Between Two COO's with Michael Koenig

Get 90 Days of Fellow's incredible AI notetaker for free at fellow.ai/coo Guest: Seth Levine Book: Capital Evolution Podcast: Between Two COOs Host: Michael Koenig What we coverWhy Seth wrote Capital Evolution and why nowWhy today’s economic shift is structural, not cyclicalHow power has moved from public institutions to businessesWhat companies are being asked to carry that they weren’t built forHow AI fits into this broader realignmentEarly signals that companies are adapting well to AIWhat strong executive teams do differently during uncertaintyCommon leadership traps when change happens too fastA real crisis from a portfolio company and what the executive team did wellThe new leadership muscle operators need for the next decadeEpisode Chapters / Timestamps00:00 – Introduction 01:40 – Seth’s 30-second pitch for Capital Evolution 04:05 – Why this shift is structural, not cyclical 07:20 – What’s broken in the current economic model 11:00 – The power shift from government to business 15:10 – What leaders are quietly losing 18:45 – Where AI fits into this realignment 23:30 – What boards see when AI adoption works 28:05 – How strong executive teams handle uncertainty 33:40 – Leadership traps during rapid change 38:10 – A crisis inside a portfolio company 44:00 – The new muscle operators must build 48:50 – A moment Seth never thought he’d see