The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)
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Dec 11, 2023 Investor Jules Schwerin discusses AI's impact on legacy industries, the bull case for vertical SaaS, and the future of the Series A market. They explore road mapping, RTP Global's structure, and the role of AI in legal tech. Market size and competitive funding rounds are highlighted, along with logistics investments in procurement automation and transportation management systems. The guest suggests potential interview ideas and encourages listeners to connect through email.
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Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Branding Firm Experience and Investing Approach
02:16 • 13min
The Impact of AI on Various Industries
15:46 • 2min
Importance of Market Size and Competitive Funding Rounds
17:16 • 4min
Investing in the Logistics Industry
21:21 • 14min
Interview Ideas and Connecting with the Guest
35:50 • 2min