In this episode, I speak with Bert Van Hoof, CEO of Willow, about how AI is starting to reshape the built world in ways that go far beyond smart dashboards and efficiency reports. Bert brings decades of experience from the front lines of digital infrastructure, including his time at Microsoft, where he helped create Azure Digital Twins and Smart Places.

Today at Willow, he is focused on a much bigger idea, using AI to help buildings, campuses, hospitals, airports, and other complex environments operate with greater intelligence, lower waste, and better outcomes for the people who rely on them every day.

One of the most interesting parts of our conversation is how Bert explains the shift from passive building software to active management systems. For years, many digital twin and smart building tools were good at showing what had already happened. But operators do not need another screen full of charts.

They need systems that can connect live data, static records, spatial context, and operational history to help them make better decisions in real time. That is where Willow comes in, creating a digital foundation where AI can reason across everything from HVAC and air quality to occupancy, refrigeration, maintenance history, and even energy usage patterns.

We also unpack why this matters right now. Energy costs remain under pressure, sustainability goals are getting harder to ignore, and many organizations are still stuck with fragmented systems that do not talk to each other.

Bert shares how AI can help move building teams from reactive maintenance to predictive performance, spotting issues earlier, cutting downtime, reducing waste, and extending the life of expensive assets.

He also explains why the future of building operations will depend on a stronger data foundation, operational AI copilots, and systems that can support an aging workforce while making these roles more appealing to the next generation.

What stood out for me was how practical this all became once we moved past the buzzwords. This was not a conversation about futuristic hype. It was about real examples, from occupancy-based HVAC control in offices and campuses to leak detection in schools, vaccine refrigeration monitoring, and hospital environments where downtime can carry enormous consequences.

Bert makes a strong case that buildings are no longer just static structures. They are living operational environments filled with signals, systems, and opportunities that have been hiding in plain sight.

We also touch on the wider picture, including what Bert learned from smart cities and energy grid modernization, and how those lessons now apply to commercial real estate, airports, research labs, and higher education campuses.

There is a real sense that the physical world is entering a new chapter, one where AI starts to bridge the gap between digital intelligence and real-world action.

If you have ever wondered what AI looks like when it leaves the screen and starts improving the places where people work, heal, travel, learn, and live, this episode will give you plenty to think about. As always, I would love to know what you think, are buildings finally ready to become truly responsive, and what opportunities or risks do you see ahead?

What does it really take to build the next generation of AI companies when the hype around scale begins to fade and real-world impact takes center stage?

In this episode, I sit down with David Blumberg, founder and managing partner at Blumberg Capital, to unpack what he believes will define the next wave of AI startups. With a track record that includes being the first investor in companies like Nutanix, Braze, and DoubleVerify, David brings a perspective shaped by decades of identifying breakout innovation early. But what stood out most in our conversation was his belief that 2026 marks a turning point where intelligence moves beyond experimentation and becomes operational.

We explore what that shift actually means in practice. David explains how AI is evolving from systems that generate insights into systems that take action, and why that distinction matters for founders, investors, and enterprise leaders alike. He shares how the most compelling startups today are not simply layering AI onto existing products, but embedding it deeply into workflows across industries like finance, security, and supply chain. These are companies built on proprietary data and real operational context, designed to make decisions with precision rather than simply process information.

Our conversation also challenges some widely held assumptions about success in the AI space. David makes it clear that scale alone will not separate winners from the rest. Instead, the focus is shifting toward accuracy, reliability, and domain expertise. Founders who have lived the problems they are solving, rather than approaching them from the outside, are far more likely to build something defensible and lasting. It is a subtle shift, but one that could redefine how value is created in the years ahead.

There is also a broader discussion about where investment is flowing and why. With the vast majority of companies Blumberg Capital now evaluates being rooted in AI, the bar for differentiation is rising fast. David offers insight into what his team is really looking for in founders entering this next cycle, and how startups can stand out in an increasingly crowded field.

So as AI moves from promise to execution, and from experimentation to real-world outcomes, the question becomes harder to ignore. Are we ready to rethink how we measure success in the AI era, and what kind of companies will truly earn their place at the top?

How do we talk about artificial intelligence without ignoring the very human consequences it can have on our mental health?

In this episode, I sit down with Dr. Ragy Girgis, Professor of Clinical Psychiatry at Columbia University, to unpack a topic that has quietly moved from the fringes of academic discussion into mainstream headlines. You have probably seen the term "AI psychosis" appearing more frequently, often surrounded by speculation, fear, or misunderstanding. But what does it actually mean, and how should we be thinking about it as these technologies become part of everyday life?

Ragy brings a clinical and deeply considered perspective to the conversation. He explains that what we are seeing is not AI creating entirely new delusions out of thin air, but something more subtle and arguably more concerning. Large language models can reflect and reinforce ideas that already exist within a person's mind. For someone already vulnerable, that reinforcement can push a belief from uncertainty into absolute conviction. That shift, even if small, can have life-altering consequences. It raises uncomfortable questions about how persuasive technology interacts with fragile mental states.

We also explore the comparison many people make with older internet rabbit holes, and why this new generation of AI tools feels different. There is something about conversational systems that mimic human interaction so convincingly that they can blur the line between reflection and validation. Ragy introduces a powerful analogy rooted in the story of Narcissus, which reframes the issue in a way that feels both timeless and unsettling. It is not about an external voice planting ideas, but about a mirror that becomes impossible to look away from.

But this conversation is not about fear. It is about responsibility and awareness. We discuss practical steps that could help reduce risk, from how AI systems communicate their limitations, to the role of families and clinicians, and even the responsibility of tech companies to invest in research around early warning signs. There is a sense that we are only at the beginning of understanding this phenomenon, and that the decisions made now will shape how safely these tools evolve.

So as AI continues to move closer to us, speaking in our language and responding in real time, how do we make sure it supports human wellbeing rather than quietly amplifying our most vulnerable moments?

Useful Links

• Connect with Dr. Ragy Girgis, Professor of Clinical Psychiatry at Columbia University
• Time Magazine Article

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