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When Claude Gets 10x Better, Is Your Business Safe? - Hillel Zidel (Kennet Partners)
When Claude is 10x better, is your business model still defensible? That's the question Hillel Zidel says every growth investor must answer before writing a check — because frontier models will get there faster than most founders expect.
This conversation unpacks how Kennet Partners sources and scales capital-efficient B2B software companies — businesses that have bootstrapped to meaningful scale without relying on VC funding cycles. Zidel explains why these companies tend to be more customer-centric, why their founders deploy capital more wisely, and how avoiding complex cap tables leads to…
The skinny
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