The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)
Jun 26, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 4min
The Impetus to Move On
03:52 • 2min
Asymmetric: A New Venture Capital Firm for the East Coast
05:23 • 2min
The Transition From Founder to VC
07:53 • 3min
The Advantages of Being a Non-Founder VC
10:40 • 2min
The Challenges of Starting a Venture Firm
12:26 • 2min
How to Hire a Venture Capitalist
14:09 • 2min
The Future of Google Search
16:38 • 4min
The Horizontal Play of Generative AI in Email Marketing
20:32 • 2min
The Defensibility of Large Language Model APIs
22:18 • 2min
The Future of Modeling
23:55 • 2min
AI and the Future of Business
25:45 • 5min
How to Evaluate Horizontal Business SaaS Applications
30:19 • 2min
The Challenges of Vertical Software Companies
32:07 • 3min
The Reality of Overstaffing Companies
34:44 • 2min
The Cost of Overstaffing in Early Stage Companies
36:37 • 3min
How to Be a Successful Founder Turned VC
39:59 • 2min