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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