Sesh looks like a consumer brand. 8VC looks like the last fund that would back it. That mismatch is the fastest way to see what Austin is becoming.

Sesh founder Max Cunningham and 8VC's Jake Medwell start with the logic that makes the deal make sense. Sesh holds a legal moat most competitors can't cross for years, and it earns software-like margins on a physical product. From there the conversation opens into a bigger question about where ambitious companies belong, and why more of them are choosing a city that now draws the founders and families betting on that future.

Agenda
00:00 What Sesh is
06:05 Why 8VC backed a nicotine company
10:44 Regulatory timing and the six-year door
16:37 Software margins and owning the factory
22:01 Who buys this and why the market is growing
29:27 Why some companies need SF and others do not
34:32 What Austin talent looks like now
42:10 The Elon spillover and the coming IPO wave
48:37 Raising kids in the AI age
55:07 Safety, schools, and what comes next

Guest Links
Sesh:
https://www.linkedin.com/in/max-cunningham-ba8bb810/
https://seshproducts.com/
https://x.com/Seshproducts
https://www.instagram.com/seshproductsusa/

8VC:
https://x.com/JakeMedwell
https://8vc.com/
https://x.com/8vc