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482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)
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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.
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