20VC: Do Margins Matter in AI? | Is Defensibility Gone For Good? | Is Vertical SaaS Dead in a World of AI | What SaaS Rules Are BS and No Longer Apply in a World of AI | The Future of Venture: Why Chanel vs Walmart is BS with Byron Deeter

The stakes are way higher than they've ever been. I thought we understood this next phase we're going into, how big this was going to be, and very sincerely, we've probably added a zero to everything. I think there's going to be a lot of trillion dollar businesses that are created from this. The game is on. It's coming, definitely.

This is 20 VC with me, Harry Stebbings. Now today we welcome an old friend of the show, Byron Dieter, one of the best SaaS and cloud investors of the last decade. Check this out. He's got 19 unicorn investments. Eight of his companies have gone public.

Procore, Service Titan, Twilio, Box, Sendgrid. The list goes on. Byron is this incredible sage of SaaS cloud wisdom. This was so much fun to do reflecting on how SaaS is both different and similar to the AI wave today, and how he and Bessemer think about really being a frontrunner in the next wave of AI investing. But before we dive into the show today, I love seeing the team come together to make this show happen.

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