A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive incentives, and investing in "air pockets."
[00:00:00] Podcast and guest introduction
[00:02:59] Lead Edge strategy overview
[00:07:16] AI’s impact on software
[00:13:32] How CEOs react to markets
[00:24:29] Investor days and messaging
[00:30:40] Remitly’s capital allocation shift
[00:36:09] Importance of long-term KPIs
[00:44:07] Aligning shareholder and board goals
[00:46:37] Incentives and externalities discussed
[00:51:17] M&A risk versus growth
[00:57:49] Lead Edge’s unique investing edge
[01:01:53] AI risk to software moats
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