443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)

Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain. In this episode we cover:

• AI Applications in Various Industries, Advancements in AI-Powered Voice Transcription Technology,
• AI's Potential to Disrupt Vertical SaaS Industries
• Business Models for AI Software, Including Copilots, Agents, and Tech-Enabled Services
• AI Applications, Defensibility, and Market Potential
• Open Source vs. Closed Source AI Models
• Supply Chain Inefficiencies and the Role of FinTech in Improving Payment and Invoicing Processes
• Investing in Non-Consensus Supply Chain Software Categories, Focusing on Procurement and Freight Audit

Guest Links:

• LinkedIn
• Twitter/X 
• Bessemer Venture Partners

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