514. AI's Effect on the Demand Curve, Investing in Durable Barriers, Large Cap vs. Small Cap Seed Deals, and Building an Internal AI Machine (Mark Peter Davis)

Mark Peter Davis of Interplay joins Nick to discuss AI's Effect on the Demand Curve, Investing in Durable Barriers, Large Cap vs. Small Cap Seed Deals, and Building an Internal AI Machine. In this episode we cover:

• AI's Role in Interplay's Operations
• Investment Strategy and Early Signals
• Impact of AI on Software and Venture Capital
• Job Displacement and New Opportunities
• Barriers and Durability in Software Companies
• Challenges for Traditional Growth Companies
• AI Native Services and Market Segmentation

Guest Links:

• Mark Peter Davis's LinkedIn
• Mark Peter Davis's X
• Interplay's LinkedIn
• Interplay'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.

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