The GTMnow Podcast

VC 2: How Cassie Young Picks Winners Before They Even Leave Their Jobs

20 snips
Dec 15, 2025
Cassie Young, a General Partner at Primary Venture Partners, shares insights from her career transition from GTM leadership to venture capital. She discusses her innovative approach to sourcing founders before they leave their jobs and the importance of a strong founder outcomes framework. Cassie also emphasizes the difference between real market traction and misleading signals. Her preference for transformative GTM/AI tools over incremental improvements highlights her keen vision for the future of investing. Plus, she offers valuable advice for aspiring VCs.
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INSIGHT

Experimental AI Spend Risks Gross Retention

  • Cassie's 'Gross Retention Apocalypse' thesis: many AI purchases are experimental from innovation budgets, risking high churn.
  • She calls for renewed customer success focus and faster time-to-value to avoid leaky retention.
INSIGHT

AI Shortens Buyer Journeys, Not Replaces Humans

  • AI is shortening sales cycles by moving buyers further down the funnel before they talk to reps.
  • AI BDRs and CS tools triage many interactions but humans remain crucial for complex enterprise deals.
ANECDOTE

From Operator To Accidental VC

  • Cassie accidentally became a VC after 15 years in GTM leadership and joined Primary because of long-term relationships with its founders.
  • She spent two years advising boards before investing to learn the craft and ensure a long-term fit.
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