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

437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
Jake Yormak of Story Ventures joins Nate to discuss Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack. In this episode we cover:
Concentrating on Early-Stage Companies with Potential for Growth
Investing in Hardware Companies, Challenges and Opportunities
Focusing on Power Law Outliers
AI Commoditization, Impact on Profit Pools, with a Focus on Computer Vision and Proprietary Data
AI in Workflows, Incentivizing Users to Contribute Context
Guest Links:
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Story Ventures
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti…
The skinny
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