The second season of "In Visible Capital" explores how emerging technologies are being leveraged amid the COVID-19 pandemic. Hear from PitchBook's emerging tech analysts, founders, investors and experts as we explore topics within health and wellness tech, foodtech, mobility and supply chain.

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Season 2 Episodes and Transcripts

Ep. 1 - Health and Wellness Tech: Biometric Devices and Wearables
Alongside host Lee Gibbs, Oura CEO Harpreet Singh Rai and PitchBook analyst Kaia Colban explore health and wellness technologies, including biometric devices and wearables.

Ep. 2 - Possibilities and limitations of digital contact tracing
Hangar Capital managing partner Josh Mendelsohn, Envoy’s Alex Haefner and Matt Harris, and PitchBook analyst Kaia Colban join the show to discuss digital contact tracing—including the opportunities and challenges for implementing it in US workplaces and beyond.

Ep. 3 - The rapid rise of telehealth during COVID-19
In our final episode focusing on health and wellness tech, we're joined by Dr. Janine Knudsen, a primary care doctor at Bellevue Hospital in New York City, and Activant Capital founder and partner Steve Sarracino to discuss advancements in telehealth brought on by the pandemic.

Ep. 4 - Grocery fulfillment and dark stores—clear aisles, full carts, can't lose?
We chat with Publicis Groupe chief commerce strategy officer Jason Goldberg about how more grocery shoppers than ever are leveraging so-called dark store and digital fulfillment technologies to meet their needs.

Ep. 5 - How grocery chains are embracing ecommerce amid COVID-19
In this extended conversation with Publicis Groupe chief commerce strategy officer Jason Goldberg, we explore the history of grocery shopping in the US, how COVID-19 has fueled massive shifts in the landscape and how established chains are refining their ecommerce operations to meet shoppers where they're at. Goldberg, aka "Retailgeek," also highlights how grocery stores are providing a higher overall percentage of peoples' calories during the pandemic and the steps these companies are taking to continue doing so after COVID-19 concludes and restaurants begin to reopen.

Ep. 6 - Ghost kitchens, virtual restaurants and the post-pandemic future of foodtech
Food delivery apps and marketplaces have raised $31.3 billion since 2017. Still, the long-term profitability of these low-margin companies remains in question—something that could impact restaurants that are prioritizing takeout and delivery amid COVID-19. In this episode, we chat with REEF Technology's VP of corporate strategy, Felix Gonzalez Roson, and Creating Culinary Communities' COO, Brad Reynolds, about the evolution of foodtech, how ghost kitchens could help address food delivery apps' remaining barriers, and how pandemic-era shifts might impact our dining options and experiences into the future.

Ep. 7 - Navigating the promise of autonomous vehicle technologies
VC funding in mobility hit a new high in 2020, with $8.4 billion invested in the sector, up 33% year-over-year. Within the sector, autonomous vehicles have shown immense promise—attracting funding and exciting investors and entrepreneurs. This week on the "In Visible Capital" podcast, we talk with Joy Tuffield, partner at Generation Investment Management, and Luminar CEO Austin Russell about recent advancements in self-driving cars and the remaining barriers to ubiquity.

Ep. 8 - Cities as stakeholders in mobility
We're taking a closer look at the role cities play as stakeholders in mobility and how the pandemic may have impacted our thoughts on movement. To provide their perspective, we are joined by Peter Barrett, founding partner at Playground Global, and Joy Tuffield, partner at Generation Investment Management.

Ep. 9 - How evolving mindsets and innovation are building a better supply chain
Global trade is a market worth trillions of dollars—yet up until this point, it's been managed primarily with spreadsheets and emails. This week on In Visible Capital, we talk about the state of the supply chain and how disruptions in the early days of COVID-19 created more space for modernization and innovation industry-wide. To cover these topics, we are joined by Ironspring Managing Partner Ty Findley, CEO of FLEXE Karl Siebrecht and Founder of Playground Global Bruce Leak.

Ep. 10 - COVID-19's impact on emerging technologies
In Season 2 of "In Visible Capital," we took a closer look at emerging technology trends during the pandemic with investors, founders, PitchBook analysts and other industry experts. Over several months, we looked at shifts and opportunities across healthcare, foodtech, mobility, the supply chain and more. In this week's episode—the Season 2 finale, sponsored by Gray Scalable—host Lee Gibbs talks with the head of our Emerging Technology Research team, Paul Condra, about the acceleration of infosec, enterprise software and telehealth startups amid COVID-19, as well as what kinds of startups are receiving funding and the overall shift toward later-stage investing.

Bonus Ep. - Let's talk about race
This week's episode features our recent discussion about race and the evolving role of investors addressing racial inequality. We're resurfacing this conversation because even as Black History Month comes to an end, the hard work to increase diversity in the markets continues.

We brought together four professionals to share their expertise on the topic: Lisa Lambert, head of National Grid Partners and former head of the Intel Diversity Fund; Barry Eggers, a founding partner at Lightspeed Venture Partners and current chairman of the National Venture Capital Association; Angela Matheny, director of the diverse asset-manager program at Crewcial Partners; and Cynthia Muller, head of mission-driven investment with the W.K. Kellogg Foundation.

Our guests discussed why it's so important from business and equality perspectives for investors to prioritize diversity and inclusion goals in both their own teams and in their portfolios.

Click here for Season 1 show notes
Click here for Season 3
Click here for Season 4

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