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In this episode, CJ sits down with Joe Floyd, General Partner at Emergence Capital, for a candid conversation about the venture landscape reshaped by AI. They unpack how acqui-hires are rewriting the social contract between founders and investors, why AI engineers are commanding “boy band money,” and how SaaS playbooks are being torn up and rebuilt in real time. Joe explains the economics of AI-native startups — from circular capital flows to model-provider costs — and explores whether the next trillion-dollar private company could come from this new wave. Along the way, they discuss valuation frenzy, headcount discipline, and why curiosity might be the most valuable skill in tech today.—LINKS:Joe Floyd on LinkedIn: https://www.linkedin.com/in/joefloyd/HarbourVest Partners: https://www.emcap.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comRELATED EPISODES:Why Fundraising Has Slowed Down: Insights from Emergence Capital's Benchmarking Report: From Credit Karma to Notion: CFO Rama Katkar on Leading Finance Through Every Growth Stage:—TIMESTAMPS:(00:00:00) Preview and Intro(00:00:54) Opening and Episode Overview(00:02:53) Sponsor – RightRev | Tipalti | Aleph(00:07:07) Back to the Office and Startup Pace in San Francisco(00:08:40) AI Tooling Experiments and the Risk of Short-Term Hype(00:10:19) Building Stickier AI Products and Competing in Crowded Markets(00:12:27) SaaS Moats, Product-Market Fit, and the AI Shift(00:14:00) How Productivity Platforms Use AI To Stay Sticky(00:15:58) Continuous Authentication and the Next Wave of Security Tech(00:16:36) Sponsor – Rillet | Fidelity Private Shares | Mercury(00:19:54) Acqui-Hires, the Social Contract, and the War for AI Talent(00:22:42) Stock-Based Comp and the Economics of Attracting Engineers(00:24:39) The New Go-to-Market Playbook and Curiosity as a Superpower(00:27:59) AI's Impact on Sales, Forecasting, and Buyer Behavior(00:29:11) Coding Agents, Headcount Reduction, and the Future of Engineering(00:32:21) Building Defensible IP and Competing in the LLM Ecosystem(00:34:34) AI ROI, Payback Periods, and the Search for Efficiency(00:37:17) Valuations, Fund Cycles, and the Venture Market Reset(00:40:20) The Circular Flow of AI Capital and Infrastructure Overbuild(00:45:37) AI Pricing Models, Platform Wars, and Open Source Futures(00:50:02) The Race to the First $1 Trillion Private Company(00:51:09) Credits and Outro—SPONSORS:Fidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics#RunTheNumbersPodcast #VentureCapital #ArtificialIntelligence #StartupStrategy #FutureOfWork This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
You've seen these guys on here before if you watch our show regularly. John Harrison and Joe Floyd are quite the dynamic duo and we got these guys on today to explain how to identify crappie on your livescope screen.
Joe Floyd and John Harrison are two long time professionals who use side scan on a daily basis to locate crappie in different parts of their respective lakes. They sat down with Brad at the crappie compound to give you guys some tips on how to use one of the most useful tools on your boat.
On this episode of SKULLSESSIONS SALUTE, Matt chats with SOUND BARRIER vocalist Bernie K. and WARRIOR and INSIDE METAL SERIES co-producer Joe Floyd as they give their tributes to the late-great Bob Nalbandian --- Send in a voice message: https://podcasters.spotify.com/pod/show/cmspn/message
On this episode of SKULLSESSIONS SALUTE, Matt chats with SOUND BARRIER vocalist Bernie K. and WARRIOR and INSIDE METAL SERIES co-producer Joe Floyd as they give their tributes to the late-great Bob Nalbandian
Rob Rock (born June 29, 1959) is an American heavy metal singer who is best known as the longtime frontman of Impellitteri, a position he has held from 1987 to 1988, 1992 to 2000, and from 2008 to the present day. Rock has also released four studio albums as a solo artist, and performed with a number of other notable artists, including M.A.R.S., Joshua, Angelica, Axel Rudi Pell and Warrior to name a few. Rob Rock's early music career consisted of stints with several local cover bands as a drummer and vocalist including Tangram, The Robert Allen Band and Vice which also included future band mate, Chris Impellitteri. They released a demo and were together until 1985. In 1986, he joined musicians Tony MacAlpine (guitar), Tommy Aldridge (drums), and Rudy Sarzo (bass guitar) in a project called M.A.R.S. The group released a lone album entitled Project: Driver in 1986, which received much critical praise, but the next year each member went their separate ways. Rock then reunited with friend Chris Impellitteri and recorded the self-titled debut EP (1987) of the latter's band Impellitteri. However, he was also committed to another band named Joshua, so he could not continue with the band at the time. Rock recorded the Intense Defense album with Joshua, which was characterized by the editor of HM Magazine as being "probably the best melodic metal album in the universe." He also worked on other projects (Dennis Cameron's Angelica & Driver) which gave him knowledge of international musicians that would serve him well later. After leaving Joshua in 1988, Rock formed M.A.R.S. offshoot Driver with two other former Joshua members, bassist Emil Lech-Brando and keyboardist Greg Shultz, former Jag Panzer drummer Reynold 'Butch' Carlson, and guitarist Roy Z; Z, Carlson and Lech-Brando had previously played together in Gypsy Moreno. Driver would release a 5-song cassette-only EP in 1990 but broke up the following year when Rock got a call from Chris Impellitteri and decided to once again join his band. Rock would stay on as lead singer until 2000 during which time Impellitteri released five successful albums. In 2000, Rock decided to pursue his own solo career and parted ways with Impellitteri amicably. That same year, he released his first solo album called Rage of Creation. The album received critical praise and Rock has gone on, releasing three more albums (Eyes of Eternity, Holy Hell, Garden of Chaos). Rock's first solo disc 'Rage of Creation' was recorded at Joe Floyd's Silver Cloud studio. As a result of that collaboration, Floyd asked Rock if he would provide vocals for a revamped lineup of the legendary US metal band Warrior. They released 'The Code of Life' in 2001. It is arguably some of the heaviest music Rock has ever performed and received critical acclaim in Europe and Asia. Eventually, Rock would reform Driver with Roy Z and Reynold Carlson and release the Sons of Thunder album in 2008, which consisted of re-recordings of their 1990 EP along with other unreleased songs written at the time. A second Driver album, Countdown, was released in 2012. In May 2008 it was announced that Rock reunited once more with Impellitteri. Their new album, Wicked Maiden, was released in April 2009 and since then they have gone onto release two more studio albums along with the newly released “Wake The Beast-The Impellitteri Anthology”, which is a 3 CD set of the bands favorite tracks from throughout their career. The band will hopefully see a new studio release in 2023 and Rock has some other projects in the works as well so until those all see the light of day please have a listen to the brand new podcast interview with the legendary Rob Rock!
