Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain. In this episode we cover:
- AI Applications in Various Industries, Advancements in AI-Powered Voice Transcription Technology,
- AI's Potential to Disrupt Vertical SaaS Industries
- Business Models for AI Software, Including Copilots, Agents, and Tech-Enabled Services
- AI Applications, Defensibility, and Market Potential
- Open Source vs. Closed Source AI Models
- Supply Chain Inefficiencies and the Role of FinTech in Improving Payment and Invoicing Processes
- Investing in Non-Consensus Supply Chain Software Categories, Focusing on Procurement and Freight Audit
Guest Links:
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
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