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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AI and the Future of Business
A lot of investors have been ensuring that their companies have run away from the next 12 to 24 months, and now they're braced for AI. I'm curious if you guys have been seeing that in your own portfolio or how you've been advising asymmetric portfolio founders there. One thing that I've always observed that was interesting, which was definitely part of the founding answer for this firm, is that the mode in SAS, pretty horizontal. It's just not that interesting.
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