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TBPN

The AI Slowdown Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei

Sep 14, 2026 · 2h 50m

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On this episode

About this episode

(04:30) - The "Pacing AI" Debate (27:51) - Nico Wittenborn discusses his journey from growing up in Germany and selling refurbished iPhones to founding Adjacent, a solo-GP venture firm. He shares his investment strategy across consumer subscriptions, AI, hardware, and European technology, highlighting investments such as Speechify, Oura, Revolut, and Bending Spoons. (01:00:18) - Scott Keogh, CEO of Scout Motors and an automotive industry veteran, discusses reviving the iconic American SUV brand as a modern manufacturer of rugged electric vehicles. He outlines Scout’s U.S. manufacturing expansion, direct-to-consumer sales and service strategy, and plans to deliver durable, driver-focused…