@HarryStebbings@pmarca What’s a belief he publicly defends about tech that he privately has doubts about? and If he had to bet against one major tech trend everyone believes in right now, what would it be?
When Ramp discussed the vision of this feature early on
It was clear they were going to win this market
Other players were focused on points, rewards, and cafes in South Park
Ramp was focused on saving customers time & money
All you had to bet on was what smart CFOs preferred
What it takes to win in venture over the next 10 years is completely different to what it took to succeed in a world of spreadsheet SaaS investing.
Most “winning” firms will be dead in 10 years.
The venture industry is broken. It is run by principals & associates who just want a promotion.
Oh lord, this is not one to be missed with @nabeel 👇