Kjartan Rist, sat down with Vinay Kumar of Tracxn to talk entrepreneur life and the new venture playbook.

They dig into what being an activist investor really means: showing up for founders with more than a check, and building relationships that outperform pure deal flow. Conviction-led decisions rarely look obvious at the time. Often, recognising resilience and adaptability in founders matters more than any single metric. And as AI reshapes the landscape, the conversation turns to how moats will be built on data, relationships, and continuous learning, not just capital.

Watch the full conversation