BFM 89.9

HIGHLIGHTS 
Podcast  >  Enterprise  >  P&L  >  The End of Co-Founders? The Rise of AI & Seedstrapping

The End of Co-Founders? The Rise of AI & Seedstrapping

Kevin Brockland, Managing Partner, Indelible Ventures

05-Jan-26 11:00

The End of Co-Founders? The Rise of AI & Seedstrapping

Co-founder disputes are a top killer of startups. But with AI providing the leverage of a full team, a new wave of "seedstrappers" is rising fast. Could going solo actually be a safer bet than a "forced co-founder marriage"?

Kevin Brockland, Managing Partner at Indelible Ventures, joins BFM’s P&L to kick off our 4-part series on "The New Math of Business Building, Powered by AI." We unpack startling new data showing that 36% of new startups in the first half of 2025 were solo-founded (up from <24% in 2019), suggesting a structural shift driven by AI leverage.

We discuss:

  • The "Reliability" Myth: Kevin explains why VCs historically avoided solo founders due to lack of expertise and support structures, but argues that a bad co-founder "marriage" is often riskier than going it alone.

  • AI as the Ultimate Lever: How AI tools allow individuals to launch complex tech businesses (like SaaS and HealthTech) that previously required a full C-suite, fundamentally changing the "time-to-MVP."

  • Distribution > Product: With AI shortening the time to build and copy products, Kevin argues the real value has shifted entirely to distribution, a game where incumbents like Google currently have the upper hand.

  • The Speed Advantage: Solo founders are dictatorships, not democracies. We discuss how this allows for faster decision-making and why solo founders are reaching priced rounds quicker than teams.

  • The "Seedstrapping" Trend: A look at the new model for 2026 where founders skip pre-seed rounds, maintain larger equity stakes, and use that equity to hire top-tier talent instead of bringing on co-founders.

  • The Southeast Asia Angle: While the trend is US-centric, Kevin highlights the "leapfrog" opportunity for ASEAN founders to build B2B solutions that integrate seamlessly into corporate structures.

  • Ambition vs. Lifestyle: A critical look at the risks: will solo founders in Southeast Asia cash out early for a "lifestyle business" once they hit financial comfort, rather than aiming for regional domination?

Produced by: Roshan Kanesan

Presented by: Roshan Kanesan


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  technologyentrepreneurs

Tags:  solo foundersseedstrappingventure capitalstartupsartificial intelligencebusiness strategy





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Kingsley Jones, Chief Investment Officer, Jevons Global tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Pankaj C. Kumar discusses the Sunway-IJM deal and whether the MACC's investigations into IJM will hurt it.

7:45 AM

Morning Brief

Ariff Adi Putera Anwar of the Institute for Development Studies (Sabah) analyzes the Kinabatangan and Lamag by-election results.

8:00 AM

The Breakfast Grille

Datuk Captain Izham Ismail, Managing Director of Malaysia Airlines group shares highlights from his career, leadership challenges he's faced, and what's next for the company.

8:30 AM

Morning Brief

We break down the day’s top news with expert insights.

8:45 AM

Morning Brief

Dr. Khor Swee Keng, Chief Executive Officer of Angsana Health, unpacks the base MHIT proposal impact.

9:00 AM

Opening Bell

(REPEAT) Kingsley Jones, Chief Investment Officer, Jevons Global tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

Pinnacle Perspectives

Ong Kian Ming, DAP member and Adjunct Professor at Taylor's University, shares his views on how we could have positioned Malaysia Inc. on the DAVOS stage.

10:05 AM

Open For Business

Beyond Bitcoin hype: Halogen Capital’s Hann Liew and Lucas Ooi on scaling Malaysia’s first licensed digital asset fund manager to RM400M AUM and their new RM13.3M war chest to tokenise real-world bonds and real estate.

11:05 AM

P&L

Solving the "People Bottleneck" in AI Adoption. We’ve spent the last three weeks on P&L exploring the tools, valuations, and code behind the AI boom. Now we turn to the one variable that renders even the best tech useless: People.

12:00 PM

Enterprise Explores

Malaysia’s Education Blueprint is accelerating education pathways, but can universities still deliver work-ready graduates? We explore what this reform means with University of Nottingham Malaysia’s Professor Hazel Melanie Ramos.

1:00 PM

The Breakfast Grille Repeat

Datuk Captain Izham Ismail, Managing Director of Malaysia Airlines group shares highlights from his career, leadership challenges he's faced, and what's next for the company.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Earth Matters

For this month’s Nature Reads, wildlife researcher Su Mei Toh discusses a range of books, including environmental classics, books on Indigenous knowledge, science writing, and field guides rooted in Malaysia.

3:20 PM

Earth Matters

Macaranga Wrap-Up

4:05 PM

Health & Living

After losing his wife to cancer, one man is running 2,200km around Peninsula Malaysia to raise funds for childhood cancer.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Today I Learned

How To Be Better At Money

7:00 PM

Just For Kicks

We look back at some of the matches over the weekend, including Man United's victory against champions-elect Arsenal at the Emirates Stadium.

8:00 PM

A Bit of Culture

Kam, Matt and Sudais get together to talk about AI, fan fiction and unusual travel destinations.