25 Sept 2023
54m
402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Open in Podwise to generate AI notes
Sign in to process this episode and unlock summaries, transcripts, highlights and translations.
Shownotes are not generated by Podwise.