The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

← The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified31 aug · 44 min

516. AI Cost Structures and Pricing, Proprietary Data Sets That Create Moats, and a Clear Method for Determining Which Problem to Solve First (Vivek Vaidya)

516. AI Cost Structures and Pricing, Proprietary Data Sets That Create Moats, and a Clear Method for Determining Which Problem to Solve First (Vivek Vaidya)31 aug44 min

Vivek Vaidya of super{set} joins Nick to discuss AI Cost Structures and Pricing, Proprietary Data Sets That Create Moats, and a Clear Method for Determining Which Problem to Solve First. In this episode we cover:

Challenges and Considerations in Selling Companies  Building Companies and the Importance of Selling Ahead  Navigating AI-Native Products and Cost Structures  Valuation and Pricing of AI Companies  Data as a Moat in the AI Era  Distinguishing Between Frontier Labs and Startups  Open Source and Data Security in AI Products

Guest Links:

Vivek's LinkedIn Vivek's X super{set}'s LinkedIn super{set}'s Website

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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