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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)
Sebastian Duesterhoeft of Lightspeed Venture Partners joins Nate to discuss Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent. In this episode we cover:
Investing in a Challenging Market with a Growth Investor
AI Technology, Its Impact & Potential to Disrupt Industries and Create New Opportunities
Investment Strategies and Price Dynamics in the Startup Space
Investing in Enterprise Software Companies, Including S-Curve Analysis
Market Size and Potential for a New Endpoint Security Player
Determining…
The skinny
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