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Fat Protocols

Fat Protocols

By Vitalik Demin & Sarbjeet Johal
I'm Vitalik Demin, the host of this podcast. I have worked in software development for many years and also consulted companies on strategies and business models. My co-host and a regular guest, Sarbjeet Johal, is a renowned technology veteran. He worked for companies like Visa, Oracle, VMWare, Rackspace and others.

Together with Sarbjeet and other subject matter expert guests we look at existing and upcoming technology protocols and analyze them from various standpoints, like network effects, applications that are built on top of them, etc. We are also looking at investment opportunities.
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Currently playing episode

Ep #2: Appian - Why Is This Low Code Automation Platform Becoming So Popular and Is $APPN a Good Investment Opportunity

Fat Protocols

Ep #3: C3.AI - The Current State of AI Industry, What Makes C3 Unique and What's In Store For Them (Literally)
Folks, in this episode Sarbjeet and I took a very deep dive into the history, the current state and the future of the Artificial Intelligence market. We focused on the company called C3.AI ($AI) that has been picking up steam for the last few years. They were founded in 2009 and they IPO’d earlier this December. Their current CEO is Tom Siebel, who sold his Siebel Systems company to Oracle back in 2005. This company is very interesting. They seem to be  doing a lot of things right. They have an app development platform that many large clients already use (i.e. Shell has ~200 projects built on top of, according to Tom Siebel). They also have several apps of their own that their clients use. Tune in and we hope you will really like our discussion. We apologize for a couple of technical problems with internet and Zoom that we experienced along the way. Note: Although we may briefly discuss the investment aspect of companies we analyze, Fat Protocols episodes are not financial advice.
December 24, 2020
Ep #2: Appian - Why Is This Low Code Automation Platform Becoming So Popular and Is $APPN a Good Investment Opportunity
Today Sarbjeet Johal and I went deep into Appian ($APPN) — a low code automation platform that is becoming more popular by the day. We discussed the history of the process automation industry, its current state and how Appian is different from the companies that have been trying to own this space for a very long time. We also talked about whether Appian might be a good investment opportunity at this time (this is not financial advice). Listen to our conversation and do any additional research of your own before deciding to invest. Thank you so much for tuning it!
November 23, 2020
Pilot - What Are Protocols, How They Capture Value, Is Zoom a Protocol
Folks, I’m super excited to finally drop this post! Sarbjeet Johal and I finally recorded the pilot episode of our new Fat Protocols podcast! In this podcast we will be covering various platforms that have already become protocols and those that may get there in the future. We hope that our talks will be interesting to you and that they will also potentially help you capture early investment opportunities because protocols become very valuable and generate a lot of money for a very long time. In this pilot conversation we laid out our vision for the podcast, discussed what protocols are (and what they are not), how these protocols capture value, which companies currently command major protocol technologies and we also talked about whether the most popular video conferencing platform Zoom is a protocol or an app. We hope you enjoy this conversation! Please, feel free to let us know if you have any companies in mind that you’d like us to cover in our future episodes or any guests that we should invite over. Please email all your ideas and thoughts at Thank you so much for tuning in!
November 13, 2020