Revolution

Today, we were named to the @CNBC #Disruptor50 list for the third consecutive year — recognizing the fastest-growing and most innovative private companies transforming industries through technology. This year, Carbon Robotics ranked number 22 alongside companies like Anduril, Anthropic, and OpenAI. We’re proud to be leading the way in physical AI for agriculture, helping farmers reduce chemical herbicide use while improving profitability and operational efficiency. Check out the full article: cnbc.com/2026/05/19/car… @CNBCDisruptors

E29: I sit down with Todd Klein (@tdklein) who is a currently a Managing Partner at @revolution Growth, a VC firm founded by @SteveCase. He has been in venture investing for over 25 years, his notable investments include companies like @Airbnb , @cava , @Square , @Pinterest , @customink We discussed VC, AI, Board Meetings, Hollywood and more. Timestamps: 00:00 - Introduction 01:44 - What have you changed your mind on? 03:19 - How capital has become a commodity? 05:28 -Why truly talented founders are a rare asset? 07:11 - How founders must evolve through personality transformations? 09:56 - The extraordinary velocity of job obsolescence 13:55 - Has the software industry gotten too big? 15:08 - Why AI will never replace human taste and judgment? 19:01 - Higher education: The value of "Camp" vs. credentials 24:16 - College campuses as a laboratory for microcultures 28:11 - Discussing Cava: Building a hospitality-first brand 31:40 - Controlling quality through slower, company-owned growth 36:29 - What makes for a great board member? 40:38 - What makes an effective, future-oriented board meeting? 43:22 - Defining a structural compensation philosophy 45:58 - Communication failures and bad board meetings 49:28 - Storytelling as the ultimate form of peer leadership 52:38 - Jose Andres and changing the world through food 55:54 - Importance of the founders background 59:53 - Hollywood 101: Insights from Anonymous Content 1:06:37 - Relationships as investments 1:11:05 - Identifying and solving for business model conflict 1:15:18 - Book recommendations