482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Nick Moran
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Casber Wang of Sapphire Ventures joins Nick to discuss How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents. In this episode we cover:
- AI's Impact on Business Models and Capital Efficiency
- Defensibility and Product Market Fit
- AI Fatigue and Market Conditions
- Fundraising and Investor Expectations
- Cybersecurity and Competitive Intensity
- AI Agents and Enterprise Value
- Glean's Success in Enterprise Search
- Market Conditions and Investment Strategy
Guest Links:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.