Nate Williams

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192 appearances 1 recordings 1 series first heard Jun 2026 last heard 4 Jun

Nate Williams’s voice in public audio — every appearance, attributed to the second.

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Venture Unlocked: The playbook for venture capital managers · Deep Tech Gold Rush: Smart Boom or Future Bust? · 4 Jun 2026 podcast

I think that's important.

But the other thing, just to be controversial, is I think many folks aren't saying it, but many do believe on the LP community that SaaS as a major banger of a thesis has kind of run its course.

which is just the history of venture.

If we think about social mobile local, if we think about comms networking in the late 90s, early 2000s, these thesis have a time and a place where they can coalesce a group of talented founders and capital

And then they make the slacks, the box, the drop boxes, the stripe, the data bricks, right?

And then it makes way for the next.

And so I think some of this is healthy.

The thing that I sometimes have difficulty as an emerging manager adjusting to is, Samir, how much is venture capital changing and growing up?

Like how much of that is venture capital becoming like, today's venture capital is like 20 years ago, private equity.

I mean, we're gonna have firms go public.

How much of it is that?

Versus how much of it is just somebody really believes now that if you have a hardcore technology product, you actually have a moat.

Whereas if you just have a software product, maybe there's five engineers that can vibe code a competitor over the weekend.

So I think that's where I struggle is how much of it is secular change in venture versus deep tech.

Well, there's a circular reference here that I think is super important.

So there is an implicit homogeneity of SaaS.

So let me unpack that.

If I have a SaaS tool for fintech, and then I have a SaaS tool for health tech, accounting, HR, et cetera, the throwing motion is very similar.

The financial, as you mentioned, magic, rule 40, et cetera, is the same.

Okay.

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