Terminal Value is a market landscape podcast that breaks down where value accrues in AI, software, and technology markets through deep dives with founders, operators, and investors.
Terminal Value
Claim This Podcastby Nik Singh
5.0(1 reviews)
13 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Terminal Value is a market landscape podcast that breaks down where value accrues in AI, software, and technology markets through deep dives with founders, operators, and investors.
Language
🇺🇲
Publishing Since
5/5/2026
1 verified contact email on file for Terminal Value
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Recent Episodes
July 30, 2026
Shopify for Travel Rewards | John Taylor Garner, Odynn
<p>In this episode of Terminal Value, I'm joined by John Taylor Garner, founder and CEO of Odynn, an AI-native travel and loyalty infrastructure company that has raised over $9M in seed funding from Bonfire Ventures and Fiat Ventures, to discuss why points and miles behave less like a rewards program and more like a private economy, why the real product in travel is the decision layer rather than the booking, and how Odynn turns a multimillion-dollar embedded-travel build into something a late-seed startup can afford.</p><p><br> </p><p><br>We cover how the fragmented travel rewards stack works today, why Expedia and Booking quietly control most of embedded travel, why points and miles only ever depreciate, how Odynn acts as a "Shopify for travel rewards" that compares dollars, points, and miles in one place, how the company prices and earns alongside its bank customers, what it takes to sell to banks as a young startup, and how an agentic AI concierge could turn travel from something you search into something you delegate.</p><p><br> </p><p><br>0:00 Hook: Airlines don't make money flying planes</p><p><br>0:45 Intro to John Taylor Garner and Odynn</p><p><br>1:35 How the travel rewards stack works today</p><p><br>3:25 Banks, OTAs, and the Expedia/Booking duopoly</p><p><br>5:55 Where it breaks down for the consumer</p><p><br>8:10 Why points and miles only lose value</p><p><br>10:35 What Odynn is and how the product works</p><p><br>16:15 Pricing, commissions, and supply economics</p><p><br>20:30 Customers, competition, and the $60K disruption</p><p><br>25:00 Winning big banks and proving longevity</p><p><br>30:00 The AI concierge and the future of loyalty</p><p><br>36:00 Building AI-native: agents, engineers, and OpEx</p><p><br>41:55 Closing takeaways</p>
July 23, 2026
Security Just Went Autonomous | Curt Aubley & Stephen Collins, Sevii
<p>In this episode of Terminal Value, I'm joined by Curt Aubley, co-founder and CEO of Sevii, and Stephen Collins, co-founder and CTO. Sevii is building autonomous defense and remediation for security operations, backed by Overline and BMW i Ventures. We discuss why the SOC was built for a slower world, what separates autonomous remediation from automated playbooks, and whether companies are culturally ready to let AI take real security actions.</p><p><br></p><p>We cover the legacy SOC workflow from alert to remediation and why it hands attackers a 15-minute head start, how Sevii's agentic "cyber warriors" go from detection to reported remediation in 2 to 15 minutes across the tools you already own, why per-asset licensing keeps security budgets predictable, Sevii's rule of only using AI where it's necessary, and why the hardest competition may be cultural trust rather than another vendor.</p><p><br></p><p>0:00 Hook: Why attackers get a 15-minute head start</p><p>0:40 Intro to Curt Aubley, Stephen Collins, and Sevii</p><p>1:26 How legacy SOC workflows reach remediation</p><p>4:35 Where speed, scale, and economics break the SOC</p><p>7:00 Why existing security tools still leave a bottleneck</p><p>9:29 What Sevii's autonomous remediation platform does</p><p>15:02 How Sevii moves from detection to remediation</p><p>19:31 How cyber warriors change SOC staffing</p><p>24:00 Customer control, MDR limits, and AI cost strategy</p><p>31:20 Sevii's ICP, buyer, and forward-deployed model</p><p>37:33 Asset-based pricing and predictable budgets</p><p>40:53 Competition, culture, and the future of autonomous defense</p><p>48:35 Closing takeaways</p>
July 16, 2026
The Decision Layer Is Missing | Tushar Makija, Team Ohana
<p>In this episode of Terminal Value, I'm joined by Tushar Makija, co-founder and CEO of Team Ohana, to discuss why headcount planning breaks the moment the CFO's model is locked, how AI agents are becoming the orchestration layer between HR and Finance, and why the real system of record should capture decisions, not just transactions.</p><p>We cover why a late hire is deferred capital, how a sales leader can plan ten hires from a single Slack prompt, why HR and Finance never demand better tools, human capital versus "agentic capital," and Tushar's "accelerate or die" case for moving now.</p>
13 total episodes available
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Frequently asked questions
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- What is Terminal Value?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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