A weekly conversation between Dhaval Kapadia and Venkatesh Sankaran on what's actually shipping in enterprise AI, what works, what doesn't, and what's worth paying attention to.
Most AI podcasts are interviews. We do something different. Every week, two people who build and invest in enterprise AI for a living sit down and talk through what just happened, what it means, and what to do about it on Monday morning.
No demo theater. No hype cycle. No vendors selling their roadmap. Just a working conversation between people who've shipped enterprise software, raised capital, sat across from the CIO, and have strong opinions about what's actually moving the needle.
Twenty‑plus years across private equity, consulting, and finance, most recently at Apollo Global Management and earlier at Citi. Dhaval brings the capital‑markets lens: what's getting funded, what enterprises are willing to pay for, and how the economics of AI actually pencil.
Twenty‑five years in enterprise software, building SaaS platforms and consulting to the people who buy them. Previously at IBM and Saguna. Venkatesh brings the builder lens: what's technically real, what's vapor, and what it actually takes to ship agents inside a Fortune 500.
Episode 1 drops in May 2026. Subscribe on your platform of choice, or get an email the moment it goes live.