459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)
Rusty Ralston and Jay Patil of Swell VC joins Nick to discuss Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator. In this episode we cover:
- Assessing Category Creation and Founder Caliber
- Sector Potential and Investment Strategy
- Syndicate Structure and Fund Size
- Talent Model and Sync Playbook
- Market Conditions and Future Outlook
- Investing in AI and Navigating Hype
- Defensibility in AI and Future Investments
Guest Links:
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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