Скачать или смотреть John Lehr of Work-Bench VC digs deep on Enterprise Tech, in the Age of AI

Jon Lehr joins www.therandomwalk.co to discuss the evolution of enterprise investing, the challenges faced by startups in the current financing climate, and the importance of understanding enterprise pain points. He emphasizes the need for a strong go-to-market strategy and the impact of AI on enterprise solutions. The discussion also touches on the future of venture capital, the necessity for new financing models, and the role of founders in driving success in the enterprise space.

Chapters

00:00 Introduction to Workbench and New Fund
01:23 Doing Enterprise VC right by inverting the Silicon Valley model of Venture
04:17 Finding an ICP in Enterprise involves a lot more nuance than people think
06:31 Avoiding the Enterprise 'Bear Hug of Death'
10:23 Navigating the Enterprise Sales Cycle
12:22 What it takes to get from Seed to A for an Enterprise Startup (now)
14:55 What do enterprises even want right now from TechCos?
18:04 Finding founders off the beaten path (or how not to get blown out of the water by megafunds)
20:26 The Worst Enterprise Theses and other mistakes
21:58 There are non-AI problems worth working on
24:24 The Hardest Publicly Traded Competitor to Displace
26:17 Zombie-corns are real, and actually scarier than you think
30:08 Solving the ZIRP overhang
35:44 Complacent Management won't stand a chance
38:31 What it's like raising a fund right now
41:59 Competing with the Mega Funds in the new VC ecosystem
45:24 More opportunities than ever, more heartbreak than ever
46:39 Cross-pollination and information sharing as an unlock investor creativity and innovation