The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation (Ian Sigalow)
Oct 9, 2023
Co-founders of Greycroft, Alan Patricof and Dana Settle, share their journey in venture capital and the evolution of Greycroft. They discuss the role of form factor in killer apps, the impact of AI as a platform, and recent acquisitions in the gaming industry. They also highlight Greycroft's focus on intelligent applications, their partnership with Coca-Cola for a sustainability fund, and the importance of memory and connection in their business.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Alan Patricof and the Evolution of Greycroft
02:38 • 22min
The Role of Form Factor and the Impact of AI
24:42 • 10min
Acquisition of Scopley by Saudi-backed savvy games group and the potential benefits
34:49 • 2min
Focus on Intelligent Applications and AI Infrastructure
37:13 • 2min
Coca-Cola's Sustainability Fund
38:54 • 11min
Memory, Connecting with the Guest, and Conclusion
49:30 • 2min