Tech Deciphered

Tech Deciphered

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.

Episodes

July 1, 2026 60 mins

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 Deciphered, what is Dead On Arrival versus just wrong timing

Navigation:

  • Intro
  • The Fork
  • Cold Open
  • General Magic
  • The Metaverse
  • Dead on Arrival
  • The soon to be Resurrected…
  • Conclusion

...

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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 forward? This and many other topics in this episode of Tech Deciphered.

Navigation:

  • Intro
  • The Broken Contract?
  • The Great Unbundling
  • The Three (?) Destinations
  • Alternative Cap Tables, Alter...
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April 24, 2026 58 mins

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 investments?

What do Limited Partners think? What is on their minds?

This and more, in episode 76 of Tech Deciphered.

Navigation:

  • Intro
  • The State of the Reset: The Hangover from the Party?
  • LP Fatigue ...
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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 Bull Case — Is The Market Wrong?
  • Separating The Wheat From The Chaff — Who Survives?
  • Wrap-Up & Key Takeaways
  • Conclusion

Our co-hosts:

  • Bertrand...
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March 4, 2026 62 mins

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 be all about?
  • AI, AI and … more AI
  • The big Hardware movements
  • Of Start-ups and VCs
  • Regulatory & Geopolitical Headwinds… and the Wars
  • Fintech, Crypto and Frontier Tech
  • Con...
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February 11, 2026 46 mins

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, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations.

In this episode of Tech Deciphered, we explore what’s c...

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January 17, 2026 64 mins

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 future of work with human and AI interactions, the transformation of education, the safety and privacy landscapes, and a parental playbook.

Navigation:

  • Intro
  • The Landscape: 2026–2040
  • Th...
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November 3, 2025 42 mins

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 much more discussion, a no BS perspective on AI as a potential co-founder.

Our co-hosts:

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What do we travel with? How do we prefer to travel? What are our travel hacks? 

If you are seasoned travel or just getting into that hamster wheel, this is the episode for you. Our thoughts, best practices and hacks on traveling.

Share with us yours on LinkedIn or X.

Our co-hosts:

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America’s AI action plan … “Winning the AI race” has just been announced. What is it all about? What are the implications? How will the rest of the world react? A deep dive into the announcement, approaches by EU and China, and overall implications of these action plans.

Navigation:

    <...
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Nintendo Switch, the Nokia 7110… what are the tech devices and gadgets that changed your life? How about you biggest disappointments?
In this episode of Tech Deciphered, we will share ours. We look forward to hearing yours. Share on LinkedIn or via email or X

Navigation:

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July 21, 2025 47 mins

The reckoning is here. Once a safe harbor, Big Tech has finally also gone full out on layoffs. Is this a structural shift to employment in Tech? Will the subsequent talent spillover be great for start-ups and entrepreneurship? Will it positively affect other industries?

In this episode of Tech Deciphered, we will answer these and other questions in a deep discussion on the Global Tech Labor reset.

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Robotics is a field that seemingly hasn’t really delivered on its promises. Sure, plenty of robot arms and other robotic solutions in logistics and industrial spaces, but what about the rest… including, Consumer?! 

Navigation:

  1. Intro (01:34)
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The current landscape of fundraising for start-ups, companies and VC funds, as well as best practices and hacks… and how to get those investors to giving you the money.

Navigation:

  1. Intro (01:34)
  2. What is the current evolution and landscape ...
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Our analysis of the Space & Aeronautics, Defense and Homeland Security industries from key trends to investment landscape… to perhaps, more importantly, evil vs no evil? Where are we now?

Navigation:

  1. Intro (01:34)
  2. Why now?
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Our review of 2024 and what 2025 holds for the world and the Tech industry. From geopolitical dynamics to M&A and IPOs, regulation, crypto winters and summers, to inflation and DOGE and many other things.

Navigation:

  1. Intro (01:34)
  2. Review of 2...
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December 4, 2024 52 mins

In a few decades, will Europe be good for anything beyond food and tourist experiences? With Europe lagging on innovation, productivity and with extremely costly decisions on the Energy side, and needing to defend itself, what is next?

Navigation:

  1. Intro (01:34)
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Do we need yet another new AI platform? Would new foundation models stand a chance in today’s market? Will OpenAI, Anthropic, etc be the new Tech winners … or will they just get acquired, at some point?

Navigation:

  1. Intro (01:34)
  2. Read more
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