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Brett Queener
Had a great time sitting with old friend Max Altschuler of the incredibly founder value add GTMfund for Episode 6 of their GTMnow VC Series to discuss the remaining moats in software and why GTM execution matters more than it ever did in the SaaS days. Catch it here on youtube or across what ever your podcast preferences are. https://lnkd.in/g6KHJa55
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Angela Strange
Do you "sell to the new" or "sell to the old"? At the start of a platform shift (Cloud, Mobile, now AI!), when there are hundreds of new companies being created -- selling to the new is a GREAT strategy to win distribution. Why? - New companies don’t need as many features to have a complete solution. - New companies have fewer stakeholders. You only have to convince the founders. - New companies don't need to evaluate the risk of rip/replace. They just pick the best product! How to win? - Make a narrow wedge 10x better than the incumbent - Be FAST! While your MVP may be smaller, your customers are growing fast and you need to rapidly iterate features and grow with them - Don't be constrained by existing category divisions, just create the best customer experience e.g., does a sales or marketing team really want dozens of tools? New post by my partners James da Costa Alastair (Alex) Rampell 👇
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Jeff Perry
Seth Levine nailed it! The concentration problem isn't just a GP pain point... it's choking innovation. When capital pools around the same 20 funds, emerging managers and founders get shut out. Love that he's using his platform to call this out. Foundry has backed 50+ emerging managers. That's the diversification the ecosystem needs. This is exactly why Carta exists — making capital allocation visible and accessible. Capital Evolution hits at exactly the right moment. Thanks for having us Daniel Dart. Team Carta loves the community of FUTURE TITANS you have built 🚀
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Jason Scharf
The defining metric of this era is velocity. We are watching $10B seed rounds and trillion-dollar infrastructure bets deployed at hyperspeed. But maybe the secret to thriving is patience. In this episode of Austin Next, we audit S3 Ventures' "Patient Capital" thesis and how it leads to a Discipline Arbitrage with Managing Director Brian Smith. The Structural Truths: • The Cost of Velocity (The Cisco Warning): Speed often leads to overbuilding. Brian reminds us that in 2001, Cisco wrote off $28 billion in revenue, the equivalent of 28 Bellagio Hotels, because they financed the velocity of the dot-com boom. While that infrastructure eventually laid the groundwork for what came next, the write-down was massive . • The Small Fund Advantage: You cannot return a multi-billion dollar fund with just good businesses you need generational outliers. By staying relatively small ($250M), S3 preserves the ability to generate alpha without being overrun by the beta of the cycle . • Vibe Coding vs. Enterprise Truth: Vibe coding is fast and powerful, but unfinished. The real returns come from the flywheel of rapid prototyping (vibe coding) and the hard work of building zero-variance, enterprise-ready applications with enriched data sets.
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