Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned. In this episode we cover: <ul class="wp-block-list"> <li>Investing in AI and Vertical Applications</li> <li>Model Layer Advancements and Future Milestones</li> <li>Challenges and Opportunities in Agentic AI</li> <li>Investing in Tooling and Middleware</li> <li>Product Market Fit and Defensibility in AI Applications</li> <li>Verticals with Real Product Market Fit</li> <li>The Evolution of AI Investing Metrics</li> <li>Future Trends in AI and Robotics</li> </ul> Guest Links: <ul class="wp-block-list"> <li><a href="https://www.linkedin.com/in/jacobeffron">Jacob's LinkedIn</a></li> <li><a href="https://x.com/jacobeffron?lang=en">Jacob's X</a></li> <li><a href= "https://www.linkedin.com/company/redpointventures/">Redpoint's LinkedIn</a></li> <li><a href="http://www.redpoint.com/">Redpoint's Website</a></li> </ul> The host of The Full Ratchet is <a href= "https://a99e9542.streaklinks.com/Ckv-y7jGxtU16tHcaw6dRG8I/https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnick-moran-a738503%2F" target="_blank" rel="noreferrer noopener">Nick Moran</a> of <a href= "https://a99e9542.streaklinks.com/Ckv-y7XmJjj45VneOwZrT-cw/https%3A%2F%2Fwww.newstack.com%2F" target="_blank" rel="noreferrer noopener">New Stack Ventures</a>, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. <a href= "https://a99e9542.streaklinks.com/Ckv-y7j4OLXDOmCUWQ-un5xB/https%3A%2F%2Framp.com%2Fpartners%2Ftfr" target="_blank" rel="noreferrer noopener">Book a demo</a> and get $150—no strings attached. Want to keep up to date with The Full Ratchet? <a href= "https://a99e9542.streaklinks.com/Ckv-y7jsrD1_WmA14wvppxR1/https%3A%2F%2Flinktr.ee%2Ftfr_pod" target="_blank" rel="noreferrer noopener">Follow us on social</a>. You can learn more about New Stack Ventures by visiting our <a href= "https://a99e9542.streaklinks.com/Ckv-y7rFRXfgaCQIQQUGdF5U/http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnew-stack-ventures%2F" target="_blank" rel= "noreferrer noopener">LinkedIn</a> and <a href= "https://a99e9542.streaklinks.com/Ckv-y7jFxSHfla7LAgqXiccz/https%3A%2F%2Ftwitter.com%2Fnewstackvc" target="_blank" rel="noreferrer noopener">Twitter</a>.

496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

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496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

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