This interview podcast features a conversation between Jason Lemkin and a venture capitalist (VC) from Craft Ventures, a firm with $3.3 billion in assets under management. The discussion centers on the current state of the venture capital market, focusing on the impact of AI and the challenges faced by SaaS startups. Key topics include the shift in VC investment towards AI-related ventures (80% of Craft's focus), the changing dynamics of seed funding (high mortality rates), and the importance of burn multiples as a key metric for SaaS companies. The interview concludes with the VC announcing the launch of SaaS Grid, a new dashboarding tool designed specifically for SaaS startups. The discussion provides insights into current VC investment strategies and offers practical advice for SaaS founders navigating the current market conditions.
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