Latest / The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
220. Crisis Coverage w/ Ash Fontana - The AI Investing Playbook; Why "Dev Tools" for Data Scientists is the Next Great Opportunity; When Fund Returns Don't Fit the Power Law; and Ash's Favorite Investment Heuristic from Naval Ravikant
Ash Fontana of Zetta Venture Partners joins Nick on a special Crisis Coverage installment to discuss The AI Investing Playbook; Why "Dev Tools" for Data Scientists is the Next Great Opportunity; When Fund Returns Don't Fit the Power Law; and Ash's Favorite Investment Heuristic from Naval Ravikant. In this episode, we cover:
Zetta III was announced recently, a $180M fund for founders building AI-first companies.
You went from $60M -> $125M -> $180M... how was the fundraise different this time around?
Quickly can you give us your definition of an AI-first company?
What will you be doing…
The skinny
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