443. 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 (Mike Droesch)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Advantages of Solving Edge Cases and Vertical Specific Workflows
Building proprietary software models may not be defensible, but understanding customer needs, creating intuitive UIs, and solving edge cases can provide a competitive advantage. Deep vertical-specific workflows, fine-tuning models for industry vocabulary, and integrating with various systems of record can offer a first-mover advantage in the near term.
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