Rob Go

speaker

281 appearances 1 recordings 1 series first heard Nov 2025 last heard 12 Nov

Rob Go’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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Venture Unlocked: The playbook for venture capital managers · Unpacking "A Crisis Moment In Seed" · 12 Nov 2025 podcast

There's some folks who do actually a very good job of this.

I think Ed Simit Boldstart is effectively an infrastructure-oriented investor, and there's some others.

But yes, the capital intensity ends up being really tough for the seed players.

You asked a question about application layer innovation.

I actually think that's one of the optimistic views that I have, which is we are like barely into inning one, I think, of what will be...

pretty, I think, prosperous period of application layer innovation.

And I think that's an area where the seed funds should be really well positioned to play.

And not that there hasn't been a lot of great application layer companies, but it's been pretty narrow, actually.

A lot of things focused on the developers.

Obviously, some really big companies focused on the legal space, right, where it's kind of a very obvious...

application of LLMs to that field.

But we're really scratching the surface, I think, right?

And to take an example, I think, and I actually think the other thought is that there's going to be a huge number of second order effects that arise in light of the fact that AI becomes ubiquitous.

And we haven't even started to go down that path in terms of the types of businesses that get created there.

So I'm generally pretty optimistic about that.

Your question around like defensibility and how do you pick and how do you distinguish companies?

Like, I don't think that's all that different than like than software, right?

There wasn't massive differentiation, defensibility among SaaS companies.

And so I don't think it's all that different within AI applications.

And so I don't know, I actually think just the multitude of opportunities kind of overwhelm the fact that the seeming barriers to entry are somewhat low in that space.

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