The AI Revolution: Potential and Caution

Barry Schuler of DFJ Growth Ventures joins Nick to discuss Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies. In this episode we cover:

• The Similarities of the Jobs, Musk, Case and Armstrong
• Portfolio Construction
• Impressions from Steve Jobs
• The Need for Great Electric Cars
• The Decision to Invest in Coinbase
• Investment Thesis in the Data Center Space
• The Future of Interfaces

Guest Links:

• LinkedIn
• X
• Firm

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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