HeyJaredVery True by Verissimo
Brought to you by Verissimo Ventures, The Very True Podcast features candid conversations with early-stage founders, operators, and investors shaping the future of tech.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 7, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
Why the Multi-Sport Kid Wins - Nick Greenfield on range, burnout, and the case for working too hard young (opens the original)
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Alex sits down with Nick Greenfield, one of his oldest friends, for the first of three conversations recorded in a single sitting. They met at Stanford in 2008 through their randomly assigned freshman-year roommates and have stayed close through nearly twenty years, several cities, and a lot of career moves. This episode is about the early part of a career and the things that never show up on a resume. Nick shares how a DC baseball camp coach shaped his approach to work and life, why growing up
The Physicist who Hacked Health - Yaron Hadad (opens the original)
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In this conversation, Alex reconnects with his long-time friend Yaron Hadad, physicist, mathematician, and serial entrepreneur, to explore the changing mechanics of technology, software, and organization building. Yaron shares his journey from theoretical physics research on general relativity and Einstein's equations to co-founding Nutrino, an AI-driven personalized health platform acquired by Medtronic. Alex and Yaron dive deep into the sharp contrast between high-stakes, regulated medical dev
Zeta: The New Magic Number - Why SaaS metrics break on AI companies, and what to measure instead (opens the original)
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In this solo episode of Very True, Alex makes the case that the biggest mistake an AI-powered business can make is treating itself like a SaaS business. It isn't one. This episode is the math behind why. Every metric we learned to trust to tell us a company is healthy, net dollar retention, the magic number, LTV to CAC, was built on two assumptions: that revenue accumulates and stays, and that gross margins are high. SaaS had both, and they were load bearing. AI has neither. Switching costs coll
Everyone's Wrong About AI Moats — Lessons from Inside Early Google (opens the original)
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In this episode of Very True , Alex reconnects with his friend of fifteen years, Michael Stoppelman, recorded 7,000 miles apart — Alex in Israel, Michael in the Bay Area. Michael's path runs from a Purdue computer science and biology double-major, through Google's earliest, wildest pre-IPO days building the click-fraud detection systems that got him promoted from post-sales support into engineering, to becoming the SVP of Engineering who joined his brother Jeremy at Yelp and helped scale it into
When Pattern Recognition is a Liability - How VC is updating its priors for AI and which ones still hold (opens the original)
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In this episode of Very True , Alex reconnects with old friend Nic Poulos, early stage investor at Euclid and former cofounder of Bowery, to dissect how venture capital evolved from a quirky cottage industry into a massive industrial complex. Nic shares his journey from the early days of New York’s seed ecosystem back when writing a $250k check into a B2B SaaS company was considered a novel idea to today's highly concentrated, hyper competitive landscape. Alex and Nic dive deep into the evolutio
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