482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, And The Real Use Case For Agents (Casber Wang) The Full Ratchet (TFR): Venture Capital And Startup Investing Demystified podcast

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:

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.

Want to keep up to date with The Full Ratchet? Follow us on social.

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

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