Capital and Opportunity
The discussion highlights the disparity between companies with access to AI and those without, emphasizing how data ownership is crucial for success. Vertical SaaS companies face challenges with market multiples, yet there remains a significant opportunity for those who can leverage their data effectively. Companies like Salesforce exemplify the potential of integrating AI tools with rich data, underscoring that failure to capitalize on this advantage is a missed opportunity.In this clip
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20VC
20VC: Investing Lessons from Seeding Uber, Airtable and Coupang | Why Pro Rata is the Original Sin in VC | Why Liquidity Has Died in 2024 | Why LPs are Pissed with VCs | The Hard Truth About Seed Fund Economics with David Frankel @ Founder Collective
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