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Capital Series: Rick Zullo, Equal Ventures
Inevitable
Investing in Emerging Categories vs Traditional Enterprise Software Funds
There are two differences that stand out for investing in certain categories versus other enterprise software funds/nThe first difference is the 'conviction gap' which allows investors to move much earlier into a new concept with a prepared mind/nThe second difference is that companies in hot new AI concepts or healthcare can get funded at a ridiculous price without needing traction or customer proof
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