Ash Fontana of Zetta Venture Partners joins Nick to discuss Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage. In this episode, we cover:
- Categories of AI that Ash is most interested in
- The difference between real AI and AI-enabled companies
- Why SaaS will cease to be investable by VCs
- The current AI stage of adoption
- How he times the market
- The four phases of AI
- What phase of AI they invest in
- How AI is and will be affected by limited data
- How startups can compete for talent w/ GAFA (Google, Amazon, Facebook, Apple)
- The moats being created by their AI-first portcos
- How they think about metrics and milestones for AI-backed companies
- If AI should be feared
- and finally we wrap up w/ Ash's thoughts on Chris Dixon's position that we will see a movement from centralization back to decentralization in tech-- and the role that AI will play
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The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified