Ross Fubini on Finding the Wave Behind Breakout Startups

About this episode

What separates a great founder from a great company? For XYZ Venture Capital Founder and Managing Partner Ross Fubini, execution is only part of the equation. The company also needs to find its “wave.” In this episode of Technoventure, Fubini joins Peter High to unpack the investment philosophy behind XYZ’s bets on founder networks, defense technology, and AI. Drawing on his experience as an engineer, entrepreneur, executive coach, and investor, he explores: Why XYZ built an early thesis around the Palantir talent network What Fubini saw in Anduril before other investors embraced defense technology Why exceptional execution still needs a market “wave” How AI changes software development,…