The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

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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Direct download: Sebastian_Final.mp3
Category:Podcast Episodes -- posted at: 4:00am EDT