FEED DROP: Could AI Make Capitalism Better? Henrik Werdelin Is Optimistic (from FAFO with Dan Blumberg)

FEED DROP: Could AI Make Capitalism Better? Henrik Werdelin Is Optimistic (from FAFO with Dan Blumberg)

Author: Yaniv Bernstein and Chris Saad May 21, 2026 Duration: 39:02

This is a bonus feed drop from Dan Blumberg's podcast 'Future Around and Find Out' (FAFO), winner of the 2026 Webby Award for Best Technology Podcast.


If you like what you hear, check out FAFO at https://www.futurearound.com/


Original description:

Henrik Werdelin is one of my favorite entrepreneurs. He’s founded and incubated several unicorns, most notably BARK, the dog happiness company.


Henrik himself is a pretty happy guy — an optimistic guy who likes to ask what could go right? — and on the day we recorded (a few months ago as I was squirreling away interviews for the podcast relaunch), he helped me see through some future of tech gloom I was feeling. I honestly can’t even remember what Trump+tech hellscape we were living through that week, but I do remember that Henrik put me in a better mood. I think he’ll do the same for you, no matter how you’re feeling. 🤗


Henrik believes AI could be a massive force for good. That it could bring forth a whole new — a better! — form of capitalism. He writes about this is in his latest book, Me, My Customer, and AI. He points to those (like Henry Ford) who took advantage of electricity by making drastic, not incremental, changes to how the build things. Our conversation pairs nicely with my recent episode with Azeem Azhar, who said the AI winners will “come from odd places”, as they have in previous tech transformations.


Here’s more of what Henrik and I cover:

  • His concept of "relationship capital"—the moat AI can't clone—and why the companies that win next will be defined by who they serve, not what they make
  • The three components of relationship capital: intensity, community, and durability
  • The "it sucks that" method for finding problems worth solving (he took it to a fifth grade class; the teacher was not thrilled)
  • His vision for the "headless", agentic web, where your startup's MVP is a group of agents, not an app
  • The wildly practical AI tools he's built just for himself: a custom CRM that searches by vibes not names, a newsletter bot tuned to his quarterly goals, and an agent that handled his visa paperwork while he was in a meeting
  • Why entrepreneurial skills—agency, narrative, resourcefulness—are the ultimate career insurance, whether you start a company or not
  • The absolutely ridiculous story of how a prank on a cruise ship led to him meeting his BARK co-founder in a heart-shaped bed

Chapters

  • (01:43) - Two Futures: AI Bad vs. AI Really, Really Good
  • (05:44) - Why Positivity Is Actually the Riskier Bet
  • (09:05) - Electricity, AI, and the Rise of Relationship Capital
  • (11:12) - The Three Components of Relationship Capital
  • (14:20) - "It Sucks That" — The Best Way to Find a Real Problem
  • (19:22) - The Headless Future and Minimum Viable Agents
  • (22:40) - N-of-One Software: Building Tools Just for Yourself
  • (26:48) - Henrik's Custom Newsletter Bot and AI-Powered CRM
  • (30:59) - Warp, Obsidian, and Letting Agents Loose on Your Computer
  • (34:45) - Entrepreneurial Skills as Career Insurance
  • (36:53) - The Heart-Shaped Bed: How Henrik Met His BARK Co-Founder


Credits for The Startup Podcast:

  • Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/
  • Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/
  • Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthur
  • Assistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/

For founders tired of abstract theory and looking for the concrete mechanics of building a high-growth company, The Startup Podcast offers a direct line to actionable knowledge. Hosts Yaniv Bernstein and Chris Saad bypass the usual interview format to deliver focused masterclasses and tactical advice drawn from their own decades in the trenches. Each episode digs into a specific challenge, whether it's navigating the nuances of raising Venture Capital, refining product strategy, or engineering sustainable growth. This isn't about general inspiration; it's a practical guide to adopting the distinct mindset and operational approaches that fuel Silicon Valley-style disruption. Listeners will find a clear roadmap covering the essential pillars: strategy, marketing, product development, and beyond. By consistently translating complex concepts into executable steps, this podcast serves as a vital resource for entrepreneurs determined to move beyond idea and into execution. Bernstein and Saad's combined experience provides a trusted foundation, making each session feel like a focused workshop aimed at building something that truly changes the game.
Author: Language: English Episodes: 50

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