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Podcast: The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Episode: 161. Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage (Ash Fontana)
Description: Ash Fontana of Zetta Venture Partners joins Nick to discuss Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage. In this episode, we cover: Categories of AI that Ash is most interested in The difference between real AI and AI-enabled companies Why SaaS will cease to be investable by VCs The current AI stage of adoption How he times the market The four phases of AI What phase of AI they invest in How AI is and will be affected by limited data How startups can compete for talent w/ GAFA (Google, Amazon...