483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Nick Moran
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Show Notes
Medha Agarwal of Defy joins Nick to discuss AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents. In this episode we cover:
- Revenue Models and Business Models in AI-Driven Vertical Software
- Challenges and Opportunities in Vertical Software
- Defensibility and Market Differentiation
- Founder-Investor Relationships and Early Decision-Making
- Sourcing Top-Tier Talent and Seed Investing Trends
- Future of Work and AI's Impact
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.
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