The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

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The Horizontal Play of Generative AI in Email Marketing

I'm curious as you think about the generative AI solutions are more horizontal, where do those fall on a dual spectrum of interest level? Yeah. Both of those solutions strike me as quite vertical or at least there's optionality to go vertical and more of those workflows be embedded in other workflows of the stakeholders. How do you think about areas that are not interesting, whether it's a pure horizontal play across email marketing or sales? It's just an area that's so inefficient and so ripe for speeding up. The part of AI that I think is lessinteresting to us and any very specifically mean less interesting to us because we need to be software investors.

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