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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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

Aug 25, 2025 · 01:21:03
AI Summary
  • AI's high stakes challenge traditional SaaS metrics like margins and defensibility.
  • Vertical SaaS models may become obsolete due to the rise of AI platforms.
  • Bessemer's Byron Deeter questions conventional SaaS rules and investment strategies.

Guests on This Episode

BD
Byron Deeter
1 podcast appearance

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