413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Branding Firm Experience and Investing Approach
The speaker discusses their experience at a branding firm and how it has influenced their investing approach. They talk about road mapping as a way to quickly understand a company's market, competitors, and approach. They also touch on RTP Global, a venture fund with a unique structure that allows them to directly reinvest their winning proceeds into the fund.
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