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)

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:

• Twitter
• LinkedIn
• Lightspeed Venture Partners

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.

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