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Making more than 100 investments in early-stage software companies, Emergence Capital has built a winning playbook over the past 20 years.Joe Floyd, General Partner of Emergence Capital, joins Bart Macdonald on this episode of the full bloom. Joe breaks down the fund's strategy on making high-conviction bets in early stage companies- most notably Salesforce, Zoom and Gusto. Joe opens up the playbook on how the Emergence team works with founders to evolve into venture scale CEOs, detailing the common mistakes founders make, and the 5 super powers of a great early-stage founder.Hear what Joe thinks about the current state of the early stage markets, and what Emergence is looking for when investing in SaaS products in 2021.Joe Floyd, General Partner Emergence Capital :: Twitter + LinkedInBart Macdonald, Managing Partner of Bloom Venture Partners :: Twitter + LinkedIn
Audio only version of my YouTube Livestream Podcast with Jan and Joe from Electrophonic Innovations, makers of the awesome Model One and Guitarmadillo self amplified guitars. Full video version can be viewed over on my YouTube channel youtube.com/c/rickhollis where you can subscribe and hit the notification bell to catch the show live and ask my guests questions via the live chat room.
El Politico - Local Election special- The Local elections are coming and the candidates are on the canvas in the Killaloe Electoral Area. On Friday the 17th of May 2019 Independent Candidate Joe Floyd joined us in studio to tell us about his campaign, a bit about this own history and the challenges at local and County level.
*Sorry we’ve been away; busy with relocating to Hawaii* . New episodes of the #StonerBaby Podcast featuring the hot new anthem by @superdigitaltv - “HIGHSMEN” produced by @yungfrezsko (available on all streaming platforms #frezskocooking ) + the @highsmen_ Genetics founder, Joe Floyd, in the mix breaking down his #StrainInYourName campaign further coming soon; discussing his offering of proprietary cannabis strains to the public... The cannabis industry is growing everyday! Want in? Lets bake & educate! Catch our relaunch stay tuned! New merch available - link in bio!! #StonerBabyKush growing now; coming soon to @pdxascend Portland, Oregon! Thanks for all the likes/views over @stonerbabymedia ‘ . Listen to a great episode of the podcast, STONER BABY PODCAST: Strainly:io - https://anchor.fm/digitaldiggatv/episodes/Strainly-io-e34a8n - or on your favorite podcast friendly streaming service.
This episode of Silicon Harbor Radio features Joe Floyd, Founder and CEO of Charleston SC technology startup InsureSign. Joe shares his experiences with entrepreneurship, why he chose Charleston SC to launch his venture, and his role in helping the Beaufort Digital Corridor become a reality. The Tech Life with host Rich Conte together with Silicon Harbor Magazine bring you Silicon Harbor Radio; news and interviews from the Technology, Creative and Entrepreneur communities in Charleston, SC.
Emergence Capital partner Joe Floyd talks to Jett McCandless about his journey as an entrepreneur and how he founded project44, bringing digitization to the trucking and logistics industry.
A monthly roundup of enterprise news, thoughts and updates from Emergence Capital. For more content, visit: playbook.emcap.com
Brian Patterson, Partner at Silicon Valley law firm Gunderson Dettmer, chats with Emergence’s Joe Floyd about how to best structure seed financing. In this conversation, Brian and Joe cover a number of topics including: - What are the best ways to structure early stage seed financing? What’s the difference between a convertible note and a SAFE, and when should a startup choose one or the other? - For those companies that raise on convertible notes, how do you approach board structure and governance? - What happens when people have outstanding notes and the fundraising environment turns? What are some lessons that entrepreneurs should know in those situations?
A monthly roundup of enterprise news, thoughts and updates from Emergence Capital. For more content, visit: playbook.emcap.com
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
On today's show I am hugely excited to welcome Joe Floyd to the hotseat. Joe is Principal at Emergence Capital Partners. His expertise in building cloud startups has evolved over 10 years of advising and investing in startups. Prior to Emergence, Joe worked in American Capital's technology group where he focused on fast growing internet companies. At American Capital Joe was involved in their investments with the likes of PeopleMedia and HomeAway. Items Mentioned In Today's Show The Lean Startup by Eric Ries Predictable Revenue: Turn Your Business Into a Sales Machine with the $100 Million Best Practices of Salesforce.com Thinking Fast and Slow by Daniel Kahneman Nudge: Improving Decisions About Health, Wealth and Happiness