Motion Blur

Discover the explosive rise and fall of software investments, particularly in the SaaS space, as financial dynamics shift. Explore the transformative role of AI in reshaping investment strategies and the need for innovative thinking in a saturated market. The discussion on the scarcity of impactful tech companies highlights the necessity for unique solutions to stand out. Unconventional investment methods used by successful startups like TikTok reveal new avenues for growth. What does the future hold for the evolving landscape of software investment?

You know the saying: Hardware is hard! In today’s episode, Grant and Hammad discuss why that’s the case. They examine the software investing frameworks that also apply to hardware, and also explore new frameworks that offer some predictability in the built world. Hammad closes us out with some thoughts on his perspective on the Near Frontier / Dynamism categories, and gets us ready for an upcoming episode on his software world view. We’re iterating on this as we go. Please let us know what you think. 🎙️ Podcast Links Spotify Apple Podcasts ⁠X (FKA Twitter)⁠ Subscribe 🌀 About Motion Blur Exploring what makes great companies and technologies work. Brought to you by Grant Gregory & Hammad Aslam. Grant is an investor at Cantos where he focuses on physical world technologies. Hammad is a Partner at Kivu Ventures, Susa’s growth fund. Learn more about the hosts: Grant Gregory, ⁠@grant__gregory⁠, ⁠Embers⁠ Hammad Aslam, ⁠@_hammad_aslamh⁠, ⁠Susa Ventures If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Wednesday for new episodes. Intro music credit: ⁠Will Harrison⁠ Thanks for reading and listening to Motion Blur! Subscribe to get notified for future episodes.