July 16, 2026 · show notes

ABOUT THIS EPISODE

The Decision Layer Is Missing | Tushar Makija, Team Ohana

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.

Technology

Business

Investing

English

United States

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IN THIS EPISODE

Tushar Makija

headcount planning

AI agents

HR and finance

workforce planning

agentic capital

Team Ohana

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SHOW NOTES 🔗

00:00:00Hook: The Cost of a Broken Hiring Plan

00:00:45Intro: Tushar Makija and Team Ohana

00:01:15Why Headcount Planning Breaks After the CFO Model

00:07:00The Missing Orchestration Layer

00:08:00Requisitions, Recruiting Capacity, and Reconciliation

00:13:03What Team Ohana Builds

00:17:00Onboarding, Integrations, and the Source of Truth

00:22:45Updating the Plan When the Business Changes

00:25:04Who Buys Team Ohana

00:29:40Go-To-Market and Competitive Landscape

00:37:00Why Team Ohana Wants to Own the Decision Layer

00:43:25Human Capital Versus Agentic Capital

00:51:30Closing Takeaways

TRANSCRIPT 🔗

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