Kevin Jiang of Mangusta Capital joins Nick to discuss Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS. In this episode we cover:

Choosing Early-Stage Investing Over Growth Investing
Masayoshi and SoftBank's Investment Decisions
X AI and Elon Musk's Vision for AI
Vertical AI and Industry-Specific Solutions
Scalability and Expansion in Vertical AI
Challenges and Opportunities in AI Adoption

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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S23 - Ep 9 - Daredevil: Born Again - Cinematography