Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain. In this episode we cover:

AI Applications in Various Industries, Advancements in AI-Powered Voice Transcription Technology,
AI's Potential to Disrupt Vertical SaaS Industries
Business Models for AI Software, Including Copilots, Agents, and Tech-Enabled Services
AI Applications, Defensibility, and Market Potential
Open Source vs. Closed Source AI Models
Supply Chain Inefficiencies and the Role of FinTech in Improving Payment and Invoicing Processes
Investing in Non-Consensus Supply Chain Software Categories, Focusing on Procurement and Freight Audit

Guest Links:

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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