509. The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC (Sandesh Patnam)

Sandesh Patnam of Premji Invest joins Nick to discuss The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC. In this episode we cover:

• Themes and Dynamics of the Current AI Shift
• Investment Opportunities and Challenges
• Thesis and Focus at Premji Invest
• Advice for AI Companies and Public Markets
• Impact of Mega IPOs on Private Markets
• Challenges in Private Equity and Private Credit
• Listening as a Secret Weapon

Guest Links:

• Sandesh's LinkedIn
• Sandesh's X
• Premji Invest's LinkedIn
• Premji Invest's Website

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.