Paul Madera of Meritech Capital joins Nick to discuss Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor. In this episode we cover:

Challenges in Late-Stage Venture Capital
Revenue Momentum and Investment Decisions
Public vs. Private Markets and AI Investments
Defense Tech and AI's Role in Workflow Software
AI's Adoption Curve and Market Competition
Investment Strategies and Future Outlook

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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Episode 480: Chapter 10, verses 27, 28 and 29