2021 16:00 - 48 minutes - 33.4 MBQuick Commerce and its history Venture Capital flowing to Quick Commerce in Europe How Quick Commerce might evolve
S3E14: Quick Commerce in Europe
September 09, 2021 16:00 - 48 minutes - 33.4 MBQuick Commerce and its history Venture Capital flowing to Quick Commerce in Europe How Quick Commerce might evolve
S3E13: Buy Now Pay Later (BNPL) - Past, Present, and Future
August 28, 2021 18:00 - 1 hour - 46.2 MBWe discuss the emergence of new companies like Affirm, Afterpay, Klarna which are popularizing the idea of Point of Sale financing i.e. when you are buying something you can choose to pay later. We tried to have structured conversation today:) What is BNPL History of BNPL Why is it happening now How does it work Who are the players Future of BNPL
S3E13: Buy Now Pay Later (BNPL) - Past, Present, and Future
August 28, 2021 18:00 - 1 hour - 46.2 MBWe discuss the emergence of new companies like Affirm, Afterpay, Klarna which are popularizing the idea of Point of Sale financing i.e. when you are buying something you can choose to pay later. We tried to have structured conversation today:) What is BNPL History of BNPL Why is it happening now How does it work Who are the players Future of BNPL
S3E12: China Tech Crackdown - Good Governance or More Control
August 12, 2021 23:00 - 45 minutes - 31.6 MBWe discuss the recent Chinese government investigations of Chinese tech companies like Alibaba, Didi, etc. Is it good governance and China is leading the world in regulating tech or is it a way to gain more control for the government?
S3E12: China Tech Crackdown - Good Governance or More Control
August 12, 2021 23:00 - 45 minutes - 31.6 MBWe discuss the recent Chinese government investigations of Chinese tech companies like Alibaba, Didi, etc. Is it good governance and China is leading the world in regulating tech or is it a way to gain more control for the government?
S3E11: Robinhood IPO
July 15, 2021 21:00 - 52 minutes - 35.9 MBThree unique things about Robinhood IPO, growth numbers, and a discussion on its business and financials. Useful links: 1. Robinhood S1 2. Why Chander is not participating in the Robinhood IPO
S3E10: Space Tech
July 01, 2021 20:00 - 43 minutes - 29.6 MBWe discuss: 1. Space tech market and segments 2. Why some space tech market segments are not suitable for venture investments 3. What are the drivers of space tech
S3E10: Space Tech
July 01, 2021 20:00 - 43 minutes - 29.6 MBWe discuss: 1. Space tech market and segments 2. Why some space tech market segments are not suitable for venture investments 3. What are the drivers of space tech
S3E9: Startup Boards
June 17, 2021 21:00 - 47 minutes - 32.7 MBWe discuss: 1. Why startups need boards 2. How the role of the board changes as the company evolves 3. Types of board members 4. Common mistakes CEOs and board members make when they work together
S3E9: Startup Boards
June 17, 2021 21:00 - 47 minutes - 32.7 MBWe discuss: 1. Why startups need boards 2. How the role of the board changes as the company evolves 3. Types of board members 4. Common mistakes CEOs and board members make when they work together
S3E8: Central Bank Digital Currency (CBDC)
April 22, 2021 21:00 - 43 minutes - 30.1 MBWe discuss: 1. What are CBDCs? 2. State of CBDC in China 3. Benefits of CBDC
S3E7: Semiconductor (Chip) Shortage
April 09, 2021 00:00 - 49 minutes - 33.7 MBWe discuss what is the current chip supply and demand situation, why it happened, and how the countries and companies are trying to solve the chip supply problem.
S3E7: Semiconductor (Chip) Shortage
April 09, 2021 00:00 - 49 minutes - 33.7 MBWe discuss what is the current chip supply and demand situation, why it happened, and how the countries and companies are trying to solve the chip supply problem.
S3E6: Clubhouse
March 28, 2021 21:00 - 46 minutes - 32.3 MBWe discuss: 1. What is Clubhouse? 2. Why Clubhouse it getting popular now? 3. Discussion on the future of Clubhouse. Let us know if you need an invite to join Clubhouse.
S3E5: Non Fungible Tokens (NFT)
March 12, 2021 03:00 - 35 minutes - 24.7 MB1. What are NFTs? 2. Why are they in the news? 3. What new opportunities become possible because of NFTs? You can buy the NFT for our blockchain episode (S1E3) here :)
S3E5: Non Fungible Tokens (NFT)
March 12, 2021 03:00 - 35 minutes - 24.7 MB1. What are NFTs? 2. Why are they in the news? 3. What new opportunities become possible because of NFTs? You can buy the NFT for our blockchain episode (S1E3) here :)
S3E4: Roblox IPO
February 25, 2021 20:00 - 44 minutes - 30.8 MBWe discuss Roblox's history, business, and its upcoming IPO. Useful links: Roblox S1
S3E3 Valley Nordic: Retail Investing, Robinhood, and Gamestop
February 11, 2021 21:00 - 56 minutes - 38.6 MBWe discuss the latest phenomenon of retail investing that caused GameStop stock to go up more than 2,000% in a few weeks.