A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive incentives, and investing in "air pockets."

[00:00:00] Podcast and guest introduction

[00:02:59] Lead Edge strategy overview

[00:07:16] AI’s impact on software

[00:13:32] How CEOs react to markets

[00:24:29] Investor days and messaging

[00:30:40] Remitly’s capital allocation shift

[00:36:09] Importance of long-term KPIs

[00:44:07] Aligning shareholder and board goals

[00:46:37] Incentives and externalities discussed

[00:51:17] M&A risk versus growth

[00:57:49] Lead Edge’s unique investing edge

[01:01:53] AI risk to software moats

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Yet Another Value Blog - https://www.yetanothervalueblog.com

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343: The Universe is Trying to Kill You