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

408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily Lyman)

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

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Vertical SAS and Investments in Insurance, SureTech, Supply Chain, and Digital Health

The chapter discusses the vertical SAS pursued by the firm, focusing on investments in insurance, SureTech, supply chain logistics, and digital health. It explores the challenges and opportunities in healthcare software investing, as well as the evolving business models in SaaS and AI usage. The speakers also touch upon pricing data insights in vertical SaaS products and provide insights into the current state of the venture industry.

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