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6min chapter
Generative AI Moats in B2B with Emergence Capital’s Jake Saper
ACQ2 by Acquired
The Future of Investing
John MacIntosh: You can never time the market both from an interest rate perspective and from a technology innovation perspective. So for us, like we tried to hold discipline to that. We're investing out of our sixth fund now. It will be a four year roughly fun cycle. He says there's still a class of companies which are obvious hot and doing really well at high price. And in that case, that lowers your average ownership generally but I'm not sure if it happens with this one.
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