482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang) Podcast Por  arte de portada

482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)

482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)

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Casber Wang of Sapphire Ventures joins Nick to discuss How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents. In this episode we cover:

  • AI's Impact on Business Models and Capital Efficiency
  • Defensibility and Product Market Fit
  • AI Fatigue and Market Conditions
  • Fundraising and Investor Expectations
  • Cybersecurity and Competitive Intensity
  • AI Agents and Enterprise Value
  • Glean's Success in Enterprise Search
  • Market Conditions and Investment Strategy

Guest Links:

  • Casber's LinkedIn
  • Casber's Twitter/X
  • Sapphire's LinkedIn
  • Sapphire's Website

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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You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

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