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)
09/25/23 • 54 min
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 Size of the Queue for Cloud Security and Software Development
- Market Sizing, Vertical SAAS, and Software Margins
- Investing, Brand, and Distribution in the Tech Industry
Guest Links:
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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 Size of the Queue for Cloud Security and Software Development
- Market Sizing, Vertical SAAS, and Software Margins
- Investing, Brand, and Distribution in the Tech Industry
Guest Links:
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
Previous Episode
Investor Stories 314: What's Next (Kimerling, Akhund, Borumand)
On this special segment of The Full Ratchet, the following Investors are featured:
- Dan Kimerling
- Immad Akhund
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Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
Next Episode
Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)
On this special segment of The Full Ratchet, the following Investors are featured:
- John Cowgill
- Roger Ehrenberg
- Jerry Neumann
We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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