Intro

Medha Agarwal of Defy joins Nick to discuss AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents. In this episode we cover:

• Revenue Models and Business Models in AI-Driven Vertical Software
• Challenges and Opportunities in Vertical Software
• Defensibility and Market Differentiation
• Founder-Investor Relationships and Early Decision-Making
• Sourcing Top-Tier Talent and Seed Investing Trends
• Future of Work and AI's Impact

Guest Links:

• Medha’s LinkedIn
• Medha’s X
• Defy’s LinkedIn
• Defy’s Website

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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