Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Nick Moran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Moran or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

37:42
 
Share
 

Manage episode 519861939 series 1547256
Content provided by Nick Moran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Moran or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned. In this episode we cover:

  • Investing in AI and Vertical Applications
  • Model Layer Advancements and Future Milestones
  • Challenges and Opportunities in Agentic AI
  • Investing in Tooling and Middleware
  • Product Market Fit and Defensibility in AI Applications
  • Verticals with Real Product Market Fit
  • The Evolution of AI Investing Metrics
  • Future Trends in AI and Robotics

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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.

  continue reading

956 episodes

Artwork
iconShare
 
Manage episode 519861939 series 1547256
Content provided by Nick Moran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Moran or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned. In this episode we cover:

  • Investing in AI and Vertical Applications
  • Model Layer Advancements and Future Milestones
  • Challenges and Opportunities in Agentic AI
  • Investing in Tooling and Middleware
  • Product Market Fit and Defensibility in AI Applications
  • Verticals with Real Product Market Fit
  • The Evolution of AI Investing Metrics
  • Future Trends in AI and Robotics

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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.

  continue reading

956 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play