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34 - When CEOs Must Choose Between Conviction and Consensus
Episode 3412th February 2026 • The Breakout CEO • Jeff Holman
00:00:00 00:48:54

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Markets don’t wait for consensus. In this episode, Shay Levi explains how CEOs recognize the moment when speed and conviction matter more than alignment and what it costs to hesitate.

Drawing from building and exiting Noname Security and starting Unframe, Shay breaks down how he made contrarian calls under uncertainty, trusted firsthand signals over investor pushback, and moved aggressively when timing mattered most.

Shay Levi is a repeat founder who operates inside fast-forming markets where there is no safe middle ground. After co-founding Noname Security and scaling it rapidly before its acquisition by Akamai, Shay faced a familiar but harder decision: whether to stay on a winning trajectory or step away to build again.

In this conversation, Shay walks through the judgment calls behind choosing API security early, pushing back on investor skepticism, and later leaving a successful company to pursue Unframe at the moment enterprise AI adoption was accelerating. The focus isn’t outcomes, it’s how conviction forms when the data is incomplete, and the pressure is real.

Check out Shay's work at https://www.unframe.ai/.

Say hello to Shay!

LinkedIn: https://www.linkedin.com/company/unframe-ai/

Twitter: https://www.youtube.com/@UnframeAI

YouTube: https://www.youtube.com/@UnframeAI


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