Terminal Value

In this episode of Terminal Value, I'm joined by Tushar Makija, co-founder and CEO of Team Ohana, to discuss why headcount planning breaks the moment the CFO's model is locked, how AI agents are becoming the orchestration layer between HR and Finance, and why the real system of record should capture decisions, not just transactions.

We cover why a late hire is deferred capital, how a sales leader can plan ten hires from a single Slack prompt, why HR and Finance never demand better tools, human capital versus "agentic capital," and Tushar's "accelerate or die" case for moving now.

Disclaimer: For information and education only; not investment advice or a recommendation to buy or sell securities. Views are the speakers’ own.

What is Terminal Value?

Terminal Value is a market landscape podcast that breaks down where value accrues in AI, software, and technology markets through deep dives with founders, operators, and investors.

Terminal Value is hosted by Nik Singh and is currently not monetized. Content is for general information and education, not investment, financial, legal or tax advice. Company discussions are not recommendations to buy or sell securities. Views are the speakers’ own and reflect the recording date.