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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Investing in the Logistics Industry
The speaker discusses their investments in the logistics industry, including procurement automation, transportation management systems, and decision sciences. They highlight the importance of good data and mention their investments in Teal Book, ALVUS, and a solver company. They see logistics as a promising market.
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