A glimpse of the next generation: Zoe Zhao and Annalise Dragic, co-founders of Azlin Software
Orbit - An Hg software leadership podcastShow Notes
As AI beds into the business world, a new breed of company is being born where the latest technology is built-in. Helping them to grow is an equally new breed of investor.
In the first Orbit of 2025, Nic Humphries hosts sits down with Zoe Zhao and Annalise Dragic, co-founders of Azlin Software. With backgrounds in venture capital, M&A, and Hg's own Saturn investment team, Zhao and Dragic share their journey from investing in B2B software companies to creating their own investment platform. They delve into their unique approach to acquiring and nurturing vertically specialized young businesses, emphasizing a long-term, sustainable growth model that leverages AI and automation for efficiency.
The co-founders discuss the importance of community within their portfolio, fostering innovation, and the balance between nurturing product development and a vibrant company culture. Their entrepreneurial spirit shines through as they explain how Azlin Software plans to support founders at the smaller end of the market, where businesses may not yet have the resources to fully realize AI's potential. Whether discussing their own entrepreneurial leap or the future of software investment, Zhao and Dragic offer a fresh perspective on the intersection of technology and business growth.”
azlinsoftware.com
More from Orbit - An Hg software leadership podcast
What does AI have to prove when the buyer is a CFO? Elias Apel, CEO of Lucanet, answers from both sides of the table: he was a Lucanet customer, then its CFO, and now leads the company as it brings AI agents into finance and tax teams. Host Sebastian Zureich of Hg asks where AI can stand alone, where it cannot, and what a sceptical buyer demands of any software vendor.
Published in a week when Lovable's valuation doubled to $13.3 billion, up from $6.6 billion in December, this episode presents Ryan Meadows story of joining Lovable as a customer before becoming its Chief Revenue Officer, and how that experience shapes everything about how he thinks about AI, growth and the future of software. Hg's Tim Harrison sits down with Ryan to explore how they reached $400 million ARR in just 15 months, what it means to build an organisation entirely without legacy tooling, and why Ryan thinks most enterprises are still barely scratching the surface of what AI can do for their people.
Every December, Rob Toews publishes ten AI predictions in Forbes, then comes back a year later and grades himself in public. That habit of putting a stake in the ground, and owning the misses, makes him one of the more interesting voices in the space. In this conversation with Jon Wulkan, he explains why the frontier has narrowed to a handful of Western labs, why even well-resourced challengers have struggled to keep pace, and why the much-feared "SaaS apocalypse" is probably overdone.
In this episode, John Cranmer is joined by Gil Elbaz, Co-Founder and Chief AI Officer at Onyx Security, the company building the secure AI control plane for the agentic era. Gil, formerly in the CTO office at Nvidia working on multi-agent infrastructure, argues that the AI attack surface has fundamentally changed. The old boundary between what is yours and what is not has collapsed, and every agent, every MCP, every tool connection is now part of the perimeter.
The inventor of DevOps explains why AI needs engineering rigour and human collaboration.