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443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)
Manage episode 430120358 series 3559508
Sisällön tarjoaa Nick Moran. Nick Moran tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain. In this episode we cover:
- AI Applications in Various Industries, Advancements in AI-Powered Voice Transcription Technology,
- AI's Potential to Disrupt Vertical SaaS Industries
- Business Models for AI Software, Including Copilots, Agents, and Tech-Enabled Services
- AI Applications, Defensibility, and Market Potential
- Open Source vs. Closed Source AI Models
- Supply Chain Inefficiencies and the Role of FinTech in Improving Payment and Invoicing Processes
- Investing in Non-Consensus Supply Chain Software Categories, Focusing on Procurement and Freight Audit
Guest Links:
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
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