

390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)
Jul 3, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Greatest Business on the Planet Is Enterprise Software
02:29 • 3min
The Impetus to Join Trilogy
05:10 • 3min
The Rise and Fall of Trilogy
07:48 • 3min
The Rise and Fall of Venture Capital
10:18 • 2min
The Importance of Relationship Capital in Investing
12:43 • 2min
What Motivates You to Work at PCV?
15:09 • 3min
The Importance of a Collaborative Culture in Capital Ventures
17:50 • 4min
The Relationship Between Bank Consulting and Bank Capital Ventures
21:23 • 3min
The Power of Bank Capital
23:58 • 2min
The Thing About VCV's Fund 10
26:22 • 3min
How to Find the Best Founders in Your CRM
29:49 • 2min
The Importance of Deep Domain Expertise
31:29 • 3min
The Future of Automation and Robotics Manufacturing
34:57 • 5min
AI and Chat GPT: The Future of Jobs
39:32 • 5min
The Scary Future of Society
44:38 • 4min