Скачать или смотреть BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS

Byron Deeter is a Partner at Bessemer Venture Partners, and one of the most renowned SaaS investors. Byron has led 19 unicorn investments, including IPO successes like ServiceTitan, Procore, Twilio, Box, Gainsight, Intercom, DocuSign, SendGrid. His portfolio includes eight companies that have gone public. Insane.
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In Today's Episode We Discuss:

00:00 Intro
01:18 Why are the stakes in AI higher than ever before?
02:24 Is defensibility in AI gone for good?
08:09 Investing Outside of Top 10 deals
09:43 Is vertical SaaS dead?
15:05 Will AI Reallocate Human Labor Costs?
23:39 Is treble-treble-double-double now too slow for AI companies?
29:16 From Incremental to Exponential: AI’s Scaling Curve
39:17 From Private Valuations to Public Markets
49:57 Reflection on Byron’s Mistakes
58:20 Is venture now just a game of scale?
01:09:57 Can PE Turn the Tide in Tough Markets?
01:13:43 Quick-Fire Round
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