Santiago Rodriguez

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Everything Santiago personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.

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AI, Infrastructure, and the Next Investment Cycle

Sep 30

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Navan mentions software

Mentioned in 1 episode

"Navan went public and we've seen a reacceleration just on the basis of some of the larger enterprises actually trusting them more because they're a public business."

From: AI, Infrastructure, and the Next Investment Cycle • ▶ 45:19 • Sep 30, 2026

Carta mentions software

Mentioned in 1 episode

"An interesting data point here is that participation in tenders tracked by Carta has only been 58%."

From: AI, Infrastructure, and the Next Investment Cycle • ▶ 46:07 • Sep 30, 2026

Decagon mentions software

Mentioned in 1 episode

"Chime has reported that they've reduced their cost to serve by over 10% a year for the last four years... happily supported by one of our portfolio companies, Decagon."

From: AI, Infrastructure, and the Next Investment Cycle • ▶ 23:12 • Sep 30, 2026

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