402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Nick Moran
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Show Notes
Sebastian Duesterhoeft of Lightspeed Venture Partners joins Nate to discuss Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent. In this episode we cover:
- Investing in a Challenging Market with a Growth Investor
- AI Technology, Its Impact & Potential to Disrupt Industries and Create New Opportunities
- Investment Strategies and Price Dynamics in the Startup Space
- Investing in Enterprise Software Companies, Including S-Curve Analysis
- Market Size and Potential for a New Endpoint Security Player
- Determining the Size of the Queue for Cloud Security and Software Development
- Market Sizing, Vertical SAAS, and Software Margins
- Investing, Brand, and Distribution in the Tech Industry
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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