The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Investing Lessons from FC Seeding Uber, Airtable and Coupang | Why Pro Rata is the Original Sin in VC | Why Liquidity Has Died in 2024 | Why LPs are Pissed with VCs | The Hard Truth About Seed Fund Economics with David Frankel @ Founder Collective
David Frankel
So Mark Benioff, Salesforce, you write that off at your peril because the amount of data they have, they throw in these AI tools, they're doing their own stuff, right? Their opportunity is enormous. And I've seen this in some of our vertical SaaS plays. If we give the customers enriched data, if we don't enrich the data, we're out of business.
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