Jeremy Levine of Bessemer Venture Partners joins the Newcomer Podcast to discuss the SaaS repricing, the acceleration of AI, and why venture capital remains a long game.
We unpack whether SaaS is broken or simply reset after years of excess, and why AI companies are scaling faster than anything we have seen before. Jeremy shares his perspective on foundation model giants like Anthropic, the coming wave of robotics, and the unsolved manipulation problem that could define the next decade.
We also discuss scale in venture capital, how AI is changing investing, and why, in Jeremy’s words, this is ultimately a patient person’s game.
#VentureCapital #AI #SaaS #podcast
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Chapters:
00:00 Intro: Jeremy Levine
00:44 Where We Are in the VC Cycle
03:02 The SaaS Apocalypse Debate
07:05 Valuations 101
08:20 AI-Native Software Investing
12:11 Foundation Models at Scale
15:44 Sizing Bets and Anthropic
18:13 Agent Commerce and Marketplaces
20:34 Reimagining Travel with AI
23:00 Consumer’s New Front Door
29:15 Chatbots vs SEO
30:18 Building Sticky Distribution
32:02 The Future of Live Shopping
33:31 Prediction Markets and the Gambling Economy
37:41 The Robotics Roadmap
43:10 Why Scale Wins in Venture
48:30 Honest Founders vs Fake It
50:04 AI Inside the VC Firm
52:41 The AI Hype Cycle
55:00 Closing Thoughts