HeyJaredBetween Two COO's with Michael Koenig
Between Two COOs is hosted by veteran COO Michael Koenig and brings together Chief Operating Officers, executives, and business leaders to share real insights on operations, leadership, scaling, AI, and execution.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
The AI Bubble Has a Due Date. It's 2029 | Paul Kedrosky, SK Ventures (opens the original)
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Paul Kedrosky of SK Ventures says AI capex is driving up to 70 percent of US GDP growth, and most of it is now borrowed. He walks through the money map, the 2029 maturity wall, why AI tokens are a deflationary commodity, and three ways the AI bubble reaches companies that never touch a data center.
Lior Eldan, Moburst COO on Reinventing the Marketing Agency Before AI Eats It (opens the original)
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Lior Eldan, co-founder and COO of Moburst, has reinvented what his agency sells three times, from app store optimization to AI products. He explains why replacing people with AI is backward, why managers still have to do the work, and why automating a broken process just ends up blaming the AI.
Joe Yaffe, COO at Cowboy Space, on Whether Data Centers in Space Are Cheaper (opens the original)
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Part 2 of 2. Joe Yaffe, COO and chief legal officer at Cowboy Space, on the harder question. Not whether you can put a data center in orbit, but whether it earns its money. The cost test the company holds itself to, the seven agencies that regulate it, why a rocket engine is tuned to sit beside an explosion, and what actually keeps him up at night.
Joe Yaffe (Cowboy Space): From Big Law to Orbit, Part 1 of 2 (opens the original)
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Joe Yaffe spent 31 years as one of the top lawyers in Silicon Valley and ran Skadden's Palo Alto office. Then a client called to say he was thinking about building space lasers, and Joe told him he would come along. He is now COO and chief legal officer at Cowboy Space, building data centers that run in orbit. Part 1 of 2.
Riikka Söderlund, Katana COO, on Why AI Won't Know Your Product Exists (opens the original)
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Riikka Söderlund is the chief operating officer at Katana Cloud Inventory. Her argument is that AI search cannot read your branding or your homepage, only your product data, and a product that is out of stock does not get surfaced at all. She also explains why she came to operations from marketing rather than sales, and why she runs OKRs on a six-week cadence rather than quarterly.
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