skinny.

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:

LinkedIn

X

Story Ventures

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.